account_balance

Investment manager · 13F filer · SEC CIK 1843867

Curran Financial Partners, LLC

Reported value$615Mas of Sep 30, 2026
Positions143 17 new, 14 sold out
Top 10 weight48.2%SCHD alone is 8%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHD Schwab Strategic Tr 8.5% Added +7%
VUG Vanguard Index FDS 5.5% Added +10%
VXUS Vanguard Star FDS 5.4% Added +5%
VB Vanguard Index FDS 5.2% Added +6%
SPYD SPDR Series Trust 4.9% Added +9%
JEPI J P Morgan Exchange Traded F 4.7% Added +12%
MLPX Global X FDS 4.1% Added +8%
FLBL Franklin Templeton ETF Tr 3.5% Added +13%
SJNK SPDR Series Trust 3.5% Added +14%
VTV Vanguard Index FDS 3.0% Added +38%
LVHI Legg Mason ETF Invt 3.0% Added +8%
VGT Vanguard World Fd 2.9% Trimmed −9%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • VOX $4.15M
  • VDE $1.91M
  • AIS $1.8M
  • GRID $1.6M
arrow_upwardAdded
  • YALL +3680%
  • SMH +56%
  • AIRR +46%
  • SPYG +42%
arrow_downwardTrimmed
  • VFH −23%
  • VHT −19%
  • VDC −14%
  • VGT −9%
remove_circleSold out
  • VCR $4.68M
  • VIS $4.52M
  • STXF $2.62M
  • SHLD $1.25M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist