Curran Financial Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Curran Financial Partners, LLC reported 140 stock positions worth $671.8 million. Its top holding was Truth Soc God Bless America (YALL) at 13.7% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.0%) and Vanguard Most SM-Cap ETF-Usd (VB, 4.8%). Compared with Q1 2026, it opened 18 new positions, sold out of 4, added to 73 and reduced 42. The biggest buy was a new position in Truth Soc God Bless America (YALL) and the biggest sale an exit from Tidal Trust I.
- Most Recent 13F
- Q2 2026
- Location
- DANIEL ISLAND, SC
- CIK
- 0001843867
- Portfolio Value
- $671.8M (Q2 2026)
- SEC Filing
- 0001843867-26-000004 ↗ filed Aug 12, 2026
Holdings Value
Holdings 140 stocks · $671.8M
| YALL Truth Soc God Bless America | 13.65% | 2,164,820 | $91.7M | New |
| SCHD Schwab US DVD Equity ETF | 7.03% | 1,490,202 | $47.3M | Add +8.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.79% | 106,081 | $32.2M | Add +10.3% |
| VXUS Vanguard Total Intl Stock | 4.71% | 370,419 | $31.7M | Add +9.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 4.34% | 611,552 | $29.2M | Add +9.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.34% | 338,321 | $29.1M | Add +18.6% |
| JEPI JPMorgan Equity Premium Inco | 3.88% | 461,348 | $26.1M | Add +13.8% |
| MLPX Global X MLP & Energy Infras | 3.66% | 333,537 | $24.6M | Add +7.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.87% | 771,545 | $19.3M | Add +12.7% |
| FLBL Franklin Senior Loan ETF | 2.84% | 831,237 | $19.1M | Add +13.3% |
| VGT Vanguard Info Tech ETF | 2.81% | 157,913 | $18.9M | Add +1722.6% |
| LVHI Franklin International Low V | 2.47% | 408,814 | $16.6M | Add +8.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 2.30% | 305,615 | $15.4M | Add +13.3% |
| VIG Vanguard Dividend Apprec ETF | 2.16% | 61,459 | $14.5M | Add +9.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.03% | 62,697 | $13.7M | Add +31.0% |
| FPE FT-Preferred Secur & Inc. ETF | 1.91% | 715,791 | $12.8M | Add +12.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.43% | 105,092 | $9.6M | Reduce -9.5% |
| VYM Vanguard High DVD Yield ETF | 1.41% | 59,995 | $9.5M | Reduce -36.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.41% | 86,541 | $9.4M | Add +14.0% |
| AOK iShares Core 30/70 Conservat | 1.40% | 226,292 | $9.4M | Add +11.4% |
| HYLB Xtrackers Usd High Yield Cor | 1.30% | 239,750 | $8.8M | Add +14.5% |
| BND Vanguard Total Bond Market | 1.30% | 118,753 | $8.7M | Add +15.0% |
| PULS Pgim Ultra Short Bond ETF | 1.21% | 163,396 | $8.1M | Reduce -9.3% |
| AAPL Apple Inc. | 1.20% | 27,833 | $8.1M | Reduce -0.7% |
| VTIP Vanguard Short-Term Tips | 1.09% | 145,576 | $7.3M | Add +14.3% |
| VFH Vanguard Financials ETF | 0.94% | 48,196 | $6.3M | New |
| BKAG BNY Mellon Core Bond ETF | 0.93% | 149,356 | $6.3M | Reduce -53.4% |
| VGSH Vanguard Short-Term Treasury | 0.86% | 98,763 | $5.7M | Add +14.9% |
| VHT Vanguard Health Care ETF | 0.81% | 18,101 | $5.4M | Add +808.7% |
| VCIT Vanguard Int-Term Corporate | 0.77% | 62,476 | $5.2M | Reduce -57.0% |
| VCR Vanguard Consumer Discre ETF | 0.70% | 11,803 | $4.7M | New |
| VIS Vanguard Industrials ETF | 0.67% | 12,537 | $4.5M | Add +3.3% |
| SPHY SS SPDR P High Yield ETF | 0.65% | 185,462 | $4.3M | Reduce -59.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 5,852 | $4.3M | Add +20.2% |
| GLD SPDR Gold Shares | 0.61% | 11,075 | $4.1M | Reduce -30.3% |
| USFR Wisdomtree Floating Rate Tre | 0.60% | 79,645 | $4.0M | Reduce -9.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.60% | 5,365 | $4.0M | Reduce -1.0% |
| NVDA Nvidia Corp. | 0.58% | 19,487 | $3.9M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 0.49% | 4,842 | $3.3M | Add +12.5% |
