Curry Webb Wealth Management LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 241,473
- 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 | 8/13/2026 | 67 | 241,473 | 13F-HR | Curry Webb Wealth Management LLC |
| Q1 2026 | 6/10/2026 | 63 | 211,623 | 13F-HR | Curry Webb Wealth Management LLC |
| Q4 2025 | 6/10/2026 | 67 | 201,557 | 13F-HR | Curry Webb Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.2 K | 7.5% | 0 | 14.27 K | -14.27 K |
| ETFs | 223.3 K | 92.5% | 44.12 K | 0 | 44.12 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
241,473
Holdings
67
QoQ value change ($000)
29,850
(14.1%)
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.