SEC 13F Intelligence

Managers / Q1 2026

Curran Financial Partners, LLC

CIK 0001843867 · 115 RIVER LANDING DRIVE SUITE 200, DANIEL ISLAND, SC, 29492 · 843-300-1180

Reported Value
$559M
Q1 2026
Positions
127
Filings on Record
22
2019–present window
Filed
Apr 15, 2026
original filing

Summary

Curran Financial Partners, Llc reported $559M in U.S.-listed holdings across 127 positions for Q1 2026.

Its largest position, Tidal Trust I, represents 9.9% of the portfolio.

Compared with Q4 2025, the fund opened 10 new positions and exited 12.

Reported Value by Quarter

13F Reported Value
Q1 ’21: $139MQ1 ’21Q2 ’21: $182MQ3 ’21: $196MQ4 ’21: $236MQ4 ’21Q1 ’22: $243MQ2 ’22: $212MQ3 ’22: $197MQ3 ’22Q4 ’22: $207.3BQ1 ’23: $211MQ2 ’23: $230MQ2 ’23Q3 ’23: $229MQ4 ’23: $261MQ1 ’24: $288MQ1 ’24Q2 ’24: $299MQ3 ’24: $352MQ4 ’24: $381MQ4 ’24Q1 ’25: $407MQ2 ’25: $453MQ3 ’25: $505MQ3 ’25Q4 ’25: $527MQ1 ’26: $559Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$559M127Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$527M129Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$505M129Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$453M120Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$407M100Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$381M96Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$352M90Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$299M83Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$288M82May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$261M75Jan 31, 202413F-HRchanges · EDGAR ↗
Q3 2023$229M80Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$230M75Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$211M66May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$207.3B65Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$197M62Nov 3, 202213F-HRchanges · EDGAR ↗
Q2 2022$212M57Aug 5, 202213F-HRchanges · EDGAR ↗
Q1 2022$243M75Apr 27, 202213F-HRchanges · EDGAR ↗
Q4 2021$236M74Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$196M61Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$182M63Aug 26, 202113F-HRchanges · EDGAR ↗
Q1 2021$139M58May 19, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.