Curran Financial Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Curran Financial Partners, LLC reported 120 stock positions worth $452.5 million. Its top holding was Tidal Trust I at 12.5% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 6.3%) and SS SPDR P S&P 500 Hi Div ETF (SPYD, 4.2%). Compared with Q1 2025, it opened 26 new positions, sold out of 6, added to 52 and reduced 34. The biggest buy was a new position in Vanguard Info Tech ETF (VGT) and the biggest sale Ishr Ibx Usd Invgd CB ETF-Ui (LQD, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- DANIEL ISLAND, SC
- CIK
- 0001843867
- Portfolio Value
- $452.5M (Q2 2025)
- SEC Filing
- 0001843867-25-000007 ↗ filed Jul 21, 2025
Holdings Value
Holdings 120 stocks · $452.5M
| TIDAL TRUST I | 12.48% | 1,357,278 | $56.5M | Reduce -3.4% |
| SCHD Schwab US DVD Equity ETF | 6.35% | 1,083,885 | $28.7M | Add +7.7% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 4.23% | 450,729 | $19.1M | Reduce -4.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.87% | 190,700 | $17.5M | Reduce -2.2% |
| JEPI JPMorgan Equity Premium Inco | 3.80% | 302,416 | $17.2M | Add +9.8% |
| VXUS Vanguard Total Intl Stock | 3.60% | 235,626 | $16.3M | Add +12.2% |
| MLPX Global X MLP & Energy Infras | 3.47% | 250,390 | $15.7M | Add +3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.36% | 64,182 | $15.2M | Add +18.0% |
| PULS Pgim Ultra Short Bond ETF | 3.24% | 294,957 | $14.7M | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 3.19% | 21,765 | $14.4M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.99% | 30,871 | $13.5M | Add +22.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.97% | 528,055 | $13.5M | Add +4.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.24% | 92,385 | $10.1M | Reduce -36.5% |
| AOK iShares Core 30/70 Conservat | 2.18% | 252,063 | $9.8M | Reduce -38.1% |
| BND Vanguard Total Bond Market | 2.04% | 125,106 | $9.2M | Reduce -38.0% |
| VIG Vanguard Dividend Apprec ETF | 1.93% | 42,670 | $8.7M | Add +14.4% |
| FLBL Franklin Senior Loan ETF | 1.91% | 356,750 | $8.6M | New |
| USFR Wisdomtree Floating Rate Tre | 1.62% | 145,815 | $7.3M | Reduce -1.8% |
| VFH Vanguard Financials ETF | 1.52% | 54,121 | $6.9M | New |
| LVHI Franklin International Low V | 1.50% | 208,481 | $6.8M | New |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.48% | 136,836 | $6.7M | New |
| VYM Vanguard High DVD Yield ETF | 1.31% | 44,458 | $5.9M | Reduce -34.9% |
| AAPL Apple Inc. | 1.29% | 28,525 | $5.9M | Add +7.2% |
| FPE FT-Preferred Secur & Inc. ETF | 1.26% | 321,142 | $5.7M | New |
| NVDA Nvidia Corp. | 1.22% | 34,821 | $5.5M | Add +64.1% |
| VCR Vanguard Consumer Discre ETF | 1.03% | 12,828 | $4.6M | New |
| VOX Vanguard Communication Servi | 1.00% | 26,412 | $4.5M | New |
| HYLB Xtrackers Usd High Yield Cor | 0.98% | 120,728 | $4.5M | Add +15.5% |
| VIS Vanguard Industrials ETF | 0.91% | 14,669 | $4.1M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.84% | 21,549 | $3.8M | Add +36.3% |
| VTIP Vanguard Short-Term Tips | 0.82% | 74,171 | $3.7M | Add +15.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.80% | 44,782 | $3.6M | Reduce -56.5% |
| MSFT Microsoft Corp. | 0.70% | 6,332 | $3.1M | Add +31.7% |
| SHW The Sherwin-Williams Co. | 0.66% | 8,745 | $3.0M | No change |
