CURRAN FINANCIAL PARTNERS, LLC

Filed: 1/22/2026ACC: 0001843867-26-000001

📋 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 $526.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

129

Positions

$526.52M

Total AUM (reported)

9.42M

Total Shares

Allocation by class

STATE STREET SPD$58.25M11.1%

GOD BLESS AMER$57.58M10.9%

US DIVIDEND EQ$35.59M6.8%

COM$31.20M5.9%

VG TL INTL STK F$23.10M4.4%

SMALL CP ETF$22.32M4.2%

EQUITY PREMIUM$21.16M4.0%

Portfolio Concentration

Top 3$116.27M22.1%

4–10$136.98M26.0%

11–25$141.86M26.9%

Rest$131.41M25.0%

Top 3 weight

22.1%

Top 10 weight

48.1%

Voting Authority Distribution

Total shares with voting rights: 9.42M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.42M

% 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

Shares1.33M

TypeSH

Market value$57.58M

10.94%

Sole

0.00

Shared

0.00

None

1.33M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.30M

TypeSH

Market value$35.59M

6.76%

Sole

0.00

Shared

0.00

None

1.30M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares306.22K

TypeSH

Market value$23.10M

4.39%

Sole

0.00

Shared

0.00

None

306.22K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares519.64K

TypeSH

Market value$22.47M

4.27%

Sole

0.00

Shared

0.00

None

519.64K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares86.51K

TypeSH

Market value$22.32M

4.24%

Sole

0.00

Shared

0.00

None

86.51K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares369.67K

TypeSH

Market value$21.16M

4.02%

Sole

0.00

Shared

0.00

None

369.67K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares40.79K

TypeSH

Market value$19.90M

3.78%

Sole

0.00

Shared

0.00

None

40.79K

GLOBAL X FDS

SOLE

GLB X MLP ENRG I

Shares296.65K

TypeSH

Market value$17.96M

3.41%

Sole

0.00

Shared

0.00

None

296.65K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares22.95K

TypeSH

Market value$17.30M

3.29%

Sole

0.00

Shared

0.00

None

22.95K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares626.99K

TypeSH

Market value$15.88M

3.02%

Sole

0.00

Shared

0.00

None

626.99K

FRANKLIN TEMPLETON ETF TR

SOLE

SENIOR LOAN ETF

Shares658.68K

TypeSH

Market value$15.43M

2.93%

Sole

0.00

Shared

0.00

None

658.68K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares143.62K

TypeSH

Market value$13.12M

2.49%

Sole

0.00

Shared

0.00

None

143.62K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares353.89K

TypeSH

Market value$13.03M

2.47%

Sole

0.00

Shared

0.00

None

353.89K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares247.67K

TypeSH

Market value$12.17M

2.31%

Sole

0.00

Shared

0.00

None

247.67K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares51.57K

TypeSH

Market value$11.33M

2.15%

Sole

0.00

Shared

0.00

None

51.57K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares222.15K

TypeSH

Market value$11.02M

2.09%

Sole

0.00

Shared

0.00

None

222.15K

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares575.86K

TypeSH

Market value$10.49M

1.99%

Sole

0.00

Shared

0.00

None

575.86K

APPLE INC

SOLE

COM

Shares27.34K

TypeSH

Market value$7.43M

1.41%

Sole

0.00

Shared

0.00

None

27.34K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares50.81K

TypeSH

Market value$7.29M

1.39%

Sole

0.00

Shared

0.00

None

50.81K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares63.72K

TypeSH

Market value$7.02M

1.33%

Sole

0.00

Shared

0.00

None

63.72K

ISHARES TR

SOLE

CORE 30/70 CONSE

Shares174.57K

TypeSH

Market value$7.01M

1.33%

Sole

0.00

Shared

0.00

None

174.57K

VANGUARD WORLD FD

SOLE

FINANCIALS ETF

Shares51.84K

TypeSH

Market value$6.92M

1.31%

Sole

0.00

Shared

0.00

None

51.84K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares35.49K

TypeSH

Market value$6.78M

1.29%

Sole

0.00

Shared

0.00

None

35.49K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares86.88K

TypeSH

Market value$6.44M

1.22%

Sole

0.00

Shared

0.00

None

86.88K

DBX ETF TR

SOLE

XTRACK USD HIGH

Shares173.26K

TypeSH

Market value$6.38M

1.21%

Sole

0.00

Shared

0.00

None

173.26K

Issuer	Class	Shares	Type	Value / Portfolio %	None
TIDAL TRUST ISOLE	GOD BLESS AMER	1.33M	SH	$57.58M 10.94%	1.33M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.30M	SH	$35.59M 6.76%	1.30M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	306.22K	SH	$23.10M 4.39%	306.22K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	519.64K	SH	$22.47M 4.27%	519.64K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	86.51K	SH	$22.32M 4.24%	86.51K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	369.67K	SH	$21.16M 4.02%	369.67K
VANGUARD INDEX FDSSOLE	GROWTH ETF	40.79K	SH	$19.90M 3.78%	40.79K
GLOBAL X FDSSOLE	GLB X MLP ENRG I	296.65K	SH	$17.96M 3.41%	296.65K
VANGUARD WORLD FDSOLE	INF TECH ETF	22.95K	SH	$17.30M 3.29%	22.95K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	626.99K	SH	$15.88M 3.02%	626.99K
FRANKLIN TEMPLETON ETF TRSOLE	SENIOR LOAN ETF	658.68K	SH	$15.43M 2.93%	658.68K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	143.62K	SH	$13.12M 2.49%	143.62K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	353.89K	SH	$13.03M 2.47%	353.89K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	247.67K	SH	$12.17M 2.31%	247.67K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	51.57K	SH	$11.33M 2.15%	51.57K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	222.15K	SH	$11.02M 2.09%	222.15K
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	575.86K	SH	$10.49M 1.99%	575.86K
APPLE INCSOLE	COM	27.34K	SH	$7.43M 1.41%	27.34K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	50.81K	SH	$7.29M 1.39%	50.81K
ISHARES TRSOLE	IBOXX INV CP ETF	63.72K	SH	$7.02M 1.33%	63.72K
ISHARES TRSOLE	CORE 30/70 CONSE	174.57K	SH	$7.01M 1.33%	174.57K
VANGUARD WORLD FDSOLE	FINANCIALS ETF	51.84K	SH	$6.92M 1.31%	51.84K
VANGUARD INDEX FDSSOLE	VALUE ETF	35.49K	SH	$6.78M 1.29%	35.49K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	86.88K	SH	$6.44M 1.22%	86.88K
DBX ETF TRSOLE	XTRACK USD HIGH	173.26K	SH	$6.38M 1.21%	173.26K

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