Curry Webb Wealth Management

INDIANAPOLIS, INfiles as Curry Webb Wealth Management LLC

$241m in 67 US stocks at the end of 30 June 2026. The top 10 are 63.8% of the money. It changed about 5.4% of the portfolio this quarter.

Value

$241m

Stocks

Top 10 share

63.8%

Turnover

5.4%

What changed this quarter

New

Bought for the first time this quarter.

Invesco Exchange Traded FD TSPHQ
<0.1% of the fund
Ishares TRMTUM
<0.1% of the fund
Fidelity Comwlth TRONEQ
<0.1% of the fund
Capital One FinancialCOF
<0.1% of the fund
Victory Portfolios IIUSVM
<0.1% of the fund
Ishares TRESGD
<0.1% of the fund

Added

Bought more of a stock they already held.

Invesco Exch TRD SLF IDX FDOMFL
8.7% of the fund
+11%
Victory Portfolios IIVFLO
7.8% of the fund
+5%
Invesco Actively Managed EXCGSY
4.7% of the fund
+2%
Ishares TRAGG
3.3% of the fund
+47%
Invesco Exch TRD SLF IDX FDIMFL
3.2% of the fund
+12%
Invesco Actively Managed EXCGTO
3.0% of the fund
+17%
Ishares TRIEFA
3.0% of the fund
+7%
IsharesIEMG
2.9% of the fund
+11%
J P Morgan Exchange Traded FJMEE
1.3% of the fund
+10%
Schwab Strategic TRSCHC
1.2% of the fund
+16%
Invesco Exch Traded FD TR IIGOVI
1.2% of the fund
+143%
Amazon.comAMZN
0.2% of the fund
+4%
NvidiaNVDA
0.2% of the fund
+11%
MicrosoftMSFT
0.2% of the fund
+3%
Meta PlatformsMETA
0.1% of the fund
+19%

Cut

Sold some of their stake.

State STR Spdr S&P 500 ETF TSPY
2.7% of the fund
-9%
Invesco Exchange Traded FD TPRF
2.0% of the fund
-5%
Vanguard Index FDSVTI
1.9% of the fund
-14%
Huntington BancsharesHBAN
1.5% of the fund
-3%
Invesco Exch Traded FD TR IIIFLN
1.3% of the fund
-11%
J P Morgan Exchange Traded FJSCP
1.2% of the fund
-4%
J P Morgan Exchange Traded FJPST
1.0% of the fund
-5%
Flexshares TRIQDF
0.8% of the fund
-10%
Vanguard Index FDSVOO
0.8% of the fund
-2%
Flexshares TRQLV
0.8% of the fund
-16%
Bondbloxx ETF TrustXHLF
0.7% of the fund
-16%
Schwab Strategic TRSCHK
0.6% of the fund
-14%
Invesco Exchange Traded FD TRSP
0.5% of the fund
-14%
J P Morgan Exchange Traded FJAVA
0.5% of the fund
-24%
Vanguard Intl Equity Index FVWO
0.5% of the fund
-3%
Schwab Strategic TRSCHF
0.5% of the fund
-4%
Ishares TRIVW
0.5% of the fund
-10%
Ishares TRIJR
0.4% of the fund
-14%
AppleAAPL
0.4% of the fund
-27%
CitigroupC
0.3% of the fund
-36%
Flexshares TRQLVE
0.3% of the fund
-15%
Ishares TRQUAL
0.3% of the fund
-2%
Ishares TRIWM
0.2% of the fund
-31%
AlphabetGOOG
0.1% of the fund
-23%
Ishares Gold TRIAU
0.1% of the fund
-14%

Sold out

Sold their entire stake.

