Curran Financial Partners
DANIEL ISLAND, SCfiles as Curran Financial Partners, LLC
$672m in 140 US stocks at the end of 30 June 2026. The top 10 are 52.1% of the money. It changed about 21.8% of the portfolio this quarter.
Value
$672m
Stocks
140
Top 10 share
52.1%
Turnover
21.8%
What changed this quarter
New
Bought for the first time this quarter.
- Yorkville Amer Invts TRYALL13.7% of the fund
- Vanguard World FDVFH0.9% of the fund
- Vanguard World FDVCR0.7% of the fund
- Space Exploration TechnologiesSPCX0.1% of the fund
- CorningGLW<0.1% of the fund
- IntelINTC<0.1% of the fund
- Travelers CompaniesTRV<0.1% of the fund
- Eli LillyLLY<0.1% of the fund
- Invesco Exch Traded FD TR IIQQQM<0.1% of the fund
- Morgan StanleyMS<0.1% of the fund
- Graniteshares Gold TRBAR<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- Schwab Strategic TRSCHF<0.1% of the fund
- Listed FDS TRMAGS<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- PPLPPL<0.1% of the fund
- Entrepreneurshares Series TRXOVR<0.1% of the fund
- the Real Brokerage<0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHD7.0% of the fund+9%
- Vanguard Index FDSVB4.8% of the fund+10%
- Vanguard Star FDSVXUS4.7% of the fund+10%
- Spdr Series TrustSPYD4.3% of the fund+10%
- Vanguard Index FDSVUG4.3% of the fund+19%
- J P Morgan Exchange Traded FJEPI3.9% of the fund+14%
- Global X FDSMLPX3.7% of the fund+8%
- Spdr Series TrustSJNK2.9% of the fund+13%
- Franklin Templeton ETF TRFLBL2.8% of the fund+13%
- Vanguard World FDVGT2.8% of the fund+1723%
- Legg Mason ETF InvtLVHI2.5% of the fund+9%
- First TR Exchange-Traded FDKNG2.3% of the fund+13%
- Vanguard Specialized FundsVIG2.2% of the fund+10%
- Vanguard Index FDSVTV2.0% of the fund+31%
- First TR Exch Traded FD IIIFPE1.9% of the fund+13%
- Ishares TRLQD1.4% of the fund+14%
- Ishares Core 30/70AOK1.4% of the fund+11%
- DBX ETF TRHYLB1.3% of the fund+14%
- Vanguard BD Index FDSBND1.3% of the fund+15%
- Vanguard Malvern FDSVTIP1.1% of the fund+14%
- Vanguard Scottsdale FDSVGSH0.9% of the fund+15%
- Vanguard World FDVHT0.8% of the fund+809%
- Vanguard World FDVIS0.7% of the fund+3%
- Invesco QQQ TRQQQ0.6% of the fund+20%
- NvidiaNVDA0.6% of the fund+2%
Cut
Sold some of their stake.
- Spdr Series TrustBIL1.4% of the fund-10%
- Vanguard Whitehall FDSVYM1.4% of the fund-37%
- Pgim ETF TRPULS1.2% of the fund-9%
- BNY Mellon ETF TrustBKAG0.9% of the fund-53%
- Vanguard Scottsdale FDSVCIT0.8% of the fund-57%
- Spdr Series TrustSPHY0.6% of the fund-59%
- Spdr Gold TRGLD0.6% of the fund-30%
- Wisdomtree TRUSFR0.6% of the fund-9%
- Schwab Strategic TRSCHP0.5% of the fund-53%
- Sherwin-WilliamsSHW0.4% of the fund-6%
- Costco WholesaleCOST0.3% of the fund-3%
- ExxonMobil HoldingsXOM0.2% of the fund-2%
- Micron TechnologyMU0.1% of the fund-6%
- RBB FDXBIL0.1% of the fund-4%
- RBB FDOBIL0.1% of the fund-4%
- RBB FDUTWO0.1% of the fund-4%
- RBB FDUTRE0.1% of the fund-4%
- Berkshire HathawayBRK-B0.1% of the fund-13%
- Procter & GamblePG<0.1% of the fund-2%
- Grayscale Bitcoin Trust ETFGBTC<0.1% of the fund-7%
- AbbVieABBV<0.1% of the fund-3%
- WalmartWMT<0.1% of the fund-6%
- Invesco Exchange Traded FD TPPA<0.1% of the fund-6%
- JPMorgan ChaseJPM<0.1% of the fund-19%
- Cisco SystemsCSCO<0.1% of the fund-5%
Sold out
Sold their entire stake.
