Curran Financial Partners, LLC - Portfolio overview

Curran Financial Partners, LLC has 144 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. YALL - TIDAL TRUST I, 9.53%
2. SCHD - SCHWAB STRATEGIC TR, 7.23%
3. VXUS - VANGUARD STAR FDS, 4.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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