Curran Financial Partners, LLC

Name: Curran Financial Partners, LLC 13F holdings, Q1 2026
Creator: Curran Financial Partners, LLC
Published: 2026-04-15

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Curran Financial Partners, LLC reported 126 stock positions worth $558.6 million. Its top holding was Tidal Trust I at 9.9% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.5%) and Vanguard Total Intl Stock (VXUS, 4.7%). Compared with Q4 2025, it opened 9 new positions, sold out of 12, added to 64 and reduced 47. The biggest buy was BNY Mellon Core Bond ETF (BKAG, shares +194%) and the biggest sale Vanguard Info Tech ETF (VGT, shares −95%).

Most Recent 13F: Q2 2026
Location: DANIEL ISLAND, SC
CIK: 0001843867
Portfolio Value: $558.6M (Q1 2026)
SEC Filing: 0001843867-26-000003 ↗ filed Apr 15, 2026

Holdings Value

Holdings 126 stocks · $558.6M


TIDAL TRUST I	9.92%	1,324,146	$55.4M	Reduce -0.6%
SCHD Schwab US DVD Equity ETF	7.53%	1,371,246	$42.1M	Add +5.7%
VXUS Vanguard Total Intl Stock	4.65%	337,085	$26.0M	Add +10.1%
SPYD SS SPDR P S&P 500 Hi Div ETF	4.53%	556,216	$25.3M	Add +7.0%
VB Vanguard Most SM-Cap ETF-Usd	4.51%	96,187	$25.2M	Add +11.2%
JEPI JPMorgan Equity Premium Inco	4.12%	405,584	$23.0M	Add +9.7%
MLPX Global X MLP & Energy Infras	4.09%	309,224	$22.9M	Add +4.2%
VUG Vanguard Mrngstar GR ETF-Sui	3.72%	47,563	$20.8M	Add +16.6%
SJNK SS SPDR BB St Hi Yield ETF	3.06%	684,920	$17.1M	Add +9.2%
FLBL Franklin Senior Loan ETF	3.02%	733,549	$16.9M	Add +11.4%
LVHI Franklin International Low V	2.73%	375,882	$15.2M	Add +6.2%
VYM Vanguard High DVD Yield ETF	2.51%	94,578	$14.0M	Add +86.1%
BKAG BNY Mellon Core Bond ETF	2.42%	320,689	$13.5M	Add +193.7%
KNG FT Vest S&P 500 DVD Arst TRG	2.35%	269,732	$13.1M	Add +8.9%
VIG Vanguard Dividend Apprec ETF	2.16%	56,029	$12.0M	Add +8.7%
VCIT Vanguard Int-Term Corporate	2.15%	145,227	$12.0M	Add +196.0%
FPE FT-Preferred Secur & Inc. ETF	2.02%	635,777	$11.3M	Add +10.4%
BIL SS SPDR BB 1-3M T-Bill ETF	1.91%	116,134	$10.6M	Reduce -19.1%
SPHY SS SPDR P High Yield ETF	1.89%	453,267	$10.6M	Add +193.4%
VTV Vanguard Mrngstr Val ETF-Aui	1.68%	47,870	$9.4M	Add +34.9%
PULS Pgim Ultra Short Bond ETF	1.60%	180,139	$8.9M	Reduce -18.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	1.48%	75,937	$8.3M	Add +19.2%
AOK iShares Core 30/70 Conservat	1.45%	203,036	$8.1M	Add +16.3%
BND Vanguard Total Bond Market	1.36%	103,300	$7.6M	Add +18.9%
HYLB Xtrackers Usd High Yield Cor	1.36%	209,424	$7.6M	Add +20.9%
AAPL Apple Inc.	1.27%	28,028	$7.1M	Add +2.5%
SCHP Schwab U.S. Tips ETF	1.25%	262,584	$7.0M	Add +189.4%
GLD SPDR Gold Shares	1.22%	15,896	$6.8M	Add +74.0%
VTIP Vanguard Short-Term Tips	1.14%	127,408	$6.4M	Add +19.5%
VGSH Vanguard Short-Term Treasury	0.90%	85,950	$5.0M	Add +19.3%
