Curry Webb Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2026
Date filed
6/10/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$211,623
Net value change ($000)
+10,066 (5.0%)
New positions
1
Sold out positions
5
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/10/2026 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)
IVV 15,847 83.0%
GSY 6,122 123.0%
OMFL 3,988 31.6%
HBAN 3,204 NEW
VFLO 1,909 14.1%
GTO 1,829 40.9%
IJH 1,740 31.1%
IEFA 1,652 34.6%
IMFL 1,314 26.3%
IEMG 893 20.5%
Top Reduces (Value $000, Stocks/ETFs)
XLG -10,848 -100.0%
CADE -3,768 -100.0%
GOVI -2,179 -65.0%
AGG -1,385 -20.2%
SPY -874 -12.4%
QLV -845 -27.7%
VTI -802 -14.5%
IFLN -770 -18.1%
XHLF -761 -26.9%
SGOL -597 -60.1%
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