Curry Webb Wealth Management LLC holds a focused book of 38 stocks worth $211.6M as of Q1 2026 (disclosed Jun 10, 2026, a ~45-day 13F lag). This quarter they opened HUNTINGTON BANCSHARES INC and trimmed JPMORGAN SHORT DURATION CORE. Their largest long position is ISHARES SELECT DIVIDEND ETF at 24% of the equity book.
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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.
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.
2% 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
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 | $35.0M | 53.5K | 16.5% | ▲+92% Added · +26K sh | |
| 2 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $18.9M | 46.5K | 8.9% | ▲+6.7% Added · +3K sh | |
| 3 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $16.6M | 276.4K | 7.9% | ▲+34% Added · +70K sh | |
| 4 | Victory Portfolios II SHARES FREE CASH | $15.5M | 391.6K | 7.3% | ▲+14% Added · +47K sh | |
| 5 | Invesco Actively Managed Exc ULTRA SHRT DUR | $11.1M | 221.5K | 5.2% | ▲+124% Added · +122K sh | |
| 6 | SPDR Gold TR GOLD SHS | $8.1M | 18.9K | 3.8% | ▼−14% Reduced · −3K sh | |
| 7 | Ishares TR CORE S&P MCP ETF | $7.3M | 108.6K | 3.5% | ▲+28% Added · +24K sh | |
| 8 | Ishares TR CORE MSCI EAFE | $6.4M | 71.0K | 3.0% | ▲+33% Added · +18K sh | |
| 9 | Invesco Exch TRD SLF Idx FD INTL DEV DYNAMIC | $6.3M | 199.5K | 3.0% | ▲+19% Added · +32K sh | |
| 10 | Invesco Actively Managed Exc TOTAL RETURN | $6.3M | 134.4K | 3.0% | ▲+43% Added · +40K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $6.2M | 9.5K | 2.9% | ▼−8.2% Reduced · −842 sh | |
| 12 | Ishares TR CORE US AGGBD ET | $5.5M | 55.3K | 2.6% | ▼−20% Reduced · −14K sh | |
| 13 | Ishares Inc CORE MSCI EMKT | $5.3M | 75.3K | 2.5% | ▲+16% Added · +10K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $4.7M | 14.7K | 2.2% | ▼−11% Reduced · −2K sh | |
| 15 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $4.5M | 94.6K | 2.1% | ▼−7.3% Reduced · −7K sh | |
| 16 | Invesco Exch Traded FD TR II BLOOMBERG ENHANC | $3.5M | 193.7K | 1.6% | ▼−15% Reduced · −35K sh | |
| 17 | Huntington Bancshares Inc COM | $3.2M | 204.7K | 1.5% | ▲New New position | |
| 18 | J P Morgan Exchange Traded F SHORT DURA CORE | $2.9M | 61.5K | 1.4% | ▼−7.2% Reduced · −5K sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.6M | 40.5K | 1.2% | ▲+0.1% Added · +50 sh | |
| 20 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.6M | 50.6K | 1.2% | ▼−10% Reduced · −6K sh | |
| 21 | Schwab Strategic TR INTL SCEQT ETF | $2.5M | 52.7K | 1.2% | ▲+16% Added · +7K sh | |
| 22 | J P Morgan Exchange Traded F SMALL & MID CAP | $2.4M | 36.2K | 1.1% | ▼−5.4% Reduced · −2K sh | |
| 23 | World Gold TR SPDR GLD MINIS | $2.2M | 23.9K | 1.0% | ▼−11% Reduced · −3K sh | |
| 24 | Flexshares TR US QT LW VLTY | $2.2M | 30.7K | 1.0% | ▼−28% Reduced · −12K sh | |
| 25 | Flexshares TR INTL QLTDV IDX | $2.1M | 65.9K | 1.0% | ▼−21% Reduced · −18K sh | |
| 26 | Bondbloxx ETF Trust BLOOMBERG SIX MN | $2.1M | 41.1K | 1.0% | ▼−27% Reduced · −15K sh | |
| 27 | Eli Lilly & Co COM | $2.0M | 2.1K | 0.9% | ▼−5.1% Reduced · −115 sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $1.8M | 3.0K | 0.9% | ▼−5.3% Reduced · −171 sh | |
| 29 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $1.5M | 21.2K | 0.7% | ▼−15% Reduced · −4K sh | |
| 30 | Schwab Strategic TR 1000 INDEX ETF | $1.4M | 44.0K | 0.7% | ▼−5.8% Reduced · −3K sh | |
| 31 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.4M | 7.1K | 0.6% | ▼−19% Reduced · −2K sh | |
| 32 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.2M | 21.9K | 0.6% | ▼−0.4% Reduced · −93 sh | |
| 33 | Invesco Exch Traded FD TR II EQUAL WEGT 0-30 | $1.2M | 43.0K | 0.6% | ▼−65% Reduced · −79K sh | |
| 34 | Schwab Strategic TR INTL EQTY ETF | $1.1M | 45.9K | 0.5% | ▼−1.2% Reduced · −559 sh | |
| 35 | Apple Inc COM | $1.1M | 4.3K | 0.5% | ▲+47% Added · +1K sh | |
| 36 | Citigroup Inc COM NEW | $1.1M | 9.4K | 0.5% | ▼~0% Reduced · −1 sh | |
| 37 | Ishares TR CORE S&P SCP ETF | $1.0M | 8.3K | 0.5% | ▼−30% Reduced · −4K sh | |
| 38 | Ishares TR S&P 500 GRWT ETF | $1.0M | 9.1K | 0.5% | ▼−9.2% Reduced · −919 sh | |
| 39 | Flexshares TR STOX US ESG SLCT | $676K | 4.5K | 0.3% | ▲+1.9% Added · +83 sh | |
| 40 | Flexshares TR EMRG MKT QT LW | $638K | 21.5K | 0.3% | ▼−33% Reduced · −10K sh | |
| 41 | Merchants Bancorp Ind COM | $604K | 14.1K | 0.3% | ▼−18% Reduced · −3K sh | |
| 42 | Ishares TR MSCI USA QLT FCT | $543K | 2.8K | 0.3% | ▲+0.1% Added · +3 sh | |
| 43 | Ishares TR RUSSELL 3000 ETF | $532K | 1.4K | 0.3% | —Held | |
| 44 | Ishares TR RUSSELL 2000 ETF | $531K | 2.1K | 0.3% | ▼−9.1% Reduced · −214 sh | |
| 45 | Vanguard Index FDS SML CP GRW ETF | $453K | 1.5K | 0.2% | —Held | |
| 46 | Alphabet Inc CAP STK CL A | $447K | 1.6K | 0.2% | ▼−8.7% Reduced · −149 sh | |
| 47 | McDonalds Corp COM | $444K | 1.4K | 0.2% | ▼−0.4% Reduced · −6 sh | |
| 48 | Amazon Com Inc COM | $442K | 2.1K | 0.2% | ▼−4.7% Reduced · −105 sh | |
| 49 | Microsoft Corp COM | $428K | 1.2K | 0.2% | ▼−3.6% Reduced · −43 sh | |
| 50 | Ishares Gold TR ISHARES NEW | $427K | 4.8K | 0.2% | ▼−49% Reduced · −5K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.