CURRAN FINANCIAL PARTNERS, LLC

Filed: 7/21/2025ACC: 0001843867-25-000007

📋 What this filing means

CURRAN FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $452.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

120

Positions

$452.55M

Total AUM (reported)

8.02M

Total Shares

Allocation by class

GOD BLESS AMER$56.48M12.5%

COM$33.69M7.4%

US DIVIDEND EQ$28.72M6.3%

PRTFLO S&P500 HI$19.13M4.2%

BLOOMBERG 1-3 MO$17.49M3.9%

EQUITY PREMIUM$17.19M3.8%

VG TL INTL STK F$16.28M3.6%

Portfolio Concentration

Top 3$104.33M23.1%

4–10$110.98M24.5%

11–25$124.28M27.5%

Rest$112.96M25.0%

Top 3 weight

23.1%

Top 10 weight

47.6%

Voting Authority Distribution

Total shares with voting rights: 8.02M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.02M

% of voting shares100.0%

Investment Discretion (by position count)

Sole120

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings120

Rows:

TIDAL TRUST I

SOLE

GOD BLESS AMER

Shares1.36M

TypeSH

Market value$56.48M

12.48%

Sole

0.00

Shared

0.00

None

1.36M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.08M

TypeSH

Market value$28.72M

6.35%

Sole

0.00

Shared

0.00

None

1.08M

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 HI

Shares450.73K

TypeSH

Market value$19.13M

4.23%

Sole

0.00

Shared

0.00

None

450.73K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares190.70K

TypeSH

Market value$17.49M

3.87%

Sole

0.00

Shared

0.00

None

190.70K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares302.42K

TypeSH

Market value$17.19M

3.80%

Sole

0.00

Shared

0.00

None

302.42K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares235.63K

TypeSH

Market value$16.28M

3.60%

Sole

0.00

Shared

0.00

None

235.63K

GLOBAL X FDS

SOLE

GLB X MLP ENRG I

Shares250.39K

TypeSH

Market value$15.69M

3.47%

Sole

0.00

Shared

0.00

None

250.39K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares64.18K

TypeSH

Market value$15.21M

3.36%

Sole

0.00

Shared

0.00

None

64.18K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares294.96K

TypeSH

Market value$14.68M

3.24%

Sole

0.00

Shared

0.00

None

294.96K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares21.77K

TypeSH

Market value$14.44M

3.19%

Sole

0.00

Shared

0.00

None

21.77K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares30.87K

TypeSH

Market value$13.53M

2.99%

Sole

0.00

Shared

0.00

None

30.87K

SPDR SERIES TRUST

SOLE

BLOOMBERG SHT TE

Shares528.05K

TypeSH

Market value$13.45M

2.97%

Sole

0.00

Shared

0.00

None

528.05K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares92.39K

TypeSH

Market value$10.13M

2.24%

Sole

0.00

Shared

0.00

None

92.39K

ISHARES TR

SOLE

CORE 30/70 CONSE

Shares252.06K

TypeSH

Market value$9.85M

2.18%

Sole

0.00

Shared

0.00

None

252.06K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares125.11K

TypeSH

Market value$9.21M

2.04%

Sole

0.00

Shared

0.00

None

125.11K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares42.67K

TypeSH

Market value$8.73M

1.93%

Sole

0.00

Shared

0.00

None

42.67K

FRANKLIN TEMPLETON ETF TR

SOLE

SENIOR LOAN ETF

Shares356.75K

TypeSH

Market value$8.64M

1.91%

Sole

0.00

Shared

0.00

None

356.75K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares145.81K

TypeSH

Market value$7.34M

1.62%

Sole

0.00

Shared

0.00

None

145.81K

VANGUARD WORLD FD

SOLE

FINANCIALS ETF

Shares54.12K

TypeSH

Market value$6.89M

1.52%

Sole

0.00

Shared

0.00

None

54.12K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares208.48K

TypeSH

Market value$6.79M

1.50%

Sole

0.00

Shared

0.00

None

208.48K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares136.84K

TypeSH

Market value$6.72M

1.48%

Sole

0.00

Shared

0.00

None

136.84K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares44.46K

TypeSH

Market value$5.93M

1.31%

Sole

0.00

Shared

0.00

None

44.46K

APPLE INC

SOLE

COM

Shares28.52K

TypeSH

Market value$5.85M

1.29%

Sole

0.00

Shared

0.00

None

28.52K

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares321.14K

TypeSH

Market value$5.72M

1.26%

Sole

0.00

Shared

0.00

None

321.14K

NVIDIA CORPORATION

SOLE

COM

Shares34.82K

TypeSH

Market value$5.50M

1.22%

Sole

0.00

Shared

0.00

None

34.82K

Issuer	Class	Shares	Type	Value / Portfolio %	None
TIDAL TRUST ISOLE	GOD BLESS AMER	1.36M	SH	$56.48M 12.48%	1.36M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.08M	SH	$28.72M 6.35%	1.08M
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 HI	450.73K	SH	$19.13M 4.23%	450.73K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	190.70K	SH	$17.49M 3.87%	190.70K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	302.42K	SH	$17.19M 3.80%	302.42K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	235.63K	SH	$16.28M 3.60%	235.63K
GLOBAL X FDSSOLE	GLB X MLP ENRG I	250.39K	SH	$15.69M 3.47%	250.39K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	64.18K	SH	$15.21M 3.36%	64.18K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	294.96K	SH	$14.68M 3.24%	294.96K
VANGUARD WORLD FDSOLE	INF TECH ETF	21.77K	SH	$14.44M 3.19%	21.77K
VANGUARD INDEX FDSSOLE	GROWTH ETF	30.87K	SH	$13.53M 2.99%	30.87K
SPDR SERIES TRUSTSOLE	BLOOMBERG SHT TE	528.05K	SH	$13.45M 2.97%	528.05K
ISHARES TRSOLE	IBOXX INV CP ETF	92.39K	SH	$10.13M 2.24%	92.39K
ISHARES TRSOLE	CORE 30/70 CONSE	252.06K	SH	$9.85M 2.18%	252.06K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	125.11K	SH	$9.21M 2.04%	125.11K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	42.67K	SH	$8.73M 1.93%	42.67K
FRANKLIN TEMPLETON ETF TRSOLE	SENIOR LOAN ETF	356.75K	SH	$8.64M 1.91%	356.75K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	145.81K	SH	$7.34M 1.62%	145.81K
VANGUARD WORLD FDSOLE	FINANCIALS ETF	54.12K	SH	$6.89M 1.52%	54.12K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	208.48K	SH	$6.79M 1.50%	208.48K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	136.84K	SH	$6.72M 1.48%	136.84K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	44.46K	SH	$5.93M 1.31%	44.46K
APPLE INCSOLE	COM	28.52K	SH	$5.85M 1.29%	28.52K
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	321.14K	SH	$5.72M 1.26%	321.14K
NVIDIA CORPORATIONSOLE	COM	34.82K	SH	$5.50M 1.22%	34.82K

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