Curran Financial Partners, LLC
All 13F Filings
- Location
- Daniel Island, SC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 615,411
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 143 | 615,411 | 13F-HR | Curran Financial Partners, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.39 K | 12.6% | 0 | 83.77 K | -83.77 K |
| ETFs | 509.3 K | 82.8% | 24.86 K | 0 | 24.86 K |
| Debt | 28.71 K | 4.7% | 2.512 K | 0 | 2.512 K |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
615,411
Holdings
143
QoQ value change ($000)
-56,396
(-8.4%)
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.