Curry Webb Wealth Management LLC: 13F holdings
CIK 20601142026Q2
| Positions | 67 |
|---|
| Reported value | $241.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 67 (+4 vs prior quarter) |
|---|
| Reported value | $241.5m (+14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 54,448 | $40.8m | 16.9% |
| VOOG VANGUARD ADMIRAL FDS INC | 283,598 | $23.4m | 9.7% |
| OMFL INVESCO EXCH TRD SLF IDX FD | 305,807 | $21.0m | 8.7% |
| ACT VICTORY PORTFOLIOS II | 411,381 | $18.8m | 7.8% |
| GSY INVESCO ACTIVELY MANAGED EXC | 226,685 | $11.4m | 4.7% |
| IJH ISHARES TR | 107,717 | $8.3m | 3.4% |
| AGG ISHARES TR | 81,049 | $8.0m | 3.3% |
| IMFL INVESCO EXCH TRD SLF IDX FD | 223,176 | $7.7m | 3.2% |
| GTO INVESCO ACTIVELY MANAGED EXC | 156,630 | $7.3m | 3.0% |
| IEFA ISHARES TR | 75,946 | $7.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2060114")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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