- Tidal Trust I-100%
- Vanguard World FDVDE-100%
- McDonald'sMCD-100%
- ImmunityBioIBRX-100%
- Gabelli Equity TRGAB-R-100%
Holdings
- Yorkville Amer Invts TRYALL
- Share
- 13.7%
- Value
- $92m
- Shares
- 2,164,820
New
- Schwab Strategic TRSCHD
- Share
- 7.0%
- Value
- $47m
- Shares
- 1,490,202
+9%
- Vanguard Index FDSVB
- Share
- 4.8%
- Value
- $32m
- Shares
- 106,081
+10%
- Vanguard Star FDSVXUS
- Share
- 4.7%
- Value
- $32m
- Shares
- 370,419
+10%
- Spdr Series TrustSPYD
- Share
- 4.3%
- Value
- $29m
- Shares
- 611,552
+10%
- Vanguard Index FDSVUG
- Share
- 4.3%
- Value
- $29m
- Shares
- 338,321
+19%
- J P Morgan Exchange Traded FJEPI
- Share
- 3.9%
- Value
- $26m
- Shares
- 461,348
+14%
- Global X FDSMLPX
- Share
- 3.7%
- Value
- $25m
- Shares
- 333,537
+8%
- Spdr Series TrustSJNK
- Share
- 2.9%
- Value
- $19m
- Shares
- 771,545
+13%
- Franklin Templeton ETF TRFLBL
- Share
- 2.8%
- Value
- $19m
- Shares
- 831,237
+13%
- Vanguard World FDVGT
- Share
- 2.8%
- Value
- $19m
- Shares
- 157,913
+1723%
- Legg Mason ETF InvtLVHI
- Share
- 2.5%
- Value
- $17m
- Shares
- 408,814
+9%
- First TR Exchange-Traded FDKNG
- Share
- 2.3%
- Value
- $15m
- Shares
- 305,615
+13%
- Vanguard Specialized FundsVIG
- Share
- 2.2%
- Value
- $15m
- Shares
- 61,459
+10%
- Vanguard Index FDSVTV
- Share
- 2.0%
- Value
- $14m
- Shares
- 62,697
+31%
- First TR Exch Traded FD IIIFPE
- Share
- 1.9%
- Value
- $13m
- Shares
- 715,791
+13%
- Spdr Series TrustBIL
- Share
- 1.4%
- Value
- $10m
- Shares
- 105,092
-10%
- Vanguard Whitehall FDSVYM
- Share
- 1.4%
- Value
- $9m
- Shares
- 59,995
-37%
- Ishares TRLQD
- Share
- 1.4%
- Value
- $9m
- Shares
- 86,541
+14%
- Ishares Core 30/70AOK
- Share
- 1.4%
- Value
- $9m
- Shares
- 226,292
+11%
- DBX ETF TRHYLB
- Share
- 1.3%
- Value
- $9m
- Shares
- 239,750
+14%
- Vanguard BD Index FDSBND
- Share
- 1.3%
- Value
- $9m
- Shares
- 118,753
+15%
- Pgim ETF TRPULS
- Share
- 1.2%
- Value
- $8m
- Shares
- 163,396
-9%
- Vanguard Malvern FDSVTIP
- Share
- 1.1%
- Value
- $7m
- Shares
- 145,576
+14%
- Vanguard World FDVFH
- Share
- 0.9%
- Value
- $6m
- Shares
- 48,196
New
- BNY Mellon ETF TrustBKAG
- Share
- 0.9%
- Value
- $6m
- Shares
- 149,356
-53%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.9%
- Value
- $6m
- Shares
- 98,763
+15%
- Vanguard World FDVHT
- Share
- 0.8%
- Value
- $5m
- Shares
- 18,101
+809%
- Vanguard Scottsdale FDSVCIT
- Share
- 0.8%
- Value
- $5m
