Curran Financial Partners, LLC Portfolio Holdings

Curran Financial Partners, LLC

  • $435 Million
  • Q3 2025

Curran Financial Partners, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $435 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $32.7M, Spdr Portfolio S&P 500 High Di with a value of $21.3M, Vanguard Star Fd Vanguard Tota with a value of $20.3M, J P Morgan Exchange Traded Fd with a value of $19.4M, and Vanguard Small Cap ETF with a value of $19.3M.

Examining the 13F form we can see an increase of $44.8M in the current position value, from $390M to 435M.

Below you can find more details about Curran Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $435 Million
ETFs: $392 Million
Technology: $21.1 Million
Consumer Cyclical: $4.33 Million
Consumer Defensive: $3.93 Million
Communication Services: $3.04 Million
Basic Materials: $3 Million
Financial Services: $2.37 Million
Energy: $1.96 Million
Other: $2.91 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $435 Million
  • Prior Value $390 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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