Curry Webb Wealth Management LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Curry Webb Wealth Management LLC opened 9 positions, added to 34, reduced 44 and sold out of 8.
- Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 53,507.
- Q2 2026: Stock VOOG; Country of operation —; Class 500 GRTH IDX F; Shares before 46,455.
- Q2 2026: Stock OMFL; Country of operation —; Class RUSL 1000 DYNM; Shares before 276,426.
- Q2 2026: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 55,264.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2060114), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-10). 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 2026-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 53,507 | 54,448 | +941 | $34,951,379 | $40,775,578 | +$5,824,199 | 2026-08-13 |
|---|
| Q2 2026 | VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 46,455 | 283,598 | +237,143 | $18,939,200 | $23,430,899 | +$4,491,699 | 2026-08-13 |
|---|
| Q2 2026 | OMFL
INVESCO EXCH TRD SLF IDX FD | | RUSL 1000 DYNM | 276,426 | 305,807 | +29,381 | $16,618,718 | $20,959,990 | +$4,341,272 | 2026-08-13 |
|---|
| Q2 2026 | AGG
ISHARES TR | | CORE US AGGBD ET | 55,264 | 81,049 | +25,785 | $5,486,057 | $8,022,253 | +$2,536,196 | 2026-08-13 |
|---|
| Q2 2026 | IEMG
ISHARES INC | | CORE MSCI EMKT | 75,275 | 83,780 | +8,505 | $5,250,424 | $6,940,321 | +$1,689,897 | 2026-08-13 |
|---|
| Q2 2026 | GOVI
INVESCO EXCH TRADED FD TR II | | EQUAL WEGT 0-30 | 42,958 | 104,509 | +61,551 | $1,171,881 | $2,837,419 | +$1,665,538 | 2026-08-13 |
|---|
| Q2 2026 | IMFL
INVESCO EXCH TRD SLF IDX FD | | INTL DEV DYNAMIC | 199,457 | 223,176 | +23,719 | $6,310,810 | $7,663,848 | +$1,353,038 | 2026-08-13 |
|---|
| Q2 2026 | GTO
INVESCO ACTIVELY MANAGED EXC | | TOTAL RETURN | 134,445 | 156,630 | +22,185 | $6,296,044 | $7,341,241 | +$1,045,197 | 2026-08-13 |
|---|
| Q2 2026 | IEFA
ISHARES TR | | CORE MSCI EAFE | 70,952 | 75,946 | +4,994 | $6,423,283 | $7,334,912 | +$911,629 | 2026-08-13 |
|---|
| Q2 2026 | JMEE
J P MORGAN EXCHANGE TRADED F | | SMALL & MID CAP | 36,234 | 39,874 | +3,640 | $2,419,346 | $3,111,371 | +$692,025 | 2026-08-13 |
|---|
| Q2 2026 | SCHC
SCHWAB STRATEGIC TR | | INTL SCEQT ETF | 52,679 | 60,853 | +8,174 | $2,462,203 | $2,928,265 | +$466,062 | 2026-08-13 |
|---|
| Q2 2026 | GSY
INVESCO ACTIVELY MANAGED EXC | | ULTRA SHRT DUR | 221,496 | 226,685 | +5,189 | $11,101,398 | $11,368,238 | +$266,840 | 2026-08-13 |
|---|
| Q2 2026 | ESG
FLEXSHARES TR | | STOX US ESG SLCT | 4,457 | 4,480 | +23 | $676,351 | $787,482 | +$111,131 | 2026-08-13 |
|---|
| Q2 2026 | ESGU
ISHARES TR | | ESG AWR MSCI USA | 1,499 | 1,500 | +1 | $211,978 | $245,453 | +$33,475 | 2026-08-13 |
|---|
| Q2 2026 | DVY
ISHARES TR | | SELECT DIVID ETF | 1,500 | 1,508 | +8 | $227,136 | $235,748 | +$8,612 | 2026-08-13 |
