Curran Financial Partners, LLC

Q3 2026 13F-HR Holdings

Location
Daniel Island, SC
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$615,411
Net value change ($000)
-56,396 (-8.4%)
New positions
18
Sold out positions
15
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTV 5,003 36.6%
SCHD 4,819 10.2%
VUG 4,399 15.1%
VOX 4,147 NEW
JEPI 3,019 11.6%
SJNK 1,945 10.1%
VDE 1,906 NEW
AIS 1,796 NEW
LVHI 1,790 10.8%
QQQ 1,719 39.9%
Top Reduces (Value $000, Stocks/ETFs)
YORKVILLE AMER INVTS TR -89,757 -97.9%
VCR -4,681 -100.0%
VIS -4,518 -100.0%
STRV -2,623 -100.0%
VFH -1,527 -24.1%
SHLD -1,252 -100.0%
VPU -1,213 -79.1%
ARKF -1,211 -100.0%
XOM -1,197 -100.0%
VNQ -1,129 -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.
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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