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Curran Financial Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $615,411,311
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $52,072,779
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $33,542,150
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $32,998,220
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $32,064,990
- SPDR SERIES TRUST · ST STR SP500DIV · 78468R788 · shares: $30,333,206
- J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM · 46641Q332 · shares: $29,076,265
- GLOBAL X FDS · GLB X MLP ENRG I · 37954Y293 · shares: $25,131,691
- FRANKLIN TEMPLETON ETF TR · SENIOR LOAN ETF · 35473P595 · shares: $21,568,224
- SPDR SERIES TRUST · ST TERM HIGH ETF · 78468R408 · shares: $21,256,654
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $18,666,884
Reported holdings
143 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 1,600,762 shares | $52,072,779 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 372,236 shares | $33,542,150 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 388,397 shares | $32,998,220 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 112,710 shares | $32,064,990 |
| SPDR SERIES TRUST | ST STR SP500DIV | 78468R788 | — | 668,574 shares | $30,333,206 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 517,187 shares | $29,076,265 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 359,950 shares | $25,131,691 |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 | — | 937,749 shares | $21,568,224 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 876,563 shares | $21,256,654 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 86,389 shares | $18,666,884 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | — | 440,703 shares | $18,381,702 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 144,385 shares | $18,144,863 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 33739Q705 | — | 339,460 shares | $16,341,619 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 66,680 shares | $15,557,057 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | — | 811,263 shares | $13,832,039 |
| ISHARES TR | CORE 30 70 ETF | 464289883 | — | 240,554 shares | $9,701,555 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 94,282 shares | $9,633,713 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 61,464 shares | $9,539,154 |
| APPLE INC | COM | 037833100 | — | 27,784 shares | $9,252,690 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 130,584 shares | $9,160,475 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 | — | 258,478 shares | $9,103,586 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 96,722 shares | $8,863,604 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 156,745 shares | $7,714,978 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 149,866 shares | $7,412,381 |
| BNY MELLON ETF TRUST | CORE BOND ETF | 09661T602 | — | 157,899 shares | $6,326,697 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 106,447 shares | $6,127,107 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 8,150 shares | $6,029,291 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 71,850 shares | $5,626,574 |
| SPDR SERIES TRUST | ST PORT HIGH ETF | 78468R606 | — | 218,691 shares | $4,940,230 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 37,023 shares | $4,816,322 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 20,886 shares | $4,769,932 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 14,601 shares | $4,615,100 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 11,364 shares | $4,327,675 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 34,053 shares | $4,191,226 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 | — | 21,761 shares | $4,147,429 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 5,412 shares | $4,127,247 |
| MICROSOFT CORP | COM | 594918104 | — | 7,741 shares | $3,970,218 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 6,279 shares | $3,823,838 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 73,289 shares | $3,693,008 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 5,069 shares | $3,552,627 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 118,115 shares | $2,968,230 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 46138E362 | — | 61,362 shares | $2,956,408 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 8,524 shares | $2,755,553 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | — | 41,840 shares | $2,726,294 |
| AMAZON COM INC | COM | 023135106 | — | 10,071 shares | $2,509,100 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 2,473 shares | $2,251,338 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 45,283 shares | $2,250,112 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 9,700 shares | $2,116,637 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 5,324 shares | $1,992,611 |
| YORKVILLE AMER INVTS TR | TRUTH SOCIAL GOD | 89844T885 | — | 81,826,150 shares | $1,945,000 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,542 shares | $1,906,972 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 11,073 shares | $1,906,328 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 17,449 shares | $1,798,836 |
| TIDAL TRUST III | VIST ARTI IN ETF | 45259A845 | — | 24,033 shares | $1,795,746 |
| NYLIM ACTIVE ETF TR | MACKAY MUN INTER | 45409F827 | — | 77,952 shares | $1,783,542 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 16,096 shares | $1,661,752 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 9,043 shares | $1,601,606 |
| CHEVRON CORPORATION | COM | 166764100 | — | 7,332 shares | $1,497,317 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 | — | 32,480 shares | $1,456,728 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 8,902 shares | $1,448,728 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | — | 74,520 shares | $1,438,231 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 9,785 shares | $1,225,628 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 4,148 shares | $1,028,360 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 18,698 shares | $1,019,228 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 5,780 shares | $872,013 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 815 shares | $868,080 |
| ISHARES TR | FUTU EXPO TE ETF | 46434V381 | — | 10,245 shares | $854,433 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 13,053 shares | $843,093 |
| RBB FD INC | US TRSRY 6 MNTH | 74933W460 | — | 16,590 shares | $829,168 |
| RBB FD INC | US TREASRY 12 MT | 74933W478 | — | 16,606 shares | $827,062 |
| RBB FD INC | US TREASY 2 YR | 74933W486 | — | 17,373 shares | $822,438 |
| RBB FD INC | US TREAS 3 YR NT | 74933W494 | — | 17,031 shares | $817,062 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,628 shares | $810,663 |
| GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | — | 9,526 shares | $806,861 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 | — | 3,644 shares | $795,011 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,030 shares | $788,926 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,526 shares | $788,748 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,087 shares | $787,939 |
| TESLA INC | COM | 88160R101 | — | 2,208 shares | $783,420 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 14,716 shares | $744,041 |
| LOWES COS INC | COM | 548661107 | — | 3,739 shares | $689,103 |
| SPDR SERIES TRUST | SP KENSHO FINAL | 78468R630 | — | 6,504 shares | $676,651 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,969 shares | $670,913 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 21,345 shares | $640,351 |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | 316092303 | — | 12,251 shares | $622,843 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 4,262 shares | $619,206 |
| GE VERNOVA INC | COM | 36828A101 | — | 646 shares | $614,086 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,265 shares | $610,802 |
| ABBVIE INC | COM | 00287Y109 | — | 2,159 shares | $564,679 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,529 shares | $505,736 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 8,138 shares | $482,660 |
| WALMART INC | COM | 931142103 | — | 4,377 shares | $454,836 |
| STRATEGY INC | CL A NEW | 594972408 | — | 2,719 shares | $416,252 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,851 shares | $414,349 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | — | 4,435 shares | $414,318 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 4,800 shares | $409,536 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 6,695 shares | $409,265 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 | — | 8,841 shares | $406,156 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 1,249 shares | $396,491 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 3,391 shares | $386,599 |