Curran Financial Partners, LLC

Q4 2025 13F-HR Holdings

Location
Daniel Island, SC
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$526,517
Net value change ($000)
+21,163 (4.2%)
New positions
10
Sold out positions
10
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VB 3,053 15.8%
SCHD 2,898 8.9%
VXUS 2,755 13.5%
VUG 2,675 15.5%
LVHI 2,602 25.0%
KNG 2,215 22.2%
FPE 1,824 21.0%
JEPI 1,731 8.9%
VTV 1,689 33.2%
SPYD 1,131 5.3%
Top Reduces (Value $000, Stocks/ETFs)
YALL -3,540 -5.8%
NVDA -3,508 -51.9%
AVGO -1,322 -86.3%
BIL -1,226 -8.5%
IDV -1,159 -100.0%
PULS -976 -8.1%
PFF -924 -100.0%
NOBL -893 -76.9%
SCHO -843 -100.0%
DIV -823 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type