Curry Webb Wealth Management
Curry Webb Wealth Management reported 67 stocks worth $241M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVV (16.9%), VOOG (9.7%) and OMFL (8.7%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $40.8M | 16.9% | 54K | No change | 4 of 4 | |
| 2 |  VOOG Vanguard Admiral Fds Inc | $23.4M | 9.7% | 284K | No change | 4 of 4 | |
| 3 |  OMFL Invesco Exch Trd Slf Idx FD | $21M | 8.7% | 306K | No change | 4 of 4 | |
| 4 |  VFLO Victory Portfolios II | $18.8M | 7.8% | 411K | No change | 4 of 4 | |
| 5 |  GSY Invesco Actively Managed Exc | $11.4M | 4.7% | 227K | No change | 4 of 4 | |
| 6 |  IJH Ishares TR | $8.3M | 3.4% | 108K | No change | 4 of 4 | |
| 7 |  AGG Ishares TR | $8M | 3.3% | 81K | No change | 4 of 4 | |
| 8 |  IMFL Invesco Exch Trd Slf Idx FD | $7.7M | 3.2% | 223K | No change | 4 of 4 | |
| 9 |  GTO Invesco Actively Managed Exc | $7.3M | 3.0% | 157K | No change | 4 of 4 | |
| 10 |  IEFA Ishares TR | $7.3M | 3.0% | 76K | No change | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 4 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR/A Amendment | Q3 2026 | SEC filing ↗ |
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
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All hedge fund holdings →Curry Webb Wealth Management 13F FAQ
What does Curry Webb Wealth Management own?
Curry Webb Wealth Management reported 67 stocks worth $241M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVV (16.9%), VOOG (9.7%) and OMFL (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did Curry Webb Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 0 added to, 0 trimmed and 0 sold out.
When will Curry Webb Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Curry Webb Wealth Management's portfolio worth?
The Q3 2026 filing reports $241M 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.