Curran Financial Partners, LLC

CIK

1843867

Location

DANIEL ISLAND, SC

Portfolio Value

Small $671,571,511

Diversification

Diversified

Filing Date

Global Rank

#3,214 / 8,794 ▼ 2 · as of Jun 2026

Top Industry

Consumer Electronics 17.2%

Period ended 3 months ago

Filed Aug 12, 2026 · 52d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

101 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.7%

+3.2 pts

Top 5

48.5%

+5.8 pts

Top 10

66.9%

+5.5 pts

HHI

617

Diversified+99

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.0%	$624,727,131	50
Technology	2.7%	$17,947,230	12
Financial Services	0.9%	$5,956,488	9
Consumer Cyclical	0.6%	$4,356,944	4
Consumer Defensive	0.6%	$3,768,261	4
Communication Services	0.5%	$3,457,733	3
Industrials	0.5%	$3,439,945	6
Basic Materials	0.4%	$2,966,316	1
Energy	0.4%	$2,406,641	2
Healthcare	0.3%	$2,036,207	7
Utilities	0.1%	$504,975	2
Real Estate	0.0%	$3,640	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+840,674	2,164,820	$91,710,434
VB	Vanguard Morningstar Small-Cap ETF	+316,029	516,530	$79,985,446
EDV	Vanguard World Funds Extended Duration ETF	+226,228	271,801	$44,851,476
—		+130,919	1,488,189	$58,119,546
BUYZ	Franklin Disruptive Commerce ETF	+97,688	831,237	$19,051,952
FCAL	First Trust California Municipal High income ETF	+91,958	743,998	$14,166,100
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+61,396	474,204	$26,712,591
AGNG	Global X Funds Global X Aging Population ETF	+42,365	424,144	$28,987,206
CAAA	First Trust AAA CMBS ETF	+35,883	305,615	$15,433,557
VXUS	Vanguard Total International Stock ETF	+33,334	370,419	$31,667,120
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	+32,932	408,814	$16,591,716
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+30,326	239,750	$8,755,670
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+28,447	67,524	$1,644,209
—		+23,256	226,292	$9,386,592
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+19,991	119,784	$13,987,609
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+18,168	145,576	$7,312,282
BILZ	PIMCO Ultra Short Government Active ETF	+16,639	39,363	$2,070,493
BIV	Vanguard Intermediate-Term Bond ETF	+15,453	118,753	$8,717,657
AAAA	Amplius Aggressive Asset Allocation ETF	+14,622	54,303	$2,622,834
—		+10,040	30,691	$1,211,066
IVZ	Invesco Ltd.	+8,028	58,829	$3,190,553
VIG	Vanguard Dividend Appreciation ETF	+5,359	73,169	$15,671,623
—		+4,652	17,065	$1,533,290
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	+3,806	73,990	$1,174,961
AIRR	First Trust RBA American Industrial Renaissance ETF	+2,544	11,048	$1,472,146
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−266,098	219,646	$7,942,603
BKAG	BNY Mellon Core Bond ETF	−171,333	149,356	$6,265,484
BNDW	Vanguard Total World Bond ETF	−69,938	161,239	$10,911,647
VIGI	Vanguard International Dividend Appreciation ETF	−34,583	59,995	$9,481,009
AAAD	PGIM AAA CLO Aggregate Duration ETF	−16,743	163,396	$8,096,271
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−6,706	83,662	$4,384,710
FNDA	Schwab Fundamental U.S. Small Company ETF	−5,602	1,640,996	$51,316,538
GLD	Spdr Gold Trust	−4,821	11,075	$4,079,808
DYTA	SGI Dynamic Tactical ETF	−2,965	72,018	$3,545,524
GBTC	Grayscale Bitcoin Trust ETF	−1,000	13,069	$594,900
SHW	Sherwin Williams Co	−506	8,615	$2,966,316
BTC	Grayscale Bitcoin Mini Trust ETF	−469	8,866	$230,072
BRK-B	Berkshire Hathaway Inc	−266	1,733	$867,175
WMT	Walmart Inc.	−260	4,291	$485,998
JPM	Jpmorgan Chase & Co	−245	1,049	$343,369
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−234	4,572	$242,818
XOM	ExxonMobil Holdings Corp	−221	8,757	$1,197,257
AAPL	Apple Inc.	−195	27,833	$8,053,756
CSX	Csx Corp	−177	5,820	$276,624
CSCO	Cisco Systems, Inc.	−160	2,921	$343,100
ABI	VictoryShares Pioneer Asset-Based Income ETF	−117	1,966	$347,293
KO	Coca Cola Co	−113	4,007	$325,648
PG	PROCTER & GAMBLE Co	−102	4,399	$645,069
COST	Costco Wholesale Corp /New	−83	2,471	$2,311,546
ABBV	AbbVie Inc.	−58	1,990	$500,763
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	4,039	$690,103
GLW	Corning Inc /Ny	1,358	$346,873
INTC	Intel Corp	2,408	$336,229
TRV	Travelers Companies, Inc.	752	$248,250
LLY	ELI LILLY & Co	206	$247,082
MS	Morgan Stanley	1,114	$232,870
BAR	GraniteShares Gold Trust	5,674	$224,293
UNH	Unitedhealth Group Inc	533	$221,530
QCOM	Qualcomm Inc/De	1,123	$207,519
PPL	PPL Corp	5,656	$205,595
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	9,705	$204,290
—		20,000	$3,640
