StockDriftsStockDriftsTop 50 Curry Webb Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.83% | 53.7K | $41.1M | -1.37%(-745) | $673.59(+13.93%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 9.46% | 480.2K | $24.6M | +16.72%(+68.80K) | $40.13(+35.87%) | 2026-09-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 8.87% | 269.5K | $23.0M | -4.99%(-14.14K) | $73.21(+15.52%) | 2026-09-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 8.69% | 323.9K | $22.6M | +5.93%(+18.12K) | $61.41(+15.95%) | 2026-09-30 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 4.16% | 216.3K | $10.8M | -4.60%(-10.42K) | $50.21(-0.51%) | 2026-09-30 | |
| AGG | ISHARES TR | 3.34% | 91.7K | $8.7M | +13.14%(+10.65K) | $99.38(-3.28%) | 2026-09-30 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 3.03% | 176.7K | $7.9M | +12.83%(+20.10K) | $47.10(-4.25%) | 2026-09-30 | |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 2.73% | 212.1K | $7.1M | -4.99%(-11.13K) | $29.41(+13.51%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 2.68% | 18.3K | $7.0M | -1.52%(-281) | $375.89(-1.83%) | 2026-09-30 | |
| IEFA | ISHARES TR | 2.62% | 70.4K | $6.8M | -7.36%(-5.59K) | $89.01(+8.03%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.79% |
Curry Webb Wealth Management LLC reports $259.80M in US-listed equity holdings across 259 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.8%), VFLO (9.5%) and VOOG (8.9%). The top 20 holdings account for 78.67% of reported assets. Its disclosed equity book has returned +10.07% cumulatively over 3 quarters. Figures reflect the Q3 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