USFR Wisdomtree Floating Rate Tre	0.79%	87,899	$4.4M	Reduce -19.2%
VIS Vanguard Industrials ETF	0.68%	12,134	$3.8M	Reduce -15.0%
SPY SS SPDR S&P 500 ETF Trust-US	0.63%	5,421	$3.5M	Add +15.9%
NVDA Nvidia Corp.	0.59%	19,058	$3.3M	Add +9.4%
SHW The Sherwin-Williams Co.	0.52%	9,121	$2.9M	Reduce -1.9%
QQQ Invesco QQQ Trust Series 1	0.50%	4,868	$2.8M	Add +19.6%
MSFT Microsoft Corp.	0.47%	7,030	$2.6M	Add +14.9%
VOO Vanguard S&P 500 ETF	0.46%	4,305	$2.6M	Reduce -16.3%
COST Costco Wholesale Corp.	0.46%	2,554	$2.5M	Reduce -3.5%
SPHD Invesco S&P 500 High Dividen	0.45%	50,801	$2.5M	Add +16.2%
SPYG SS SPDR P S&P 500 Growth ETF	0.42%	23,830	$2.3M	Add +0.2%
VDC Vanguard Consumer Staple ETF	0.39%	9,763	$2.2M	Reduce -18.3%
AMZN Amazon.com Inc.	0.37%	9,943	$2.1M	Add +29.5%
STXF Strive 500 ETF	0.30%	39,681	$1.7M	Add +21.4%
XOM Exxon Mobil Corp.	0.27%	8,978	$1.5M	Add +1.3%
VPU Vanguard Utilities ETF	0.27%	7,678	$1.5M	Reduce -11.2%
VDE Vanguard Energy ETF	0.27%	8,768	$1.5M	Reduce -27.4%
GOOGL Alphabet Inc. Class A	0.27%	5,225	$1.5M	Reduce -1.3%
VTI VG Morningstar TS MKT ETF-US	0.26%	4,576	$1.5M	Reduce -11.5%
SMH Vaneck Semiconductor ETF	0.24%	3,542	$1.4M	Add +19.4%
CVX Chevron Corp.	0.24%	6,559	$1.4M	Reduce -0.2%
PDBC Invesco Optimum Yield Divers	0.22%	70,184	$1.2M	Add +13.1%
MUNI PIMCO Intermediate Municipal	0.21%	22,724	$1.2M	Reduce -8.3%
AIQ Global X Art Intel & Tech	0.20%	24,347	$1.1M	Add +16.5%
SLV iShares Silver Trust	0.20%	16,267	$1.1M	Reduce -4.9%
SHLD Global X Defense Tech ETF	0.19%	15,015	$1.1M	Add +34.6%
VNQ Vanguard Real Estate ETF	0.19%	11,781	$1.0M	Reduce -3.4%
BRK.B Berkshire Hathaway Inc. Class B	0.17%	1,999	$958K	Add +21.9%
AIRR First Trust Rba American Ind	0.17%	8,504	$942K	Add +12.6%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E	0.17%	39,077	$942K	Reduce -8.3%
VAW Vanguard Materials ETF	0.17%	4,155	$936K	Reduce -3.8%
XBIL F/M US Treasury 6 Month Bill	0.17%	18,560	$929K	Reduce -19.7%
OBIL F/M US Treasury 12 Month Bil	0.17%	18,535	$928K	Reduce -19.7%
UTWO F/M US Treasury 2 Year Note	0.17%	19,198	$927K	Reduce -19.3%
UTRE F/M US Treasury 3 Year Note	0.17%	18,690	$925K	Reduce -19.6%
IWF iShares Russell 1000 Growth	0.16%	2,115	$902K	No change
LOW Lowe's Cos Inc.	0.16%	3,770	$891K	Reduce -0.3%
IWD iShares Russell 1000 Value E	0.15%	3,930	$840K	Add +0.1%
DTCR Global X Data Center & Digit	0.14%	33,193	$795K	Add +36.9%
ARKF ARK Blockchain & Fintech Inn	0.14%	20,651	$785K	Add +36.3%
CIBR First Trust Nasdaq Cybersecu	0.14%	12,413	$778K	Add +29.2%
FMHI First Trust Municipal High I	0.14%	16,263	$773K	Reduce -9.1%
VGT Vanguard Info Tech ETF	0.14%	1,083	$756K	Reduce -95.3%
GBTC Grayscale Bitcoin Trust ETF	0.13%	14,069	$742K	Reduce -3.5%
TSLA Tesla Inc.	0.13%	1,958	$728K	Add +4.1%
FSTA Fidelity MSCI Cons Stap Indx	0.12%	13,122	$687K	Add +0.7%
