CURRAN FINANCIAL PARTNERS, LLC

Filed: 10/16/2025ACC: 0001843867-25-000011

📋 What this filing means

CURRAN FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $505.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

129

Positions

$505.35M

Total AUM (reported)

8.86M

Total Shares

Allocation by class

GOD BLESS AMER$61.12M12.1%

COM$37.03M7.3%

US DIVIDEND EQ$32.69M6.5%

PRTFLO S&P500 HI$21.34M4.2%

VG TL INTL STK F$20.35M4.0%

EQUITY PREMIUM$19.43M3.8%

SMALL CP ETF$19.26M3.8%

Portfolio Concentration

Top 3$115.15M22.8%

4–10$125.15M24.8%

11–25$131.60M26.0%

Rest$133.45M26.4%

Top 3 weight

22.8%

Top 10 weight

47.6%

Voting Authority Distribution

Total shares with voting rights: 8.86M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.86M

% of voting shares100.0%

Investment Discretion (by position count)

Sole129

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings129

Rows:

TIDAL TRUST I

SOLE

GOD BLESS AMER

Shares1.36M

TypeSH

Market value$61.12M

12.09%

Sole

0.00

Shared

0.00

None

1.36M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.20M

TypeSH

Market value$32.69M

6.47%

Sole

0.00

Shared

0.00

None

1.20M

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 HI

Shares485.10K

TypeSH

Market value$21.34M

4.22%

Sole

0.00

Shared

0.00

None

485.10K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares276.99K

TypeSH

Market value$20.35M

4.03%

Sole

0.00

Shared

0.00

None

276.99K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares340.27K

TypeSH

Market value$19.43M

3.84%

Sole

0.00

Shared

0.00

None

340.27K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares75.75K

TypeSH

Market value$19.26M

3.81%

Sole

0.00

Shared

0.00

None

75.75K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares35.91K

TypeSH

Market value$17.23M

3.41%

Sole

0.00

Shared

0.00

None

35.91K

GLOBAL X FDS

SOLE

GLB X MLP ENRG I

Shares274.59K

TypeSH

Market value$17.22M

3.41%

Sole

0.00

Shared

0.00

None

274.59K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares22.42K

TypeSH

Market value$16.74M

3.31%

Sole

0.00

Shared

0.00

None

22.42K

SPDR SERIES TRUST

SOLE

BLOOMBERG SHT TE

Shares582.93K

TypeSH

Market value$14.92M

2.95%

Sole

0.00

Shared

0.00

None

582.93K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares156.41K

TypeSH

Market value$14.35M

2.84%

Sole

0.00

Shared

0.00

None

156.41K

FRANKLIN TEMPLETON ETF TR

SOLE

SENIOR LOAN ETF

Shares532.87K

TypeSH

Market value$12.80M

2.53%

Sole

0.00

Shared

0.00

None

532.87K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares240.68K

TypeSH

Market value$11.99M

2.37%

Sole

0.00

Shared

0.00

None

240.68K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares300.09K

TypeSH

Market value$10.43M

2.06%

Sole

0.00

Shared

0.00

None

300.09K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares48.19K

TypeSH

Market value$10.40M

2.06%

Sole

0.00

Shared

0.00

None

48.19K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares201.94K

TypeSH

Market value$9.96M

1.97%

Sole

0.00

Shared

0.00

None

201.94K

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares475.19K

TypeSH

Market value$8.67M

1.72%

Sole

0.00

Shared

0.00

None

475.19K

APPLE INC

SOLE

COM

Shares29.16K

TypeSH

Market value$7.43M

1.47%

Sole

0.00

Shared

0.00

None

29.16K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares51.12K

TypeSH

Market value$7.20M

1.43%

Sole

0.00

Shared

0.00

None

51.12K

VANGUARD WORLD FD

SOLE

FINANCIALS ETF

Shares52.06K

TypeSH

Market value$6.83M

1.35%

Sole

0.00

Shared

0.00

None

52.06K

NVIDIA CORPORATION

SOLE

COM

Shares36.22K

TypeSH

Market value$6.76M

1.34%

Sole

0.00

Shared

0.00

None

36.22K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares56.62K

TypeSH

Market value$6.31M

1.25%

Sole

0.00

Shared

0.00

None

56.62K

ISHARES TR

SOLE

CORE 30/70 CONSE

Shares154.61K

TypeSH

Market value$6.21M

1.23%

Sole

0.00

Shared

0.00

None

154.61K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares82.90K

TypeSH

Market value$6.17M

1.22%

Sole

0.00

Shared

0.00

None

82.90K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares121.28K

TypeSH

Market value$6.10M

1.21%

Sole

0.00

Shared

0.00

None

121.28K

Issuer	Class	Shares	Type	Value / Portfolio %	None
TIDAL TRUST ISOLE	GOD BLESS AMER	1.36M	SH	$61.12M 12.09%	1.36M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.20M	SH	$32.69M 6.47%	1.20M
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 HI	485.10K	SH	$21.34M 4.22%	485.10K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	276.99K	SH	$20.35M 4.03%	276.99K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	340.27K	SH	$19.43M 3.84%	340.27K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	75.75K	SH	$19.26M 3.81%	75.75K
VANGUARD INDEX FDSSOLE	GROWTH ETF	35.91K	SH	$17.23M 3.41%	35.91K
GLOBAL X FDSSOLE	GLB X MLP ENRG I	274.59K	SH	$17.22M 3.41%	274.59K
VANGUARD WORLD FDSOLE	INF TECH ETF	22.42K	SH	$16.74M 3.31%	22.42K
SPDR SERIES TRUSTSOLE	BLOOMBERG SHT TE	582.93K	SH	$14.92M 2.95%	582.93K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	156.41K	SH	$14.35M 2.84%	156.41K
FRANKLIN TEMPLETON ETF TRSOLE	SENIOR LOAN ETF	532.87K	SH	$12.80M 2.53%	532.87K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	240.68K	SH	$11.99M 2.37%	240.68K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	300.09K	SH	$10.43M 2.06%	300.09K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	48.19K	SH	$10.40M 2.06%	48.19K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	201.94K	SH	$9.96M 1.97%	201.94K
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	475.19K	SH	$8.67M 1.72%	475.19K
APPLE INCSOLE	COM	29.16K	SH	$7.43M 1.47%	29.16K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	51.12K	SH	$7.20M 1.43%	51.12K
VANGUARD WORLD FDSOLE	FINANCIALS ETF	52.06K	SH	$6.83M 1.35%	52.06K
NVIDIA CORPORATIONSOLE	COM	36.22K	SH	$6.76M 1.34%	36.22K
ISHARES TRSOLE	IBOXX INV CP ETF	56.62K	SH	$6.31M 1.25%	56.62K
ISHARES TRSOLE	CORE 30/70 CONSE	154.61K	SH	$6.21M 1.23%	154.61K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	82.90K	SH	$6.17M 1.22%	82.90K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	121.28K	SH	$6.10M 1.21%	121.28K

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