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Curran Financial Partners, LLC Historic Quarter Change: USA ETF, New, 2025 Q3

Curran Financial Partners, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Curran Financial Partners, LLC opened 106 positions, added to 384, reduced 187 and sold out of 70.

  • Q3 2025: Stock BKAG; Country of operation —; Class CORE BOND ETF; Shares before 0.
  • Q3 2025: Stock VCIT; Country of operation —; Class INT-TERM CORP; Shares before 0.
  • Q3 2025: Stock SPHY; Country of operation —; Class PORTFLI HIGH YLD; Shares before 0.
  • Q3 2025: Stock SCHP; Country of operation —; Class US TIPS ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843867), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025BKAG
BNY MELLON ETF TRUST
CORE BOND ETF0103,100+103,100$0$4,392,060+$4,392,0602025-10-16
Q3 2025VCIT
VANGUARD SCOTTSDALE FDS
INT-TERM CORP046,333+46,333$0$3,897,069+$3,897,0692025-10-16
Q3 2025SPHY
SPDR SERIES TRUST
PORTFLI HIGH YLD0144,165+144,165$0$3,451,310+$3,451,3102025-10-16
Q3 2025SCHP
SCHWAB STRATEGIC TR
US TIPS ETF084,791+84,791$0$2,285,117+$2,285,1172025-10-16
Q3 2025XT
ISHARES TR
FUTURE EXPONENTI09,760+9,760$0$702,140+$702,1402025-10-16
Q3 2025ARKF
ARK ETF TR
FINTECH INNOVA011,281+11,281$0$640,761+$640,7612025-10-16
Q3 2025SHLD
GLOBAL X FDS
DEFENSE TECH ETF08,151+8,151$0$572,526+$572,5262025-10-16
Q3 2025DTCR
GLOBAL X FDS
DATA CTR & DIGIT018,373+18,373$0$376,271+$376,2712025-10-16
Q3 2025ETHE
GRAYSCALE ETHEREUM TRUST ETF
United StatesSHS09,537+9,537$0$326,833+$326,8332025-10-16
Q3 2025SCHX
SCHWAB STRATEGIC TR
US LRG CAP ETF011,163+11,163$0$294,033+$294,0332025-10-16
Q3 2025BNDX
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF04,395+4,395$0$217,377+$217,3772025-10-16
Q3 2025IJR
ISHARES TR
CORE S&P SCP ETF01,740+1,740$0$206,725+$206,7252025-10-16

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