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Ryan Westerbeck

Curran Financial Partners, Llc

Assets Managed
$558.575M
Holdings
127
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
6.09%(2Q avg: 5.14%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Curran Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Curran Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 558.575M in assets, with a quarterly growth rate of 6.09% and a 2-quarter average growth rate of 5.14%. The portfolio is managed by Ryan Westerbeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
YALL
God Bless America Etf
Recent Activity
Decreased -0.56%
9.93%
$55.429M
1.324M shares@ $41.87 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 5.7%
7.54%
$42.07M
1.371M shares@ $30.68 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 10.08%
4.66%
$25.993M
337,085 shares@ $77.12 avg price
SPYD
Spdr Portfolio S&p 500 High
Recent Activity
Increased 7.04%
4.54%
$25.319M
556,216 shares@ $45.52 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 11.19%
4.52%
$25.193M
96,187 shares@ $261.93 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 9.72%
4.12%
$22.988M
405,584 shares@ $56.68 avg price
MLPX
Global X Mlp & Energy Infras
Recent Activity
Increased 4.24%
4.1%
$22.864M
309,224 shares@ $73.95 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 16.61%
3.72%
$20.775M
47,563 shares@ $436.79 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 9.25%
3.07%
$17.109M
684,920 shares@ $24.99 avg price
FLBL
Franklin Senior Loan Etf
Recent Activity
Increased 11.37%
3.03%
$16.872M
733,549 shares@ $23.0 avg price

1-10 of 127