CURRY WEBB WEALTH MANAGEMENT LLC

Filed: 6/10/2026ACC: 0002060114-26-000004

📋 What this filing means

CURRY WEBB WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $201.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$201.56M

Total AUM (reported)

2.81M

Total Shares

Allocation by class

500 GRTH IDX F$19.35M9.6%

CORE S&P500 ETF$19.10M9.5%

SHARES FREE CASH$13.55M6.7%

RUSL 1000 DYNM$12.63M6.3%

S&P 500 TOP 50$10.85M5.4%

COM$10.05M5.0%

GOLD SHS$8.70M4.3%

Portfolio Concentration

Top 3$52.01M25.8%

4–10$57.20M28.4%

11–25$56.69M28.1%

Rest$35.65M17.7%

Top 3 weight

25.8%

Top 10 weight

54.2%

Voting Authority Distribution

Total shares with voting rights: 2.81M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.81M

% of voting shares100.0%

Investment Discretion (by position count)

Sole67

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings67

Rows:

VANGUARD ADMIRAL FDS INC

SOLE

500 GRTH IDX F

Shares43.53K

TypeSH

Market value$19.35M

9.60%

Sole

0.00

Shared

0.00

None

43.53K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares27.89K

TypeSH

Market value$19.10M

9.48%

Sole

0.00

Shared

0.00

None

27.89K

VICTORY PORTFOLIOS II

SOLE

SHARES FREE CASH

Shares344.08K

TypeSH

Market value$13.55M

6.72%

Sole

0.00

Shared

0.00

None

344.08K

INVESCO EXCH TRD SLF IDX FD

SOLE

RUSL 1000 DYNM

Shares206.62K

TypeSH

Market value$12.63M

6.27%

Sole

0.00

Shared

0.00

None

206.62K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares183K

TypeSH

Market value$10.85M

5.38%

Sole

0.00

Shared

0.00

None

183K

SPDR GOLD TR

SOLE

GOLD SHS

Shares21.94K

TypeSH

Market value$8.70M

4.31%

Sole

0.00

Shared

0.00

None

21.94K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares10.32K

TypeSH

Market value$7.04M

3.49%

Sole

0.00

Shared

0.00

None

10.32K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares68.79K

TypeSH

Market value$6.87M

3.41%

Sole

0.00

Shared

0.00

None

68.79K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares84.71K

TypeSH

Market value$5.59M

2.77%

Sole

0.00

Shared

0.00

None

84.71K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares16.49K

TypeSH

Market value$5.53M

2.74%

Sole

0.00

Shared

0.00

None

16.49K

INVESCO EXCH TRD SLF IDX FD

SOLE

INTL DEV DYNAMIC

Shares167.74K

TypeSH

Market value$5.00M

2.48%

Sole

0.00

Shared

0.00

None

167.74K

INVESCO ACTIVELY MANAGED EXC

SOLE

ULTRA SHRT DUR

Shares99.08K

TypeSH

Market value$4.98M

2.47%

Sole

0.00

Shared

0.00

None

99.08K

INVESCO EXCHANGE TRADED FD T

SOLE

RAFI US 1000 ETF

Shares102.05K

TypeSH

Market value$4.79M

2.38%

Sole

0.00

Shared

0.00

None

102.05K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares53.33K

TypeSH

Market value$4.77M

2.37%

Sole

0.00

Shared

0.00

None

53.33K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares94.19K

TypeSH

Market value$4.47M

2.22%

Sole

0.00

Shared

0.00

None

94.19K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares64.81K

TypeSH

Market value$4.36M

2.16%

Sole

0.00

Shared

0.00

None

64.81K

