Curry Webb Wealth Management LLC

CIK

2060114

Location

INDIANAPOLIS, IN

Portfolio Value

Micro $30,756,280

Diversification

Diversified

Filing Date

Global Rank

#7,450 / 8,517 ▲ 452

Top Industry

Banks - Regional 35.2%

3Y Alpha vs SPY

-24.9%

Period ended 47 days ago

Filed Aug 13, 2026 · 3d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+2.8%

SPY

+13.9%

Annualised alpha

-23.9%

Max drawdown

−12.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

22.2%

−6.6 pts

Top 5

72.4%

−4.5 pts

Top 10

89.3%

−0.5 pts

HHI

1,304

Diversified−297

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.8%	$18,693,258	6
Financial Services	17.2%	$5,290,639	4
Healthcare	8.3%	$2,566,780	1
Technology	5.9%	$1,799,515	3
Communication Services	3.9%	$1,185,904	2
Consumer Cyclical	3.0%	$912,797	2
Consumer Defensive	1.0%	$307,387	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+903	2,457	$874,405
NVDA	Nvidia Corp	+231	2,285	$457,205
META	Meta Platforms, Inc.	+90	553	$311,499
AMZN	Amazon Com Inc	+84	2,208	$526,254
MBIN	Merchants Bancorp	+35	14,118	$705,900
MSFT	Microsoft Corp	+29	1,186	$442,401
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	−5,209	199,537	$3,537,791
C	Citigroup Inc	−3,396	6,024	$843,119
AAPL	Apple Inc.	−1,167	3,110	$899,909
SPY	Spdr S&P 500 ETF Trust	−830	8,650	$6,459,560
IAU	Ishares Gold Trust	−679	4,163	$314,348
GLD	Spdr Gold Trust	−373	18,541	$6,830,133
GLDM	World Gold Trust	−286	23,591	$1,873,597
WMT	Walmart Inc.	−72	2,714	$307,387
LLY	ELI LILLY & Co	−6	2,140	$2,566,780
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	40,369	$2,876,291
COF	Capital One Financial Corp	1,016	$203,829
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SLV	iShares Silver Trust	3,082	$210,007
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $30,756,280 total · filing declares 67 positions · $241,472,887 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	18,541	-373	$6,830,133	−16.1%	22.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,650	-830	$6,459,560	+4.8%	21.00%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	199,537	-5,209	$3,537,791	+10.4%	11.50%
VEA	Vanguard FTSE Developed Markets ETF	NEW	40,369	NEW	$2,876,291	NEW	9.35%
LLY	ELI LILLY & Co Healthcare	Reduced	2,140	-6	$2,566,780	+30.0%	8.35%
GLDM	World Gold Trust	Reduced	23,591	-286	$1,873,597	−15.3%	6.09%
AAPL	Apple Inc. Technology	Reduced	3,110	-1,167	$899,909	−17.1%	2.93%
GOOGL	Alphabet Inc. Communication Services	Added	2,457	+903	$874,405	+95.7%	2.84%
C	Citigroup Inc Financial Services	Reduced	6,024	-3,396	$843,119	−21.1%	2.74%
MBIN	Merchants Bancorp Financial Services	Added	14,118	+35	$705,900	+16.8%	2.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,208	+84	$526,254	+19.0%	1.71%
NVDA	Nvidia Corp Technology	Added	2,285	+231	$457,205	+27.6%	1.49%
MSFT	Microsoft Corp Technology	Added	1,186	+29	$442,401	+3.3%	1.44%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,430	0	$386,543	−13.0%	1.26%
SGOL	abrdn Gold ETF Trust	Held	8,876	0	$339,329	−14.3%	1.10%
IAU	Ishares Gold Trust	Reduced	4,163	-679	$314,348	−26.4%	1.02%
META	Meta Platforms, Inc. Communication Services	Added	553	+90	$311,499	+17.6%	1.01%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,714	-72	$307,387	−11.2%	1.00%
COF	Capital One Financial Corp Financial Services	NEW	1,016	NEW	$203,829	NEW	0.66%

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.