BCDF	Horizon Kinetics Blockchain Development ETF	3,257	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	745	$231,538
IBRX	ImmunityBio, Inc.	10,642	$81,624
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $671,571,511 total · filing declares 140 positions · $671,807,493 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
		Added	2,164,820	+840,674	$91,710,434	+65.5%	13.66%
VB	Vanguard Morningstar Small-Cap ETF	Added	516,530	+316,029	$79,985,446	+90.0%	11.91%
		Added	1,488,189	+130,919	$58,119,546	+9.5%	8.65%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,640,996	-5,602	$51,316,538	+3.9%	7.64%
EDV	Vanguard World Funds Extended Duration ETF	Added	271,801	+226,228	$44,851,476	+323.4%	6.68%
VXUS	Vanguard Total International Stock ETF	Added	370,419	+33,334	$31,667,120	+21.8%	4.72%
AGNG	Global X Funds Global X Aging Population ETF	Added	424,144	+42,365	$28,987,206	+12.1%	4.32%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	474,204	+61,396	$26,712,591	+14.4%	3.98%
BUYZ	Franklin Disruptive Commerce ETF	Added	831,237	+97,688	$19,051,952	+12.9%	2.84%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Added	408,814	+32,932	$16,591,716	+8.9%	2.47%
VIG	Vanguard Dividend Appreciation ETF	Added	73,169	+5,359	$15,671,623	+19.7%	2.33%
CAAA	First Trust AAA CMBS ETF	Added	305,615	+35,883	$15,433,557	+17.5%	2.30%
FCAL	First Trust California Municipal High income ETF	Added	743,998	+91,958	$14,166,100	+17.5%	2.11%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	119,784	+19,991	$13,987,609	—	2.08%
BNDW	Vanguard Total World Bond ETF	Reduced	161,239	-69,938	$10,911,647	−36.0%	1.62%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	59,995	-34,583	$9,481,009	−32.3%	1.41%
		Added	226,292	+23,256	$9,386,592	+15.9%	1.40%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	239,750	+30,326	$8,755,670	+15.6%	1.30%
BIV	Vanguard Intermediate-Term Bond ETF	Added	118,753	+15,453	$8,717,657	+14.6%	1.30%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Reduced	163,396	-16,743	$8,096,271	−9.2%	1.21%
AAPL	Apple Inc. Technology	Reduced	27,833	-195	$8,053,756	+13.2%	1.20%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	219,646	-266,098	$7,942,603	−41.1%	1.18%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	145,576	+18,168	$7,312,282	+14.9%	1.09%
BKAG	BNY Mellon Core Bond ETF	Reduced	149,356	-171,333	$6,265,484	−53.7%	0.93%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	83,662	-6,706	$4,384,710	−5.5%	0.65%
QQQ	Invesco Qqq Trust, Series 1	Added	5,852	+984	$4,309,412	+53.4%	0.64%
GLD	Spdr Gold Trust	Reduced	11,075	-4,821	$4,079,808	−40.4%	0.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,365	-56	$4,006,421	+13.6%	0.60%
NVDA	Nvidia Corp Technology	Added	19,487	+429	$3,899,153	+17.3%	0.58%
DYTA	SGI Dynamic Tactical ETF	Reduced	72,018	-2,965	$3,545,524	−4.4%	0.53%
IVZ	Invesco Ltd. Financial Services	Added	58,829	+8,028	$3,190,553	+26.6%	0.48%
SHW	Sherwin Williams Co Basic Materials	Reduced	8,615	-506	$2,966,316	+1.5%	0.44%
AFK	VanEck Africa Index ETF	Added	4,017	+475	$2,634,710	+94.0%	0.39%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	54,303	+14,622	$2,622,834	+57.5%	0.39%
MSFT	Microsoft Corp Technology	Reduced	7,001	-29	$2,611,513	+0.4%	0.39%
GOOGL	Alphabet Inc. Communication Services	Added	7,231	+138	$2,576,643	+26.4%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,025	+82	$2,389,358	+15.4%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,471	-83	$2,311,546	−9.2%	0.34%
BILZ	PIMCO Ultra Short Government Active ETF	Added	39,363	+16,639	$2,070,493	+74.6%	0.31%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Added	67,524	+28,447	$1,644,209	+74.6%	0.24%
		Added	17,065	+4,652	$1,533,290	+97.1%	0.23%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	11,048	+2,544	$1,472,146	+56.3%	0.22%
		Added	30,691	+10,040	$1,211,066	+54.3%	0.18%
CVX	Chevron Corp Energy	Added	7,296	+737	$1,209,384	−10.9%	0.18%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,757	-221	$1,197,257	−21.4%	0.18%
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	Added	73,990	+3,806	$1,174,961	−3.3%	0.17%
MU	Micron Technology Inc Technology	Reduced	813	-50	$938,437	+221.9%	0.14%
SLV	iShares Silver Trust	Added	17,381	+1,114	$929,362	−16.2%	0.14%
GE	General Electric Co Industrials	Added	2,436	+56	$910,406	+34.8%	0.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,733	-266	$867,175	−9.5%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.