§ 13F · FUND PROFILE
Curry Webb Wealth Management LLC.
AUM · $241M (13F)Positions · 67Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 54K | $41M | 16.9% | +2% |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | 284K | $23M | 9.7% | +510% |
| 3 | OMFL | INVESCO EXCH TRD SLF IDX FD | 306K | $21M | 8.7% | +11% |
| 4 | VFLO | VICTORY PORTFOLIOS II | 411K | $19M | 7.8% | +5% |
| 5 | GSY | INVESCO ACTIVELY MANAGED EXC | 227K | $11M | 4.7% | +2% |
| 6 | IJH | ISHARES TR | 108K | $8M | 3.4% | −1% |
| 7 | AGG | ISHARES TR | 81K | $8M | 3.3% | +47% |
| 8 | IMFL | INVESCO EXCH TRD SLF IDX FD | 223K | $8M | 3.2% | +12% |
| 9 | GTO | INVESCO ACTIVELY MANAGED EXC | 157K | $7M | 3.0% | +17% |
| 10 | IEFA | ISHARES TR | 76K | $7M | 3.0% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CURRY SIGNAL
AC read
Curry Webb Wealth Management LLC is a institutional fund managing $241 million in assets. The fund runs a portfolio of 67 positions.
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