account_balance

Investment manager · 13F filer · SEC CIK 2060114

Curry Webb Wealth Management LLC

Reported value$260Mas of Sep 30, 2026
Positions259 192 new, 0 sold out
Top 10 weight61.4%IVV alone is 16%
FiledOct 2222 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
IVV iShares Tr 15.8% Held
VFLO Victory Portfolios II 9.5% Added +17%
VOOG Vanguard Admiral FDS Inc 8.9% Trimmed −5%
OMFL Invesco Exch TRD SLF Idx Fd 8.7% Added +6%
GSY Invesco Actively Managed Exc 4.2% Trimmed −5%
AGG iShares Tr 3.3% Added +13%
GTO Invesco Actively Managed Exc 3.0% Added +13%
IMFL Invesco Exch TRD SLF Idx Fd 2.7% Trimmed −5%
GLD SPDR Gold Trust 2.7% Held
IEFA iShares Tr 2.6% Trimmed −7%
IEMG iShares Inc 2.6% Held
SPY SPDR S&P 500 ETF Trust 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • IJH −32%
  • IFLN −23%
  • SCHK −11%
  • SCHF −9%
remove_circleSold out

None

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.

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