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Rodrigo Diaz

Curry Webb Wealth Management Llc

Assets Managed
$211.623M
Holdings
63
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Curry Webb Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Curry Webb Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 211.623M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Rodrigo Diaz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
New Position
16.52%
$34.951M
53,507 shares@ $653.22 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
New Position
8.95%
$18.939M
46,455 shares@ $407.69 avg price
OMFL
Invesco Russell 1000 Dyn M F
Recent Activity
New Position
7.86%
$16.619M
276,426 shares@ $60.12 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
New Position
7.31%
$15.459M
391,553 shares@ $39.48 avg price
GSY
Invesco Ultra Short Duration
Recent Activity
New Position
5.25%
$11.101M
221,496 shares@ $50.13 avg price
GLD
Spdr Gold Shares
Recent Activity
New Position
3.85%
$8.139M
18,914 shares@ $430.29 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
New Position
3.47%
$7.331M
108,563 shares@ $67.54 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
New Position
3.04%
$6.423M
70,952 shares@ $90.53 avg price
IMFL
Invesco Int Dvlp Dyn Multi
Recent Activity
New Position
2.99%
$6.311M
199,457 shares@ $31.64 avg price
GTO
Invesco Total Return Bond Et
Recent Activity
New Position
2.98%
$6.296M
134,445 shares@ $46.83 avg price

1-10 of 63