Skip to content

13F-HR filed by Curry Webb Wealth Management LLC

Curry Webb Wealth Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 67 holding rows worth $241,472,887.

Accession
0002060114-26-000005
Filed
2026-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 67 entries on the cover page, a total value of $241,472,887 stated on the cover page (in dollars after the unit check, H1), rows summing to $241,472,887 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 filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS54,448$40,775,578dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS283,598$23,430,899dollars as filed
INVESCO EXCH TRD SLF IDX FD46138J619RUSL 1000 DYNM305,807$20,959,990dollars as filed
VICTORY PORTFOLIOS II92647X830SHARES FREE CASH411,381$18,820,700dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A887ULTRA SHRT DUR226,685$11,368,238dollars as filed
IJH464287507COM107,717$8,306,028dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS81,049$8,022,253dollars as filed
INVESCO EXCH TRD SLF IDX FD46138J437INTL DEV DYNAMIC223,176$7,663,848dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A804TOTAL RETURN156,630$7,341,241dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS75,946$7,334,912dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS83,780$6,940,321dollars as filed
SPDR GOLD TR78463V107GOLD SHS18,541$6,830,134dollars as filed
SPY78462F103SHS8,650$6,459,561dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF89,591$4,840,621dollars as filed
VTI922908769COM12,702$4,700,248dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock199,537$3,537,791dollars as filed
INVESCO EXCH TRADED FD TR II46138E719BLOO EN ANGE ETF172,639$3,157,574dollars as filed
JPMORGAN SMALL MID CP ENH EQT ETF46641Q118COM39,874$3,111,371dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF60,853$2,928,265dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS40,369$2,876,312dollars as filed
INVESCO EXCH TRADED FD TR II46138E107EQUAL WEGT 0-30104,509$2,837,419dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q274SHORT DURA CORE59,320$2,796,642dollars as filed
Eli Lilly and Company532457108COM2,140$2,567,373dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF47,897$2,422,151dollars as filed
FLEXSHARES TR33939L837INTL QLTDV IDX59,242$2,047,401dollars as filed
Vanguard S&P 500 ETF922908363COM2,977$2,044,755dollars as filed
FLEXSHARES TR33939L654US QT LW VLTY25,659$1,937,044dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS23,591$1,873,597dollars as filed
BONDBLOXX ETF TRUST09789C788BLOOMBERG SIX MN34,629$1,741,839dollars as filed
SCHWAB STRATEGIC TR8085247221000 INDEX ETF37,863$1,365,344dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM6,098$1,297,448dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q167ACTIVE VALUE ETF16,046$1,274,213dollars as filed
VWO922042858SHS21,263$1,269,217dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF43,950$1,217,417dollars as filed
iShares S&P 500 Growth ETF464287309SHS8,151$1,121,017dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS7,137$1,058,544dollars as filed
Apple Inc037833100COM3,110$899,792dollars as filed
Citigroup Inc.172967424COM6,024$843,119dollars as filed
FLEXSHARES TR33939L696CMN4,480$787,482dollars as filed
MERCHANTS BANCORP IND58844R108COM14,118$705,912dollars as filed
FLEXSHARES TR33939L639EMRG MKT QT LW18,239$615,824dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF1,435$611,884dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF2,763$606,286dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,553$555,006dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,500$548,550dollars as filed
Amazon.com, Inc023135106COM2,208$526,255dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS8,177$471,591dollars as filed
NVIDIA Corp67066G104COM2,285$457,129dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF3,830$448,322dollars as filed
Microsoft Corp594918104COM1,186$442,532dollars as filed
iShares Russell 2000 ETF464287655SHS1,470$441,793dollars as filed
McDonalds Corporation580135101COM1,430$386,543dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS8,876$339,329dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM904$319,410dollars as filed
iShares Gold Trust464285204COM4,163$314,348dollars as filed
META PLATFORMS INC CL A30303M102COM553$311,479dollars as filed
Walmart Inc.931142103COM2,714$307,388dollars as filed
Vanguard Value ETF922908744SHS1,275$277,861dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q886DIVERSFED RTRN1,994$247,684dollars as filed
ISHARES TR46435G425COM1,500$245,453dollars as filed
ISHARES TR464287168COM1,508$235,748dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY2,458$221,466dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS618$211,808dollars as filed
FIDELITY COMWLTH TR315912808COM2,000$206,440dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,016$203,830dollars as filed
VICTORY PORTFOLIOS II92647N568USAA MSCI USA SM1,855$203,712dollars as filed
ISHARES TR46435G516COM1,961$201,605dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002060114-26-000005this filing2026-08-13acceptance time not in the bulk data set