GE General Electric filed as GE AEROSPACE	0.12%	2,380	$675K	Add +0.3%
XT Ishar Fture Exp Tech ETF-Usd	0.12%	9,760	$665K	No change
META Meta Platforms Inc. Class A	0.12%	1,153	$660K	Add +4.0%
PG The Procter & Gamble Co.	0.12%	4,501	$650K	Reduce -4.5%
WMT Walmart Inc.	0.10%	4,551	$566K	Add +7.6%
GEV GE Vernova Inc.	0.10%	633	$553K	Add +0.3%
IVV iShares Core S&P 500 ETF	0.10%	843	$551K	New
VHT Vanguard Health Care ETF	0.10%	1,992	$542K	Reduce -88.8%
GOOG Alphabet Inc. Class C	0.10%	1,868	$536K	Add +39.3%
PLTR Palantir Technologies Inc. Class A	0.08%	3,136	$459K	Reduce -21.9%
ABBV Abbvie Inc.	0.08%	2,048	$445K	Add +9.8%
JPM JPMorgan Chase & Co.	0.07%	1,294	$381K	Add +39.1%
CMI Cummins Inc.	0.07%	686	$369K	No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.07%	7,224	$368K	Reduce -8.4%
UBSI United Bankshares Inc.	0.07%	8,841	$366K	Reduce -18.8%
VWO Vanguard Ftse Emerging Marke	0.06%	6,639	$359K	Reduce -1.1%
SPYV SS SPDR P S&P 500 Value ETF	0.06%	6,327	$358K	No change
HCA HCA Healthcare Inc.	0.06%	732	$346K	Reduce -0.1%
PPA Invesco Aerospace & Defense	0.06%	2,083	$345K	Reduce -0.4%
MSTR Strategy Inc.	0.06%	2,684	$335K	Reduce -0.0%
SCHX Schwab US Large-Cap ETF	0.06%	12,768	$327K	Reduce -2.6%
MRK Merck & Co. Inc.	0.06%	2,721	$327K	Add +1.5%
KO The Coca-Cola Co.	0.06%	4,120	$313K	Reduce -4.1%
XLE SS Energy Select Sector	0.05%	4,806	$294K	Reduce -2.8%
SO The Southern Co.	0.05%	3,033	$293K	Add +24.9%
MU Micron Technology Inc.	0.05%	863	$291K	Add +6.0%
CASY Casey's General Stores Inc.	0.05%	400	$291K	No change
FIBK First Interstate Bancsys-A	0.05%	8,625	$288K	Reduce -13.8%
T AT&T Inc.	0.05%	9,858	$286K	New
BTC Grayscale Bitcoin Mini ETF	0.05%	9,335	$280K	Add +12.7%
BALT Inn Defined Wealth Shield	0.05%	7,839	$262K	New
FBTC Fidelity Wise Origin Bitcoin	0.05%	4,303	$254K	Add +1.5%
PFE Pfizer Inc.	0.05%	9,030	$254K	Reduce -0.9%
IJH iShares Core S&P Midcap ETF	0.04%	3,664	$247K	Add +0.1%
CSX CSX Corp.	0.04%	5,997	$246K	Reduce -10.0%
CSCO Cisco Systems Inc.	0.04%	3,081	$239K	Reduce -1.4%
RWR SS SPDR Dow Jones REIT ETF	0.04%	2,320	$234K	Add +0.7%
MCD McDonald's Corp.	0.04%	745	$232K	New
NOBL Proshares S&P 500 Dividend A	0.04%	2,182	$231K	Reduce -15.5%
V Visa Inc. Class A	0.04%	765	$231K	Reduce -11.5%
CAT Caterpillar Inc.	0.04%	318	$225K	New
TSM Taiwan Semiconductor-SP ADR	0.04%	651	$220K	New
DTD Wisdomtree US Total Dividend	0.04%	2,469	$213K	Reduce -0.6%
VEA Vanguard Ftse Developed ETF	0.04%	3,286	$211K	New
AVGO Broadcom Inc.	0.04%	680	$211K	Add +12.6%
TIP iShares Tips Bond ETF	0.04%	1,892	$209K	Add +0.1%
IJR iShares Core S&P Small-Cap E	0.04%	1,652	$205K	Reduce -3.2%
JNJ Johnson & Johnson	0.04%	838	$205K	New
GAB Gabelli Equity Trust	0.02%	15,325	$86K	No change
IBRX Immunitybio Inc.	0.01%	10,642	$82K	New

