Curran Financial Partners, LLC
•CIK: 1843867•Filing: Q4 2025
**Curran Financial Partners, LLC** manages $527M across a diversified portfolio of 129 positions. The strategy exhibits significant allocation to income and dividend-focused equities, highlighted by the top holdings in YALL ($57.6M) and SCHD ($35.6M). Further diversification is evident with substantial exposure to international and broad market indices, including VXUS ($23.1M) and SPYD ($22.5M). The portfolio maintains a notable tilt toward income generation, evidenced by combined allocations to JEPI ($21.2M) and other dividend-oriented ETFs.
Total AUM
$526.5M
QoQ Performance
+4.2%
Positions
88
Top 10 Concentration
48.1%
Latest Filing
Q4 2025
Top Holdings Allocation
YALL
SCHD
YALL10.9%
SCHD6.8%
VXUS4.4%
SPYD4.3%
VB4.2%
JEPI4.0%
VUG3.8%
MLPX3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.8%
Technology3.2%
Consumer1.2%
ETF1.2%
Materials0.6%
Financial0.3%
Healthcare0.2%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW10 new positions
↑68 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023