ETF Holders

Curry Webb Wealth Management LLC ETF holdings

Indianapolis, IN

Reported $229.4M in 53 ETFs in its Form 13F for June 30, 2026.

ETF value
$229.4M
ETFs held
53
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
95.0%
of $241.5M

Top 10 of 53 ETF holdings

TickerFundValueSharesChange
IVViShares Core S&P 500 ETF$40.8M54,448New position
VOOGVanguard S&P 500 Growth ETF$23.4M283,598New position
OMFLInvesco Russell 1000 Dynamic Multifactor ETF$21.0M305,807New position
VFLOVictoryshares Free Cash Flow ETF$18.8M411,381New position
GSYInvesco Ultra Short Duration ETF$11.4M226,685New position
IJHiShares Core S&P Mid-Cap ETF$8.3M107,717New position
AGGiShares Core U.S. Aggregate Bond ETF$8.0M81,049New position
IMFLInvesco International Developed Dynamic Multifactor ETF$7.7M223,176New position
GTOInvesco Total Return Bond ETF$7.3M156,630New position
IEFAiShares Core MSCI EAFE ETF$7.3M75,946New position
43 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002060114. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Curry Webb Wealth Management LLC own?

Curry Webb Wealth Management LLC reported 53 ETF positions worth $229.4M in its Form 13F for June 30, 2026. The largest was IVV, at $40.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.