Curran Financial Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Curran Financial Partners, LLC reported 129 stock positions worth $526.5 million. Its top holding was Tidal Trust I at 10.9% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 6.8%) and Vanguard Total Intl Stock (VXUS, 4.4%). Compared with Q3 2025, it opened 10 new positions, sold out of 10, added to 67 and reduced 42. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +14%) and the biggest sale Tidal Trust I (shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- DANIEL ISLAND, SC
- CIK
- 0001843867
- Portfolio Value
- $526.5M (Q4 2025)
- SEC Filing
- 0001843867-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 129 stocks · $526.5M
| TIDAL TRUST I | 10.94% | 1,331,658 | $57.6M | Reduce -2.0% |
| SCHD Schwab US DVD Equity ETF | 6.76% | 1,297,379 | $35.6M | Add +8.3% |
| VXUS Vanguard Total Intl Stock | 4.39% | 306,224 | $23.1M | Add +10.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 4.27% | 519,643 | $22.5M | Add +7.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.24% | 86,511 | $22.3M | Add +14.2% |
| JEPI JPMorgan Equity Premium Inco | 4.02% | 369,666 | $21.2M | Add +8.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.78% | 40,791 | $19.9M | Add +13.6% |
| MLPX Global X MLP & Energy Infras | 3.41% | 296,655 | $18.0M | Add +8.0% |
| VGT Vanguard Info Tech ETF | 3.29% | 22,947 | $17.3M | Add +2.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.02% | 626,985 | $15.9M | Add +7.6% |
| FLBL Franklin Senior Loan ETF | 2.93% | 658,685 | $15.4M | Add +23.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.49% | 143,618 | $13.1M | Reduce -8.2% |
| LVHI Franklin International Low V | 2.47% | 353,895 | $13.0M | Add +17.9% |
| KNG FT Vest S&P 500 DVD Arst TRG | 2.31% | 247,670 | $12.2M | Add +22.6% |
| VIG Vanguard Dividend Apprec ETF | 2.15% | 51,568 | $11.3M | Add +7.0% |
| PULS Pgim Ultra Short Bond ETF | 2.09% | 222,153 | $11.0M | Reduce -7.7% |
| FPE FT-Preferred Secur & Inc. ETF | 1.99% | 575,855 | $10.5M | Add +21.2% |
| AAPL Apple Inc. | 1.41% | 27,337 | $7.4M | Reduce -6.3% |
| VYM Vanguard High DVD Yield ETF | 1.39% | 50,815 | $7.3M | Reduce -0.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.33% | 63,720 | $7.0M | Add +12.5% |
| AOK iShares Core 30/70 Conservat | 1.33% | 174,567 | $7.0M | Add +12.9% |
| VFH Vanguard Financials ETF | 1.31% | 51,841 | $6.9M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.29% | 35,486 | $6.8M | Add +30.1% |
| BND Vanguard Total Bond Market | 1.22% | 86,878 | $6.4M | Add +4.8% |
| HYLB Xtrackers Usd High Yield Cor | 1.21% | 173,261 | $6.4M | Add +15.8% |
| USFR Wisdomtree Floating Rate Tre | 1.04% | 108,751 | $5.5M | Reduce -10.3% |
| VTIP Vanguard Short-Term Tips | 1.00% | 106,656 | $5.3M | Add +16.8% |
| VHT Vanguard Health Care ETF | 0.97% | 17,788 | $5.1M | Reduce -5.3% |
| VOX Vanguard Communication Servi | 0.96% | 26,176 | $5.1M | Add +2.0% |
| VCR Vanguard Consumer Discre ETF | 0.96% | 12,830 | $5.1M | Add +3.0% |
| BKAG BNY Mellon Core Bond ETF | 0.88% | 109,178 | $4.6M | Add +5.9% |
| VIS Vanguard Industrials ETF | 0.81% | 14,272 | $4.3M | Add +0.9% |
| VGSH Vanguard Short-Term Treasury | 0.80% | 72,036 | $4.2M | Add +16.2% |
| VCIT Vanguard Int-Term Corporate | 0.78% | 49,058 | $4.1M | Add +5.9% |
| SPHY SS SPDR P High Yield ETF | 0.69% | 154,466 | $3.7M | Add +7.2% |
| GLD SPDR Gold Shares | 0.69% | 9,133 | $3.6M | Reduce -5.0% |
| NVDA Nvidia Corp. | 0.62% | 17,426 | $3.3M | Reduce -51.9% |
