Curran Financial Partners, LLC holds a focused book of 140 stocks worth $671.8M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Yorkville Amer Invts TR and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is Yorkville Amer Invts TR at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Curran Financial Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $457.4B |
| UBS Group AG | 78 / 80 | $111.0B |
| LPL Financial LLC | 78 / 80 | $82.3B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $79.6B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $58.0B |
| Cetera Investment Advisers | 78 / 80 | $23.2B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $17.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.2B |
Ranked by how many of Curran Financial Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Yorkville Amer Invts TR TRUTH SOCIAL GOD | $91.7M | 2.16M | 13.7% | ▲New New position | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $47.3M | 1.49M | 7.0% | ▲+8.7% Added · +119K sh | |
| 3 | Vanguard Index FDS SMALL CP ETF | $32.2M | 106.1K | 4.8% | ▲+10% Added · +10K sh | |
| 4 | Vanguard Star FDS VG TL INTL STK F | $31.7M | 370.4K | 4.7% | ▲+9.9% Added · +33K sh | |
| 5 | SPDR Series Trust ST STR SP500DIV | $29.2M | 611.6K | 4.3% | ▲+9.9% Added · +55K sh | |
| 6 | Vanguard Index FDS GROWTH ETF | $29.1M | 338.3K | 4.3% | ▲+611% Added · +291K sh | |
| 7 | J P Morgan Exchange Traded F EQUITY PREMIUM | $26.1M | 461.3K | 3.9% | ▲+14% Added · +56K sh | |
| 8 | Global X FDS GLB X MLP ENRG I | $24.6M | 333.5K | 3.7% | ▲+7.9% Added · +24K sh | |
| 9 | SPDR Series Trust ST TERM HIGH ETF | $19.3M | 771.5K | 2.9% | ▲+13% Added · +87K sh | |
| 10 | Franklin Templeton ETF TR SENIOR LOAN ETF | $19.1M | 831.2K | 2.8% | ▲+13% Added · +98K sh | |
| 11 | Vanguard World FD INF TECH ETF | $18.9M | 157.9K | 2.8% | ▲146× Added · +157K sh | |
| 12 | Legg Mason ETF Invt FRANKLIN INTL LW | $16.6M | 408.8K | 2.5% | ▲+8.8% Added · +33K sh | |
| 13 | First TR Exchange-Traded FD FT VEST S&P 500 | $15.4M | 305.6K | 2.3% | ▲+13% Added · +36K sh | |
| 14 | Vanguard Specialized Funds DIV APP ETF | $14.5M | 61.5K | 2.2% | ▲+9.7% Added · +5K sh | |
| 15 | Vanguard Index FDS VALUE ETF | $13.7M | 62.7K | 2.0% | ▲+31% Added · +15K sh | |
| 16 | First TR Exch Traded FD III PFD SECS INC ETF | $12.8M | 715.8K | 1.9% | ▲+13% Added · +80K sh | |
| 17 | SPDR Series Trust ST STR BLO 1 ETF | $9.6M | 105.1K | 1.4% | ▼−9.5% Reduced · −11K sh | |
| 18 | Vanguard Whitehall FDS HIGH DIV YLD | $9.5M | 60.0K | 1.4% | ▼−37% Reduced · −35K sh | |
| 19 | Ishares TR IBOXX INV CP ETF | $9.4M | 86.5K | 1.4% | ▲+14% Added · +11K sh | |
| 20 | Ishares TR CORE 30 70 ETF | $9.4M | 226.3K | 1.4% | ▲+11% Added · +23K sh | |
| 21 | DBX ETF TR XTRACK USD HIGH | $8.8M | 239.8K | 1.3% | ▲+14% Added · +30K sh | |