- Shares
- 62,476
-57%
- Vanguard World FDVCR
- Share
- 0.7%
- Value
- $5m
- Shares
- 11,803
New
- Vanguard World FDVIS
- Share
- 0.7%
- Value
- $5m
- Shares
- 12,537
+3%
- Spdr Series TrustSPHY
- Share
- 0.6%
- Value
- $4m
- Shares
- 185,462
-59%
- Invesco QQQ TRQQQ
- Share
- 0.6%
- Value
- $4m
- Shares
- 5,852
+20%
- Spdr Gold TRGLD
- Share
- 0.6%
- Value
- $4m
- Shares
- 11,075
-30%
- Wisdomtree TRUSFR
- Share
- 0.6%
- Value
- $4m
- Shares
- 79,645
-9%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.6%
- Value
- $4m
- Shares
- 5,365
Held
- Vanguard Index FDSVOO
- Share
- 0.5%
- Value
- $3m
- Shares
- 4,842
+12%
- Schwab Strategic TRSCHP
- Share
- 0.5%
- Value
- $3m
- Shares
- 123,738
-53%
- Invesco Exch Traded FD TR IISPHD
- Share
- 0.4%
- Value
- $3m
- Shares
- 58,037
+14%
- Spdr Series TrustSPYG
- Share
- 0.4%
- Value
- $3m
- Shares
- 23,999
Held
- Vaneck ETF TrustSMH
- Share
- 0.4%
- Value
- $3m
- Shares
- 4,017
+13%
- EA Series TrustSTXF
- Share
- 0.4%
- Value
- $3m
- Shares
- 54,303
+37%
- Vanguard World FDVDC
- Share
- 0.4%
- Value
- $3m
- Shares
- 11,232
+15%
- Pimco ETF TRMUNI
- Share
- 0.3%
- Value
- $2m
- Shares
- 39,363
+73%
- Global X FDSAIQ
- Share
- 0.3%
- Value
- $2m
- Shares
- 29,849
+23%
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $2m
- Shares
- 4,589
Held
- New York Life Invts Active EMMIT
- Share
- 0.2%
- Value
- $2m
- Shares
- 67,524
+73%
- Vanguard World FDVPU
- Share
- 0.2%
- Value
- $2m
- Shares
- 7,836
+2%
- First TR Exchange-Traded FDCIBR
- Share
- 0.2%
- Value
- $2m
- Shares
- 17,065
+37%
- First TR Exchange Traded FDAIRR
- Share
- 0.2%
- Value
- $1m
- Shares
- 11,048
+30%
- First TR Exch Traded FD IIIFMHI
- Share
- 0.2%
- Value
- $1m
- Shares
- 28,207
+73%
- Global X FDSSHLD
- Share
- 0.2%
- Value
- $1m
- Shares
- 20,970
+40%
- ARK ETF TRARKF
- Share
- 0.2%
- Value
- $1m
- Shares
- 30,691
+49%
- Global X FDSDTCR
- Share
- 0.2%
- Value
- $1m
- Shares
- 39,788
+20%
- Invesco Actvely Mngd ETC FDPDBC
- Share
- 0.2%
- Value
- $1m
- Shares
- 73,990
+5%
- Vanguard Index FDSVNQ
- Share
- 0.2%
- Value
- $1m
- Shares
- 11,710
Held
- Ishares TRIWD
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,413
+12%
- Ishares TRIWF
- Share
- 0.2%
- Value
- $1m
- Shares
- 8,461
Held
- Vanguard World FDVAW
- Share
- 0.1%
- Value
- $957,029
- Shares
- 4,183
Held
- Ishares Silver TRSLV
- Share
- 0.1%
- Value
- $929,362
- Shares
- 17,381
+7%
