Curran Financial Partners, LLC

DANIEL ISLAND, SC · CIK 1843867 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$671.8m reported value +20.3% vs Q1 2026

140positions

52.1%in top 10

18 new 74 added 43 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	YORKVILLE AMER INVTS TR TRUTH SOCIAL GOD YALL	YALL	2,164,820	$91.7m13.65%	13.65%	New
2	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,490,202	$47.3m7.03%	7.03%	Added +119.0k	+118,956 8.7%
3	VANGUARD INDEX FDS SMALL CP ETF VB	VB	106,081	$32.2m4.79%	4.79%	Added +9.9k	+9,894 10.3%
4	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	370,419	$31.7m4.71%	4.71%	Added +33.3k	+33,334 9.9%
5	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	611,552	$29.2m4.34%	4.34%	Added +55.3k	+55,336 9.9%
6	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	338,321	$29.1m4.34%	4.34%	Added +52.9k	+52,943 18.6%
7	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	461,348	$26.1m3.88%	3.88%	Added +55.8k	+55,764 13.8%
8	GLOBAL X FDS GLB X MLP ENRG I MLPX	MLPX	333,537	$24.6m3.66%	3.66%	Added +24.3k	+24,313 7.9%
9	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	771,545	$19.3m2.87%	2.87%	Added +86.6k	+86,625 12.7%
10	FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF FLBL	FLBL	831,237	$19.1m2.84%	2.84%	Added +97.7k	+97,688 13.3%
11	VANGUARD WORLD FD INF TECH ETF VGT	VGT	157,913	$18.9m2.81%	2.81%	Added +149.2k	+149,249 1722.6%
12	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	408,814	$16.6m2.47%	2.47%	Added +32.9k	+32,932 8.8%
13	FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 KNG	KNG	305,615	$15.4m2.30%	2.30%	Added +35.9k	+35,883 13.3%
14	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	61,459	$14.5m2.16%	2.16%	Added +5.4k	+5,430 9.7%
15	VANGUARD INDEX FDS VALUE ETF VTV	VTV	62,697	$13.7m2.03%	2.03%	Added +14.8k	+14,827 31.0%
16	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	715,791	$12.8m1.91%	1.91%	Added +80.0k	+80,014 12.6%
17	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	105,092	$9.6m1.43%	1.43%	Reduced -11.0k	-11,042 -9.5%
18	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	59,995	$9.5m1.41%	1.41%	Reduced -34.6k	-34,583 -36.6%
19	ISHARES TR IBOXX INV CP ETF LQD	LQD	86,541	$9.4m1.41%	1.41%	Added +10.6k	+10,604 14.0%
20	ISHARES TR CONSER ALLOC ETF AOK	AOK	226,292	$9.4m1.40%	1.40%	Added +23.3k	+23,256 11.4%
21	DBX ETF TR XTRACK USD HIGH HYLB	HYLB	239,750	$8.8m1.30%	1.30%	Added +30.3k	+30,326 14.5%
22	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	118,753	$8.7m1.30%	1.30%	Added +15.5k	+15,453 15.0%
23	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	163,396	$8.1m1.21%	1.21%	Reduced -16.7k	-16,743 -9.3%
24	APPLE INC COM AAPL	AAPL	27,833	$8.1m1.20%	1.20%	Reduced -195	-195 -0.7%
25	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	145,576	$7.3m1.09%	1.09%	Added +18.2k	+18,168 14.3%
26	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	48,196	$6.3m0.94%	0.94%	New
27	BNY MELLON ETF TRUST CORE BOND ETF BKAG	BKAG	149,356	$6.3m0.93%	0.93%	Reduced -171.3k	-171,333 -53.4%
28	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	98,763	$5.7m0.86%	0.86%	Added +12.8k	+12,813 14.9%
29	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	18,101	$5.4m0.81%	0.81%	Added +16.1k	+16,109 808.7%
30	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	62,476	$5.2m0.77%	0.77%	Reduced -82.8k	-82,751 -57.0%
