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Curry Webb Wealth Management - Q1 2026 13F Filings

CU

Curry Webb Wealth Management LLC

CIK: 0002060114
Address: Indiana Indianapolis 500 E 96Th St.
$211.62 M
Portfolio Value
63
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 06/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IVV Ishares Core S&P 500 Etf
+$16.73 M
2. GSY Invesco Ultra Short Duration Etf
+$6.14 M
3. OMFL Invesco Russell 1000 Dynamic Multifactor Etf
+$4.2 M
4. HBAN Huntington Bancshares Incorporated
+$3.2 M
5. GTO Invesco Total Return Bond Etf
+$1.88 M

Top Sells

Q1 2026
1. XLG Invesco S&P 500 Top 50 Etf
−$10.85 M
2. CADE Cadence Bank
−$3.77 M
3. GOVI Invesco Equal Weight 0-30 Year Treasury Etf
−$2.15 M
4. AGG Ishares Core Us Aggregate Bond Etf
−$1.34 M
5. GLD Spdr Gold Shares
−$1.3 M

Asset Allocation

Stocks/ETFs
+4.99%
$211.62 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Curry Webb Wealth Management Q1 2026 Filing Summary

Curry Webb Wealth Management LLC filed its 13F report for Q1 2026 on June 10, 2026. The portfolio totaled 211.62 M reflecting a +4.99% change from the prior quarter, spanning 63 assets. The top 10 holdings comprised 62.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Curry Webb Wealth Management’s Q1 2026 Filing

Curry Webb Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 06/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Curry Webb Wealth Management reported a managed portfolio value of 211.62 M, consisting of 63 individual positions.

This page displays the raw filing documents. To see which stocks Curry Webb Wealth Management bought or sold during Q1 2026, please visit Curry Webb Wealth Management's Portfolio Analysis page.