Titelia

Holdings of Curran Financial Partners, LLC

114 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.9 % of the equity sleeve

Sector breakdown

  • Technology 3.1 %
  • Funds 1.0 %
  • Consumer discretionary 0.9 %
  • Consumer staples 0.8 %
  • Communication 0.6 %
  • Materials 0.6 %
  • Industrials 0.4 %
  • Health care 0.3 %
  • Financials 0.3 %
  • Energy 0.3 %
  • Utilities 0.1 %
  • Unattributed 91.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US113479.6M $99.95 %
2TW1220K $0.05 %

Positions

RankCompanySharesValueWeight
1Schwab US Dividend Equity ETF 1,371,24642.1M $
2Vanguard Total International S 337,08526M $
3State Street SPDR Portfolio S& 556,21625.3M $
4Vanguard Small-Cap ETF 96,18725.2M $
5J P Morgan Exchange Traded Fund Trust 405,58423M $
6Global X Funds 309,22422.9M $
7Vanguard Growth ETF 47,56320.8M $
8State Street SPDR Bloomberg Short Term High Yield Bond ETF 684,92017.1M $
9Franklin Senior Loan ETF 733,54916.9M $
10Legg Mason ETF Investment Trust 375,88215.2M $
11Vanguard High Dividend Yield E 94,57814M $
12First Trust Exchange-Traded Fund IV 269,73213.1M $
13VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 56,02912M $
14Vanguard Intermediate-Term Corporate Bond ETF 145,22712M $
15First Trust Exchange-Traded Fund III 635,77711.3M $
16SPDR Series Trust 116,13410.6M $
17State Street SPDR Portfolio High Yield Bond ETF 453,26710.6M $
18Vanguard Value ETF 47,8709.4M $
19PGIM ETF Trust 180,1398.9M $
20iShares iBoxx USD Investment Grade Corporate Bond ETF 75,9378.3M $
21iShares Core 30/70 Conservativ 203,0368.1M $
22Vanguard Total Bond Market ETF 103,3007.6M $
23DBX ETF Trust 209,4247.6M $
24Apple Inc 28,0287.1M $
25Schwab US TIPS ETF 262,5847M $
26SPDR Gold Shares 15,8966.8M $
27Vanguard Malvern Funds 127,4086.4M $
28Vanguard Scottsdale Funds 85,9505M $
29WisdomTree Trust 87,8994.4M $
30Vanguard World Fund 12,1343.8M $
31State Street SPDR S&P 500 ETF Trust 5,4213.5M $
32NVIDIA Corp 19,0583.3M $
33Sherwin-Williams Co/The 9,1212.9M $
34Invesco QQQ Trust Series 1 4,8682.8M $
35Microsoft Corp 7,0302.6M $
36Vanguard S&P 500 ETF 4,3052.6M $
37Costco Wholesale Corp 2,5542.5M $
38Invesco S&P 500 High Dividend Low Volatility ETF 50,8012.5M $
39SPDR Series Trust 23,8302.3M $
40Vanguard World Fund 9,7632.2M $
41Amazon.com Inc 9,9432.1M $
42Exxon Mobil Corp 8,9781.5M $
43Vanguard World Fund 7,6781.5M $
44VANGUARD ENERGY ETF VANGUARD ENERGY ETF 8,7681.5M $
45Alphabet Inc 5,2251.5M $
46Vanguard Total Stock Market ETF 4,5761.5M $
47VanEck Semiconductor ETF 3,5421.4M $
48Chevron Corp 6,5591.4M $
49INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 70,1841.2M $
50Global X Artificial Intelligence & Technology ETF 24,3471.1M $
51iShares Silver Trust 16,2671.1M $
52Global X Funds 15,0151.1M $
53Vanguard Real Estate ETF 11,7811M $
54Berkshire Hathaway Inc 1,999957.9K $
55VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 4,155936.3K $
56F/m US Treasury 6 Month Bill E 18,560928.6K $
57F/m US Treasury 3 Year Note ET 18,690924.8K $
58iShares Russell 1000 Growth ETF 2,115901.9K $
59Lowe's Cos Inc 3,770890.7K $
60iShares Trust 3,930839.7K $
61First Trust NASDAQ Cybersecuri 12,413778.1K $
62First Trust Exchange-Traded Fund III 16,263773.1K $
63Vanguard Information Technology ETF 1,083755.6K $
64Grayscale Bitcoin Trust ETF 14,069742.3K $
65Tesla Inc 1,958727.9K $
66General Electric Co 2,380675.4K $
67Meta Platforms Inc 1,153659.9K $
68Procter & Gamble Co/The 4,501650.1K $
69Walmart Inc 4,551565.5K $
70GE Vernova Inc 633552.7K $
71iShares Core S&P 500 ETF 843550.6K $
72Vanguard World Fund 1,992542.5K $
73Alphabet Inc 1,868536K $
74Palantir Technologies Inc 3,136458.8K $
75AbbVie Inc 2,048445.4K $
76JPMorgan Chase & Co 1,294380.7K $
77Cummins Inc 686369.1K $
78JPMorgan Ultra-Short Municipal Income ETF 7,224368.3K $
79United Bankshares Inc/WV 8,841366.2K $
80Vanguard International Equity Index Funds 6,639358.8K $
81SPDR Series Trust 6,327358K $
82HCA Healthcare Inc 732346.4K $
83INVESCO AEROSPACE & DEFEN 2,083345.2K $
84Strategy Inc 2,684335K $
85Schwab U.S. Large-Cap ETF 12,768327.4K $
86Merck & Co Inc 2,721327.3K $
87Coca-Cola Co/The 4,120313.4K $
88Select Sector Spdr Trust 4,806294.4K $
89Southern Co/The 3,033292.8K $
90Micron Technology Inc 863291.4K $
91Casey's General Stores Inc 400291.1K $
92First Interstate BancSystem Inc 8,625288.1K $
93AT&T Inc 9,858285.8K $
94Grayscale Bitcoin Mini Trust E 9,335280K $
95Fidelity Wise Origin Bitcoin Fund 4,303254K $
96Pfizer Inc 9,030253.6K $
97iShares Core S&P Mid-Cap ETF 3,664247.4K $
98CSX Corp 5,997246.2K $
99Cisco Systems, Inc. 3,081239.1K $
100State Street SPDR Dow Jones REIT ETF 2,320234.3K $