|---|
| Q1 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 27,891 | 53,507 | +25,616 | $19,103,806 | $34,951,379 | +$15,847,573 | 2026-06-10 |
|---|
| Q1 2026 | GSY
INVESCO ACTIVELY MANAGED EXC | | ULTRA SHRT DUR | 99,076 | 221,496 | +122,420 | $4,978,569 | $11,101,398 | +$6,122,829 | 2026-06-10 |
|---|
| Q1 2026 | OMFL
INVESCO EXCH TRD SLF IDX FD | | RUSL 1000 DYNM | 206,624 | 276,426 | +69,802 | $12,630,910 | $16,618,718 | +$3,987,808 | 2026-06-10 |
|---|
| Q1 2026 | VFLO
VICTORY PORTFOLIOS II | | SHARES FREE CASH | 344,079 | 391,553 | +47,474 | $13,549,835 | $15,458,511 | +$1,908,676 | 2026-06-10 |
|---|
| Q1 2026 | GTO
INVESCO ACTIVELY MANAGED EXC | | TOTAL RETURN | 94,195 | 134,445 | +40,250 | $4,466,727 | $6,296,044 | +$1,829,317 | 2026-06-10 |
|---|
| Q1 2026 | IJH
ISHARES TR | | CORE S&P MCP ETF | 84,714 | 108,563 | +23,849 | $5,591,117 | $7,331,279 | +$1,740,162 | 2026-06-10 |
|---|
| Q1 2026 | IEFA
ISHARES TR | | CORE MSCI EAFE | 53,330 | 70,952 | +17,622 | $4,770,900 | $6,423,283 | +$1,652,383 | 2026-06-10 |
|---|
| Q1 2026 | IMFL
INVESCO EXCH TRD SLF IDX FD | | INTL DEV DYNAMIC | 167,741 | 199,457 | +31,716 | $4,997,017 | $6,310,810 | +$1,313,793 | 2026-06-10 |
|---|
| Q1 2026 | IEMG
ISHARES INC | | CORE MSCI EMKT | 64,811 | 75,275 | +10,464 | $4,356,589 | $5,250,424 | +$893,835 | 2026-06-10 |
|---|
| Q1 2026 | VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 43,531 | 46,455 | +2,924 | $19,353,443 | $18,939,200 | -$414,243 | 2026-06-10 |
|---|
| Q1 2026 | SCHC
SCHWAB STRATEGIC TR | | INTL SCEQT ETF | 45,343 | 52,679 | +7,336 | $2,064,454 | $2,462,203 | +$397,749 | 2026-06-10 |
|---|
| Q1 2026 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 40,431 | 40,481 | +50 | $2,525,717 | $2,593,998 | +$68,281 | 2026-06-10 |
|---|
| Q1 2026 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 2,830 | 2,833 | +3 | $562,097 | $543,364 | -$18,733 | 2026-06-10 |
|---|
| Q1 2026 | NULG
NUSHARES ETF TR | | NUVEEN ESG LRGCP | 3,380 | 3,830 | +450 | $330,550 | $348,287 | +$17,737 | 2026-06-10 |
|---|
| Q1 2026 | DVY
ISHARES TR | | SELECT DIVID ETF | 1,492 | 1,500 | +8 | $210,635 | $227,136 | +$16,501 | 2026-06-10 |
|---|
| Q1 2026 | ESG
FLEXSHARES TR | | STOX US ESG SLCT | 4,374 | 4,457 | +83 | $692,192 | $676,351 | -$15,841 | 2026-06-10 |
|---|
| Q1 2026 | SPSM
SPDR SERIES TRUST | | STATE STREET SPD | 8,251 | 8,266 | +15 | $386,661 | $399,391 | +$12,730 | 2026-06-10 |
|---|
| Q1 2026 | ESGU
ISHARES TR | | ESG AWR MSCI USA | 1,498 | 1,499 | +1 | $223,172 | $211,978 | -$11,194 | 2026-06-10 |
|---|
| Q1 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | 2,167 | 2,171 | +4 | $204,025 | $201,359 | -$2,666 | 2026-06-10 |
|---|
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