INVESCO EXCH TRADED FD TR II

SOLE

FNDMNTL HY CRP

Shares228.25K

TypeSH

Market value$4.25M

2.11%

Sole

0.00

Shared

0.00

None

228.25K

CADENCE BANK

SOLE

COM

Shares87.95K

TypeSH

Market value$3.77M

1.87%

Sole

0.00

Shared

0.00

None

87.95K

INVESCO EXCH TRADED FD TR II

SOLE

EQUAL WEGT 0-30

Shares121.62K

TypeSH

Market value$3.35M

1.66%

Sole

0.00

Shared

0.00

None

121.62K

J P MORGAN EXCHANGE TRADED F

SOLE

SHORT DURA CORE

Shares66.25K

TypeSH

Market value$3.15M

1.56%

Sole

0.00

Shared

0.00

None

66.25K

FLEXSHARES TR

SOLE

US QT LW VLTY

Shares42.39K

TypeSH

Market value$3.05M

1.52%

Sole

0.00

Shared

0.00

None

42.39K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares56.53K

TypeSH

Market value$2.86M

1.42%

Sole

0.00

Shared

0.00

None

56.53K

BONDBLOXX ETF TRUST

SOLE

BLOOMBERG SIX MN

Shares56.31K

TypeSH

Market value$2.83M

1.40%

Sole

0.00

Shared

0.00

None

56.31K

FLEXSHARES TR

SOLE

INTL QLTDV IDX

Shares83.85K

TypeSH

Market value$2.55M

1.26%

Sole

0.00

Shared

0.00

None

83.85K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares40.43K

TypeSH

Market value$2.53M

1.25%

Sole

0.00

Shared

0.00

None

40.43K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD ADMIRAL FDS INCSOLE	500 GRTH IDX F	43.53K	SH	$19.35M 9.60%	43.53K
ISHARES TRSOLE	CORE S&P500 ETF	27.89K	SH	$19.10M 9.48%	27.89K
VICTORY PORTFOLIOS IISOLE	SHARES FREE CASH	344.08K	SH	$13.55M 6.72%	344.08K
INVESCO EXCH TRD SLF IDX FDSOLE	RUSL 1000 DYNM	206.62K	SH	$12.63M 6.27%	206.62K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	183K	SH	$10.85M 5.38%	183K
SPDR GOLD TRSOLE	GOLD SHS	21.94K	SH	$8.70M 4.31%	21.94K
SPDR S&P 500 ETF TRSOLE	TR UNIT	10.32K	SH	$7.04M 3.49%	10.32K
ISHARES TRSOLE	CORE US AGGBD ET	68.79K	SH	$6.87M 3.41%	68.79K
ISHARES TRSOLE	CORE S&P MCP ETF	84.71K	SH	$5.59M 2.77%	84.71K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	16.49K	SH	$5.53M 2.74%	16.49K
INVESCO EXCH TRD SLF IDX FDSOLE	INTL DEV DYNAMIC	167.74K	SH	$5.00M 2.48%	167.74K
INVESCO ACTIVELY MANAGED EXCSOLE	ULTRA SHRT DUR	99.08K	SH	$4.98M 2.47%	99.08K
INVESCO EXCHANGE TRADED FD TSOLE	RAFI US 1000 ETF	102.05K	SH	$4.79M 2.38%	102.05K
ISHARES TRSOLE	CORE MSCI EAFE	53.33K	SH	$4.77M 2.37%	53.33K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	94.19K	SH	$4.47M 2.22%	94.19K
ISHARES INCSOLE	CORE MSCI EMKT	64.81K	SH	$4.36M 2.16%	64.81K
INVESCO EXCH TRADED FD TR IISOLE	FNDMNTL HY CRP	228.25K	SH	$4.25M 2.11%	228.25K
CADENCE BANKSOLE	COM	87.95K	SH	$3.77M 1.87%	87.95K
INVESCO EXCH TRADED FD TR IISOLE	EQUAL WEGT 0-30	121.62K	SH	$3.35M 1.66%	121.62K
J P MORGAN EXCHANGE TRADED FSOLE	SHORT DURA CORE	66.25K	SH	$3.15M 1.56%	66.25K
FLEXSHARES TRSOLE	US QT LW VLTY	42.39K	SH	$3.05M 1.52%	42.39K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	56.53K	SH	$2.86M 1.42%	56.53K
BONDBLOXX ETF TRUSTSOLE	BLOOMBERG SIX MN	56.31K	SH	$2.83M 1.40%	56.31K
FLEXSHARES TRSOLE	INTL QLTDV IDX	83.85K	SH	$2.55M 1.26%	83.85K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	40.43K	SH	$2.53M 1.25%	40.43K

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