CURRAN FINANCIAL PARTNERS, LLC

Filed: 4/15/2026ACC: 0001843867-26-000003

📋 What this filing means

CURRAN FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $558.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

127

Positions

$558.58M

Total AUM (reported)

10.63M

Total Shares

Allocation by class

STATE STREET SPD$66.57M11.9%

GOD BLESS AMER$55.43M9.9%

US DIVIDEND EQ$42.07M7.5%

COM$32.62M5.8%

VG TL INTL STK F$25.99M4.7%

SMALL CP ETF$25.19M4.5%

EQUITY PREMIUM$22.99M4.1%

Portfolio Concentration

Top 3$123.49M22.1%

4–10$151.12M27.1%

11–25$162.35M29.1%

Rest$121.62M21.8%

Top 3 weight

22.1%

Top 10 weight

49.2%

Voting Authority Distribution

Total shares with voting rights: 10.63M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.63M

% of voting shares100.0%

Investment Discretion (by position count)

Sole127

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings127

Rows:

TIDAL TRUST I

SOLE

GOD BLESS AMER

Shares1.32M

TypeSH

Market value$55.43M

9.92%

Sole

0.00

Shared

0.00

None

1.32M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.37M

TypeSH

Market value$42.07M

7.53%

Sole

0.00

Shared

0.00

None

1.37M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares337.08K

TypeSH

Market value$25.99M

4.65%

Sole

0.00

Shared

0.00

None

337.08K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares556.22K

TypeSH

Market value$25.32M

4.53%

Sole

0.00

Shared

0.00

None

556.22K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares96.19K

TypeSH

Market value$25.19M

4.51%

Sole

0.00

Shared

0.00

None

96.19K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares405.58K

TypeSH

Market value$22.99M

4.12%

Sole

0.00

Shared

0.00

None

405.58K

GLOBAL X FDS

SOLE

GLB X MLP ENRG I

Shares309.22K

TypeSH

Market value$22.86M

4.09%

Sole

0.00

Shared

0.00

None

309.22K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares47.56K

TypeSH

Market value$20.77M

3.72%

Sole

0.00

Shared

0.00

None

47.56K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares684.92K

TypeSH

Market value$17.11M

3.06%

Sole

0.00

Shared

0.00

None

684.92K

FRANKLIN TEMPLETON ETF TR

SOLE

SENIOR LOAN ETF

Shares733.55K

TypeSH

Market value$16.87M

3.02%

Sole

0.00

Shared

0.00

None

733.55K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares375.88K

TypeSH

Market value$15.24M

2.73%

Sole

0.00

Shared

0.00

None

375.88K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares94.58K

TypeSH

Market value$14.01M

2.51%

Sole

0.00

Shared

0.00

None

94.58K

BNY MELLON ETF TRUST

SOLE

CORE BOND ETF

Shares320.69K

TypeSH

Market value$13.53M

2.42%

Sole

0.00

Shared

0.00

None

320.69K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares269.73K

TypeSH

Market value$13.14M

2.35%

Sole

0.00

Shared

0.00

None

269.73K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares56.03K

TypeSH

Market value$12.05M

2.16%

Sole

0.00

Shared

0.00

None

56.03K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares145.23K

TypeSH

Market value$12.02M

2.15%

Sole

0.00

Shared

0.00

None

145.23K

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares635.78K

TypeSH

Market value$11.29M

2.02%

Sole

0.00

Shared

0.00

None

635.78K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares116.13K

TypeSH

Market value$10.64M

1.91%

Sole

0.00

Shared

0.00

None

116.13K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares453.27K

TypeSH

Market value$10.57M

1.89%

Sole

0.00

Shared

0.00

None

453.27K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares47.87K

TypeSH

Market value$9.39M

1.68%

Sole

0.00

Shared

0.00

None

47.87K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares180.14K

TypeSH

Market value$8.92M

1.60%

Sole

0.00

Shared

0.00

None

180.14K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares75.94K

TypeSH

Market value$8.28M

1.48%

Sole

0.00

Shared

0.00

None

75.94K

ISHARES TR

SOLE

CORE 30/70 CONSE

Shares203.04K

TypeSH

Market value$8.10M

1.45%

Sole

0.00

Shared

0.00

None

203.04K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares103.30K

TypeSH

Market value$7.61M

1.36%

Sole

0.00

Shared

0.00

None

103.30K

DBX ETF TR

SOLE

XTRACK USD HIGH

Shares209.42K

TypeSH

Market value$7.57M

1.36%

Sole

0.00

Shared

0.00

None

209.42K

Issuer	Class	Shares	Type	Value / Portfolio %	None
TIDAL TRUST ISOLE	GOD BLESS AMER	1.32M	SH	$55.43M 9.92%	1.32M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.37M	SH	$42.07M 7.53%	1.37M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	337.08K	SH	$25.99M 4.65%	337.08K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	556.22K	SH	$25.32M 4.53%	556.22K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	96.19K	SH	$25.19M 4.51%	96.19K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	405.58K	SH	$22.99M 4.12%	405.58K
GLOBAL X FDSSOLE	GLB X MLP ENRG I	309.22K	SH	$22.86M 4.09%	309.22K
VANGUARD INDEX FDSSOLE	GROWTH ETF	47.56K	SH	$20.77M 3.72%	47.56K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	684.92K	SH	$17.11M 3.06%	684.92K
FRANKLIN TEMPLETON ETF TRSOLE	SENIOR LOAN ETF	733.55K	SH	$16.87M 3.02%	733.55K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	375.88K	SH	$15.24M 2.73%	375.88K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	94.58K	SH	$14.01M 2.51%	94.58K
BNY MELLON ETF TRUSTSOLE	CORE BOND ETF	320.69K	SH	$13.53M 2.42%	320.69K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	269.73K	SH	$13.14M 2.35%	269.73K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	56.03K	SH	$12.05M 2.16%	56.03K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	145.23K	SH	$12.02M 2.15%	145.23K
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	635.78K	SH	$11.29M 2.02%	635.78K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	116.13K	SH	$10.64M 1.91%	116.13K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	453.27K	SH	$10.57M 1.89%	453.27K
VANGUARD INDEX FDSSOLE	VALUE ETF	47.87K	SH	$9.39M 1.68%	47.87K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	180.14K	SH	$8.92M 1.60%	180.14K
ISHARES TRSOLE	IBOXX INV CP ETF	75.94K	SH	$8.28M 1.48%	75.94K
ISHARES TRSOLE	CORE 30/70 CONSE	203.04K	SH	$8.10M 1.45%	203.04K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	103.30K	SH	$7.61M 1.36%	103.30K
DBX ETF TRSOLE	XTRACK USD HIGH	209.42K	SH	$7.57M 1.36%	209.42K

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