- Ishares TRXT
- Share
- 0.1%
- Value
- $912,979
- Shares
- 11,049
+13%
- RBB FDXBIL
- Share
- 0.1%
- Value
- $889,050
- Shares
- 17,781
-4%
- RBB FDOBIL
- Share
- 0.1%
- Value
- $887,956
- Shares
- 17,768
-4%
- RBB FDUTWO
- Share
- 0.1%
- Value
- $885,390
- Shares
- 18,461
-4%
- RBB FDUTRE
- Share
- 0.1%
- Value
- $883,127
- Shares
- 18,008
-4%
- Fidelity Covington TrustFSTA
- Share
- 0.1%
- Value
- $690,430
- Shares
- 13,141
Held
- Space Exploration TechnologiesSPCX
- Share
- 0.1%
- Value
- $690,151
- Shares
- 4,039
New
- Ishares TRIVV
- Share
- 0.1%
- Value
- $674,777
- Shares
- 901
+7%
- J P Morgan Exchange Traded FJMST
- Share
- <0.1%
- Value
- $655,656
- Shares
- 12,856
+78%
- Grayscale Bitcoin Trust ETFGBTC
- Share
- <0.1%
- Value
- $594,901
- Shares
- 13,069
-7%
- Schwab Strategic TRSCHX
- Share
- <0.1%
- Value
- $573,738
- Shares
- 19,495
+53%
- Spdr Series TrustSPYV
- Share
- <0.1%
- Value
- $478,660
- Shares
- 7,874
+24%
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $456,922
- Shares
- 7,655
+15%
- Wisdomtree TRDTD
- Share
- <0.1%
- Value
- $374,572
- Shares
- 4,017
+63%
- Ishares TRIJH
- Share
- <0.1%
- Value
- $361,415
- Shares
- 4,687
+28%
- Invesco Exchange Traded FD TPPA
- Share
- <0.1%
- Value
- $347,378
- Shares
- 1,966
-6%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Yorkville Amer Invts TRYALL | 13.7% | $92m | 2,164,820 | New |
| Schwab Strategic TRSCHD | 7.0% | $47m | 1,490,202 | +9% |
| Vanguard Index FDSVB | 4.8% | $32m | 106,081 | +10% |
| Vanguard Star FDSVXUS | 4.7% | $32m | 370,419 | +10% |
| Spdr Series TrustSPYD | 4.3% | $29m | 611,552 | +10% |
| Vanguard Index FDSVUG | 4.3% | $29m | 338,321 | +19% |
| J P Morgan Exchange Traded FJEPI | 3.9% | $26m | 461,348 | +14% |
| Global X FDSMLPX | 3.7% | $25m | 333,537 | +8% |
| Spdr Series TrustSJNK | 2.9% | $19m | 771,545 | +13% |
| Franklin Templeton ETF TRFLBL | 2.8% | $19m | 831,237 | +13% |
| Vanguard World FDVGT | 2.8% | $19m | 157,913 | +1723% |
| Legg Mason ETF InvtLVHI | 2.5% | $17m | 408,814 | +9% |
| First TR Exchange-Traded FDKNG | 2.3% | $15m | 305,615 | +13% |
| Vanguard Specialized FundsVIG | 2.2% | $15m | 61,459 | +10% |
| Vanguard Index FDSVTV | 2.0% | $14m | 62,697 | +31% |
| First TR Exch Traded FD IIIFPE | 1.9% | $13m | 715,791 | +13% |
| Spdr Series TrustBIL | 1.4% | $10m | 105,092 | -10% |
| Vanguard Whitehall FDSVYM | 1.4% | $9m | 59,995 | -37% |