| 22 | Vanguard BD Index FDS TOTAL BND MRKT | $8.7M | 118.8K | 1.3% | ▲+15% Added · +15K sh | |
| 23 | Pgim ETF TR PGIM ULTRA SH BD | $8.1M | 163.4K | 1.2% | ▼−9.3% Reduced · −17K sh | |
| 24 | Apple Inc COM | $8.1M | 27.8K | 1.2% | ▼−0.7% Reduced · −195 sh | |
| 25 | Vanguard Malvern FDS STRM INFPROIDX | $7.3M | 145.6K | 1.1% | ▲+14% Added · +18K sh | |
| 26 | Vanguard World FD FINANCIALS ETF | $6.3M | 48.2K | 0.9% | ▲New New position | |
| 27 | Bny Mellon ETF Trust CORE BOND ETF | $6.3M | 149.4K | 0.9% | ▼−53% Reduced · −171K sh | |
| 28 | Vanguard Scottsdale FDS SHORT TERM TREAS | $5.7M | 98.8K | 0.9% | ▲+15% Added · +13K sh | |
| 29 | Vanguard World FD HEALTH CAR ETF | $5.4M | 18.1K | 0.8% | ▲+809% Added · +16K sh | |
| 30 | Vanguard Scottsdale FDS INT-TERM CORP | $5.2M | 62.5K | 0.8% | ▼−57% Reduced · −83K sh | |
| 31 | Vanguard World FD CONSUM DIS ETF | $4.7M | 11.8K | 0.7% | ▲New New position | |
| 32 | Vanguard World FD INDUSTRIAL ETF | $4.5M | 12.5K | 0.7% | ▲+3.3% Added · +403 sh | |
| 33 | SPDR Series Trust ST PORT HIGH ETF | $4.3M | 185.5K | 0.6% | ▼−59% Reduced · −268K sh | |
| 34 | Invesco QQQ TR UNIT SER 1 | $4.3M | 5.9K | 0.6% | ▲+20% Added · +984 sh | |
| 35 | SPDR Gold TR GOLD SHS | $4.1M | 11.1K | 0.6% | ▼−30% Reduced · −5K sh | |
| 36 | Wisdomtree TR FLOATNG RAT TREA | $4.0M | 79.6K | 0.6% | ▼−9.4% Reduced · −8K sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $4.0M | 5.4K | 0.6% | ▼−1.0% Reduced · −56 sh | |
| 38 | Nvidia Corporation COM | $3.9M | 19.5K | 0.6% | ▲+2.3% Added · +429 sh | |
| 39 | Vanguard Index FDS S&P 500 ETF SHS | $3.3M | 4.8K | 0.5% | ▲+12% Added · +537 sh | |
| 40 | Schwab Strategic TR US TIPS ETF | $3.3M | 123.7K | 0.5% | ▼−53% Reduced · −139K sh | |
| 41 | Sherwin Williams Co COM | $3.0M | 8.6K | 0.4% | ▼−5.5% Reduced · −506 sh | |
| 42 | Invesco Exch Traded FD TR II S&P500 HDL VOL | $3.0M | 58.0K | 0.4% | ▲+14% Added · +7K sh | |
| 43 | SPDR Series Trust ST STR P500GRW | $2.9M | 24.0K | 0.4% | ▲+0.7% Added · +169 sh | |
| 44 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.6M | 4.0K | 0.4% | ▲+13% Added · +475 sh | |
| 45 | Ea Series Trust STRIVE 500 ETF | $2.6M | 54.3K | 0.4% | ▲+37% Added · +15K sh | |
| 46 | Microsoft Corp COM | $2.6M | 7.0K | 0.4% | ▼−0.4% Reduced · −29 sh | |
| 47 | Vanguard World FD CONSUM STP ETF | $2.5M | 11.2K | 0.4% | ▲+15% Added · +1K sh | |
| 48 | Amazon Com Inc COM | $2.4M | 10.0K | 0.4% | ▲+0.8% Added · +82 sh | |
| 49 | Costco Wholesale Corporation COM | $2.3M | 2.5K | 0.3% | ▼−3.2% Reduced · −83 sh | |
| 50 | Pimco ETF TR INTER MUN BD ACT | $2.1M | 39.4K | 0.3% | ▲+73% Added · +17K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1843867/holdings"
Use Arkolith to show Curran Financial Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.