13F Filings History of Curran Financial Partners, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$526,516,880
Signature - Title
Ryan Westerbeck - Consultant
Location
Daniel Island, SC
Summary
This page shows a list of all the recent 13F filings made by Curran Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Curran Financial Partners, LLC reported 129 stock holdings with total value $526,516,880 as of Q4 2025. Top holdings included YALL, SCHD, VXUS, SPYD, and VB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 129 $526,516,880 +$40,184,184 -$18,367,247 +$21,816,937 YALL, SCHD, VXUS, SPYD, VB 13F-HR 22 Jan 2026, 15:36
Q3 2025 129 $505,354,032 +$65,164,018 -$34,446,313 +$30,717,705 YALL, SCHD, SPYD, VXUS, JEPI 13F-HR 16 Oct 2025, 10:41
Q2 2025 120 $452,547,262 +$92,748,677 -$61,918,825 +$30,829,852 YALL, SCHD, SPYD, BIL, JEPI 13F-HR 21 Jul 2025, 16:14
Q1 2025 100 $407,361,530 +$65,362,516 -$37,888,542 +$27,473,974 YALL, SCHD, SPYD, BIL, LQD 13F-HR 21 Apr 2025, 14:19
Q4 2024 96 $380,870,614 +$59,648,747 -$12,772,147 +$46,876,600 YALL, SCHD, SPYD, BIL, VGT 13F-HR 22 Jan 2025, 13:48
Q3 2024 90 $352,085,588 +$43,917,219 -$10,489,591 +$33,427,628 YALL, SCHD, SPYD, VGT, BIL 13F-HR 16 Oct 2024, 14:20
Q2 2024 83 $299,001,748 +$13,543,320 -$3,072,232 +$10,471,088 YALL, SCHD, SPYD, VGT, USFR 13F-HR 22 Jul 2024, 12:44
Q1 2024 82 $287,536,399 +$12,728,085 -$3,595,419 +$9,132,666 YALL, SCHD, SPYD, JEPI, VGT 13F-HR 02 May 2024, 11:41
Q4 2023 75 $260,485,395 +$37,610,079 -$24,387,813 +$13,222,266 YALL, SCHD, SPYD, VGT, JEPI 13F-HR 31 Jan 2024, 11:57
Q3 2023 76 $228,540,793 +$27,893,584 -$22,486,229 +$5,407,355 YALL, SCHD, SPYD, JEPI, LQD 13F-HR 09 Nov 2023, 16:15
Q2 2023 75 $230,114,775 +$25,640,712 -$14,758,312 +$10,882,400 YALL, SCHD, SPYD, VGT, JEPI 13F-HR 11 Jul 2023, 15:28
Q1 2023 66 $210,716,290 +$26,660,480 -$31,276,851 -$4,616,371 YALL, SCHD, SPYD, VGT, JEPI 13F-HR 02 May 2023, 11:39
Q4 2022 65 $207,308,475 +$69,192,464 -$71,409,748 -$2,217,284 YALL, SCHD, VGT, SPYD, LQD 13F-HR 14 Feb 2023, 11:15
Q3 2022 61 $197,175,000 +$18,923,959 -$20,279,376 -$1,355,417 LQD, AOK, BND, TIP, VYM 13F-HR 03 Nov 2022, 13:22
Q2 2022 57 $211,874,000 +$66,861,658 -$77,225,246 -$10,363,588 LQD, AOK, BND, TIP, VYM 13F-HR 05 Aug 2022, 10:54
Q1 2022 75 $243,343,000 +$58,913,357 -$40,683,831 +$18,229,526 VGT, VHT, LQD, VUG, AOK 13F-HR 27 Apr 2022, 17:01
Q4 2021 74 $235,614,000 +$64,221,277 -$36,224,906 +$27,996,371 VGT, LQD, AOK, BND, VUG 13F-HR 10 Feb 2022, 13:16
Q3 2021 61 $195,668,000 +$20,326,437 -$5,536,588 +$14,789,849 VGT, VUG, LQD, VHT, AOK 13F-HR 09 Nov 2021, 14:09
Q2 2021 63 $181,949,000 +$45,990,630 -$8,888,744 +$37,101,886 VGT, VUG, VHT, LQD, AOK 13F-HR 26 Aug 2021, 10:17
Q1 2021 58 $139,199,000 +$36,734,306 -$17,992,525 +$18,741,781 LQD, BND, AOK, VUG, VYM 13F-HR 19 May 2021, 11:56
Q4 2020 58 $116,720,000 $0 $0 $0 VUG, VGT, VHT, LQD, AOK 13F-HR 01 Mar 2021, 12:59