Institutional Fund
Curran Financial Partners, LLC
Daniel Island, SCCIK 18438675 filings on record
Portfolio Value
$558.58M
Q1 2026
Holdings
127
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+6.1%
from $526.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tidal Trust I9.9%
- Schwab Strategic Tr7.5%
- Vanguard Star Fds4.7%
- Spdr Series Trust4.5%
- Vanguard Index Fds4.5%
- J P Morgan Exchange Traded F4.1%
- Other64.7%
Portfolio Holdings
127 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust I | 1.32M | $55.43M | 9.9% | −7.5K | Reduced |
| 2 | Schwab Strategic Tr | 1.37M | $42.07M | 7.5% | +73.9K | Added |
| 3 | Vanguard Star Fds | 337.1K | $25.99M | 4.7% | +30.9K | Added |
| 4 | Spdr Series Trust | 556.2K | $25.32M | 4.5% | +36.6K | Added |
| 5 | Vanguard Index Fds | 96.2K | $25.19M | 4.5% | +9.7K | Added |
| 6 | J P Morgan Exchange Traded F | 405.6K | $22.99M | 4.1% | +35.9K | Added |
| 7 | Global X Fds | 309.2K | $22.86M | 4.1% | +12.6K | Added |
| 8 | Vanguard Index Fds | 47.6K | $20.77M | 3.7% | +6.8K | Added |
| 9 | Spdr Series Trust | 684.9K | $17.11M | 3.1% | +57.9K | Added |
| 10 | Franklin Templeton ETF Tr | 733.5K | $16.87M | 3.0% | +74.9K | Added |
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