| Ishares TRLQD | 1.4% | $9m | 86,541 | +14% |
| Ishares Core 30/70AOK | 1.4% | $9m | 226,292 | +11% |
| DBX ETF TRHYLB | 1.3% | $9m | 239,750 | +14% |
| Vanguard BD Index FDSBND | 1.3% | $9m | 118,753 | +15% |
| Pgim ETF TRPULS | 1.2% | $8m | 163,396 | -9% |
| AppleAAPL | 1.2% | $8m | 27,833 | Held |
| Vanguard Malvern FDSVTIP | 1.1% | $7m | 145,576 | +14% |
| Vanguard World FDVFH | 0.9% | $6m | 48,196 | New |
| BNY Mellon ETF TrustBKAG | 0.9% | $6m | 149,356 | -53% |
| Vanguard Scottsdale FDSVGSH | 0.9% | $6m | 98,763 | +15% |
| Vanguard World FDVHT | 0.8% | $5m | 18,101 | +809% |
| Vanguard Scottsdale FDSVCIT | 0.8% | $5m | 62,476 | -57% |
| Vanguard World FDVCR | 0.7% | $5m | 11,803 | New |
| Vanguard World FDVIS | 0.7% | $5m | 12,537 | +3% |
| Spdr Series TrustSPHY | 0.6% | $4m | 185,462 | -59% |
| Invesco QQQ TRQQQ | 0.6% | $4m | 5,852 | +20% |
| Spdr Gold TRGLD | 0.6% | $4m | 11,075 | -30% |
| Wisdomtree TRUSFR | 0.6% | $4m | 79,645 | -9% |
| State STR Spdr S&P 500 ETF TSPY | 0.6% | $4m | 5,365 | Held |
| NvidiaNVDA | 0.6% | $4m | 19,487 | +2% |
| Vanguard Index FDSVOO | 0.5% | $3m | 4,842 | +12% |
| Schwab Strategic TRSCHP | 0.5% | $3m | 123,738 | -53% |
| Sherwin-WilliamsSHW | 0.4% | $3m | 8,615 | -6% |
| Invesco Exch Traded FD TR IISPHD | 0.4% | $3m | 58,037 | +14% |
| Spdr Series TrustSPYG | 0.4% | $3m | 23,999 | Held |
| Vaneck ETF TrustSMH | 0.4% | $3m | 4,017 | +13% |
| EA Series TrustSTXF | 0.4% | $3m | 54,303 | +37% |
| MicrosoftMSFT | 0.4% | $3m | 7,001 | Held |
| Vanguard World FDVDC | 0.4% | $3m | 11,232 | +15% |
| Amazon.comAMZN | 0.4% | $2m | 10,025 | Held |
| Costco WholesaleCOST | 0.3% | $2m | 2,471 | -3% |
| Pimco ETF TRMUNI | 0.3% | $2m | 39,363 | +73% |
| Global X FDSAIQ | 0.3% | $2m | 29,849 | +23% |
| AlphabetGOOGL | 0.3% | $2m | 5,375 | +3% |
| Vanguard Index FDSVTI | 0.3% | $2m | 4,589 | Held |
| New York Life Invts Active EMMIT | 0.2% | $2m | 67,524 | +73% |
| Vanguard World FDVPU | 0.2% | $2m | 7,836 | +2% |
| First TR Exchange-Traded FDCIBR | 0.2% | $2m | 17,065 | +37% |
| First TR Exchange Traded FDAIRR | 0.2% | $1m | 11,048 | +30% |
| First TR Exch Traded FD IIIFMHI | 0.2% | $1m | 28,207 | +73% |
| Global X FDSSHLD | 0.2% | $1m | 20,970 | +40% |
| ARK ETF TRARKF | 0.2% | $1m | 30,691 | +49% |
| ChevronCVX | 0.2% | $1m | 7,296 | +11% |
| Global X FDSDTCR | 0.2% | $1m | 39,788 | +20% |
| ExxonMobil HoldingsXOM | 0.2% | $1m | 8,757 | -2% |
