Curran Financial Partners, LLC

Q2 2026 13F-HR Holdings

Location
Daniel Island, SC
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$671,807
Net value change ($000)
+113,232 (20.3%)
New positions
18
Sold out positions
4
Turnover %
25.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
YORKVILLE AMER INVTS TR 91,702 NEW
VGT 18,118 2396.6%
VUG 8,368 40.3%
VB 6,962 27.6%
VFH 6,343 NEW
VXUS 5,674 21.8%
SCHD 5,184 12.3%
VHT 4,870 898.5%
VCR 4,681 NEW
VTV 4,272 45.5%
Top Reduces (Value $000, Stocks/ETFs)
YALL -55,429 -100.0%
VCIT -6,854 -57.0%
SPHY -6,223 -58.9%
VYM -4,526 -32.3%
SCHP -3,708 -53.1%
GLD -2,760 -40.4%
VDE -1,517 -100.0%
BIL -1,012 -9.5%
PULS -821 -9.2%
USFR -415 -9.4%
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