Sponsored

The Analysis of Curry Webb Wealth Management LLC's Holdings & P&L

Currently, Curry Webb Wealth Management LLC holds 63 types of securities in its portfolio with a total value $211.6M. In the most recent quarter, they have increased their positions in IVV (+25.6K shares, valued at $16.7M), GSY (+122.4K shares, valued at $6.1M), OMFL (+69.8K shares, valued at $4.2M); decreased their positions in GOVI (-78.7K shares, valued at $2.1M), AGG (-13.5K shares, valued at $1.3M), GLD (-3.0K shares, valued at $1.3M); initiated new positions in HBAN (+204.7K shares, valued at $3.2M).

1M P&L

+1.1M+0.53%

3M P&L

+7.2M+3.58%

HY P&L

-90.5M-30.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.5M

95.4%

2Banks - Regional3.8M

1.9%

3Drug Manufacturers - General2.0M

1.0%

Top Industries by Stock Count

1N/A44 stocks

81.5%

2Banks - Regional2 stocks

3.7%

3Drug Manufacturers - General1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR53.5K shares91.84%2026-03-312026-06-10

VOOG VANGUARD ADMIRAL FDS INC46.5K shares6.72%2026-03-312026-06-10

OMFL INVESCO EXCH TRD SLF IDX FD276.4K shares33.78%2026-03-312026-06-10

VFLO VICTORY PORTFOLIOS II391.6K shares13.80%2026-03-312026-06-10

GSY INVESCO ACTIVELY MANAGED EXC221.5K shares123.56%2026-03-312026-06-10

GLD SPDR GOLD TR18.9K shares-13.80%2026-03-312026-06-10

IJH ISHARES TR108.6K shares28.15%2026-03-312026-06-10

IEFA ISHARES TR71.0K shares33.04%2026-03-312026-06-10

Sponsored

IMFL INVESCO EXCH TRD SLF IDX FD199.5K shares18.91%2026-03-312026-06-10

GTO INVESCO ACTIVELY MANAGED EXC134.4K shares42.73%2026-03-312026-06-10

SPY STATE STR SPDR S&P 500 ETF T9.5K shares-8.16%2026-03-312026-06-10

AGG ISHARES TR55.3K shares-19.67%2026-03-312026-06-10

IEMG ISHARES INC75.3K shares16.15%2026-03-312026-06-10

VTI VANGUARD INDEX FDS14.7K shares-10.65%2026-03-312026-06-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T94.6K shares-7.32%2026-03-312026-06-10

PHB INVESCO EXCH TRADED FD TR II193.7K shares-15.14%2026-03-312026-06-10

Sponsored

HBAN HUNTINGTON BANCSHARES INC204.7K sharesnew addition2026-03-312026-06-10

JSCP J P MORGAN EXCHANGE TRADED F61.5K shares-7.20%2026-03-312026-06-10

VEA VANGUARD TAX-MANAGED FDS40.5K shares0.12%2026-03-312026-06-10

JPST J P MORGAN EXCHANGE TRADED F50.6K shares-10.46%2026-03-312026-06-10

SCHC SCHWAB STRATEGIC TR52.7K shares16.18%2026-03-312026-06-10

JMEE J P MORGAN EXCHANGE TRADED F36.2K shares-5.44%2026-03-312026-06-10

GLDM WORLD GOLD TR23.9K shares-10.82%2026-03-312026-06-10

QLV FLEXSHARES TR30.7K shares-27.52%2026-03-312026-06-10

Sponsored

IQDF FLEXSHARES TR65.9K shares-21.43%2026-03-312026-06-10

XHLF BONDBLOXX ETF TRUST41.1K shares-27.00%2026-03-312026-06-10

LLY ELI LILLY & CO2.1K shares-5.09%2026-03-312026-06-10

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K shares-5.31%2026-03-312026-06-10

JAVA J P MORGAN EXCHANGE TRADED F21.2K shares-14.61%2026-03-312026-06-10

SCHK SCHWAB STRATEGIC TR44.0K shares-5.86%2026-03-312026-06-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.1K shares-18.88%2026-03-312026-06-10