31	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	11,803	$4.7m0.70%	0.70%	New
32	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	12,537	$4.5m0.67%	0.67%	Added +403	+403 3.3%
33	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	185,462	$4.3m0.65%	0.65%	Reduced -267.8k	-267,805 -59.1%
34	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,852	$4.3m0.64%	0.64%	Added +984	+984 20.2%
35	SPDR GOLD TR GOLD SHS GLD	GLD	11,075	$4.1m0.61%	0.61%	Reduced -4.8k	-4,821 -30.3%
36	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	79,645	$4.0m0.60%	0.60%	Reduced -8.3k	-8,254 -9.4%
37	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,365	$4.0m0.60%	0.60%	Reduced -56	-56 -1.0%
38	NVIDIA CORPORATION COM NVDA	NVDA	19,487	$3.9m0.58%	0.58%	Added +429	+429 2.2%
39	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,842	$3.3m0.50%	0.50%	Added +537	+537 12.5%
40	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	123,738	$3.3m0.49%	0.49%	Reduced -138.8k	-138,846 -52.9%
41	SHERWIN WILLIAMS CO COM SHW	SHW	8,615	$3.0m0.44%	0.44%	Reduced -506	-506 -5.5%
42	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	58,037	$3.0m0.44%	0.44%	Added +7.2k	+7,236 14.2%
43	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	23,999	$2.9m0.43%	0.43%	Added +169	+169 0.7%
44	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	4,017	$2.6m0.39%	0.39%	Added +475	+475 13.4%
45	EA SERIES TRUST STRIVE 500 ETF STXF	STXF	54,303	$2.6m0.39%	0.39%	Added +14.6k	+14,622 36.9%
46	MICROSOFT CORP COM MSFT	MSFT	7,001	$2.6m0.39%	0.39%	Reduced -29	-29 -0.4%
47	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	11,232	$2.5m0.38%	0.38%	Added +1.5k	+1,469 15.1%
48	AMAZON COM INC COM AMZN	AMZN	10,025	$2.4m0.36%	0.36%	Added +82	+82 0.8%
49	COSTCO WHSL CORP NEW COM COST	COST	2,471	$2.3m0.34%	0.34%	Reduced -83	-83 -3.2%
50	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	39,363	$2.1m0.31%	0.31%	Added +16.6k	+16,639 73.2%
51	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	29,849	$2.0m0.29%	0.29%	Added +5.5k	+5,502 22.6%
52	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,375	$1.9m0.29%	0.29%	Added +150	+150 2.9%
53	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,589	$1.7m0.25%	0.25%	Added +13	+13 0.3%
54	NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUN MMIT	MMIT	67,524	$1.6m0.24%	0.24%	Added +28.4k	+28,447 72.8%
55	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	7,836	$1.5m0.23%	0.23%	Added +158	+158 2.1%
56	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	17,065	$1.5m0.23%	0.23%	Added +4.7k	+4,652 37.5%
57	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	11,048	$1.5m0.22%	0.22%	Added +2.5k	+2,544 29.9%
58	FIRST TR EXCH TRADED FD III MUNI HI INCM ETF FMHI	FMHI	28,207	$1.4m0.20%	0.20%	Added +11.9k	+11,944 73.4%
59	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	20,970	$1.3m0.19%	0.19%	Added +6.0k	+5,955 39.7%
60	ARK ETF TR FINTECH INNOVA ARKF	ARKF	30,691	$1.2m0.18%	0.18%	Added +10.0k	+10,040 48.6%
61	CHEVRON CORP NEW COM CVX	CVX	7,296	$1.2m0.18%	0.18%	Added +737	+737 11.2%
62	GLOBAL X FDS DATA CTR DIG ETF DTCR	DTCR	39,788	$1.2m0.18%	0.18%	Added +6.6k	+6,595 19.9%
63	EXXON MOBIL CORP COM XOM	XOM	8,757	$1.2m0.18%	0.18%	Reduced -221	-221 -2.5%
64	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	73,990	$1.2m0.17%	0.17%	Added +3.8k	+3,806 5.4%
65	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	11,710	$1.1m0.17%	0.17%	Reduced -71	-71 -0.6%