| VGSH Vanguard Short-Term Treasury | 0.64% | 49,614 | $2.9M | Add +16.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 4,604 | $2.8M | Add +4.0% |
| GLD SPDR Gold Shares | 0.62% | 9,182 | $2.8M | Reduce -41.0% |
| TIP iShares Tips Bond ETF | 0.61% | 25,284 | $2.8M | Reduce -50.8% |
| IDV iShares International Select | 0.61% | 80,252 | $2.8M | Reduce -64.2% |
| VDC Vanguard Consumer Staple ETF | 0.60% | 12,374 | $2.7M | Add +8.3% |
| COST Costco Wholesale Corp. | 0.57% | 2,627 | $2.6M | Reduce -0.2% |
| NOBL Proshares S&P 500 Dividend A | 0.55% | 24,815 | $2.5M | Reduce -62.6% |
| VOO Vanguard S&P 500 ETF | 0.49% | 3,899 | $2.2M | Reduce -1.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.49% | 23,218 | $2.2M | Add +3.0% |
| SCHO Schwab Short-Term US Treas | 0.49% | 90,532 | $2.2M | Reduce -65.0% |
| PFF iShares Preferred & Income S | 0.48% | 71,158 | $2.2M | Reduce -64.9% |
| DIV Global X Superdividend Use | 0.47% | 121,947 | $2.1M | Reduce -65.2% |
| AMZN Amazon.com Inc. | 0.44% | 9,102 | $2.0M | Add +16.8% |
| VDE Vanguard Energy ETF | 0.38% | 14,604 | $1.7M | Add +17.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 5,063 | $1.5M | Add +4.1% |
| VPU Vanguard Utilities ETF | 0.33% | 8,425 | $1.5M | Add +26.9% |
| SPHD Invesco S&P 500 High Dividen | 0.32% | 30,565 | $1.5M | Add +14.8% |
| AVGO Broadcom Inc. | 0.32% | 5,185 | $1.4M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 2,583 | $1.4M | Add +12.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.28% | 15,158 | $1.3M | No change |
| VNQ Vanguard Real Estate ETF | 0.25% | 12,521 | $1.1M | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.24% | 2,680 | $1.1M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.24% | 1,452 | $1.1M | Add +40.1% |
| LOW Lowe's Cos Inc. | 0.23% | 4,591 | $1.0M | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 0.22% | 5,759 | $1.0M | Reduce -1.8% |
| CVX Chevron Corp. | 0.21% | 6,734 | $964K | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.20% | 8,551 | $922K | Add +3.1% |
| VAW Vanguard Materials ETF | 0.20% | 4,609 | $898K | New |
| IWF iShares Russell 1000 Growth | 0.20% | 2,102 | $893K | Add +13.1% |
| UTWO F/M US Treasury 2 Year Note | 0.17% | 16,287 | $791K | Add +38.8% |
| UTRE F/M US Treasury 3 Year Note | 0.17% | 15,872 | $790K | Add +38.9% |
| XBIL F/M US Treasury 6 Month Bill | 0.17% | 15,746 | $790K | Add +38.8% |
| OBIL F/M US Treasury 12 Month Bil | 0.17% | 15,728 | $789K | Add +38.8% |
| PG The Procter & Gamble Co. | 0.17% | 4,802 | $765K | Add +3.9% |
| IWD iShares Russell 1000 Value E | 0.17% | 3,893 | $756K | Add +61.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,530 | $743K | Reduce -41.9% |
| MUNI PIMCO Intermediate Municipal | 0.16% | 13,880 | $713K | Reduce -9.7% |
| PDBC Invesco Optimum Yield Divers | 0.16% | 54,518 | $711K | Add +22.4% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.15% | 12,957 | $663K | Reduce -1.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.14% | 9,760 | $637K | New |
| STXF Strive 500 ETF | 0.13% | 14,743 | $591K | Add +39.1% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 2,220 | $571K | Reduce -2.8% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.13% | 23,903 | $570K | Reduce -10.1% |
| SLV iShares Silver Trust | 0.12% | 16,973 | $557K | Add +6.3% |
| AIQ Global X Art Intel & Tech | 0.12% | 12,642 | $552K | Add +16.0% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 3,856 | $526K | Add +43.5% |