VWO VANGUARD INTL EQUITY INDEX F21.9K shares-0.42%2026-03-312026-06-10

Sponsored

GOVI INVESCO EXCH TRADED FD TR II43.0K shares-64.68%2026-03-312026-06-10

SCHF SCHWAB STRATEGIC TR45.9K shares-1.20%2026-03-312026-06-10

AAPL APPLE INC4.3K shares47.08%2026-03-312026-06-10

CITIGROUP INC CITIGROUP INC9.4K shares-0.01%2026-03-312026-06-10

IJR ISHARES TR8.3K shares-30.06%2026-03-312026-06-10

IVW ISHARES TR9.1K shares-9.20%2026-03-312026-06-10

ESG FLEXSHARES TR4.5K shares1.90%2026-03-312026-06-10

FLEXSHARES TR FLEXSHARES TR21.5K shares-32.55%2026-03-312026-06-10

Sponsored

MBIN MERCHANTS BANCORP IND14.1K shares-18.27%2026-03-312026-06-10

QUAL ISHARES TR2.8K shares0.11%2026-03-312026-06-10

IWV ISHARES TR1.4K shares0.00%2026-03-312026-06-10

IWM ISHARES TR2.1K shares-9.08%2026-03-312026-06-10

VBK VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-06-10

ALPHABET INC ALPHABET INC1.6K shares-8.75%2026-03-312026-06-10

MCD MCDONALDS CORP1.4K shares-0.42%2026-03-312026-06-10

AMZN AMAZON COM INC2.1K shares-4.71%2026-03-312026-06-10

Sponsored

MSFT MICROSOFT CORP1.2K shares-3.58%2026-03-312026-06-10

ISHARES GOLD TR ISHARES GOLD TR4.8K shares-48.78%2026-03-312026-06-10

SPSM SPDR SERIES TRUST8.3K shares0.18%2026-03-312026-06-10

ETFS GOLD TR ETFS GOLD TR8.9K shares-63.27%2026-03-312026-06-10

NVDA NVIDIA CORPORATION2.1K shares-5.74%2026-03-312026-06-10

NULG NUSHARES ETF TR3.8K shares13.31%2026-03-312026-06-10

WMT WALMART INC2.8K shares6.54%2026-03-312026-06-10

ALPHABET INC ALPHABET INC1.2K shares-2.34%2026-03-312026-06-10

Sponsored

META META PLATFORMS INC463 shares4.28%2026-03-312026-06-10

VTV VANGUARD INDEX FDS1.3K shares-10.84%2026-03-312026-06-10

JPME J P MORGAN EXCHANGE TRADED F2.1K shares0.00%2026-03-312026-06-10

DVY ISHARES TR1.5K shares0.54%2026-03-312026-06-10

ESGU ISHARES TR1.5K shares0.07%2026-03-312026-06-10

SLV ISHARES SILVER TR3.1K shares-31.81%2026-03-312026-06-10

USMV ISHARES TR2.2K shares0.18%2026-03-312026-06-10

IVV

ISHARES TR

91.84%

Shares53.5K

Event2026-03-31

Filed2026-06-10

VOOG

VANGUARD ADMIRAL FDS INC

6.72%

Shares46.5K

Event2026-03-31

Filed2026-06-10

OMFL

INVESCO EXCH TRD SLF IDX FD

33.78%

Shares276.4K

Event2026-03-31

Filed2026-06-10

VFLO

VICTORY PORTFOLIOS II

13.80%

Shares391.6K

Event2026-03-31

Filed2026-06-10

GSY

INVESCO ACTIVELY MANAGED EXC

123.56%

Shares221.5K

Event2026-03-31

Filed2026-06-10

GLD

SPDR GOLD TR

-13.80%

Shares18.9K

Event2026-03-31

Filed2026-06-10

IJH

ISHARES TR

28.15%

Shares108.6K

Event2026-03-31

Filed2026-06-10

IEFA

ISHARES TR

33.04%

Shares71.0K

Event2026-03-31

Filed2026-06-10

IMFL

INVESCO EXCH TRD SLF IDX FD

18.91%

Shares199.5K

Event2026-03-31

Filed2026-06-10

GTO

INVESCO ACTIVELY MANAGED EXC

42.73%

Shares134.4K

Event2026-03-31

Filed2026-06-10

SPY

STATE STR SPDR S&P 500 ETF T

-8.16%

Shares9.5K

Event2026-03-31

Filed2026-06-10

AGG

ISHARES TR

-19.67%

Shares55.3K

Event2026-03-31

Filed2026-06-10

IEMG

ISHARES INC

16.15%

Shares75.3K

Event2026-03-31

Filed2026-06-10

VTI

VANGUARD INDEX FDS

-10.65%

Shares14.7K

Event2026-03-31

Filed2026-06-10

INVESCO EXCHANGE TRADED FD T

-7.32%

Shares94.6K

Event2026-03-31

Filed2026-06-10

