Curry Webb Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$241,473
Net value change ($000)
+29,850 (14.1%)
New positions
6
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/10/2026 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)
IVV 5,825 16.7%
VOOG 4,492 23.7%
OMFL 4,341 26.1%
VFLO 3,362 21.7%
AGG 2,536 46.2%
IEMG 1,690 32.2%
GOVI 1,665 142.1%
IMFL 1,353 21.4%
GTO 1,045 16.6%
IJH 975 13.3%
Top Reduces (Value $000, Stocks/ETFs)
GLD -1,309 -16.1%
GLDM -339 -15.3%
XHLF -327 -15.8%
IFLN -317 -9.1%
QLV -272 -12.3%
JAVA -247 -16.2%
C -225 -21.1%
SLV -210 -100.0%
USMV -201 -100.0%
AAPL -186 -17.1%
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