Top 50 Curry Webb Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.52% | 53.5K | $35.0M | +91.84%(+25.62K) | $673.27(+11.16%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 8.95% | 46.5K | $18.9M | +6.72%(+2.92K) | $73.19(+11.24%) | 2026-03-31 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 7.85% | 276.4K | $16.6M | +33.78%(+69.80K) | $60.68(+13.42%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 7.3% | 391.6K | $15.5M | +13.80%(+47.47K) | $38.56(+21.89%) | 2026-03-31 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 5.25% | 221.5K | $11.1M | +123.56%(+122.42K) | $50.21(-0.12%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.85% | 18.9K | $8.1M | -13.80%(-3.03K) | $375.89(+0.60%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.46% | 108.6K | $7.3M | +28.15%(+23.85K) | $65.88(+15.50%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.04% | 71.0K | $6.4M | +33.04%(+17.62K) | $88.78(+9.59%) | 2026-03-31 | |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 2.98% | 199.5K | $6.3M | +18.91%(+31.72K) | $29.05(+17.21%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 2.98% | 134.4K | $6.3M | +42.73%(+40.25K) | $47.36(-1.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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