Institutional Manager · CIK 0001843867

Curran Financial Partners, LLC

DANIEL ISLAND, SC · File #028-21080

Latest AUM

$526.5M

Positions

129

Top-10 Concentration

52.7%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	NVIDIA CORPORATION	NVDA	-18,794	-$3.5M	-$2,759
ADD	FRANKLIN TEMPLETON ETF TR	FGDL	+125,817	+$2.9M	-$319,715
ADD	VANGUARD INDEX FDS	922908751	+10,756	+$2.8M	+$277,974
ADD	SCHWAB STRATEGIC TR	808524797	+99,987	+$2.7M	+$155,662
ADD	VANGUARD INDEX FDS	922908736	+4,876	+$2.4M	+$296,300
ADD	FIRST TR EXCHANGE-TRADED FD	33739Q705	+45,728	+$2.2M	-$32,310
ADD	VANGUARD STAR FDS	921909768	+29,239	+$2.2M	+$548,434
ADD	LEGG MASON ETF INVT	52468L505	+53,805	+$2.0M	+$621,186
ADD	FIRST TR EXCH TRADED FD III	33739E108	+100,663	+$1.8M	-$9,510
ADD	J P MORGAN EXCHANGE TRADED F	46641Q332	+29,396	+$1.7M	+$47,680

Sector Allocation

Technology

2.9%$15.0M

Financials

2.2%$11.7M

Materials

0.6%$3.0M

Consumer Discretionary

0.5%$2.9M

0.4%$2.1M

0.3%$1.5M

0.2%$1.0M

0.1%$771,600

Communication Services

0.1%$732,280

Utilities

0.0%$211,791

Filing History

Jan 22, 202613F HOLDINGS REPORTQ/E Dec 2025129 pos · $526.5M
Oct 16, 202513F HOLDINGS REPORTQ/E Sep 2025129 pos · $505.4M
Jul 21, 202513F HOLDINGS REPORTQ/E Jun 2025120 pos · $452.5M
Apr 21, 202513F HOLDINGS REPORTQ/E Mar 2025100 pos · $407.4M
Jan 22, 202513F HOLDINGS REPORTQ/E Dec 202496 pos · $380.9M
Oct 16, 202413F HOLDINGS REPORTQ/E Sep 202490 pos · $352.1M
Jul 22, 202413F HOLDINGS REPORTQ/E Jun 202483 pos · $299.0M
May 2, 202413F HOLDINGS REPORTQ/E Mar 202482 pos · $287.5M
Nov 9, 202313F HOLDINGS REPORTQ/E Dec 202380 pos · $229.4M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	TIDAL TRUST I	886364462	1,331,658	$57.6M	11.98%
2	SCHWAB STRATEGIC TR	808524797	1,297,379	$35.6M	7.40%
3	VANGUARD STAR FDS	921909768	306,224	$23.1M	4.81%
4	SPDR SERIES TRUST	78468R788	519,643	$22.5M	4.67%
5	VANGUARD INDEX FDS	922908751	86,511	$22.3M	4.64%
6	J P MORGAN EXCHANGE TRADED F	46641Q332	369,666	$21.2M	4.40%
7	VANGUARD INDEX FDS	922908736	40,791	$19.9M	4.14%
8	GLOBAL X FDS	37954Y293	296,655	$18.0M	3.74%
9	VANGUARD WORLD FD	92204A702	22,947	$17.3M	3.60%
10	SPDR SERIES TRUST	78468R408	626,985	$15.9M	3.30%
11	FRANKLIN TEMPLETON ETF TR	FGDL	658,685	$15.4M	3.21%
12	SPDR SERIES TRUST	78468R663	143,618	$13.1M	2.73%
13	LEGG MASON ETF INVT	52468L505	353,895	$13.0M	2.71%
14	FIRST TR EXCHANGE-TRADED FD	33739Q705	247,670	$12.2M	2.53%
15	VANGUARD SPECIALIZED FUNDS	921908844	51,568	$11.3M	2.36%
16	PGIM ETF TR	69344A107	222,153	$11.0M	2.29%
17	FIRST TR EXCH TRADED FD III	33739E108	575,855	$10.5M	2.18%
18	APPLE INC	AAPL	27,337	$7.4M	1.55%
19	VANGUARD WHITEHALL FDS	921946406	50,815	$7.3M	1.52%
20	ISHARES TR	464287242	63,720	$7.0M	1.46%