| VOO Vanguard S&P 500 ETF | 0.61% | 5,140 | $3.2M | Add +36.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 4,679 | $3.2M | Reduce -2.2% |
| SHW The Sherwin-Williams Co. | 0.57% | 9,293 | $3.0M | Add +7.3% |
| MSFT Microsoft Corp. | 0.56% | 6,116 | $3.0M | Reduce -5.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 23,788 | $2.5M | Add +1.9% |
| VDC Vanguard Consumer Staple ETF | 0.48% | 11,954 | $2.5M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 4,072 | $2.5M | Add +21.4% |
| SCHP Schwab U.S. Tips ETF | 0.46% | 90,725 | $2.4M | Add +7.0% |
| COST Costco Wholesale Corp. | 0.43% | 2,647 | $2.3M | Reduce -0.6% |
| SPHD Invesco S&P 500 High Dividen | 0.40% | 43,724 | $2.1M | Add +16.2% |
| AMZN Amazon.com Inc. | 0.34% | 7,679 | $1.8M | Reduce -13.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 5,169 | $1.7M | Reduce -16.5% |
| GOOGL Alphabet Inc. Class A | 0.31% | 5,294 | $1.7M | Reduce -1.8% |
| VPU Vanguard Utilities ETF | 0.30% | 8,650 | $1.6M | Add +1.3% |
| VDE Vanguard Energy ETF | 0.29% | 12,079 | $1.5M | Reduce -8.9% |
| STXF Strive 500 ETF | 0.27% | 32,683 | $1.4M | Add +35.4% |
| MUNI PIMCO Intermediate Municipal | 0.25% | 24,778 | $1.3M | Add +16.4% |
| OBIL F/M US Treasury 12 Month Bil | 0.22% | 23,075 | $1.2M | Add +12.6% |
| UTRE F/M US Treasury 3 Year Note | 0.22% | 23,231 | $1.2M | Add +12.5% |
| XBIL F/M US Treasury 6 Month Bill | 0.22% | 23,116 | $1.2M | Add +12.6% |
| UTWO F/M US Treasury 2 Year Note | 0.22% | 23,778 | $1.2M | Add +12.6% |
| SLV iShares Silver Trust | 0.21% | 17,102 | $1.1M | Reduce -4.9% |
| VNQ Vanguard Real Estate ETF | 0.21% | 12,201 | $1.1M | Add +0.5% |
| SMH Vaneck Semiconductor ETF | 0.20% | 2,966 | $1.1M | Add +22.2% |
| XOM Exxon Mobil Corp. | 0.20% | 8,863 | $1.1M | Add +7.7% |
| AIQ Global X Art Intel & Tech | 0.20% | 20,902 | $1.1M | Add +19.6% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.20% | 42,612 | $1.0M | Add +16.7% |
| CVX Chevron Corp. | 0.19% | 6,575 | $1.0M | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 0.19% | 2,115 | $1.0M | Add +0.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.19% | 14,574 | $996K | Reduce -4.4% |
| LOW Lowe's Cos Inc. | 0.17% | 3,780 | $912K | Reduce -13.0% |
| VAW Vanguard Materials ETF | 0.17% | 4,317 | $896K | Reduce -2.6% |
| FMHI First Trust Municipal High I | 0.16% | 17,895 | $858K | Add +16.5% |
| TSLA Tesla Inc. | 0.16% | 1,881 | $846K | Add +6.3% |
| IWD iShares Russell 1000 Value E | 0.16% | 3,928 | $826K | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,640 | $824K | Add +6.6% |
| PDBC Invesco Optimum Yield Divers | 0.16% | 62,083 | $823K | Add +15.7% |
| AIRR First Trust Rba American Ind | 0.14% | 7,550 | $742K | Add +33.9% |
| META Meta Platforms Inc. Class A | 0.14% | 1,109 | $732K | Reduce -23.5% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 2,372 | $731K | No change |
| SHLD Global X Defense Tech ETF | 0.14% | 11,152 | $723K | Add +36.8% |
| ARKF ARK Blockchain & Fintech Inn | 0.14% | 15,156 | $722K | Add +34.4% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 4,013 | $713K | Add +16.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.13% | 9,608 | $686K | Add +38.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.13% | 9,760 | $681K | No change |
| PG The Procter & Gamble Co. | 0.13% | 4,711 | $675K | Reduce -0.4% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.12% | 13,034 | $641K | Add +0.5% |
| DTCR Global X Data Center & Digit | 0.10% | 24,253 | $512K | Add +32.0% |
| WMT Walmart Inc. | 0.09% | 4,229 | $471K | Reduce -5.0% |
| ABBV Abbvie Inc. | 0.08% | 1,865 | $426K | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 1,341 | $421K | Add +5.9% |