Other holdings (1): bonds, preferreds, convertibles and warrants · $107 (not counted above)

Security	Class	Shares / Principal	Value	Change
GABELLI EQUITY TRUST-RT	RIGHT 04/14/2026	15,330	$107	No change

Total filed on the 13F, all lines: $558.6M.

Portfolio Sells Q4 2025 → Q1 2026


VGT Vanguard Info Tech ETF	Reduce -95.3%	0.14%	−3.15
VFH Vanguard Financials ETF	Sold out	0.00%	−1.31
TIDAL TRUST I	Reduce -0.6%	9.92%	−1.01
VOX Vanguard Communication Servi	Sold out	0.00%	−0.96
VCR Vanguard Consumer Discre ETF	Sold out	0.00%	−0.96
VHT Vanguard Health Care ETF	Reduce -88.8%	0.10%	−0.88
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -19.1%	1.91%	−0.59
PULS Pgim Ultra Short Bond ETF	Reduce -18.9%	1.60%	−0.50
USFR Wisdomtree Floating Rate Tre	Reduce -19.2%	0.79%	−0.25
VOO Vanguard S&P 500 ETF	Reduce -16.3%	0.46%	−0.15
VIS Vanguard Industrials ETF	Reduce -15.0%	0.68%	−0.13
VDC Vanguard Consumer Staple ETF	Reduce -18.3%	0.39%	−0.09
VTI VG Morningstar TS MKT ETF-US	Reduce -11.5%	0.26%	−0.07
GBTC Grayscale Bitcoin Trust ETF	Reduce -3.5%	0.13%	−0.06
UTRE F/M US Treasury 3 Year Note	Reduce -19.6%	0.17%	−0.05
OBIL F/M US Treasury 12 Month Bil	Reduce -19.7%	0.17%	−0.05
XBIL F/M US Treasury 6 Month Bill	Reduce -19.7%	0.17%	−0.05
PLTR Palantir Technologies Inc. Class A	Reduce -21.9%	0.08%	−0.05
UTWO F/M US Treasury 2 Year Note	Reduce -19.3%	0.17%	−0.05
VOOG Vanguard S&P 500 Growth ETF	Sold out	0.00%	−0.05
SHW The Sherwin-Williams Co.	Reduce -1.9%	0.52%	−0.05
GOOGL Alphabet Inc. Class A	Reduce -1.3%	0.27%	−0.05
HD Home Depot Inc.	Sold out	0.00%	−0.04
WSBC Wesbanco Inc.	Sold out	0.00%	−0.04
IVES Dan Wedbush AI Rev ETF	Sold out	0.00%	−0.04
AKRE Akre Focus ETF	Sold out	0.00%	−0.04
MS Morgan Stanley	Sold out	0.00%	−0.04
ETHE Grayscale Ethereum Staking E	Sold out	0.00%	−0.04
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.04
MUNI PIMCO Intermediate Municipal	Reduce -8.3%	0.21%	−0.03
VPU Vanguard Utilities ETF	Reduce -11.2%	0.27%	−0.03
MMIT Nylim Mackay Muni Intermedia	Reduce -8.3%	0.17%	−0.03
FMHI First Trust Municipal High I	Reduce -9.1%	0.14%	−0.02
VNQ Vanguard Real Estate ETF	Reduce -3.4%	0.19%	−0.02
MSTR Strategy Inc.	Reduce -0.0%	0.06%	−0.02
VDE Vanguard Energy ETF	Reduce -27.4%	0.27%	−0.02
V Visa Inc. Class A	Reduce -11.5%	0.04%	−0.02
FIBK First Interstate Bancsys-A	Reduce -13.8%	0.05%	−0.01
UBSI United Bankshares Inc.	Reduce -18.8%	0.07%	−0.01
LOW Lowe's Cos Inc.	Reduce -0.3%	0.16%	−0.01
FSCO FS Credit Opportunities Corp.	Sold out	0.00%	−0.01
PG The Procter & Gamble Co.	Reduce -4.5%	0.12%	−0.01
SLV iShares Silver Trust	Reduce -4.9%	0.20%	−0.01
JMST JPM Ultra-Short Muni Income	Reduce -8.4%	0.07%	−0.01
NOBL Proshares S&P 500 Dividend A	Reduce -15.5%	0.04%	−0.01
SCHX Schwab US Large-Cap ETF	Reduce -2.6%	0.06%	−0.01
VWO Vanguard Ftse Emerging Marke	Reduce -1.1%	0.06%	−0.00
HCA HCA Healthcare Inc.	Reduce -0.1%	0.06%	−0.00
CSCO Cisco Systems Inc.	Reduce -1.4%	0.04%	−0.00
VAW Vanguard Materials ETF	Reduce -3.8%	0.17%	−0.00

