CURRAN FINANCIAL PARTNERS, LLC

Filed: 1/22/2025ACC: 0001843867-25-000002

📋 What this filing means

CURRAN FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $380.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$380.87M

Total AUM (reported)

6.97M

Total Shares

Allocation by class

GOD BLESS AMER$54.99M14.4%

COM$26.35M6.9%

US DIVIDEND EQ$25.03M6.6%

PRTFLO S&P500 HI$18.43M4.8%

BLOOMBERG 1-3 MO$17.05M4.5%

INF TECH ETF$14.83M3.9%

PGIM ULTRA SH BD$14.28M3.7%

Portfolio Concentration

Top 3$98.45M25.8%

4–10$96.85M25.4%

11–25$106.69M28.0%

Rest$78.88M20.7%

Top 3 weight

25.8%

Top 10 weight

51.3%

Voting Authority Distribution

Total shares with voting rights: 6.97M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.97M

% of voting shares100.0%

Investment Discretion (by position count)

Sole96

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings96

Rows:

TIDAL ETF TR

SOLE

GOD BLESS AMER

Shares1.45M

TypeSH

Market value$54.99M

14.44%

Sole

0.00

Shared

0.00

None

1.45M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares916.15K

TypeSH

Market value$25.03M

6.57%

Sole

0.00

Shared

0.00

None

916.15K

SPDR SER TR

SOLE

PRTFLO S&P500 HI

Shares426.33K

TypeSH

Market value$18.43M

4.84%

Sole

0.00

Shared

0.00

None

426.33K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares186.48K

TypeSH

Market value$17.05M

4.48%

Sole

0.00

Shared

0.00

None

186.48K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares23.85K

TypeSH

Market value$14.83M

3.89%

Sole

0.00

Shared

0.00

None

23.85K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares288.16K

TypeSH

Market value$14.28M

3.75%

Sole

0.00

Shared

0.00

None

288.16K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares245.55K

TypeSH

Market value$14.13M

3.71%

Sole

0.00

Shared

0.00

None

245.55K

GLOBAL X FDS

SOLE

GLB X MLP ENRG I

Shares227.73K

TypeSH

Market value$13.79M

3.62%

Sole

0.00

Shared

0.00

None

227.73K

SPDR SER TR

SOLE

BLOOMBERG SHT TE

Shares452.18K

TypeSH

Market value$11.42M

3.00%

Sole

0.00

Shared

0.00

None

452.18K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares47.26K

TypeSH

Market value$11.35M

2.98%

Sole

0.00

Shared

0.00

None

47.26K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares183.73K

TypeSH

Market value$10.83M

2.84%

Sole

0.00

Shared

0.00

None

183.73K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares89.86K

TypeSH

Market value$9.60M

2.52%

Sole

0.00

Shared

0.00

None

89.86K

ISHARES TR

SOLE

CONSER ALLOC ETF

Shares249.73K

TypeSH

Market value$9.32M

2.45%

Sole

0.00

Shared

0.00

None

249.73K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares123.21K

TypeSH

Market value$8.86M

2.33%

Sole

0.00

Shared

0.00

None

123.21K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares18.38K

TypeSH

Market value$7.54M

1.98%

Sole

0.00

Shared

0.00

None

18.38K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares142.52K

TypeSH

Market value$7.17M

1.88%

Sole

0.00

Shared

0.00

None

142.52K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares34.26K

TypeSH

Market value$6.71M

1.76%

Sole

0.00

Shared

0.00

None

34.26K

APPLE INC

SOLE

COM

Shares25.79K

TypeSH

Market value$6.46M

1.70%

Sole

0.00

Shared

0.00

None

25.79K

VANGUARD WORLD FD

SOLE

FINANCIALS ETF

Shares51.88K

TypeSH

Market value$6.13M

1.61%

Sole

0.00

Shared

0.00

None

51.88K

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares59.90K

TypeSH

Market value$5.96M

1.57%

Sole

0.00

Shared

0.00

None

59.90K

GLOBAL X FDS

SOLE

GLOBX SUPDV US

Shares316.71K

TypeSH

Market value$5.71M

1.50%

Sole

0.00

Shared

0.00

None

316.71K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares179.96K

TypeSH

Market value$5.66M

1.49%

Sole

0.00

Shared

0.00

None

179.96K

ISHARES TR

SOLE

INTL SEL DIV ETF

Shares205.05K

TypeSH

Market value$5.61M

1.47%

Sole

0.00

Shared

0.00

None

205.05K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares43.69K

TypeSH

Market value$5.57M

1.46%

Sole

0.00

Shared

0.00

None

43.69K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares230.94K

TypeSH

Market value$5.56M

1.46%

Sole

0.00

Shared

0.00

None

230.94K

Issuer	Class	Shares	Type	Value / Portfolio %	None
TIDAL ETF TRSOLE	GOD BLESS AMER	1.45M	SH	$54.99M 14.44%	1.45M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	916.15K	SH	$25.03M 6.57%	916.15K
SPDR SER TRSOLE	PRTFLO S&P500 HI	426.33K	SH	$18.43M 4.84%	426.33K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	186.48K	SH	$17.05M 4.48%	186.48K
VANGUARD WORLD FDSOLE	INF TECH ETF	23.85K	SH	$14.83M 3.89%	23.85K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	288.16K	SH	$14.28M 3.75%	288.16K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	245.55K	SH	$14.13M 3.71%	245.55K
GLOBAL X FDSSOLE	GLB X MLP ENRG I	227.73K	SH	$13.79M 3.62%	227.73K
SPDR SER TRSOLE	BLOOMBERG SHT TE	452.18K	SH	$11.42M 3.00%	452.18K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	47.26K	SH	$11.35M 2.98%	47.26K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	183.73K	SH	$10.83M 2.84%	183.73K
ISHARES TRSOLE	IBOXX INV CP ETF	89.86K	SH	$9.60M 2.52%	89.86K
ISHARES TRSOLE	CONSER ALLOC ETF	249.73K	SH	$9.32M 2.45%	249.73K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	123.21K	SH	$8.86M 2.33%	123.21K
VANGUARD INDEX FDSSOLE	GROWTH ETF	18.38K	SH	$7.54M 1.98%	18.38K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	142.52K	SH	$7.17M 1.88%	142.52K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	34.26K	SH	$6.71M 1.76%	34.26K
APPLE INCSOLE	COM	25.79K	SH	$6.46M 1.70%	25.79K
VANGUARD WORLD FDSOLE	FINANCIALS ETF	51.88K	SH	$6.13M 1.61%	51.88K
PROSHARES TRSOLE	S&P 500 DV ARIST	59.90K	SH	$5.96M 1.57%	59.90K
GLOBAL X FDSSOLE	GLOBX SUPDV US	316.71K	SH	$5.71M 1.50%	316.71K
ISHARES TRSOLE	PFD AND INCM SEC	179.96K	SH	$5.66M 1.49%	179.96K
ISHARES TRSOLE	INTL SEL DIV ETF	205.05K	SH	$5.61M 1.47%	205.05K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	43.69K	SH	$5.57M 1.46%	43.69K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	230.94K	SH	$5.56M 1.46%	230.94K

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