Ishares Silver TRSLV
-100%
Ishares TRUSMV
-100%

Holdings

Ishares TRIVV
Share
16.9%
Value
$41m
Shares
54,448
Held
Vanguard Admiral FDSVOOG
Share
9.7%
Value
$23m
Shares
283,598
Held
Invesco Exch TRD SLF IDX FDOMFL
Share
8.7%
Value
$21m
Shares
305,807
+11%
Victory Portfolios IIVFLO
Share
7.8%
Value
$19m
Shares
411,381
+5%
Invesco Actively Managed EXCGSY
Share
4.7%
Value
$11m
Shares
226,685
+2%
Ishares TRIJH
Share
3.4%
Value
$8m
Shares
107,717
Held
Ishares TRAGG
Share
3.3%
Value
$8m
Shares
81,049
+47%
Invesco Exch TRD SLF IDX FDIMFL
Share
3.2%
Value
$8m
Shares
223,176
+12%
Invesco Actively Managed EXCGTO
Share
3.0%
Value
$7m
Shares
156,630
+17%
Ishares TRIEFA
Share
3.0%
Value
$7m
Shares
75,946
+7%
IsharesIEMG
Share
2.9%
Value
$7m
Shares
83,780
+11%
Spdr Gold TRGLD
Share
2.8%
Value
$7m
Shares
18,541
Held
State STR Spdr S&P 500 ETF TSPY
Share
2.7%
Value
$6m
Shares
8,650
-9%
Invesco Exchange Traded FD TPRF
Share
2.0%
Value
$5m
Shares
89,591
-5%
Vanguard Index FDSVTI
Share
1.9%
Value
$5m
Shares
12,702
-14%
Huntington BancsharesHBAN
Share
1.5%
Value
$4m
Shares
199,537
-3%
Invesco Exch Traded FD TR IIIFLN
Share
1.3%
Value
$3m
Shares
172,639
-11%
J P Morgan Exchange Traded FJMEE
Share
1.3%
Value
$3m
Shares
39,874
+10%
Schwab Strategic TRSCHC
Share
1.2%
Value
$3m
Shares
60,853
+16%
Vanguard Tax-Managed FDSVEA
Share
1.2%
Value
$3m
Shares
40,369
Held
Invesco Exch Traded FD TR IIGOVI
Share
1.2%
Value
$3m
Shares
104,509
+143%
J P Morgan Exchange Traded FJSCP
Share
1.2%
Value
$3m
Shares
59,320
-4%
Eli LillyLLY
Share
1.1%
Value
$3m
Shares
2,140
Held
J P Morgan Exchange Traded FJPST
Share
1.0%
Value
$2m
Shares
47,897
-5%
Flexshares TRIQDF
Share
0.8%
Value
$2m
Shares
59,242
-10%
Vanguard Index FDSVOO
Share
0.8%
Value
$2m
Shares
2,977
-2%
Flexshares TRQLV
Share
0.8%
Value
$2m
Shares
25,659
-16%
World Gold TRGLDM
Share
0.8%
Value
$2m
Shares
23,591
Held
Bondbloxx ETF TrustXHLF
Share
0.7%
Value
$2m
Shares
34,629
-16%
Schwab Strategic TRSCHK
Share
0.6%
Value
$1m
Shares
37,863
-14%
Invesco Exchange Traded FD TRSP
Share
0.5%
Value
$1m
Shares
6,098
-14%
J P Morgan Exchange Traded FJAVA
Share
0.5%
Value
$1m
Shares
16,046
-24%
Vanguard Intl Equity Index FVWO
Share
0.5%
Value
$1m
Shares
21,263
-3%
Schwab Strategic TRSCHF
Share
0.5%
Value
$1m
Shares
43,950
-4%
Ishares TRIVW
Share
0.5%
Value
$1m
Shares
8,151
-10%
Ishares TRIJR
Share
0.4%
Value
$1m
Shares
7,137
-14%
AppleAAPL
Share
0.4%
Value
$899,792
Shares
3,110
-27%
CitigroupC
Share
0.3%
Value
$843,119
Shares
6,024
-36%
Flexshares TRESG
Share
0.3%
Value
