StockDriftsStockDriftsTop 50 Curry Webb Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.89% | 54.4K | $40.8M | +1.76%(+941) | $673.59(+16.02%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 9.7% | 283.6K | $23.4M | +1.75%(+4.87K) | $73.21(+17.05%) | 2026-06-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 8.68% | 305.8K | $21.0M | +10.63%(+29.38K) | $60.96(+16.97%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 7.79% | 411.4K | $18.8M | +5.06%(+19.83K) | $38.73(+38.66%) | 2026-06-30 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 4.71% | 226.7K | $11.4M | +2.34%(+5.19K) | $50.21(+0.04%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.44% | 107.7K | $8.3M | -0.78%(-846) | $65.88(+19.04%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.32% | 81.0K | $8.0M | +46.66%(+25.79K) | $99.73(-2.04%) | 2026-06-30 | |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 3.17% | 223.2K | $7.7M | +11.89%(+23.72K) | $29.41(+18.90%) | 2026-06-30 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 3.04% | 156.6K | $7.3M | +16.50%(+22.18K) | $47.28(-1.88%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.04% | 75.9K | $7.3M | +7.04%(+4.99K) | $89.01(+13.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.65% |
Curry Webb Wealth Management LLC reports $241.47M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.9%), VOOG (9.7%) and OMFL (8.7%). The top 20 holdings account for 82.58% of reported assets. Its disclosed equity book has returned +8.77% cumulatively over 2 quarters. 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 Curry Webb Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2060114). View Curry Webb Wealth Management LLC’s 13F filings on SEC