| TSLA Tesla Inc. | 0.11% | 1,599 | $508K | Add +10.3% |
| VHT Vanguard Health Care ETF | 0.11% | 1,983 | $492K | Reduce -90.0% |
| NFLX Netflix Inc. | 0.11% | 364 | $487K | Add +28.6% |
| WMT Walmart Inc. | 0.10% | 4,857 | $475K | Add +7.8% |
| FMHI First Trust Municipal High I | 0.10% | 10,108 | $472K | Reduce -7.0% |
| SMH Vaneck Semiconductor ETF | 0.10% | 1,691 | $472K | Add +29.5% |
| ORCL Oracle Corp. | 0.09% | 1,947 | $426K | New |
| ABBV Abbvie Inc. | 0.09% | 2,215 | $411K | Reduce -6.7% |
| UBSI United Bankshares Inc. | 0.09% | 10,781 | $393K | No change |
| CMI Cummins Inc. | 0.08% | 1,156 | $379K | Add +17.1% |
| JPM JPMorgan Chase & Co. | 0.08% | 1,295 | $375K | Add +19.5% |
| PPA Invesco Aerospace & Defense | 0.08% | 2,547 | $361K | Add +2.7% |
| CSX CSX Corp. | 0.07% | 10,201 | $333K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.07% | 6,334 | $332K | New |
| V Visa Inc. Class A | 0.07% | 909 | $323K | Add +23.5% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 6,487 | $321K | Add +11.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.07% | 4,143 | $313K | Add +29.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 3,303 | $310K | New |
| UNH Unitedhealth Group Inc. | 0.07% | 962 | $300K | Add +27.3% |
Portfolio Sells Q1 2025 → Q2 2025
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -36.5% | 2.24% | −1.65 |
| BND Vanguard Total Bond Market | Reduce -38.0% | 2.04% | −1.60 |
| AOK iShares Core 30/70 Conservat | Reduce -38.1% | 2.18% | −1.58 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -56.5% | 0.80% | −1.19 |
| VHT Vanguard Health Care ETF | Reduce -90.0% | 0.11% | −1.17 |
| DIV Global X Superdividend Use | Reduce -65.2% | 0.47% | −1.15 |
| NOBL Proshares S&P 500 Dividend A | Reduce -62.6% | 0.55% | −1.11 |
| IDV iShares International Select | Reduce -64.2% | 0.61% | −1.09 |
| SCHO Schwab Short-Term US Treas | Reduce -65.0% | 0.49% | −1.06 |
| PFF iShares Preferred & Income S | Reduce -64.9% | 0.48% | −1.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -4.7% | 4.23% | −0.91 |
| VYM Vanguard High DVD Yield ETF | Reduce -34.9% | 1.31% | −0.85 |
| TIP iShares Tips Bond ETF | Reduce -50.8% | 0.61% | −0.79 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -2.2% | 3.87% | −0.52 |
| GLD SPDR Gold Shares | Reduce -41.0% | 0.62% | −0.48 |
| PULS Pgim Ultra Short Bond ETF | Reduce -1.6% | 3.24% | −0.42 |
| USFR Wisdomtree Floating Rate Tre | Reduce -1.8% | 1.62% | −0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -41.9% | 0.16% | −0.18 |
| TIDAL TRUST I | Reduce -3.4% | 12.48% | −0.11 |
| T AT&T Inc. | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.06 |
| SO The Southern Co. | Sold out | 0.00% | −0.06 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.05 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 0.23% | −0.05 |
| MUNI PIMCO Intermediate Municipal | Reduce -9.7% | 0.16% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.57% | −0.04 |
| ABBV Abbvie Inc. | Reduce -6.7% | 0.09% | −0.03 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -10.1% | 0.13% | −0.03 |
| FMHI First Trust Municipal High I | Reduce -7.0% | 0.10% | −0.02 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -1.2% | 0.15% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -7.3% | 0.05% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 0.49% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Reduce -8.2% | 0.05% | −0.01 |