| SCHP Schwab U.S. Tips ETF | 0.49% | 123,738 | $3.3M | Reduce -52.9% |
| SHW The Sherwin-Williams Co. | 0.44% | 8,615 | $3.0M | Reduce -5.5% |
| SPHD Invesco S&P 500 High Dividen | 0.44% | 58,037 | $3.0M | Add +14.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.43% | 23,999 | $2.9M | Add +0.7% |
| SMH Vaneck Semiconductor ETF | 0.39% | 4,017 | $2.6M | Add +13.4% |
| STXF Strive 500 ETF | 0.39% | 54,303 | $2.6M | Add +36.9% |
| MSFT Microsoft Corp. | 0.39% | 7,001 | $2.6M | Reduce -0.4% |
| VDC Vanguard Consumer Staple ETF | 0.38% | 11,232 | $2.5M | Add +15.1% |
| AMZN Amazon.com Inc. | 0.36% | 10,025 | $2.4M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.34% | 2,471 | $2.3M | Reduce -3.3% |
| MUNI PIMCO Intermediate Municipal | 0.31% | 39,363 | $2.1M | Add +73.2% |
| AIQ Global X Art Intel & Tech | 0.29% | 29,849 | $2.0M | Add +22.6% |
| GOOGL Alphabet Inc. Class A | 0.29% | 5,375 | $1.9M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 4,589 | $1.7M | Add +0.3% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.24% | 67,524 | $1.6M | Add +72.8% |
| VPU Vanguard Utilities ETF | 0.23% | 7,836 | $1.5M | Add +2.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.23% | 17,065 | $1.5M | Add +37.5% |
| AIRR First Trust Rba American Ind | 0.22% | 11,048 | $1.5M | Add +29.9% |
| FMHI First Trust Municipal High I | 0.20% | 28,207 | $1.4M | Add +73.4% |
| SHLD Global X Defense Tech ETF | 0.19% | 20,970 | $1.3M | Add +39.7% |
| ARKF ARK Blockchain & Fintech Inn | 0.18% | 30,691 | $1.2M | Add +48.6% |
| CVX Chevron Corp. | 0.18% | 7,296 | $1.2M | Add +11.2% |
| DTCR Global X Data Center & Digit | 0.18% | 39,788 | $1.2M | Add +19.9% |
| XOM Exxon Mobil Corp. | 0.18% | 8,757 | $1.2M | Reduce -2.5% |
| PDBC Invesco Optimum Yield Divers | 0.17% | 73,990 | $1.2M | Add +5.4% |
| VNQ Vanguard Real Estate ETF | 0.17% | 11,710 | $1.1M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.16% | 4,413 | $1.1M | Add +12.3% |
| IWF iShares Russell 1000 Growth | 0.16% | 8,461 | $1.1M | No change |
| VAW Vanguard Materials ETF | 0.14% | 4,183 | $957K | Add +0.7% |
| MU Micron Technology Inc. | 0.14% | 813 | $938K | Reduce -5.8% |
| SLV iShares Silver Trust | 0.14% | 17,381 | $929K | Add +6.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.14% | 11,049 | $913K | Add +13.2% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 2,436 | $911K | Add +2.4% |
| XBIL F/M US Treasury 6 Month Bill | 0.13% | 17,781 | $889K | Reduce -4.2% |
| OBIL F/M US Treasury 12 Month Bil | 0.13% | 17,768 | $888K | Reduce -4.1% |
| UTWO F/M US Treasury 2 Year Note | 0.13% | 18,461 | $885K | Reduce -3.8% |
| UTRE F/M US Treasury 3 Year Note | 0.13% | 18,008 | $883K | Reduce -3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,733 | $867K | Reduce -13.3% |
| LOW Lowe's Cos Inc. | 0.12% | 3,743 | $825K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.12% | 1,960 | $824K | Add +0.1% |
| GEV GE Vernova Inc. | 0.11% | 621 | $730K | Reduce -1.9% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.10% | 13,141 | $690K | Add +0.1% |
| SPCX Space Exploration Techn Class A | 0.10% | 4,039 | $690K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 901 | $675K | Add +6.9% |
| META Meta Platforms Inc. Class A | 0.10% | 1,173 | $661K | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.10% | 1,856 | $656K | Reduce -0.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 12,856 | $656K | Add +78.0% |
| PG The Procter & Gamble Co. | 0.10% | 4,399 | $645K | Reduce -2.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.09% | 13,069 | $595K | Reduce -7.1% |
| SCHX Schwab US Large-Cap ETF | 0.09% | 19,495 | $574K | Add +52.7% |
| ABBV Abbvie Inc. | 0.07% | 1,990 | $501K | Reduce -2.8% |
