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Curran Financial Partners, Llc

Portfolio Manager
Curran Financial Partners, LLC
Performance
+1.30% (2026 Q1)
AUM (13F)
$558.58M
# of Holdings
127
Performance Rank
Allocation (Top 20)
70.97%

Curran Financial Partners, Llc Holdings Map

Top 50 Curran Financial Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
YALL
TIDAL TRUST I
9.92%1.32M$55.4M
-0.56%(-7.51K)
2025-Q1: 1.40M shares2025-Q2: 1.36M shares2025-Q3: 1.36M shares2025-Q4: 1.33M shares2026-Q1: 1.32M shares
$15894.62(-99.73%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
7.53%1.37M$42.1M
+5.69%(+73.87K)
2025-Q1: 1.01M shares2025-Q2: 1.08M shares2025-Q3: 1.20M shares2025-Q4: 1.30M shares2026-Q1: 1.37M shares
$25.80(+22.82%)
2026-03-31
VXUS
VANGUARD STAR FDS
4.65%337.1K$26.0M
+10.08%(+30.86K)
2025-Q1: 210.0K shares2025-Q2: 235.6K shares2025-Q3: 277.0K shares2025-Q4: 306.2K shares2026-Q1: 337.1K shares
$64.58(+29.17%)
2026-03-31
SPYD
SPDR SERIES TRUST
4.53%556.2K$25.3M
+7.04%(+36.57K)
2025-Q1: 472.9K shares2025-Q2: 450.7K shares2025-Q3: 485.1K shares2025-Q4: 519.6K shares2026-Q1: 556.2K shares
$41.28(+13.57%)
2026-03-31
VB
VANGUARD INDEX FDS
4.51%96.2K$25.2M
+11.18%(+9.68K)
2025-Q1: 54.4K shares2025-Q2: 64.2K shares2025-Q3: 75.8K shares2025-Q4: 86.5K shares2026-Q1: 96.2K shares
$227.96(+25.76%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
4.12%405.6K$23.0M
+9.72%(+35.92K)
2025-Q1: 275.4K shares2025-Q2: 302.4K shares2025-Q3: 340.3K shares2025-Q4: 369.7K shares2026-Q1: 405.6K shares
$56.88(-0.66%)
2026-03-31
MLPX
GLOBAL X FDS
4.09%309.2K$22.9M
+4.24%(+12.57K)
2025-Q1: 241.4K shares2025-Q2: 250.4K shares2025-Q3: 274.6K shares2025-Q4: 296.7K shares2026-Q1: 309.2K shares
$48.27(+56.22%)
2026-03-31
VUG
VANGUARD INDEX FDS
3.72%47.6K$20.8M
+16.60%(+6.77K)
2025-Q1: 25.2K shares2025-Q2: 30.9K shares2025-Q3: 35.9K shares2025-Q4: 40.8K shares2026-Q1: 47.6K shares
$62.57(+34.73%)
2026-03-31
SJNK
SPDR SERIES TRUST
3.06%684.9K$17.1M
+9.24%(+57.94K)
2025-Q1: 506.1K shares2025-Q2: 528.1K shares2025-Q3: 582.9K shares2025-Q4: 627.0K shares2026-Q1: 684.9K shares
$24.71(+1.35%)
2026-03-31
FLBL
FRANKLIN TEMPLETON ETF TR
3.02%733.5K$16.9M
+11.37%(+74.86K)
2025-Q1: 0 shares2025-Q2: 356.8K shares2025-Q3: 532.9K shares2025-Q4: 658.7K shares2026-Q1: 733.5K shares
$23.97(-4.05%)
2026-03-31

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