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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $287.5M Q1 2024 Q2 2024: $299.0M Q2 2024 Q3 2024: $352.1M Q3 2024 Q4 2024: $380.9M Q4 2024 Q1 2025: $407.4M Q1 2025 Q2 2025: $452.5M $452.5M Q2 2025 Q3 2025: $505.4M Q3 2025 Q4 2025: $526.5M Q4 2025 Q1 2026: $558.6M Q1 2026 Q2 2026: $671.8M Q2 2026

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%
AIRR First Trust Rba American Ind 0.07% 3,651 $297K New
FERG Ferguson Enterprises Inc. 0.07% 1,353 $295K No change
GEV GE Vernova Inc. 0.06% 550 $291K New
FIBK First Interstate Bancsys-A 0.06% 10,000 $288K No change
PHO Invesco Water Resources ETF 0.06% 4,073 $285K New
KO The Coca-Cola Co. 0.06% 3,936 $278K Add +0.1%
HD Home Depot Inc. 0.06% 759 $278K Add +1.5%
BTC Grayscale Bitcoin Mini ETF 0.05% 5,089 $243K New
IJH iShares Core S&P Midcap ETF 0.05% 3,743 $232K New
GOOG Alphabet Inc. Class C 0.05% 1,294 $230K New
MRK Merck & Co. Inc. 0.05% 2,834 $224K Reduce -7.3%
WSBC Wesbanco Inc. 0.05% 7,001 $221K No change
RWR SS SPDR Dow Jones REIT ETF 0.05% 2,288 $221K Reduce -2.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.05% 4,232 $215K Reduce -8.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 704 $208K New
PNFP Pinnacle Financial Partners 0.05% 1,874 $207K Reduce -9.9%
XLE SS Energy Select Sector 0.05% 2,434 $206K New
RTX RTX Corp. 0.05% 1,398 $204K New
CASY Casey's General Stores Inc. 0.05% 400 $204K New
FSCO FS Credit Opportunities Corp. 0.02% 11,112 $81K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 140$671.8MYALL, SCHD, VB, VXUS, SPYD
Q1 2026 126$558.6MTIDAL TRUST I, SCHD, VXUS, SPYD, VB
Q4 2025 129$526.5MTIDAL TRUST I, SCHD, VXUS, SPYD, VB
Q3 2025 129$505.4MTIDAL TRUST I, SCHD, SPYD, VXUS, JEPI
Q2 2025 120$452.5MTIDAL TRUST I, SCHD, SPYD, BIL, JEPI
Q1 2025 100$407.4MTIDAL TRUST I, SCHD, SPYD, BIL, LQD
Q4 2024 96$380.9MTIDAL TRUST I, SCHD, SPYD, BIL, VGT
Q3 2024 90$352.1MTIDAL TRUST I, SCHD, SPYD, VGT, BIL
Q2 2024 83$299.0MTIDAL TRUST I, SCHD, SPYD, VGT, USFR
Q1 2024 82$287.5MTIDAL TRUST I, SCHD, SPYD, JEPI, VGT