| CMI Cummins Inc. | 0.07% | 686 | $489K | No change |
| WMT Walmart Inc. | 0.07% | 4,291 | $486K | Reduce -5.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.07% | 7,874 | $479K | Add +24.4% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 7,655 | $457K | Add +15.3% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 3,552 | $414K | Add +13.3% |
| UBSI United Bankshares Inc. | 0.06% | 8,841 | $405K | No change |
| DTD Wisdomtree US Total Dividend | 0.06% | 4,017 | $375K | Add +62.7% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 4,687 | $361K | Add +27.9% |
| MRK Merck & Co. Inc. | 0.05% | 2,793 | $359K | Add +2.6% |
| PPA Invesco Aerospace & Defense | 0.05% | 1,966 | $347K | Reduce -5.6% |
Portfolio Sells Q1 2026 → Q2 2026
| TIDAL TRUST I | Sold out | 0.00% | −9.92 |
| BKAG BNY Mellon Core Bond ETF | Reduce -53.4% | 0.93% | −1.49 |
| VCIT Vanguard Int-Term Corporate | Reduce -57.0% | 0.77% | −1.38 |
| SPHY SS SPDR P High Yield ETF | Reduce -59.1% | 0.65% | −1.25 |
| VYM Vanguard High DVD Yield ETF | Reduce -36.6% | 1.41% | −1.10 |
| SCHP Schwab U.S. Tips ETF | Reduce -52.9% | 0.49% | −0.76 |
| GLD SPDR Gold Shares | Reduce -30.3% | 0.61% | −0.62 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -9.5% | 1.43% | −0.47 |
| PULS Pgim Ultra Short Bond ETF | Reduce -9.3% | 1.21% | −0.39 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.27 |
| USFR Wisdomtree Floating Rate Tre | Reduce -9.4% | 0.60% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -3.3% | 0.34% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -2.5% | 0.18% | −0.09 |
| SHW The Sherwin-Williams Co. | Reduce -5.5% | 0.44% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.39% | −0.08 |
| AAPL Apple Inc. | Reduce -0.7% | 1.20% | −0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -7.1% | 0.09% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.3% | 0.13% | −0.04 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.7% | 0.12% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.60% | −0.03 |
| UTWO F/M US Treasury 2 Year Note | Reduce -3.8% | 0.13% | −0.03 |
| UTRE F/M US Treasury 3 Year Note | Reduce -3.6% | 0.13% | −0.03 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -4.1% | 0.13% | −0.03 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -4.2% | 0.13% | −0.03 |
| WMT Walmart Inc. | Reduce -5.7% | 0.07% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.10% | −0.02 |
| HCA HCA Healthcare Inc. | Reduce -1.4% | 0.04% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -0.6% | 0.17% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -18.9% | 0.05% | −0.02 |
| XLE SS Energy Select Sector | Reduce -4.9% | 0.04% | −0.02 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -5.0% | 0.03% | −0.02 |
| IBRX Immunitybio Inc. | Sold out | 0.00% | −0.01 |
| PPA Invesco Aerospace & Defense | Reduce -5.6% | 0.05% | −0.01 |
| KO The Coca-Cola Co. | Reduce -2.7% | 0.05% | −0.01 |
| BALT Inn Defined Wealth Shield | Reduce -0.1% | 0.04% | −0.01 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.03% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.8% | 0.07% | −0.01 |
| V Visa Inc. Class A | Reduce -4.8% | 0.04% | −0.00 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -0.4% | 0.04% | −0.00 |
| CSX CSX Corp. | Reduce -3.0% | 0.04% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.10% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.1% | 0.04% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -5.2% | 0.05% | +0.01 |
| GEV GE Vernova Inc. | Reduce -1.9% | 0.11% | +0.01 |
| MU Micron Technology Inc. | Reduce -5.8% | 0.14% | +0.09 |
Portfolio Buys Q1 2026 → Q2 2026
| YALL Truth Soc God Bless America | New | 13.65% | +13.65 |
