§ 13F · FUND PROFILE
Curran Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $453M (13F)Positions · 120Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | YALL | TIDAL TRUST I | 1.32M | $55M | 9.9% | −1% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.37M | $42M | 7.5% | +6% |
| 3 | VXUS | VANGUARD STAR FDS | 337K | $26M | 4.7% | +10% |
| 4 | SPYD | SPDR SERIES TRUST | 556K | $25M | 4.5% | +7% |
| 5 | VB | VANGUARD INDEX FDS | 96K | $25M | 4.5% | +11% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 406K | $23M | 4.1% | +10% |
| 7 | MLPX | GLOBAL X FDS | 309K | $23M | 4.1% | +4% |
| 8 | VUG | VANGUARD INDEX FDS | 48K | $21M | 3.7% | +17% |
| 9 | SJNK | SPDR SERIES TRUST | 685K | $17M | 3.1% | +9% |
| 10 | FLBL | FRANKLIN TEMPLETON ETF TR | 734K | $17M | 3.0% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CURRAN SIGNAL
AC read
Curran Financial Partners, LLC is a Other fund managing $453 million in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed