Curran Financial Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Curran Financial Partners, LLC 13F Holdings
CIK 0001843867 · CHARLESTON, SC
As of Sep 30, 2025, Curran Financial Partners, LLC reported
129 positions worth $505.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| TIDAL TRUST I | YALL | — | 1,358,695 | $61.1M | 12.09% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,197,392 | $32.7M | 6.47% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF | SPYD | — | 485,102 | $21.3M | 4.22% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 276,985 | $20.3M | 4.03% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 340,270 |
|
9.4M3.84% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 75,755 |
9.3M | 3.81% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 35,915 |
7.2M | 3.41% |
| GLOBAL X FDS | MLPX | — | 274,590 |
7.2M | 3.41% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 22,421 |
6.7M | 3.31% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 582,934 |
4.9M | 2.95% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 156,406 |
4.4M | 2.84% |
| FRANKLIN SENIOR LOAN ETF | FLBL | — | 532,868 |
2.8M | 2.53% |
| PGIM ULTRA SHORT BOND ETF | PULS | — | 240,682 |
2.0M | 2.37% |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | — | 300,090 |
0.4M | 2.06% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 48,186 |
0.4M | 2.06% |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | KNG | — | 201,942 |
0.0M | 1.97% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 475,192 | $8.7M | 1.72% |
| APPLE INC | AAPL | Technology | 29,164 | $7.4M | 1.47% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 51,117 | $7.2M | 1.43% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 52,058 | $6.8M | 1.35% |
| NVIDIA CORP | NVDA | Technology | 36,220 | $6.8M | 1.34% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 56,621 | $6.3M | 1.25% |
| ISHARES TR | AOK | — | 154,612 | $6.2M | 1.23% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 82,900 | $6.2M | 1.22% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 121,279 | $6.1M | 1.21% |