| Invesco Actvely Mngd ETC FDPDBC | 0.2% | $1m | 73,990 | +5% |
| Vanguard Index FDSVNQ | 0.2% | $1m | 11,710 | Held |
| Ishares TRIWD | 0.2% | $1m | 4,413 | +12% |
| Ishares TRIWF | 0.2% | $1m | 8,461 | Held |
| Vanguard World FDVAW | 0.1% | $957,029 | 4,183 | Held |
| Micron TechnologyMU | 0.1% | $938,450 | 813 | -6% |
| Ishares Silver TRSLV | 0.1% | $929,362 | 17,381 | +7% |
| Ishares TRXT | 0.1% | $912,979 | 11,049 | +13% |
| General ElectricGE | 0.1% | $910,579 | 2,436 | +2% |
| RBB FDXBIL | 0.1% | $889,050 | 17,781 | -4% |
| RBB FDOBIL | 0.1% | $887,956 | 17,768 | -4% |
| RBB FDUTWO | 0.1% | $885,390 | 18,461 | -4% |
| RBB FDUTRE | 0.1% | $883,127 | 18,008 | -4% |
| Berkshire HathawayBRK-B | 0.1% | $867,176 | 1,733 | -13% |
| Lowe's CompaniesLOW | 0.1% | $825,320 | 3,743 | Held |
| TeslaTSLA | 0.1% | $824,376 | 1,960 | Held |
| GE VernovaGEV | 0.1% | $729,659 | 621 | Held |
| Fidelity Covington TrustFSTA | 0.1% | $690,430 | 13,141 | Held |
| Space Exploration TechnologiesSPCX | 0.1% | $690,151 | 4,039 | New |
| Ishares TRIVV | 0.1% | $674,777 | 901 | +7% |
| Meta PlatformsMETA | <0.1% | $661,011 | 1,173 | Held |
| AlphabetGOOG | <0.1% | $655,665 | 1,856 | Held |
| J P Morgan Exchange Traded FJMST | <0.1% | $655,656 | 12,856 | +78% |
| Procter & GamblePG | <0.1% | $645,095 | 4,399 | -2% |
| Grayscale Bitcoin Trust ETFGBTC | <0.1% | $594,901 | 13,069 | -7% |
| Schwab Strategic TRSCHX | <0.1% | $573,738 | 19,495 | +53% |
| AbbVieABBV | <0.1% | $500,835 | 1,990 | -3% |
| CumminsCMI | <0.1% | $489,262 | 686 | Held |
| WalmartWMT | <0.1% | $486,001 | 4,291 | -6% |
| Spdr Series TrustSPYV | <0.1% | $478,660 | 7,874 | +24% |
| Vanguard Intl Equity Index FVWO | <0.1% | $456,922 | 7,655 | +15% |
| Palantir TechnologiesPLTR | <0.1% | $414,362 | 3,552 | +13% |
| United BanksharesUBSI | <0.1% | $405,183 | 8,841 | Held |
| Wisdomtree TRDTD | <0.1% | $374,572 | 4,017 | +63% |
| Ishares TRIJH | <0.1% | $361,415 | 4,687 | +28% |
| MerckMRK | <0.1% | $358,960 | 2,793 | +3% |
| Invesco Exchange Traded FD TPPA | <0.1% | $347,378 | 1,966 | -6% |
Showing the largest 100 of 140.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 48.5% since 30 June 2025.
Where the money is
Technology2.7%
Everyday goods0.6%
Retail & consumer0.6%
Media & telecom0.5%
Materials0.4%
Financial services0.4%
Industrials0.4%
Energy0.4%
Health care0.3%
Utilities0.1%
Other93.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.