Curry Webb Wealth Management LLC
CIK
2060114
Location
INDIANAPOLIS, IN
Portfolio Value
Micro
$28,217,298
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,102
/ 8,232
▲ 228
Top Industry
Banks - Regional
35.7%
3Y Alpha vs SPY
-33.3%
Period ended 2 months ago
Filed Jun 10, 2026 · 4d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.0%
SPY
+9.1%
Annualised alpha
-33.3%
Max drawdown
−12.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.8%
−1.9 pts
Top 5
76.9%
+0.7 pts
Top 10
89.8%
+0.5 pts
HHI
1,601
Moderately concentrated−169
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 62.2% | $17,549,811 |
| Financial Services | 17.3% | $4,876,897 |
| Healthcare | 7.0% | $1,973,826 |
| Technology | 6.6% | $1,871,962 |
| Consumer Cyclical | 3.1% | $886,794 |
| Communication Services | 2.5% | $711,764 |
| Consumer Defensive | 1.2% | $346,244 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | −15,289 | 8,876 | $396,047 | |
| IAU | Ishares Gold Trust | −4,611 | 4,842 | $426,870 | |
| MBIN | Merchants Bancorp | −3,149 | 14,083 | $604,301 | |
| GLD | Spdr Gold Trust | −3,028 | 18,914 | $8,138,505 | |
| GLDM | World Gold Trust | −2,896 | 23,877 | $2,213,159 | |
| SLV | iShares Silver Trust | −1,438 | 3,082 | $210,007 | |
| SPY | Spdr S&P 500 ETF Trust | −842 | 9,480 | $6,165,223 | |
| GOOGL | Alphabet Inc. | −149 | 1,554 | $446,868 | |
| NVDA | Nvidia Corp | −125 | 2,054 | $358,217 | |
| LLY | ELI LILLY & Co | −115 | 2,146 | $1,973,826 | |
| AMZN | Amazon Com Inc | −105 | 2,124 | $442,365 | |
| MSFT | Microsoft Corp | −43 | 1,157 | $428,286 | |
| MCD | Mcdonalds Corp | −6 | 1,430 | $444,429 | |
| C | Citigroup Inc | −1 | 9,420 | $1,068,322 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc /Md/ | 204,746 | $3,204,274 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COF | Capital One Financial Corp | 1,016 | $246,237 | |
| No positions match the current search. | ||||
18 positions ·
$28,217,298 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 18,914 | $8,138,505 | 28.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 9,480 | $6,165,223 | 21.85% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
NEW | 204,746 | $3,204,274 | 11.36% | |
| GLDM |
World Gold Trust
|
Reduced | 23,877 | $2,213,159 | 7.84% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,146 | $1,973,826 | 7.00% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,277 | $1,085,459 | 3.85% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 9,420 | $1,068,322 | 3.79% | |
| MBIN |
Merchants Bancorp
Financial Services
|
Reduced | 14,083 | $604,301 | 2.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,554 | $446,868 | 1.58% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,430 | $444,429 | 1.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,124 | $442,365 | 1.57% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,157 | $428,286 | 1.52% | |
| IAU |
Ishares Gold Trust
|
Reduced | 4,842 | $426,870 | 1.51% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 8,876 | $396,047 | 1.40% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,054 | $358,217 | 1.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,786 | $346,244 | 1.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 463 | $264,896 | 0.94% | |
| SLV |
iShares Silver Trust
|
Reduced | 3,082 | $210,007 | 0.74% |