| PNFP Pinnacle Financial Partners | Reduce -9.9% | 0.05% | −0.01 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -2.6% | 0.05% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.22% | +0.00 |
| GE General Electric | Reduce -2.8% | 0.13% | +0.01 |
| MSTR Strategy Inc. | Reduce -1.8% | 0.24% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| VGT Vanguard Info Tech ETF | New | 3.19% | +3.19 |
| FLBL Franklin Senior Loan ETF | New | 1.91% | +1.91 |
| VFH Vanguard Financials ETF | New | 1.52% | +1.52 |
| LVHI Franklin International Low V | New | 1.50% | +1.50 |
| KNG FT Vest S&P 500 DVD Arst TRG | New | 1.48% | +1.48 |
| FPE FT-Preferred Secur & Inc. ETF | New | 1.26% | +1.26 |
| VCR Vanguard Consumer Discre ETF | New | 1.03% | +1.03 |
| VOX Vanguard Communication Servi | New | 1.00% | +1.00 |
| VIS Vanguard Industrials ETF | New | 0.91% | +0.91 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +22.7% | 2.99% | +0.70 |
| NVDA Nvidia Corp. | Add +64.1% | 1.22% | +0.65 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +18.0% | 3.36% | +0.40 |
| VXUS Vanguard Total Intl Stock | Add +12.2% | 3.60% | +0.40 |
| AVGO Broadcom Inc. | New | 0.32% | +0.32 |
| MSFT Microsoft Corp. | Add +31.7% | 0.70% | +0.25 |
| VNQ Vanguard Real Estate ETF | New | 0.25% | +0.25 |
| VAW Vanguard Materials ETF | New | 0.20% | +0.20 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +36.3% | 0.84% | +0.17 |
| VIG Vanguard Dividend Apprec ETF | Add +14.4% | 1.93% | +0.15 |
| XT Ishar Fture Exp Tech ETF-Usd | New | 0.14% | +0.14 |
| ORCL Oracle Corp. | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +40.1% | 0.24% | +0.09 |
| AMZN Amazon.com Inc. | Add +16.8% | 0.44% | +0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.07% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.07% | +0.07 |
| AIRR First Trust Rba American Ind | New | 0.07% | +0.07 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| PHO Invesco Water Resources ETF | New | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +43.5% | 0.12% | +0.06 |
| HYLB Xtrackers Usd High Yield Cor | Add +15.5% | 0.98% | +0.06 |
| IWD iShares Russell 1000 Value E | Add +61.8% | 0.17% | +0.06 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | New | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.8% | 0.31% | +0.05 |
| GOOG Alphabet Inc. Class C | New | 0.05% | +0.05 |
| VPU Vanguard Utilities ETF | Add +26.9% | 0.33% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| XLE SS Energy Select Sector | New | 0.05% | +0.05 |
| CASY Casey's General Stores Inc. | New | 0.05% | +0.05 |
| RTX RTX Corp. | New | 0.05% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.0% | 0.49% | +0.04 |
| NFLX Netflix Inc. | Add +28.6% | 0.11% | +0.04 |
| VTIP Vanguard Short-Term Tips | Add +15.7% | 0.82% | +0.04 |
| STXF Strive 500 ETF | Add +39.1% | 0.13% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +29.5% | 0.10% | +0.04 |
| UTRE F/M US Treasury 3 Year Note | Add +38.9% | 0.17% | +0.04 |
| UTWO F/M US Treasury 2 Year Note | Add +38.8% | 0.17% | +0.04 |
| XBIL F/M US Treasury 6 Month Bill | Add +38.8% | 0.17% | +0.03 |
| OBIL F/M US Treasury 12 Month Bil | Add +38.8% | 0.17% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +13.1% | 0.20% | +0.03 |
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 |