CURRAN FINANCIAL PARTNERS, LLC

Filed: 4/21/2025ACC: 0001843867-25-000005

📋 What this filing means

CURRAN FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $407.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

100

Positions

$407.36M

Total AUM (reported)

7.75M

Total Shares

Allocation by class

GOD BLESS AMER$51.30M12.6%

US DIVIDEND EQ$28.15M6.9%

COM$26.71M6.6%

PRTFLO S&P500 HI$20.93M5.1%

BLOOMBERG 1-3 MO$17.88M4.4%

IBOXX INV CP ETF$15.82M3.9%

EQUITY PREMIUM$15.74M3.9%

Portfolio Concentration

Top 3$100.38M24.6%

4–10$109.90M27.0%

11–25$123.28M30.3%

Rest$73.81M18.1%

Top 3 weight

24.6%

Top 10 weight

51.6%

Voting Authority Distribution

Total shares with voting rights: 7.75M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.75M

% of voting shares100.0%

Investment Discretion (by position count)

Sole100

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings100

Rows:

TIDAL ETF TR

SOLE

GOD BLESS AMER

Shares1.40M

TypeSH

Market value$51.30M

12.59%

Sole

0.00

Shared

0.00

None

1.40M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.01M

TypeSH

Market value$28.15M

6.91%

Sole

0.00

Shared

0.00

None

1.01M

SPDR SER TR

SOLE

PRTFLO S&P500 HI

Shares472.86K

TypeSH

Market value$20.93M

5.14%

Sole

0.00

Shared

0.00

None

472.86K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares194.91K

TypeSH

Market value$17.88M

4.39%

Sole

0.00

Shared

0.00

None

194.91K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares145.59K

TypeSH

Market value$15.82M

3.88%

Sole

0.00

Shared

0.00

None

145.59K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares275.44K

TypeSH

Market value$15.74M

3.86%

Sole

0.00

Shared

0.00

None

275.44K

GLOBAL X FDS

SOLE

GLB X MLP ENRG I

Shares241.45K

TypeSH

Market value$15.41M

3.78%

Sole

0.00

Shared

0.00

None

241.45K

ISHARES TR

SOLE

CORE 30/70 CONSE

Shares407.01K

TypeSH

Market value$15.32M

3.76%

Sole

0.00

Shared

0.00

None

407.01K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares299.75K

TypeSH

Market value$14.91M

3.66%

Sole

0.00

Shared

0.00

None

299.75K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares201.89K

TypeSH

Market value$14.83M

3.64%

Sole

0.00

Shared

0.00

None

201.89K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares210K

TypeSH

Market value$13.04M

3.20%

Sole

0.00

Shared

0.00

None

210K

SPDR SER TR

SOLE

BLOOMBERG SHT TE

Shares506.14K

TypeSH

Market value$12.73M

3.13%

Sole

0.00

Shared

0.00

None

506.14K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares54.39K

TypeSH

Market value$12.06M

2.96%

Sole

0.00

Shared

0.00

None

54.39K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares25.16K

TypeSH

Market value$9.33M

2.29%

Sole

0.00

Shared

0.00

None

25.16K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares68.29K

TypeSH

Market value$8.81M

2.16%

Sole

0.00

Shared

0.00

None

68.29K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares102.86K

TypeSH

Market value$8.11M

1.99%

Sole

0.00

Shared

0.00

None

102.86K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares148.48K

TypeSH

Market value$7.47M

1.83%

Sole

0.00

Shared

0.00

None

148.48K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares37.31K

TypeSH

Market value$7.24M

1.78%

Sole

0.00

Shared

0.00

None

37.31K

ISHARES TR

SOLE

INTL SEL DIV ETF

Shares223.84K

TypeSH

Market value$6.94M

1.70%

Sole

0.00

Shared

0.00

None

223.84K

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares66.36K

TypeSH

Market value$6.78M

1.66%

Sole

0.00

Shared

0.00

None

66.36K

GLOBAL X FDS

SOLE

GLOBX SUPDV US

Shares350K

TypeSH

Market value$6.59M

1.62%

Sole

0.00

Shared

0.00

None

350K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares258.95K

TypeSH

Market value$6.30M

1.55%

Sole

0.00

Shared

0.00

None

258.95K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares202.91K

TypeSH

Market value$6.24M

1.53%

Sole

0.00

Shared

0.00

None

202.91K

APPLE INC

SOLE

COM

Shares26.61K

TypeSH

Market value$5.91M

1.45%

Sole

0.00

Shared

0.00

None

26.61K

ISHARES TR

SOLE

TIPS BD ETF

Shares51.42K

TypeSH

Market value$5.71M

1.40%

Sole

0.00

Shared

0.00

None

51.42K

Issuer	Class	Shares	Type	Value / Portfolio %	None
TIDAL ETF TRSOLE	GOD BLESS AMER	1.40M	SH	$51.30M 12.59%	1.40M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.01M	SH	$28.15M 6.91%	1.01M
SPDR SER TRSOLE	PRTFLO S&P500 HI	472.86K	SH	$20.93M 5.14%	472.86K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	194.91K	SH	$17.88M 4.39%	194.91K
ISHARES TRSOLE	IBOXX INV CP ETF	145.59K	SH	$15.82M 3.88%	145.59K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	275.44K	SH	$15.74M 3.86%	275.44K
GLOBAL X FDSSOLE	GLB X MLP ENRG I	241.45K	SH	$15.41M 3.78%	241.45K
ISHARES TRSOLE	CORE 30/70 CONSE	407.01K	SH	$15.32M 3.76%	407.01K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	299.75K	SH	$14.91M 3.66%	299.75K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	201.89K	SH	$14.83M 3.64%	201.89K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	210K	SH	$13.04M 3.20%	210K
SPDR SER TRSOLE	BLOOMBERG SHT TE	506.14K	SH	$12.73M 3.13%	506.14K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	54.39K	SH	$12.06M 2.96%	54.39K
VANGUARD INDEX FDSSOLE	GROWTH ETF	25.16K	SH	$9.33M 2.29%	25.16K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	68.29K	SH	$8.81M 2.16%	68.29K
ISHARES TRSOLE	IBOXX HI YD ETF	102.86K	SH	$8.11M 1.99%	102.86K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	148.48K	SH	$7.47M 1.83%	148.48K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	37.31K	SH	$7.24M 1.78%	37.31K
ISHARES TRSOLE	INTL SEL DIV ETF	223.84K	SH	$6.94M 1.70%	223.84K
PROSHARES TRSOLE	S&P 500 DV ARIST	66.36K	SH	$6.78M 1.66%	66.36K
GLOBAL X FDSSOLE	GLOBX SUPDV US	350K	SH	$6.59M 1.62%	350K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	258.95K	SH	$6.30M 1.55%	258.95K
ISHARES TRSOLE	PFD AND INCM SEC	202.91K	SH	$6.24M 1.53%	202.91K
APPLE INCSOLE	COM	26.61K	SH	$5.91M 1.45%	26.61K
ISHARES TRSOLE	TIPS BD ETF	51.42K	SH	$5.71M 1.40%	51.42K

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