Curry Webb Wealth Management LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Curry Webb Wealth Management LLC opened 8 positions, added to 15, reduced 22, sold out of 4 and left 4 unchanged. The largest increase in value was VFLO (+$18,820,700); the largest decrease was VFLO (-$15,458,511).
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 53,507; Shares 2026-06-30 54,448.
- VOOG: Country of operation —; Class 500 GRTH IDX F; Shares 2026-03-31 46,455; Shares 2026-06-30 283,598.
- OMFL: Country of operation —; Class RUSL 1000 DYNM; Shares 2026-03-31 276,426; Shares 2026-06-30 305,807.
- AGG: Country of operation —; Class CORE US AGGBD ET; Shares 2026-03-31 55,264; Shares 2026-06-30 81,049.
Two Form 13F-HR filings compared (SEC CIK 2060114): 2026-03-31 (filed 2026-06-10) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 53,507 | 54,448 | +941 | $34,951,379 | $40,775,578 | +$5,824,199 |
|---|
VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 46,455 | 283,598 | +237,143 | $18,939,200 | $23,430,899 | +$4,491,699 |
|---|
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 |
|---|
AGG
ISHARES TR | | CORE US AGGBD ET | 55,264 | 81,049 | +25,785 | $5,486,057 | $8,022,253 | +$2,536,196 |
|---|
IEMG
ISHARES INC | | CORE MSCI EMKT | 75,275 | 83,780 | +8,505 | $5,250,424 | $6,940,321 | +$1,689,897 |
|---|
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 |
|---|
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 |
|---|
GTO
INVESCO ACTIVELY MANAGED EXC | | TOTAL RETURN | 134,445 | 156,630 | +22,185 | $6,296,044 | $7,341,241 | +$1,045,197 |
|---|
IEFA
ISHARES TR | | CORE MSCI EAFE | 70,952 | 75,946 | +4,994 | $6,423,283 | $7,334,912 | +$911,629 |
|---|
JMEE
J P MORGAN EXCHANGE TRADED F | | SMALL & MID CAP | 36,234 | 39,874 | +3,640 | $2,419,346 | $3,111,371 | +$692,025 |
|---|
SCHC
SCHWAB STRATEGIC TR | | INTL SCEQT ETF | 52,679 | 60,853 | +8,174 | $2,462,203 | $2,928,265 | +$466,062 |
|---|
GSY
INVESCO ACTIVELY MANAGED EXC | | ULTRA SHRT DUR | 221,496 | 226,685 | +5,189 | $11,101,398 | $11,368,238 | +$266,840 |
|---|
ESG
FLEXSHARES TR | | STOX US ESG SLCT | 4,457 | 4,480 | +23 | $676,351 | $787,482 | +$111,131 |
|---|
ESGU
ISHARES TR | | ESG AWR MSCI USA | 1,499 | 1,500 | +1 | $211,978 | $245,453 | +$33,475 |
|---|
DVY
ISHARES TR | | SELECT DIVID ETF | 1,500 | 1,508 | +8 | $227,136 | $235,748 | +$8,612 |
|---|
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