Curry Webb Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Curry Webb Wealth Management LLC reported 67 stock positions worth $241.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.9% of the portfolio, followed by Vanguard S&P 500 Growth ETF (VOOG, 9.7%) and Invesco Russell 1000 DYN M/F (OMFL, 8.7%). Compared with Q1 2026, it opened 6 new positions, sold out of 2, added to 21 and reduced 34. The biggest buy was Invesco Russell 1000 DYN M/F (OMFL, shares +11%) and the biggest sale SPDR Gold Shares (GLD, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0002060114
- Portfolio Value
- $241.5M (Q2 2026)
- SEC Filing
- 0002060114-26-000005 ↗ filed Aug 13, 2026
Holdings Value
Holdings 67 stocks · $241.5M
| IVV iShares Core S&P 500 ETF | 16.89% | 54,448 | $40.8M | Add +1.8% |
| VOOG Vanguard S&P 500 Growth ETF | 9.70% | 283,598 | $23.4M | Add +1.8% |
| OMFL Invesco Russell 1000 DYN M/F | 8.68% | 305,807 | $21.0M | Add +10.6% |
| VFLO Victoryshares Free Cash Flow | 7.79% | 411,381 | $18.8M | Add +5.1% |
| GSY Invesco Ultra Short Duration | 4.71% | 226,685 | $11.4M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 3.44% | 107,717 | $8.3M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 3.32% | 81,049 | $8.0M | Add +46.7% |
| IMFL Invesco Int DVLP DYN Multi | 3.17% | 223,176 | $7.7M | Add +11.9% |
| GTO Invesco Total Return Bond Et | 3.04% | 156,630 | $7.3M | Add +16.5% |
| IEFA iShares Core MSCI Eafe ETF | 3.04% | 75,946 | $7.3M | Add +7.0% |
| IEMG iShares Core MSCI Emerging | 2.87% | 83,780 | $6.9M | Add +11.3% |
| GLD SPDR Gold Shares | 2.83% | 18,541 | $6.8M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.68% | 8,650 | $6.5M | Reduce -8.8% |
| PRF Invesco Rafi US 1000 ETF | 2.00% | 89,591 | $4.8M | Reduce -5.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.95% | 12,702 | $4.7M | Reduce -13.8% |
| HBAN Huntington Bancshares Inc. | 1.47% | 199,537 | $3.5M | Reduce -2.5% |
| IFLN Invesco Bloomberg Enhanced F | 1.31% | 172,639 | $3.2M | Reduce -10.9% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 1.29% | 39,874 | $3.1M | Add +10.1% |
| SCHC Schwab Intl Small-Cap Equity | 1.21% | 60,853 | $2.9M | Add +15.5% |
| VEA Vanguard Ftse Developed ETF | 1.19% | 40,369 | $2.9M | Reduce -0.3% |
| GOVI Invesco Equal Weight 0-30 YR | 1.18% | 104,509 | $2.8M | Add +143.3% |
| JSCP JPMorgan Short Duration Core | 1.16% | 59,320 | $2.8M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 1.06% | 2,140 | $2.6M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 1.00% | 47,897 | $2.4M | Reduce -5.4% |
| IQDF NT Intl Qual Div ETF | 0.85% | 59,242 | $2.0M | Reduce -10.1% |
| VOO Vanguard S&P 500 ETF | 0.85% | 2,977 | $2.0M | Reduce -2.4% |
| QLV NT US Qual Lowvol ETF | 0.80% | 25,659 | $1.9M | Reduce -16.5% |
| GLDM SPDR Gold Minishares Trust | 0.78% | 23,591 | $1.9M | Reduce -1.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.72% | 34,629 | $1.7M | Reduce -15.8% |
| SCHK Schwab 1000 Index ETF | 0.57% | 37,863 | $1.4M | Reduce -13.9% |
| RSP Invesco S&P 500 Equal Weight | 0.54% | 6,098 | $1.3M | Reduce -14.5% |
| JAVA JPMorgan Active Value ETF | 0.53% | 16,046 | $1.3M | Reduce -24.3% |
| VWO Vanguard Ftse Emerging Marke | 0.53% | 21,263 | $1.3M | Reduce -3.0% |
| SCHF Schwab Intl Equity ETF | 0.50% | 43,950 | $1.2M | Reduce -4.2% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 8,151 | $1.1M | Reduce -10.1% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 7,137 | $1.1M | Reduce -14.4% |
| AAPL Apple Inc. | 0.37% | 3,110 | $900K | Reduce -27.3% |
| C Citigroup Inc. | 0.35% | 6,024 | $843K | Reduce -36.0% |
| ESG NT Stoxx US ESG ETF | 0.33% | 4,480 | $787K | Add +0.5% |
| MBIN Merchants Bancorp | 0.29% | 14,118 | $706K | Add +0.3% |
| QLVE NT Emg MKTS QLV ETF | 0.26% | 18,239 | $616K | Reduce -15.1% |
| IWV iShares Russell 3000 ETF | 0.25% | 1,435 | $612K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 2,763 | $606K | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.23% | 1,553 | $555K | Reduce -0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.23% | 1,500 | $549K | No change |
| AMZN Amazon.com Inc. | 0.22% | 2,208 | $526K | Add +4.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.20% | 8,177 | $472K | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.19% | 2,285 | $457K | Add +11.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.19% | 3,830 | $448K | No change |
| MSFT Microsoft Corp. | 0.18% | 1,186 | $443K | Add +2.5% |
| IWM iShares Russell 2000 ETF | 0.18% | 1,470 | $442K | Reduce -31.4% |
| MCD McDonald's Corp. | 0.16% | 1,430 | $387K | No change |
| SGOL Abrdn Physical Gold Shares | 0.14% | 8,876 | $339K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 904 | $319K | Reduce -22.7% |
| IAU iShares Gold Trust | 0.13% | 4,163 | $314K | Reduce -14.0% |
| META Meta Platforms Inc. Class A | 0.13% | 553 | $311K | Add +19.4% |
