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Curry Webb Wealth Management LLC

Portfolio Manager
Curry Webb Wealth Management LLC
Performance
0% (N/A)
AUM (13F)
$211.62M
# of Holdings
63
Performance Rank
N/A
Allocation (Top 20)
81.47%

Curry Webb Wealth Management LLC Holdings Map

Top 50 Curry Webb Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
16.52%53.5K$35.0M
+91.84%(+25.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.9K shares2026-Q1: 53.5K shares
$673.27(+11.16%)
2026-03-31
VOOG
VANGUARD ADMIRAL FDS INC
8.95%46.5K$18.9M
+6.72%(+2.92K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 43.5K shares2026-Q1: 46.5K shares
$73.19(+11.24%)
2026-03-31
OMFL
INVESCO EXCH TRD SLF IDX FD
7.85%276.4K$16.6M
+33.78%(+69.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 206.6K shares2026-Q1: 276.4K shares
$60.68(+13.42%)
2026-03-31
VFLO
VICTORY PORTFOLIOS II
7.3%391.6K$15.5M
+13.80%(+47.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 344.1K shares2026-Q1: 391.6K shares
$38.56(+21.89%)
2026-03-31
GSY
INVESCO ACTIVELY MANAGED EXC
5.25%221.5K$11.1M
+123.56%(+122.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 99.1K shares2026-Q1: 221.5K shares
$50.21(-0.12%)
2026-03-31
GLD
SPDR GOLD TR
3.85%18.9K$8.1M
-13.80%(-3.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.9K shares2026-Q1: 18.9K shares
$375.89(+0.60%)
2026-03-31
IJH
ISHARES TR
3.46%108.6K$7.3M
+28.15%(+23.85K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 84.7K shares2026-Q1: 108.6K shares
$65.88(+15.50%)
2026-03-31
IEFA
ISHARES TR
3.04%71.0K$6.4M
+33.04%(+17.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 53.3K shares2026-Q1: 71.0K shares
$88.78(+9.59%)
2026-03-31
IMFL
INVESCO EXCH TRD SLF IDX FD
2.98%199.5K$6.3M
+18.91%(+31.72K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 167.7K shares2026-Q1: 199.5K shares
$29.05(+17.21%)
2026-03-31
GTO
INVESCO ACTIVELY MANAGED EXC
2.98%134.4K$6.3M
+42.73%(+40.25K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 94.2K shares2026-Q1: 134.4K shares
$47.36(-1.16%)
2026-03-31

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