Curran Financial Partners, LLC

Q3 2025 13F-HR Holdings

Location
Daniel Island, SC
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
129
Total value ($000)
$505,354
Net value change ($000)
+52,807 (11.7%)
New positions
12
Sold out positions
4
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
YALL 4,640 8.2%
VHT 4,382 890.7%
VXUS 4,068 25.0%
VB 4,053 26.6%
SCHD 3,966 13.8%
VCIT 3,897 NEW
VUG 3,691 27.3%
LVHI 3,642 53.7%
SPHY 3,451 NEW
KNG 3,239 48.2%
Top Reduces (Value $000, Stocks/ETFs)
LQD -3,814 -37.7%
AOK -3,639 -37.0%
HYG -3,612 -100.0%
BIL -3,143 -18.0%
BND -3,047 -33.1%
PULS -2,684 -18.3%
TIP -2,504 -90.0%
IDV -1,610 -58.1%
SCHO -1,364 -61.8%
NOBL -1,337 -53.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type