| WMT Walmart Inc. | 0.13% | 2,714 | $307K | Reduce -2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,275 | $278K | No change |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 1,994 | $248K | Reduce -5.1% |
| ESGU iShares ESG Aware MSCI USA | 0.10% | 1,500 | $245K | Add +0.1% |
| DVY iShares Select Dividend ETF | 0.10% | 1,508 | $236K | Add +0.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.09% | 2,458 | $221K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.09% | 618 | $212K | New |
| ONEQ Fidelity Nasdaq Comp Indx | 0.09% | 2,000 | $206K | New |
| COF Capital One Financial Corp. | 0.08% | 1,016 | $204K | New |
| USVM Victoryshares US Small Mid C | 0.08% | 1,855 | $204K | New |
| ESGD iShares Trust iShares ESG Aw | 0.08% | 1,961 | $202K | New |
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -2.0% | 2.83% | −1.02 |
| IFLN Invesco Bloomberg Enhanced F | Reduce -10.9% | 1.31% | −0.33 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -13.8% | 1.95% | −0.29 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.2% | 0.78% | −0.27 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -15.8% | 0.72% | −0.26 |
| QLV NT US Qual Lowvol ETF | Reduce -16.5% | 0.80% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.8% | 2.68% | −0.24 |
| JSCP JPMorgan Short Duration Core | Reduce -3.5% | 1.16% | −0.22 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.4% | 1.00% | −0.21 |
| JAVA JPMorgan Active Value ETF | Reduce -24.3% | 0.53% | −0.19 |
| C Citigroup Inc. | Reduce -36.0% | 0.35% | −0.16 |
| AAPL Apple Inc. | Reduce -27.3% | 0.37% | −0.14 |
| IQDF NT Intl Qual Div ETF | Reduce -10.1% | 0.85% | −0.14 |
| PRF Invesco Rafi US 1000 ETF | Reduce -5.3% | 2.00% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Reduce -14.5% | 0.54% | −0.11 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.10 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.10 |
| SCHK Schwab 1000 Index ETF | Reduce -13.9% | 0.57% | −0.09 |
| IAU iShares Gold Trust | Reduce -14.0% | 0.13% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -31.4% | 0.18% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -14.4% | 0.44% | −0.05 |
| HBAN Huntington Bancshares Inc. | Reduce -2.5% | 1.47% | −0.05 |
| QLVE NT Emg MKTS QLV ETF | Reduce -15.1% | 0.26% | −0.05 |
| WMT Walmart Inc. | Reduce -2.6% | 0.13% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 1.19% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.0% | 0.53% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -4.2% | 0.50% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -22.7% | 0.13% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 3.44% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -10.1% | 0.46% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.4% | 0.85% | −0.01 |
| JPME JPM Diver Ret US MC Equity | Reduce -5.1% | 0.10% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.5% | 0.25% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.1% | 0.20% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.23% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 1.06% | +0.13 |
Portfolio Buys Q1 2026 → Q2 2026
| OMFL Invesco Russell 1000 DYN M/F | Add +10.6% | 8.68% | +0.83 |
| VOOG Vanguard S&P 500 Growth ETF | Add +1.8% | 9.70% | +0.75 |
| AGG iShares Core U.S. Aggregate | Add +46.7% | 3.32% | +0.73 |
| GOVI Invesco Equal Weight 0-30 YR | Add +143.3% | 1.18% | +0.62 |
| VFLO Victoryshares Free Cash Flow | Add +5.1% | 7.79% | +0.49 |
| IEMG iShares Core MSCI Emerging | Add +11.3% | 2.87% | +0.39 |
| IVV iShares Core S&P 500 ETF | Add +1.8% | 16.89% | +0.37 |
| IMFL Invesco Int DVLP DYN Multi | Add +11.9% | 3.17% | +0.19 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +10.1% | 1.29% | +0.15 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.09% | +0.09 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.09% | +0.09 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.09% | +0.09 |
| COF Capital One Financial Corp. | New | 0.08% | +0.08 |
| USVM Victoryshares US Small Mid C | New | 0.08% | +0.08 |
| ESGD iShares Trust iShares ESG Aw | New | 0.08% | +0.08 |
| GTO Invesco Total Return Bond Et | Add +16.5% | 3.04% | +0.07 |
| SCHC Schwab Intl Small-Cap Equity | Add +15.5% | 1.21% | +0.05 |
| NVDA Nvidia Corp. | Add +11.3% | 0.19% | +0.02 |
| AMZN Amazon.com Inc. | Add +4.0% | 0.22% | +0.01 |
| MBIN Merchants Bancorp | Add +0.3% | 0.29% | +0.01 |
| ESG NT Stoxx US ESG ETF | Add +0.5% | 0.33% | +0.01 |
| META Meta Platforms Inc. Class A | Add +19.4% | 0.13% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.0% | 3.04% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +0.1% | 0.10% | +0.00 |
| DVY iShares Select Dividend ETF | Add +0.5% | 0.10% | −0.01 |
| MSFT Microsoft Corp. | Add +2.5% | 0.18% | −0.02 |
| GSY Invesco Ultra Short Duration | Add +2.3% | 4.71% | −0.54 |