Curran Financial Partners
Curran Financial Partners reported 140 stocks worth $672M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are YALL (13.7%), SCHD (7.0%) and VB (4.8%). Compared with Q1 2026, the fund opened new positions in YALL, VFH and VCR, added to SCHD, VB and VXUS, trimmed BIL, VYM and PULS and sold out of VDE, MCD and IBRX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  YALL Yorkville Amer Invts TR | $91.7M | 13.7% | 2.2M | New position | 1 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $47.3M | 7.0% | 1.5M | +119K (+9%) | 8 of 8 | |
| 3 |  VB Vanguard Index Fds | $32.2M | 4.8% | 106K | +9,894 (+10%) | 8 of 8 | |
| 4 |  VXUS Vanguard Star Fds | $31.7M | 4.7% | 370K | +33K (+10%) | 8 of 8 | |
| 5 |  SPYD State Street Spdr Portfolio S&P 500 High Dividend ETF | $29.2M | 4.3% | 612K | +55K (+10%) | 8 of 8 | |
| 6 |  VUG Vanguard Index Fds | $29.1M | 4.3% | 338K | +291K (+611%) | 8 of 8 | |
| 7 |  JEPI J P Morgan Exchange Traded F | $26.1M | 3.9% | 461K | +56K (+14%) | 8 of 8 | |
| 8 |  MLPX Global X Fds | $24.6M | 3.7% | 334K | +24K (+8%) | 8 of 8 | |
| 9 |  SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF | $19.3M | 2.9% | 772K | +87K (+13%) | 8 of 8 | |
| 10 |  FLBL Franklin Templeton ETF TR | $19.1M | 2.8% | 831K | +98K (+13%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Curran Financial Partners 13F FAQ
What does Curran Financial Partners own?
Curran Financial Partners reported 140 stocks worth $672M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are YALL (13.7%), SCHD (7.0%) and VB (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Curran Financial Partners buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 75 added to, 42 trimmed and 5 sold out. New positions include YALL, VFH and VCR. It sold all of VDE, MCD and IBRX.
When will Curran Financial Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Curran Financial Partners's portfolio worth?
The Q2 2026 filing reports $672M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.