Curran Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Daniel Island, SC
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$558,575
Net value change ($000)
+32,058 (6.1%)
New positions
9
Sold out positions
12
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VCIT 7,909 192.5%
SPHY 6,914 189.1%
VYM 6,714 92.1%
SCHD 6,483 18.2%
MLPX 4,907 27.3%
SCHP 4,584 190.8%
GLD 3,221 89.0%
VXUS 2,891 12.5%
VB 2,877 12.9%
SPYD 2,844 12.7%
Top Reduces (Value $000, Stocks/ETFs)
VGT -16,541 -95.6%
VFH -6,920 -100.0%
VOX -5,068 -100.0%
VCR -5,054 -100.0%
VHT -4,578 -89.4%
BIL -2,481 -18.9%
YALL -2,152 -3.7%
PULS -2,100 -19.1%
USFR -1,047 -19.1%
VOO -651 -20.2%
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