Curry Webb Wealth Management LLC holds a focused book of 67 stocks worth $241.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Invesco S&P 500 Quality ETF and trimmed Ishares Core S&P Midcap ETF. Their largest long position is Ishares Core S&P 500 ETF at 17% 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.
9% 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 Curry Webb Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 70 / 67 | $458.8B |
| JPMORGAN CHASE & CO | 70 / 67 | $426.4B |
| WELLS FARGO & COMPANY/MN | 70 / 67 | $147.3B |
| RAYMOND JAMES FINANCIAL INC | 70 / 67 | $94.1B |
| LPL Financial LLC | 70 / 67 | $87.9B |
| Cetera Investment Advisers | 70 / 67 | $24.4B |
| OSAIC HOLDINGS, INC. | 70 / 67 | $16.2B |
| ROYAL BANK OF CANADA | 69 / 67 | $126.4B |
Ranked by how many of Curry Webb Wealth Management LLC's top 67 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 | Ishares TR CORE S&P500 ETF | $40.8M | 54.4K | 16.9% | ▲+1.8% Added · +941 sh | |
| 2 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $23.4M | 283.6K | 9.7% | ▲+510% Added · +237K sh | |
| 3 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $21.0M | 305.8K | 8.7% | ▲+11% Added · +29K sh | |
| 4 | Victory Portfolios II SHS FR CA FL ETF | $18.8M | 411.4K | 7.8% | ▲+5.1% Added · +20K sh | |
| 5 | Invesco Actively Managed Exc ULTRA SHRT DUR | $11.4M | 226.7K | 4.7% | ▲+2.3% Added · +5K sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $8.3M | 107.7K | 3.4% | ▼−0.8% Reduced · −846 sh | |
| 7 | Ishares TR CORE US AGGBD ET | $8.0M | 81.0K | 3.3% | ▲+47% Added · +26K sh | |
| 8 | Invesco Exch TRD SLF Idx FD INTL DEV DYNAMIC | $7.7M | 223.2K | 3.2% | ▲+12% Added · +24K sh | |
| 9 | Invesco Actively Managed Exc TOTAL RETURN | $7.3M | 156.6K | 3.0% | ▲+17% Added · +22K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $7.3M | 75.9K | 3.0% | ▲+7.0% Added · +5K sh | |
| 11 | Ishares Inc CORE MSCI EMKT | $6.9M | 83.8K | 2.9% | ▲+11% Added · +9K sh | |
| 12 | SPDR Gold TR GOLD SHS | $6.8M | 18.5K | 2.8% | ▼−2.0% Reduced · −373 sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $6.5M | 8.7K | 2.7% | ▼−8.8% Reduced · −830 sh | |
| 14 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $4.8M | 89.6K | 2.0% | ▼−5.3% Reduced · −5K sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $4.7M | 12.7K | 1.9% | ▼−14% Reduced · −2K sh | |
| 16 | Huntington Bancshares Inc COM | $3.5M | 199.5K | 1.5% | ▼−2.5% Reduced · −5K sh | |
| 17 | Invesco Exch Traded FD TR II BLOO EN ANGE ETF | $3.2M | 172.6K | 1.3% | ▼−11% Reduced · −21K sh | |
| 18 | J P Morgan Exchange Traded F SMALL & MID CAP | $3.1M | 39.9K | 1.3% | ▲+10% Added · +4K sh | |
| 19 | Schwab Strategic TR INTL SCEQT ETF | $2.9M | 60.9K | 1.2% | ▲+16% Added · +8K sh | |
| 20 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.9M | 40.4K | 1.2% | ▼−0.3% Reduced · −112 sh | |