PHB

INVESCO EXCH TRADED FD TR II

-15.14%

Shares193.7K

Event2026-03-31

Filed2026-06-10

HBAN

HUNTINGTON BANCSHARES INC

New

Shares204.7K

Event2026-03-31

Filed2026-06-10

JSCP

J P MORGAN EXCHANGE TRADED F

-7.20%

Shares61.5K

Event2026-03-31

Filed2026-06-10

VEA

VANGUARD TAX-MANAGED FDS

0.12%

Shares40.5K

Event2026-03-31

Filed2026-06-10

JPST

J P MORGAN EXCHANGE TRADED F

-10.46%

Shares50.6K

Event2026-03-31

Filed2026-06-10

SCHC

SCHWAB STRATEGIC TR

16.18%

Shares52.7K

Event2026-03-31

Filed2026-06-10

JMEE

J P MORGAN EXCHANGE TRADED F

-5.44%

Shares36.2K

Event2026-03-31

Filed2026-06-10

GLDM

WORLD GOLD TR

-10.82%

Shares23.9K

Event2026-03-31

Filed2026-06-10

QLV

FLEXSHARES TR

-27.52%

Shares30.7K

Event2026-03-31

Filed2026-06-10

IQDF

FLEXSHARES TR

-21.43%

Shares65.9K

Event2026-03-31

Filed2026-06-10

XHLF

BONDBLOXX ETF TRUST

-27.00%

Shares41.1K

Event2026-03-31

Filed2026-06-10

LLY

ELI LILLY & CO

-5.09%

Shares2.1K

Event2026-03-31

Filed2026-06-10

VANGUARD INDEX FDS

-5.31%

Shares3.0K

Event2026-03-31

Filed2026-06-10

JAVA

J P MORGAN EXCHANGE TRADED F

-14.61%

Shares21.2K

Event2026-03-31

Filed2026-06-10

SCHK

SCHWAB STRATEGIC TR

-5.86%

Shares44.0K

Event2026-03-31

Filed2026-06-10

INVESCO EXCHANGE TRADED FD T

-18.88%

Shares7.1K

Event2026-03-31

Filed2026-06-10

VWO

VANGUARD INTL EQUITY INDEX F

-0.42%

Shares21.9K

Event2026-03-31

Filed2026-06-10

GOVI

INVESCO EXCH TRADED FD TR II

-64.68%

Shares43.0K

Event2026-03-31

Filed2026-06-10

SCHF

SCHWAB STRATEGIC TR

-1.20%

Shares45.9K

Event2026-03-31

Filed2026-06-10

AAPL

APPLE INC

47.08%

Shares4.3K

Event2026-03-31

Filed2026-06-10

CITIGROUP INC

-0.01%

Shares9.4K

Event2026-03-31

Filed2026-06-10

IJR

ISHARES TR

-30.06%

Shares8.3K

Event2026-03-31

Filed2026-06-10

IVW

ISHARES TR

-9.20%

Shares9.1K

Event2026-03-31

Filed2026-06-10

ESG

FLEXSHARES TR

1.90%

Shares4.5K

Event2026-03-31

Filed2026-06-10

FLEXSHARES TR

-32.55%

Shares21.5K

Event2026-03-31

Filed2026-06-10

MBIN

MERCHANTS BANCORP IND

-18.27%

Shares14.1K

Event2026-03-31

Filed2026-06-10

QUAL

ISHARES TR

0.11%

Shares2.8K

Event2026-03-31

Filed2026-06-10

IWV

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-06-10

IWM

ISHARES TR

-9.08%

Shares2.1K

Event2026-03-31

Filed2026-06-10

VBK

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-06-10

ALPHABET INC

-8.75%

Shares1.6K

Event2026-03-31

Filed2026-06-10

MCD

MCDONALDS CORP

-0.42%

Shares1.4K

Event2026-03-31

Filed2026-06-10

AMZN

AMAZON COM INC

-4.71%

Shares2.1K

Event2026-03-31

Filed2026-06-10

MSFT

MICROSOFT CORP

-3.58%

Shares1.2K

Event2026-03-31

Filed2026-06-10

ISHARES GOLD TR

-48.78%

Shares4.8K

Event2026-03-31

Filed2026-06-10

SPSM

SPDR SERIES TRUST

0.18%

Shares8.3K

Event2026-03-31

Filed2026-06-10

ETFS GOLD TR

-63.27%

Shares8.9K

Event2026-03-31

Filed2026-06-10

NVDA

NVIDIA CORPORATION

-5.74%

Shares2.1K

Event2026-03-31

Filed2026-06-10

NULG

NUSHARES ETF TR

13.31%

Shares3.8K

Event2026-03-31

Filed2026-06-10

WMT

WALMART INC

6.54%

Shares2.8K

Event2026-03-31

Filed2026-06-10

ALPHABET INC

-2.34%

Shares1.2K

Event2026-03-31

Filed2026-06-10