$787,482
Shares
4,480
Held
Merchants BancorpMBIN
Share
0.3%
Value
$705,912
Shares
14,118
Held
Flexshares TRQLVE
Share
0.3%
Value
$615,824
Shares
18,239
-15%
Ishares TRIWV
Share
0.3%
Value
$611,884
Shares
1,435
Held
Ishares TRQUAL
Share
0.3%
Value
$606,286
Shares
2,763
-2%
AlphabetGOOGL
Share
0.2%
Value
$555,006
Shares
1,553
Held
Vanguard Index FDSVBK
Share
0.2%
Value
$548,550
Shares
1,500
Held
Amazon.comAMZN
Share
0.2%
Value
$526,255
Shares
2,208
+4%
Spdr Series TrustSPSM
Share
0.2%
Value
$471,591
Shares
8,177
Held
NvidiaNVDA
Share
0.2%
Value
$457,129
Shares
2,285
+11%
Nushares ETF TRNULG
Share
0.2%
Value
$448,322
Shares
3,830
Held
MicrosoftMSFT
Share
0.2%
Value
$442,532
Shares
1,186
+3%
Ishares TRIWM
Share
0.2%
Value
$441,793
Shares
1,470
-31%
McDonald'sMCD
Share
0.2%
Value
$386,543
Shares
1,430
Held
Etfs Gold TRSGOL
Share
0.1%
Value
$339,329
Shares
8,876
Held
AlphabetGOOG
Share
0.1%
Value
$319,410
Shares
904
-23%
Ishares Gold TRIAU
Share
0.1%
Value
$314,348
Shares
4,163
-14%
Meta PlatformsMETA
Share
0.1%
Value
$311,479
Shares
553
+19%
WalmartWMT
Share
0.1%
Value
$307,388
Shares
2,714
-3%
Vanguard Index FDSVTV
Share
0.1%
Value
$277,861
Shares
1,275
Held
J P Morgan Exchange Traded FJPME
Share
0.1%
Value
$247,684
Shares
1,994
-5%
Ishares TRESGU
Share
0.1%
Value
$245,453
Shares
1,500
Held
Ishares TRDVY
Share
<0.1%
Value
$235,748
Shares
1,508
Held
Invesco Exchange Traded FD TSPHQ
Share
<0.1%
Value
$221,466
Shares
2,458
New
Ishares TRMTUM
Share
<0.1%
Value
$211,808
Shares
618
New
Fidelity Comwlth TRONEQ
Share
<0.1%
Value
$206,440
Shares
2,000
New
Capital One FinancialCOF
Share
<0.1%
Value
$203,830
Shares
1,016
New
Victory Portfolios IIUSVM
Share
<0.1%
Value
$203,712
Shares
1,855
New
Ishares TRESGD
Share
<0.1%
Value
$201,605
Shares
1,961
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	16.9%	$41m	54,448	Held
Vanguard Admiral FDSVOOG	9.7%	$23m	283,598	Held
Invesco Exch TRD SLF IDX FDOMFL	8.7%	$21m	305,807	+11%
Victory Portfolios IIVFLO	7.8%	$19m	411,381	+5%
Invesco Actively Managed EXCGSY	4.7%	$11m	226,685	+2%
Ishares TRIJH	3.4%	$8m	107,717	Held
Ishares TRAGG	3.3%	$8m	81,049	+47%
Invesco Exch TRD SLF IDX FDIMFL	3.2%	$8m	223,176	+12%
Invesco Actively Managed EXCGTO	3.0%	$7m	156,630	+17%
Ishares TRIEFA	3.0%	$7m	75,946	+7%
IsharesIEMG	2.9%	$7m	83,780	+11%
Spdr Gold TRGLD	2.8%	$7m	18,541	Held
State STR Spdr S&P 500 ETF TSPY	2.7%	$6m	8,650	-9%
Invesco Exchange Traded FD TPRF	2.0%	$5m	89,591	-5%
Vanguard Index FDSVTI	1.9%	$5m	12,702	-14%
Huntington BancsharesHBAN	1.5%	$4m	199,537	-3%
