Curry Webb Wealth Management LLC quarter change: USA ETF, Reduced
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).
- IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 2026-03-31 108,563; Shares 2026-06-30 107,717.
- PRF: Country of operation —; Class RAFI US 1000 ETF; Shares 2026-03-31 94,580; Shares 2026-06-30 89,591.
- XHLF: Country of operation —; Class BLOOMBERG SIX MN; Shares 2026-03-31 41,109; Shares 2026-06-30 34,629.
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 9,480; Shares 2026-06-30 8,650.
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 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 108,563 | 107,717 | -846 | $7,331,279 | $8,306,028 | +$974,749 |
|---|
PRF
INVESCO EXCHANGE TRADED FD T | | RAFI US 1000 ETF | 94,580 | 89,591 | -4,989 | $4,495,396 | $4,840,621 | +$345,225 |
|---|
XHLF
BONDBLOXX ETF TRUST | | BLOOMBERG SIX MN | 41,109 | 34,629 | -6,480 | $2,069,016 | $1,741,839 | -$327,177 |
|---|
SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 9,480 | 8,650 | -830 | $6,165,223 | $6,459,561 | +$294,338 |
|---|
VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 40,481 | 40,369 | -112 | $2,593,998 | $2,876,312 | +$282,314 |
|---|
QLV
FLEXSHARES TR | | US QT LW VLTY | 30,727 | 25,659 | -5,068 | $2,208,964 | $1,937,044 | -$271,920 |
|---|
JAVA
J P MORGAN EXCHANGE TRADED F | | ACTIVE VALUE ETF | 21,202 | 16,046 | -5,156 | $1,521,244 | $1,274,213 | -$247,031 |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 3,049 | 2,977 | -72 | $1,821,931 | $2,044,755 | +$222,824 |
|---|
JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 50,613 | 47,897 | -2,716 | $2,561,524 | $2,422,151 | -$139,373 |
|---|
JSCP
J P MORGAN EXCHANGE TRADED F | | SHORT DURA CORE | 61,477 | 59,320 | -2,157 | $2,907,862 | $2,796,642 | -$111,220 |
|---|
IVW
ISHARES TR | | S&P 500 GRWT ETF | 9,066 | 8,151 | -915 | $1,025,416 | $1,121,017 | +$95,601 |
|---|
IWM
ISHARES TR | | RUSSELL 2000 ETF | 2,142 | 1,470 | -672 | $531,325 | $441,793 | -$89,532 |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 21,911 | 21,263 | -648 | $1,184,301 | $1,269,217 | +$84,916 |
|---|
SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 45,894 | 43,950 | -1,944 | $1,135,885 | $1,217,417 | +$81,532 |
|---|
RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 7,131 | 6,098 | -1,033 | $1,368,502 | $1,297,448 | -$71,054 |
|---|
QUAL
ISHARES TR | | MSCI USA QLT FCT | 2,833 | 2,763 | -70 | $543,364 | $606,286 | +$62,922 |
|---|
IQDF
FLEXSHARES TR | | INTL QLTDV IDX | 65,881 | 59,242 | -6,639 | $2,086,447 | $2,047,401 | -$39,046 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 14,732 | 12,702 | -2,030 | $4,726,173 | $4,700,248 | -$25,925 |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 8,336 | 7,137 | -1,199 | $1,036,305 | $1,058,544 | +$22,239 |
|---|
QLVE
FLEXSHARES TR | | EMRG MKT QT LW | 21,480 | 18,239 | -3,241 | $637,546 | $615,824 | -$21,722 |
|---|
SCHK
SCHWAB STRATEGIC TR | | 1000 INDEX ETF | 43,999 | 37,863 | -6,136 | $1,378,501 | $1,365,344 | -$13,157 |
|---|
JPME
J P MORGAN EXCHANGE TRADED F | | DIVERSFED RTRN | 2,101 | 1,994 | -107 | $240,628 | $247,684 | +$7,056 |
|---|
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