13F-HR filed by Curry Webb Wealth Management LLC
Curry Webb Wealth Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-06-10, with 63 holding rows worth $211,622,757.
- Accession
- 0002060114-26-000003
- Filer
- CIK 2060114
- Filed
- 2026-06-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 63 entries on the cover page, a total value of $211,622,757 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,622,757 with VALUE read as dollars as filed, 13F file number 028-27014. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 53,507 | $34,951,379 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 46,455 | $18,939,200 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J619 | RUSL 1000 DYNM | 276,426 | $16,618,718 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647X830 | SHARES FREE CASH | 391,553 | $15,458,511 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 221,496 | $11,101,398 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 18,914 | $8,138,505 | dollars as filed | |
| IJH | 464287507 | COM | 108,563 | $7,331,279 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 70,952 | $6,423,283 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J437 | INTL DEV DYNAMIC | 199,457 | $6,310,810 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A804 | TOTAL RETURN | 134,445 | $6,296,044 | dollars as filed | |
| SPY | 78462F103 | SHS | 9,480 | $6,165,223 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 55,264 | $5,486,057 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 75,275 | $5,250,424 | dollars as filed | |
| VTI | 922908769 | COM | 14,732 | $4,726,173 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 94,580 | $4,495,396 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E719 | BLOO EN ANGE ETF | 193,697 | $3,474,926 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 204,746 | $3,204,275 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q274 | SHORT DURA CORE | 61,477 | $2,907,862 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 40,481 | $2,593,998 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 50,613 | $2,561,524 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 52,679 | $2,462,203 | dollars as filed | |
| JPMORGAN SMALL MID CP ENH EQT ETF | 46641Q118 | COM | 36,234 | $2,419,346 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 23,877 | $2,213,159 | dollars as filed | |
| FLEXSHARES TR | 33939L654 | US QT LW VLTY | 30,727 | $2,208,964 | dollars as filed | |
| FLEXSHARES TR | 33939L837 | INTL QLTDV IDX | 65,881 | $2,086,447 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C788 | BLOOMBERG SIX MN | 41,109 | $2,069,016 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,146 | $1,974,130 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,049 | $1,821,931 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q167 | ACTIVE VALUE ETF | 21,202 | $1,521,244 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524722 | 1000 INDEX ETF | 43,999 | $1,378,501 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 7,131 | $1,368,502 | dollars as filed | |
| VWO | 922042858 | SHS | 21,911 | $1,184,301 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E107 | EQUAL WEGT 0-30 | 42,958 | $1,171,881 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 45,894 | $1,135,885 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,277 | $1,085,527 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 9,420 | $1,068,322 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 8,336 | $1,036,305 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 9,066 | $1,025,416 | dollars as filed | |
| FLEXSHARES TR | 33939L696 | CMN | 4,457 | $676,351 | dollars as filed | |
| FLEXSHARES TR | 33939L639 | EMRG MKT QT LW | 21,480 | $637,546 | dollars as filed | |
| MERCHANTS BANCORP IND | 58844R108 | COM | 14,083 | $604,303 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,833 | $543,364 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 1,435 | $531,926 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,142 | $531,325 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 1,500 | $453,375 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,554 | $446,876 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,430 | $444,430 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,124 | $442,365 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,157 | $428,331 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 4,842 | $426,871 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 8,266 | $399,391 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 8,876 | $396,047 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,054 | $358,244 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 3,830 | $348,287 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,786 | $346,244 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,169 | $335,339 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 463 | $264,814 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,275 | $250,155 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q886 | DIVERSFED RTRN | 2,101 | $240,628 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,500 | $227,136 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 1,499 | $211,978 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 3,082 | $210,007 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 2,171 | $201,359 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002060114-26-000003 | this filing | 2026-06-10 | acceptance time not in the bulk data set |