Curry Webb Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
259
Total value ($000)
$259,802
Net value change ($000)
+18,329 (7.6%)
New positions
191
Sold out positions
0
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 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)
VFLO 5,759 30.6%
LMT 2,313 NEW
JMEE 1,777 57.1%
OMFL 1,621 7.7%
AGG 647 8.1%
GTO 539 7.3%
GLDM 521 27.8%
JNJ 430 NEW
SCHC 377 12.9%
OGE 361 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJH -3,001 -36.1%
IFLN -831 -26.3%
IMFL -577 -7.5%
GSY -570 -5.0%
IEFA -519 -7.1%
HBAN -493 -13.9%
VOOG -398 -1.7%
GOVI -214 -7.5%
LLY -190 -7.4%
JSCP -187 -6.7%
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