Curry Webb Wealth Management LLC

Registered adviser

CIK

2060114

Location

INDIANAPOLIS, IN

Portfolio Value

Small $229,570,631

Diversification

Diversified

Filing Date

Global Rank

#5,973 / 8,815 ▼ 45 · as of Jun 2026

Top Industry

Banks - Regional 31.8%

Period ended 24 days ago

Filed Oct 22, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 168692

Roster of Oct 1, 2026

Regulatory AUM

$332,442,429

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$332,442,429	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$290,403,614	Individuals and high net worth (100%)
Jan 2025 to Mar 2025	$293,810,047	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.0% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 89.1%; sector active share 82.3% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

View clone backtest

Portfolio Concentration

67 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

29.8%

+0.5 pts

Top 5

70.1%

−0.2 pts

Top 10

86.0%

−0.0 pts

HHI

1,374

Diversified+19

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.9%	$217,810,531	53
Financial Services	2.1%	$4,712,297	4
Healthcare	1.1%	$2,476,151	1
Technology	0.9%	$2,165,839	3
Communication Services	0.5%	$1,243,408	3
Consumer Cyclical	0.4%	$880,367	2
Consumer Defensive	0.1%	$282,038	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $229,570,631 total · filing declares 67 positions · $241,472,887 · as of Sep 30, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Held	54,448	$41,699,000	+2.3%	18.16%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Held	283,598	$24,241,957	+3.5%	10.56%
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	Held	305,807	$21,317,805	+1.7%	9.29%
VFLO	VictoryShares Free Cash Flow ETF	Held	411,381	$21,058,593	+11.9%	9.17%
GSY	Invesco Ultra Short Duration ETF	Held	226,685	$11,318,382	−0.4%	4.93%
IJH	iShares Core S&P Mid-Cap ETF	Held	107,717	$7,750,238	−6.7%	3.38%
AGG	iShares Core U.S. Aggregate Bond ETF	Held	81,049	$7,662,372	−4.5%	3.34%
IMFL	Invesco International Developed Dynamic Multifactor ETF	Held	223,176	$7,458,541	−2.7%	3.25%
IEFA	iShares Core MSCI EAFE ETF	Held	75,946	$7,357,648	+0.3%	3.20%
GLD	Spdr Gold Trust	Held	18,541	$7,061,154	+3.4%	3.08%
GTO	Invesco Total Return Bond ETF	Held	156,630	$6,984,131	−4.9%	3.04%
SPY	Spdr S&P 500 ETF Trust	Held	8,650	$6,596,749	+2.1%	2.87%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	12,702	$4,753,596	+1.1%	2.07%
HBAN	Huntington Bancshares Inc Financial Services	Held	199,537	$3,044,934	−13.9%	1.33%
SCHC	Schwab International Small-Cap Equity ETF	Held	60,853	$3,026,828	+3.4%	1.32%
IFLN	Invesco Bloomberg Enhanced Fallen Angels ETF	Held	172,639	$3,010,824	−4.6%	1.31%
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	Held	39,874	$2,933,928	−5.7%	1.28%
VEA	Vanguard FTSE Developed Markets ETF	Held	40,369	$2,850,455	−0.9%	1.24%
JSCP	JPMorgan Short Duration Core Plus ETF	Held	59,320	$2,727,533	−2.5%	1.19%
GOVI	Invesco Equal Weight 0-30 Year Treasury ETF	Held	104,509	$2,639,897	−7.0%	1.15%
LLY	ELI LILLY & Co Healthcare	Held	2,140	$2,476,151	−3.5%	1.08%
JPST	JPMorgan Ultra-Short Income ETF	Held	47,897	$2,412,571	−0.4%	1.05%
VOO	VANGUARD 500 INDEX FUND	Held	2,977	$2,086,460	+2.0%	0.91%
IQDF	FlexShares International Quality Dividend Index Fund	Held	59,242	$2,037,924	−0.5%	0.89%
QLV	FlexShares US Quality Low Volatility Index Fund	Held	25,659	$2,011,003	+3.8%	0.88%
GLDM	World Gold Trust	Held	23,591	$1,938,708	+3.5%	0.84%
XHLF	BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	Held	34,629	$1,740,107	−0.1%	0.76%
SCHK	Schwab 1000 Index ETF	Held	37,863	$1,388,057	+1.7%	0.60%
JAVA	JPMorgan Active Value ETF	Held	16,046	$1,279,187	+0.4%	0.56%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Held	21,263	$1,261,108	−0.6%	0.55%
SCHF	Schwab International Equity ETF	Held	43,950	$1,207,306	−0.8%	0.53%
IVW	iShares S&P 500 Growth ETF	Held	8,151	$1,159,561	+3.4%	0.51%
AAPL	Apple Inc. Technology	Held	3,110	$1,035,692	+15.1%	0.45%
IJR	iShares Core S&P Small-Cap ETF	Held	7,137	$970,917	−8.3%	0.42%
ESG	FlexShares STOXX US ESG Select Index Fund	Held	4,480	$804,357	+2.1%	0.35%
C	Citigroup Inc Financial Services	Held	6,024	$779,987	−7.5%	0.34%
MBIN	Merchants Bancorp Financial Services	Held	14,118	$691,217	−2.1%	0.30%
IWV	iShares Russell 3000 ETF	Held	1,435	$619,432	+1.2%	0.27%
QLVE	FlexShares Emerging Markets Quality Low Volatility Index Fund	Held	18,239	$613,120	−0.4%	0.27%
MSFT	Microsoft Corp Technology	Held	1,186	$608,299	+37.5%	0.26%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,208	$550,123	+4.5%	0.24%
GOOGL	Alphabet Inc. Communication Services	Held	1,553	$534,356	−3.7%	0.23%
NVDA	Nvidia Corp Technology	Held	2,285	$521,848	+14.1%	0.23%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Held	1,500	$506,745	−7.6%	0.22%
NULG	Nuveen ESG Large-Cap Growth ETF	Held	3,830	$435,432	−2.9%	0.19%
IWM	iShares Russell 2000 ETF	Held	1,470	$408,498	−7.5%	0.18%
META	Meta Platforms, Inc. Communication Services	Held	553	$401,024	+28.7%	0.17%
SGOL	abrdn Gold ETF Trust	Held	8,876	$351,134	+3.5%	0.15%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,430	$330,244	−14.6%	0.14%
IAU	Ishares Gold Trust	Held	4,163	$325,130	+3.4%	0.14%

Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.