| UBSI United Bankshares Inc. | 0.08% | 10,881 | $418K | No change |
| GEV GE Vernova Inc. | 0.08% | 631 | $412K | Add +7.0% |
| MSTR Strategy Inc. | 0.08% | 2,685 | $408K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 7,885 | $402K | Add +17.6% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 6,713 | $361K | Reduce -0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.07% | 6,327 | $359K | No change |
| SCHX Schwab US Large-Cap ETF | 0.07% | 13,107 | $353K | Add +17.4% |
| CMI Cummins Inc. | 0.07% | 686 | $350K | Reduce -34.5% |
| FIBK First Interstate Bancsys-A | 0.07% | 10,000 | $346K | No change |
| HCA HCA Healthcare Inc. | 0.07% | 733 | $342K | New |
| PPA Invesco Aerospace & Defense | 0.06% | 2,092 | $328K | Reduce -22.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.06% | 4,238 | $323K | Reduce -12.6% |
Portfolio Sells Q3 2025 → Q4 2025
| TIDAL TRUST I | Reduce -2.0% | 10.94% | −1.16 |
| NVDA Nvidia Corp. | Reduce -51.9% | 0.62% | −0.72 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -8.2% | 2.49% | −0.35 |
| PULS Pgim Ultra Short Bond ETF | Reduce -7.7% | 2.09% | −0.28 |
| AVGO Broadcom Inc. | Reduce -87.0% | 0.04% | −0.26 |
| IDV iShares International Select | Sold out | 0.00% | −0.23 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.18 |
| NOBL Proshares S&P 500 Dividend A | Reduce -77.1% | 0.05% | −0.18 |
| USFR Wisdomtree Floating Rate Tre | Reduce -10.3% | 1.04% | −0.17 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.17 |
| DIV Global X Superdividend Use | Sold out | 0.00% | −0.16 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.10 |
| MSFT Microsoft Corp. | Reduce -5.3% | 0.56% | −0.10 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -4.4% | 0.19% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -16.5% | 0.33% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -23.5% | 0.14% | −0.07 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.07 |
| AAPL Apple Inc. | Reduce -6.3% | 1.41% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.43% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -13.7% | 0.34% | −0.05 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -13.0% | 0.17% | −0.04 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -8.9% | 0.29% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.6% | 1.39% | −0.04 |
| RTX RTX Corp. | Sold out | 0.00% | −0.04 |
| VFH Vanguard Financials ETF | Reduce -0.4% | 1.31% | −0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -12.6% | 0.06% | −0.03 |
| ETHE Grayscale Ethereum Staking E | Reduce -13.8% | 0.04% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.61% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -33.7% | 0.04% | −0.02 |
| CMI Cummins Inc. | Reduce -34.5% | 0.07% | −0.02 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −0.02 |
| PPA Invesco Aerospace & Defense | Reduce -22.6% | 0.06% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -24.4% | 0.04% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.13% | −0.02 |
| CVX Chevron Corp. | Reduce -1.1% | 0.19% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -16.0% | 0.06% | −0.01 |
| VAW Vanguard Materials ETF | Reduce -2.6% | 0.17% | −0.01 |
| XLE SS Energy Select Sector | Reduce -10.8% | 0.04% | −0.01 |
| CSX CSX Corp. | Reduce -11.4% | 0.05% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.5% | 0.05% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.1% | 0.07% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.9% | 0.04% | −0.00 |
| V Visa Inc. Class A | Reduce -1.9% | 0.06% | −0.00 |