66	ISHARES TR RUS 1000 VAL ETF IWD	IWD	4,413	$1.1m0.16%	0.16%	Added +483	+483 12.3%
67	ISHARES TR RUS 1000 GRW ETF IWF	IWF	8,461	$1.1m0.16%	0.16%	Added +1	+1 0.0%
68	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	4,183	$957.0k0.14%	0.14%	Added +28	+28 0.7%
69	MICRON TECHNOLOGY INC COM MU	MU	813	$938.5k0.14%	0.14%	Reduced -50	-50 -5.8%
70	ISHARES SILVER TR ISHARES SLV	SLV	17,381	$929.4k0.14%	0.14%	Added +1.1k	+1,114 6.8%
71	ISHARES TR EXPONENTIAL TECH XT	XT	11,049	$913.0k0.14%	0.14%	Added +1.3k	+1,289 13.2%
72	GE AEROSPACE COM NEW GE	GE	2,436	$910.6k0.14%	0.14%	Added +56	+56 2.4%
73	RBB FD INC US TRSRY 6 MNTH XBIL	XBIL	17,781	$889.0k0.13%	0.13%	Reduced -779	-779 -4.2%
74	RBB FD INC US TREASRY 12 MT OBIL	OBIL	17,768	$888.0k0.13%	0.13%	Reduced -767	-767 -4.1%
75	RBB FD INC US TREASY 2 YR UTWO	UTWO	18,461	$885.4k0.13%	0.13%	Reduced -737	-737 -3.8%
76	RBB FD INC US TREAS 3 YR NT UTRE	UTRE	18,008	$883.1k0.13%	0.13%	Reduced -682	-682 -3.6%
77	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,733	$867.2k0.13%	0.13%	Reduced -266	-266 -13.3%
78	LOWES COS INC COM LOW	LOW	3,743	$825.3k0.12%	0.12%	Reduced -27	-27 -0.7%
79	TESLA INC COM TSLA	TSLA	1,960	$824.4k0.12%	0.12%	Added +2	+2 0.1%
80	GE VERNOVA INC COM GEV	GEV	621	$729.7k0.11%	0.11%	Reduced -12	-12 -1.9%
81	FIDELITY COVINGTON TRUST CONSMR STAPLES FSTA	FSTA	13,141	$690.4k0.10%	0.10%	Added +19	+19 0.1%
82	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	4,039	$690.2k0.10%	0.10%	New
83	ISHARES TR CORE S&P500 ETF IVV	IVV	901	$674.8k0.10%	0.10%	Added +58	+58 6.9%
84	META PLATFORMS INC CL A META	META	1,173	$661.0k0.10%	0.10%	Added +20	+20 1.7%
85	ALPHABET INC CAP STK CL C GOOG	GOOG	1,856	$655.7k0.10%	0.10%	Reduced -12	-12 -0.6%
86	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	12,856	$655.7k0.10%	0.10%	Added +5.6k	+5,632 78.0%
87	PROCTER AND GAMBLE CO COM PG	PG	4,399	$645.1k0.10%	0.10%	Reduced -102	-102 -2.3%
88	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	13,069	$594.9k0.09%	0.09%	Reduced -1.0k	-1,000 -7.1%
89	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	19,495	$573.7k0.09%	0.09%	Added +6.7k	+6,727 52.7%
90	ABBVIE INC COM ABBV	ABBV	1,990	$500.8k0.07%	0.07%	Reduced -58	-58 -2.8%
91	CUMMINS INC COM CMI	CMI	686	$489.3k0.07%	0.07%	Unchanged
92	WALMART INC COM WMT	WMT	4,291	$486.0k0.07%	0.07%	Reduced -260	-260 -5.7%
93	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	7,874	$478.7k0.07%	0.07%	Added +1.5k	+1,547 24.4%
94	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	7,655	$456.9k0.07%	0.07%	Added +1.0k	+1,016 15.3%
95	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,552	$414.4k0.06%	0.06%	Added +416	+416 13.3%
96	UNITED BANKSHARES INC WEST V COM UBSI	UBSI	8,841	$405.2k0.06%	0.06%	Unchanged
97	WISDOMTREE TR US TOTAL DIVIDND DTD	DTD	4,017	$374.6k0.06%	0.06%	Added +1.5k	+1,548 62.7%
98	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,687	$361.4k0.05%	0.05%	Added +1.0k	+1,023 27.9%
99	MERCK & CO INC COM MRK	MRK	2,793	$359.0k0.05%	0.05%	Added +72	+72 2.6%
100	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	1,966	$347.4k0.05%	0.05%	Reduced -117	-117 -5.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TIDAL ETF TR		1,324,146	$55.4m1.3m shares
VANGUARD WORLD FD VDE	VDE	8,768	$1.5m8.8k shares
MCDONALDS CORP MCD	MCD	745	$231.7k745 shares
IMMUNITYBIO INC IBRX	IBRX	10,642	$81.6k10.6k shares
GABELLI EQUITY TR INC GAB-R	GAB-R	15,330	$10715.3k shares