| VGT Vanguard Info Tech ETF | Add +1722.6% | 2.81% | +2.67 |
| VFH Vanguard Financials ETF | New | 0.94% | +0.94 |
| VHT Vanguard Health Care ETF | Add +808.7% | 0.81% | +0.71 |
| VCR Vanguard Consumer Discre ETF | New | 0.70% | +0.70 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +18.6% | 4.34% | +0.62 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +31.0% | 2.03% | +0.35 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.3% | 4.79% | +0.28 |
| SMH Vaneck Semiconductor ETF | Add +13.4% | 0.39% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.2% | 0.64% | +0.14 |
| SPCX Space Exploration Techn Class A | New | 0.10% | +0.10 |
| MUNI PIMCO Intermediate Municipal | Add +73.2% | 0.31% | +0.10 |
| STXF Strive 500 ETF | Add +36.9% | 0.39% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | Add +37.5% | 0.23% | +0.09 |
| AIQ Global X Art Intel & Tech | Add +22.6% | 0.29% | +0.09 |
| MMIT Nylim Mackay Muni Intermedia | Add +72.8% | 0.24% | +0.08 |
| FMHI First Trust Municipal High I | Add +73.4% | 0.20% | +0.07 |
| VXUS Vanguard Total Intl Stock | Add +9.9% | 4.71% | +0.06 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| AIRR First Trust Rba American Ind | Add +29.9% | 0.22% | +0.05 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| ARKF ARK Blockchain & Fintech Inn | Add +48.6% | 0.18% | +0.04 |
| DTCR Global X Data Center & Digit | Add +19.9% | 0.18% | +0.04 |
| TRV The Travelers Cos Inc. | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | New | 0.04% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.04% | +0.04 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +12.5% | 0.49% | +0.03 |
| BAR Graniteshares Gold Trust | New | 0.03% | +0.03 |
| UNH Unitedhealth Group Inc. | New | 0.03% | +0.03 |
| JMST JPM Ultra-Short Muni Income | Add +78.0% | 0.10% | +0.03 |
| MAGS Roundhill Magnificent Seven | New | 0.03% | +0.03 |
| SCHF Schwab Intl Equity ETF | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | New | 0.03% | +0.03 |
| PPL PPL Corp. | New | 0.03% | +0.03 |
| XOVR Ershares Private-Public Cros | New | 0.03% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +52.7% | 0.09% | +0.03 |
| DTD Wisdomtree US Total Dividend | Add +62.7% | 0.06% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +2.9% | 0.29% | +0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +13.2% | 0.14% | +0.02 |
| GE General Electric | Add +2.4% | 0.14% | +0.01 |
| CAT Caterpillar Inc. | Add +1.6% | 0.05% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +27.9% | 0.05% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +12.3% | 0.16% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +9.7% | 2.16% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.7% | 0.43% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +24.4% | 0.07% | +0.01 |
| REAL BROKERAGE INC/THE | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +15.3% | 0.07% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +9.9% | 0.04% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 15,330 | $107before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 140 | $671.8M | YALL, SCHD, VB, VXUS, SPYD |
| Q1 2026 | 126 | $558.6M | TIDAL TRUST I, SCHD, VXUS, SPYD, VB |
| Q4 2025 | 129 | $526.5M | TIDAL TRUST I, SCHD, VXUS, SPYD, VB |
| Q3 2025 | 129 | $505.4M | TIDAL TRUST I, SCHD, SPYD, VXUS, JEPI |
| Q2 2025 | 120 | $452.5M | TIDAL TRUST I, SCHD, SPYD, BIL, JEPI |
| Q1 2025 | 100 | $407.4M | TIDAL TRUST I, SCHD, SPYD, BIL, LQD |
| Q4 2024 | 96 | $380.9M | TIDAL TRUST I, SCHD, SPYD, BIL, VGT |
| Q3 2024 | 90 | $352.1M | TIDAL TRUST I, SCHD, SPYD, VGT, BIL |
| Q2 2024 | 83 | $299.0M | TIDAL TRUST I, SCHD, SPYD, VGT, USFR |
| Q1 2024 | 82 | $287.5M | TIDAL TRUST I, SCHD, SPYD, JEPI, VGT |