Curran Financial Partners, LLC

Name: Curran Financial Partners, LLC 13F holdings, Q2 2026
Creator: Curran Financial Partners, LLC
Published: 2026-08-12

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

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%
GLW Corning Inc.	0.05%	1,358	$347K	New
CAT Caterpillar Inc.	0.05%	323	$344K	Add +1.6%
JPM JPMorgan Chase & Co.	0.05%	1,049	$343K	Reduce -18.9%
CSCO Cisco Systems Inc.	0.05%	2,921	$343K	Reduce -5.2%
INTC Intel Corp.	0.05%	2,408	$336K	New
FIBK First Interstate Bancsys-A	0.05%	8,625	$333K	No change
KO The Coca-Cola Co.	0.05%	4,007	$326K	Reduce -2.7%
CASY Casey's General Stores Inc.	0.05%	400	$318K	No change
TSM Taiwan Semiconductor-SP ADR	0.04%	631	$301K	Reduce -3.1%
SO The Southern Co.	0.04%	3,128	$299K	Add +3.1%
HCA HCA Healthcare Inc.	0.04%	722	$282K	Reduce -1.4%
CSX CSX Corp.	0.04%	5,820	$277K	Reduce -3.0%
IJR iShares Core S&P Small-Cap E	0.04%	1,816	$269K	Add +9.9%
BALT Inn Defined Wealth Shield	0.04%	7,831	$268K	Reduce -0.1%
RWR SS SPDR Dow Jones REIT ETF	0.04%	2,311	$261K	Reduce -0.4%
AVGO Broadcom Inc.	0.04%	689	$260K	Add +1.3%
VEA Vanguard Ftse Developed ETF	0.04%	3,515	$250K	Add +7.0%
V Visa Inc. Class A	0.04%	728	$250K	Reduce -4.8%
TRV The Travelers Cos Inc.	0.04%	752	$248K	New
LLY Eli Lilly & Co.	0.04%	206	$248K	New
NOBL Proshares S&P 500 Dividend A	0.04%	4,362	$245K	No change
XLE SS Energy Select Sector	0.04%	4,572	$243K	Reduce -4.9%
QQQM Invesco Nasdaq 100 ETF	0.04%	792	$240K	New
MSTR Strategy Inc.	0.03%	2,699	$235K	Add +0.6%
MS Morgan Stanley	0.03%	1,114	$233K	New
FBTC Fidelity Wise Origin Bitcoin	0.03%	4,530	$231K	Add +5.3%
BTC Grayscale Bitcoin Mini ETF	0.03%	8,866	$230K	Reduce -5.0%
BAR Graniteshares Gold Trust	0.03%	5,674	$224K	New
UNH Unitedhealth Group Inc.	0.03%	533	$222K	New
PFE Pfizer Inc.	0.03%	9,166	$221K	Add +1.5%
T AT&T Inc.	0.03%	10,645	$220K	Add +8.0%
TIP iShares Tips Bond ETF	0.03%	1,916	$210K	Add +1.3%
SCHF Schwab Intl Equity ETF	0.03%	7,561	$209K	New
MAGS Roundhill Magnificent Seven	0.03%	3,257	$209K	New
QCOM Qualcomm Inc.	0.03%	1,123	$208K	New
JNJ Johnson & Johnson	0.03%	810	$206K	Reduce -3.3%
PPL PPL Corp.	0.03%	5,656	$206K	New
XOVR Ershares Private-Public Cros	0.03%	9,705	$204K	New
GAB Gabelli Equity Trust	0.01%	15,325	$87K	No change
REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC	0.01%	20,000	$36K	New

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