| 21 | Invesco Exch Traded FD TR II EQUAL WEGT 0-30 | $2.8M | 104.5K | 1.2% | ▲+143% Added · +62K sh | |
| 22 | J P Morgan Exchange Traded F SHORT DURA CORE | $2.8M | 59.3K | 1.2% | ▼−3.5% Reduced · −2K sh | |
| 23 | Eli Lilly & Co COM | $2.6M | 2.1K | 1.1% | ▼−0.3% Reduced · −6 sh | |
| 24 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.4M | 47.9K | 1.0% | ▼−5.4% Reduced · −3K sh | |
| 25 | Flexshares TR INTL QLTDV IDX | $2.0M | 59.2K | 0.8% | ▼−10% Reduced · −7K sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 3.0K | 0.8% | ▼−2.4% Reduced · −72 sh | |
| 27 | Flexshares TR US QT LW VLTY | $1.9M | 25.7K | 0.8% | ▼−16% Reduced · −5K sh | |
| 28 | World Gold TR SPDR GLD MINIS | $1.9M | 23.6K | 0.8% | ▼−1.2% Reduced · −286 sh | |
| 29 | Bondbloxx ETF Trust BLOOMBERG SIX MN | $1.7M | 34.6K | 0.7% | ▼−16% Reduced · −6K sh | |
| 30 | Schwab Strategic TR 1000 INDEX ETF | $1.4M | 37.9K | 0.6% | ▼−14% Reduced · −6K sh | |
| 31 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.3M | 6.1K | 0.5% | ▼−14% Reduced · −1K sh | |
| 32 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $1.3M | 16.0K | 0.5% | ▼−24% Reduced · −5K sh | |
| 33 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.3M | 21.3K | 0.5% | ▼−3.0% Reduced · −648 sh | |
| 34 | Schwab Strategic TR INTL EQTY ETF | $1.2M | 44.0K | 0.5% | ▼−4.2% Reduced · −2K sh | |
| 35 | Ishares TR S&P 500 GRWT ETF | $1.1M | 8.2K | 0.5% | ▼−10% Reduced · −915 sh | |
| 36 | Ishares TR CORE S&P SCP ETF | $1.1M | 7.1K | 0.4% | ▼−14% Reduced · −1K sh | |
| 37 | Apple Inc COM | $900K | 3.1K | 0.4% | ▼−27% Reduced · −1K sh | |
| 38 | Citigroup Inc COM NEW | $843K | 6.0K | 0.3% | ▼−36% Reduced · −3K sh | |
| 39 | Flexshares TR STOX US ESG SLCT | $787K | 4.5K | 0.3% | ▲+0.5% Added · +23 sh | |
| 40 | Merchants Bancorp Ind COM | $706K | 14.1K | 0.3% | ▲+0.2% Added · +35 sh | |
| 41 | Flexshares TR EMRG MKT QT LW | $616K | 18.2K | 0.3% | ▼−15% Reduced · −3K sh | |
| 42 | Ishares TR RUSSELL 3000 ETF | $612K | 1.4K | 0.3% | —Held | |
| 43 | Ishares TR MSCI USA QLT FCT | $606K | 2.8K | 0.3% | ▼−2.5% Reduced · −70 sh | |
| 44 | Alphabet Inc CAP STK CL A | $555K | 1.6K | 0.2% | ▼−0.1% Reduced · −1 sh | |
| 45 | Vanguard Index FDS SML CP GRW ETF | $549K | 1.5K | 0.2% | —Held | |
| 46 | Amazon Com Inc COM | $526K | 2.2K | 0.2% | ▲+4.0% Added · +84 sh | |
| 47 | SPDR Series Trust ST STR SP600 SML | $472K | 8.2K | 0.2% | ▼−1.1% Reduced · −89 sh | |
| 48 | Nvidia Corporation COM | $457K | 2.3K | 0.2% | ▲+11% Added · +231 sh | |
| 49 | Nushares ETF TR NUVEEN ESG LRGCP | $448K | 3.8K | 0.2% | —Held | |
| 50 | Microsoft Corp COM | $443K | 1.2K | 0.2% | ▲+2.5% Added · +29 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/2060114/holdings"
Use Arkolith to show Curry Webb Wealth Management 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.