Curran Financial Partners, LLC
All 13F Filings
- Location
- Daniel Island, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 671,807
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 140 | 671,807 | 13F-HR | Curran Financial Partners, LLC |
| Q1 2026 | 4/15/2026 | 127 | 558,575 | 13F-HR | Curran Financial Partners, LLC |
| Q4 2025 | 1/22/2026 | 129 | 526,517 | 13F-HR | Curran Financial Partners, LLC |
| Q3 2025 | 10/16/2025 | 129 | 505,354 | 13F-HR | Curran Financial Partners, LLC |
| Q2 2025 | 7/21/2025 | 120 | 452,547 | 13F-HR | Curran Financial Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 161.2 K | 24.0% | 44.54 K | 0 | 44.54 K |
| ETFs | 484.4 K | 72.1% | 73.82 K | 0 | 73.82 K |
| Debt | 26.2 K | 3.9% | 0 | 5.13 K | -5.13 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
671,807
Holdings
140
QoQ value change ($000)
113,232
(20.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.