Portfolio Buys Q4 2025 → Q1 2026


BKAG BNY Mellon Core Bond ETF	Add +193.7%	2.42%	+1.54
VCIT Vanguard Int-Term Corporate	Add +196.0%	2.15%	+1.37
SPHY SS SPDR P High Yield ETF	Add +193.4%	1.89%	+1.20
VYM Vanguard High DVD Yield ETF	Add +86.1%	2.51%	+1.12
SCHP Schwab U.S. Tips ETF	Add +189.4%	1.25%	+0.79
SCHD Schwab US DVD Equity ETF	Add +5.7%	7.53%	+0.77
MLPX Global X MLP & Energy Infras	Add +4.2%	4.09%	+0.68
GLD SPDR Gold Shares	Add +74.0%	1.22%	+0.54
VTV Vanguard Mrngstr Val ETF-Aui	Add +34.9%	1.68%	+0.39
VB Vanguard Most SM-Cap ETF-Usd	Add +11.2%	4.51%	+0.27
VXUS Vanguard Total Intl Stock	Add +10.1%	4.65%	+0.27
SPYD SS SPDR P S&P 500 Hi Div ETF	Add +7.0%	4.53%	+0.26
LVHI Franklin International Low V	Add +6.2%	2.73%	+0.25
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +19.2%	1.48%	+0.15
HYLB Xtrackers Usd High Yield Cor	Add +20.9%	1.36%	+0.14
BND Vanguard Total Bond Market	Add +18.9%	1.36%	+0.14
VTIP Vanguard Short-Term Tips	Add +19.5%	1.14%	+0.14
AOK iShares Core 30/70 Conservat	Add +16.3%	1.45%	+0.12
IVV iShares Core S&P 500 ETF	New	0.10%	+0.10
VGSH Vanguard Short-Term Treasury	Add +19.3%	0.90%	+0.10
JEPI JPMorgan Equity Premium Inco	Add +9.7%	4.12%	+0.10
FLBL Franklin Senior Loan ETF	Add +11.4%	3.02%	+0.09
XOM Exxon Mobil Corp.	Add +1.3%	0.27%	+0.07
PDBC Invesco Optimum Yield Divers	Add +13.1%	0.22%	+0.06
SHLD Global X Defense Tech ETF	Add +34.6%	0.19%	+0.05
SPHD Invesco S&P 500 High Dividen	Add +16.2%	0.45%	+0.05
T AT&T Inc.	New	0.05%	+0.05
SJNK SS SPDR BB St Hi Yield ETF	Add +9.2%	3.06%	+0.05
BALT Inn Defined Wealth Shield	New	0.05%	+0.05
DTCR Global X Data Center & Digit	Add +36.9%	0.14%	+0.05
MCD McDonald's Corp.	New	0.04%	+0.04
CAT Caterpillar Inc.	New	0.04%	+0.04
KNG FT Vest S&P 500 DVD Arst TRG	Add +8.9%	2.35%	+0.04
SMH Vaneck Semiconductor ETF	Add +19.4%	0.24%	+0.04
TSM Taiwan Semiconductor-SP ADR	New	0.04%	+0.04
VEA Vanguard Ftse Developed ETF	New	0.04%	+0.04
JNJ Johnson & Johnson	New	0.04%	+0.04
AMZN Amazon.com Inc.	Add +29.5%	0.37%	+0.03
QQQ Invesco QQQ Trust Series 1	Add +19.6%	0.50%	+0.03
AIRR First Trust Rba American Ind	Add +12.6%	0.17%	+0.03
FPE FT-Preferred Secur & Inc. ETF	Add +10.4%	2.02%	+0.03
SPY SS SPDR S&P 500 ETF Trust-US	Add +15.9%	0.63%	+0.03
STXF Strive 500 ETF	Add +21.4%	0.30%	+0.02
GEV GE Vernova Inc.	Add +0.3%	0.10%	+0.02
GOOG Alphabet Inc. Class C	Add +39.3%	0.10%	+0.02
BRK.B Berkshire Hathaway Inc. Class B	Add +21.9%	0.17%	+0.01
IBRX Immunitybio Inc.	New	0.01%	+0.01
SO The Southern Co.	Add +24.9%	0.05%	+0.01
WMT Walmart Inc.	Add +7.6%	0.10%	+0.01
JPM JPMorgan Chase & Co.	Add +39.1%	0.07%	+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