Curran Financial Partners, LLC

RIA/Wealth

Curran Financial Partners, LLC is a RIA/Wealth based in Daniel Island, SC led by Adam Brennen Curran, reporting $592.9M in AUM as of Q3 2025 with 85% ETF concentration and minimal technology exposure.

PresidentAdam Brennen Curran

Portfolio Value: $505.4M
Positions: 129
Top Holding: YALL at 12.09%
Last Reported: Q3 2025

Address115 River Landing Dr, Suite 200, Daniel Island, SC, 29492, United States

Top Holdings

Largest long holdings in Curran Financial Partners, LLC's portfolio (47.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 YALL God Bless America YALL	ETF ETF	$61.1M	12.09%	+$63.7K Bought	— 1.4M shares	Q4 2022 Held for 2y 11m
2 Schwab US Dividend Equity SCHD	ETF ETF	$32.7M	6.47%	+$3.1M Bought	— 1.2M shares	Q4 2021 Held for 3y 11m
3 SPDR Portfolio S&P 500 High Dividend ETF SPYD	ETF ETF	$21.3M	4.22%	+$1.5M Bought	— 485.1K shares	Q4 2022 Held for 2y 11m
4 Vanguard Total International Stock VXUS	ETF ETF	$20.3M	4.03%	+$3.0M Bought	— 277.0K shares	Q4 2020 Held for 4y 11m
5 JPMorgan Equity Premium Income JEPI	ETF ETF	$19.4M	3.84%	+$2.2M Bought	— 340.3K shares	Q4 2021 Held for 3y 11m
6 Vanguard Small-Cap ETF VB	ETF ETF	$19.3M	3.81%	+$2.9M Bought	— 75.8K shares	Q4 2020 Held for 4y 11m
7 Vanguard Growth VUG	ETF ETF	$17.2M	3.41%	+$2.4M Bought	— 35.9K shares	Q4 2020 Held for 4y 11m
8 Global X MLP & Energy Infrastructure MLPX	ETF ETF	$17.2M	3.41%	+$1.5M Bought	— 274.6K shares	Q2 2021 Held for 4y 5m
9 Vanguard Information Technology VGT	ETF ETF	$16.7M	3.31%	+$489.8K Bought	— 22.4K shares	Q4 2022 Held for 2y 11m
10 SPDR Bloomberg Short Term High Yield Bond SJNK	ETF ETF	$14.9M	2.95%	+$1.4M Bought	— 582.9K shares	Q3 2022 Held for 3y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Curran Financial Partners, LLC's latest filing

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GthenC

Market Value

$505.4M

Prior: $452.3M

Q/Q Change

+11.73%

+$53.0M

Net Flows % of MV

+5.57%

Turnover Ratio

9.88%

New Purchases

11 stocks

$14.5M

Added To

62 stocks

+$48.2M

Sold Out Of

4 stocks

$4.3M

Reduced Holdings

49 stocks

-$30.1M

Increased Positions

Position	Shares Δ	Change
1 BKAG BNY Mellon Core Bond BKAG	New	0 → 103.1K +$4.4M
2 Vanguard Intermediate-Term Corporate Bond VCIT	New	0 → 46.3K +$3.9M
3 SPDR Portfolio High Yield Bond SPHY	New	0 → 144.2K +$3.5M
4 ARKF ARK Fintech Innovation ARKF	New	0 → 11.3K +$640.8K
5 Global X Defense Tech SHLD	New	0 → 8.2K +$572.5K

Decreased Positions

Position	Shares Δ	Change
1 iShares iBoxx High Yield Corporate Bond HYG	Sold	44.8K → 0 −$3.6M
2 Invesco Water Resources PHO	Sold	4.1K → 0 −$284.7K
3 International Business Machines IBM	Sold	704.0 → 0 −$207.5K
4 Pinnacle Financial Partners PNFP	Sold	1.9K → 0 −$206.9K
5 iShares TIPS Bond TIP	-90.12%	25.3K → 2.5K −$2.5M