§ 13F · FUND PROFILE
Curran Financial Partners, LLC.
AUM · $672M (13F)Positions · 140Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$107M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | YALL | YORKVILLE AMER INVTS TR | 2.16M | $92M | 13.7% | NEW |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.49M | $47M | 7.0% | +9% |
| 3 | VB | VANGUARD INDEX FDS | 106K | $32M | 4.8% | +10% |
| 4 | VXUS | VANGUARD STAR FDS | 370K | $32M | 4.7% | +10% |
| 5 | SPYD | SPDR SERIES TRUST | 612K | $29M | 4.3% | +10% |
| 6 | VUG | VANGUARD INDEX FDS | 338K | $29M | 4.3% | +611% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 461K | $26M | 3.9% | +14% |
| 8 | MLPX | GLOBAL X FDS | 334K | $25M | 3.7% | +8% |
| 9 | SJNK | SPDR SERIES TRUST | 772K | $19M | 2.9% | +13% |
| 10 | FLBL | FRANKLIN TEMPLETON ETF TR | 831K | $19M | 2.8% | +13% |
§ 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 $672 million in assets. The fund runs a portfolio of 140 positions.
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