Invesco Exch Traded FD TR IIIFLN	1.3%	$3m	172,639	-11%
J P Morgan Exchange Traded FJMEE	1.3%	$3m	39,874	+10%
Schwab Strategic TRSCHC	1.2%	$3m	60,853	+16%
Vanguard Tax-Managed FDSVEA	1.2%	$3m	40,369	Held
Invesco Exch Traded FD TR IIGOVI	1.2%	$3m	104,509	+143%
J P Morgan Exchange Traded FJSCP	1.2%	$3m	59,320	-4%
Eli LillyLLY	1.1%	$3m	2,140	Held
J P Morgan Exchange Traded FJPST	1.0%	$2m	47,897	-5%
Flexshares TRIQDF	0.8%	$2m	59,242	-10%
Vanguard Index FDSVOO	0.8%	$2m	2,977	-2%
Flexshares TRQLV	0.8%	$2m	25,659	-16%
World Gold TRGLDM	0.8%	$2m	23,591	Held
Bondbloxx ETF TrustXHLF	0.7%	$2m	34,629	-16%
Schwab Strategic TRSCHK	0.6%	$1m	37,863	-14%
Invesco Exchange Traded FD TRSP	0.5%	$1m	6,098	-14%
J P Morgan Exchange Traded FJAVA	0.5%	$1m	16,046	-24%
Vanguard Intl Equity Index FVWO	0.5%	$1m	21,263	-3%
Schwab Strategic TRSCHF	0.5%	$1m	43,950	-4%
Ishares TRIVW	0.5%	$1m	8,151	-10%
Ishares TRIJR	0.4%	$1m	7,137	-14%
AppleAAPL	0.4%	$899,792	3,110	-27%
CitigroupC	0.3%	$843,119	6,024	-36%
Flexshares TRESG	0.3%	$787,482	4,480	Held
Merchants BancorpMBIN	0.3%	$705,912	14,118	Held
Flexshares TRQLVE	0.3%	$615,824	18,239	-15%
Ishares TRIWV	0.3%	$611,884	1,435	Held
Ishares TRQUAL	0.3%	$606,286	2,763	-2%
AlphabetGOOGL	0.2%	$555,006	1,553	Held
Vanguard Index FDSVBK	0.2%	$548,550	1,500	Held
Amazon.comAMZN	0.2%	$526,255	2,208	+4%
Spdr Series TrustSPSM	0.2%	$471,591	8,177	Held
NvidiaNVDA	0.2%	$457,129	2,285	+11%
Nushares ETF TRNULG	0.2%	$448,322	3,830	Held
MicrosoftMSFT	0.2%	$442,532	1,186	+3%
Ishares TRIWM	0.2%	$441,793	1,470	-31%
McDonald'sMCD	0.2%	$386,543	1,430	Held
Etfs Gold TRSGOL	0.1%	$339,329	8,876	Held
AlphabetGOOG	0.1%	$319,410	904	-23%
Ishares Gold TRIAU	0.1%	$314,348	4,163	-14%
Meta PlatformsMETA	0.1%	$311,479	553	+19%
WalmartWMT	0.1%	$307,388	2,714	-3%
Vanguard Index FDSVTV	0.1%	$277,861	1,275	Held
J P Morgan Exchange Traded FJPME	0.1%	$247,684	1,994	-5%
Ishares TRESGU	0.1%	$245,453	1,500	Held
Ishares TRDVY	<0.1%	$235,748	1,508	Held
Invesco Exchange Traded FD TSPHQ	<0.1%	$221,466	2,458	New
Ishares TRMTUM	<0.1%	$211,808	618	New
Fidelity Comwlth TRONEQ	<0.1%	$206,440	2,000	New
Capital One FinancialCOF	<0.1%	$203,830	1,016	New
Victory Portfolios IIUSVM	<0.1%	$203,712	1,855	New
Ishares TRESGD	<0.1%	$201,605	1,961	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 19.8% since 31 December 2025.

Where the money is

Financial services2.2%

Health care1.1%

Technology0.7%

Media & telecom0.5%

Retail & consumer0.4%

Everyday goods0.1%

Other95.0%

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.