| WMT Walmart Inc. | Reduce -5.0% | 0.09% | −0.00 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.06% | +0.00 |
| MRK Merck & Co. Inc. | Reduce -3.6% | 0.05% | +0.01 |
| VHT Vanguard Health Care ETF | Reduce -5.3% | 0.97% | +0.01 |
| GLD SPDR Gold Shares | Reduce -5.0% | 0.69% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VB Vanguard Most SM-Cap ETF-Usd | Add +14.2% | 4.24% | +0.43 |
| LVHI Franklin International Low V | Add +17.9% | 2.47% | +0.41 |
| FLBL Franklin Senior Loan ETF | Add +23.6% | 2.93% | +0.40 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +13.6% | 3.78% | +0.37 |
| VXUS Vanguard Total Intl Stock | Add +10.6% | 4.39% | +0.36 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +22.6% | 2.31% | +0.34 |
| SCHD Schwab US DVD Equity ETF | Add +8.3% | 6.76% | +0.29 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +30.1% | 1.29% | +0.28 |
| FPE FT-Preferred Secur & Inc. ETF | Add +21.2% | 1.99% | +0.28 |
| JEPI JPMorgan Equity Premium Inco | Add +8.6% | 4.02% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +36.5% | 0.61% | +0.16 |
| HYLB Xtrackers Usd High Yield Cor | Add +15.8% | 1.21% | +0.11 |
| AOK iShares Core 30/70 Conservat | Add +12.9% | 1.33% | +0.10 |
| VIG Vanguard Dividend Apprec ETF | Add +7.0% | 2.15% | +0.10 |
| VTIP Vanguard Short-Term Tips | Add +16.8% | 1.00% | +0.09 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +12.5% | 1.33% | +0.08 |
| VGSH Vanguard Short-Term Treasury | Add +16.2% | 0.80% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +21.4% | 0.48% | +0.08 |
| STXF Strive 500 ETF | Add +35.4% | 0.27% | +0.07 |
| HCA HCA Healthcare Inc. | New | 0.07% | +0.07 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +7.6% | 3.02% | +0.06 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.05% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +22.2% | 0.20% | +0.05 |
| CSCO Cisco Systems Inc. | New | 0.05% | +0.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +7.1% | 4.27% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| PFE Pfizer Inc. | New | 0.04% | +0.04 |
| IVES Dan Wedbush AI Rev ETF | New | 0.04% | +0.04 |
| AKRE Akre Focus ETF | New | 0.04% | +0.04 |
| DTD Wisdomtree US Total Dividend | New | 0.04% | +0.04 |
| MS Morgan Stanley | New | 0.04% | +0.04 |
| AIRR First Trust Rba American Ind | Add +33.9% | 0.14% | +0.03 |
| AIQ Global X Art Intel & Tech | Add +19.6% | 0.20% | +0.03 |
| SPHD Invesco S&P 500 High Dividen | Add +16.2% | 0.40% | +0.03 |
| CIBR First Trust Nasdaq Cybersecu | Add +38.8% | 0.13% | +0.03 |
| MUNI PIMCO Intermediate Municipal | Add +16.4% | 0.25% | +0.03 |
| SHLD Global X Defense Tech ETF | Add +36.8% | 0.14% | +0.02 |
| DTCR Global X Data Center & Digit | Add +32.0% | 0.10% | +0.02 |
| MMIT Nylim Mackay Muni Intermedia | Add +16.7% | 0.20% | +0.02 |
| XOM Exxon Mobil Corp. | Add +7.7% | 0.20% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +5.9% | 0.08% | +0.02 |
| FMHI First Trust Municipal High I | Add +16.5% | 0.16% | +0.02 |
| GAB Gabelli Equity Trust | New | 0.02% | +0.02 |
| UTWO F/M US Treasury 2 Year Note | Add +12.6% | 0.22% | +0.02 |
| UTRE F/M US Treasury 3 Year Note | Add +12.5% | 0.22% | +0.02 |
| XBIL F/M US Treasury 6 Month Bill | Add +12.6% | 0.22% | +0.02 |
| OBIL F/M US Treasury 12 Month Bil | Add +12.6% | 0.22% | +0.02 |
| PDBC Invesco Optimum Yield Divers | Add +15.7% | 0.16% | +0.01 |
| SPHY SS SPDR P High Yield ETF | Add +7.2% | 0.69% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +16.4% | 0.14% | +0.01 |
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 |