StockDriftsStockDriftsTop 50 Curran Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 7.03% | 1.49M | $47.3M | +8.68%(+118.96K) | $26.22(+31.03%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.79% | 106.1K | $32.2M | +10.29%(+9.89K) | $232.68(+32.57%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.71% | 370.4K | $31.7M | +9.89%(+33.33K) | $65.97(+33.60%) | 2026-06-30 | |
| SPYD | SPDR SERIES TRUST | 4.34% | 611.6K | $29.2M | +9.95%(+55.34K) | $41.74(+20.76%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.34% | 338.3K | $29.1M | +18.55%(+52.94K) | $65.00(+37.20%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.88% | 461.3K | $26.1M | +13.75%(+55.76K) | $56.77(+1.96%) | 2026-06-30 | |
| MLPX | GLOBAL X FDS | 3.66% | 333.5K | $24.6M | +7.86%(+24.31K) | $47.92(+57.63%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 2.87% | 771.5K | $19.3M | +12.65%(+86.62K) | $24.73(+0.69%) | 2026-06-30 | |
| FLBL | FRANKLIN TEMPLETON ETF TR | 2.84% | 831.2K | $19.1M | +13.32%(+97.69K) | $23.85(-3.29%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.81% | 157.9K | $18.9M | +1722.63%(+149.25K) | $98.74(+24.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.75% | +4.54% | +24.83% |
| Top 20 Holdings Unweighted | +8.99% | +29.46% | +3.78% | +20.36% |
Curran Financial Partners LLC reports $671.81M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (7.0%), VB (4.8%) and VXUS (4.7%). The top 20 holdings account for 59.09% of reported assets. Its disclosed equity book has returned +34.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Curran Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843867). View Curran Financial Partners LLC’s 13F filings on SEC