CURRAN FINANCIAL PARTNERS LLC
Q4 2022 Form 13-F
CHARLESTON, SOUTH CAROLINA
CIK 0001843867
· CRD 281943
· SEC-registered investment adviser
$207.3M Reported Value Total
CURRAN FINANCIAL PARTNERS, LLC reports 2,283 total accounts under management (AUM). There are 2,283 discretionary accounts valued at $295,416,902, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-06
Reported value
$207.3M
Quarter over quarter
+6.4%
Holdings
65
Top-10 concentration
50.6%
Filing Structure
Key People
Form ADV owners & control persons
Adam Brennen Curran
PRESIDENT
Matthew Michael Giggey
CHIEF COMPLIANCE OFFICER
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 14, 2023 |
| Form | 13F-HR |
| Reported value | $207.3M |
| Positions | 65 |
| Change in reported value | +5.1% |
| New positions | 10 |
| Exited positions | 7 |
| Position turnover | 23.6% |
| Top-10 concentration | 50.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 4, 2026
|
143 | $615.4M |
|
Q2 2026 13F
Filed Aug 12, 2026
|
140 | $671.8M |
|
Q1 2026 13F
Filed Apr 15, 2026
|
127 | $558.6M |
|
Q4 2025 13F
Filed Jan 22, 2026
|
129 | $526.5M |
|
Q3 2025 13F
Filed Oct 16, 2025
|
129 | $505.4M |
|
Q2 2025 13F
Filed Jul 21, 2025
|
120 | $452.5M |
|
Q1 2025 13F
Filed Apr 21, 2025
|
100 | $407.4M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
96 | $380.9M |
|
Q3 2024 13F
Filed Oct 16, 2024
|
90 | $352.1M |
|
Q2 2024 13F
Filed Jul 22, 2024
|
83 | $299.0M |
|
Q1 2024 13F
Filed May 2, 2024
|
82 | $287.5M |
|
Q4 2023 13F
Filed Jan 31, 2024
|
75 | $260.9M |
|
Q3 2023 13F
Filed Nov 9, 2023
|
76 | $229.4M |
|
Q2 2023 13F
Filed Jul 11, 2023
|
75 | $230.1M |
|
Q1 2023 13F
Filed May 2, 2023
|
66 | $210.7M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
65 | $207.3M |
|
Q3 2022 13F
Filed Nov 3, 2022
|
61 | $197.2M |
|
Q2 2022 13F
Filed Aug 5, 2022
|
57 | $211.9M |
|
Q1 2022 13F
Filed Apr 27, 2022
|
75 | $243.3M |
|
Q4 2021 13F
Filed Feb 10, 2022
|
74 | $235.6M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | YALL TIDAL ETF TR | $23.7M | 11.44% |
| 2 | SCHD SCHWAB STRATEGIC TR | $14.1M | 6.78% |
| 3 | VGT VANGUARD WORLD FDS | $11.6M | 5.58% |
| 4 | SPYD SPDR SER TR | $10.2M | 4.93% |
| 5 | LQD ISHARES TR | $8.1M | 3.91% |
| 6 | AOK ISHARES TR | $7.9M | 3.79% |
| 7 | JEPI J P MORGAN EXCHANGE TRADED F | $7.8M | 3.76% |
| 8 | VHT VANGUARD WORLD FDS | $7.8M | 3.74% |
| 9 | BND VANGUARD BD INDEX FDS | $6.9M | 3.31% |
| 10 | TIP ISHARES TR | $6.9M | 3.31% |
| 11 | MLPX GLOBAL X FDS | $6.6M | 3.18% |
| 12 | SJNK SPDR SER TR | $6.5M | 3.14% |
| 13 | VXUS VANGUARD STAR FDS | $5.0M | 2.42% |
| 14 | VYM VANGUARD WHITEHALL FDS | $5.0M | 2.39% |
| 15 | VFH VANGUARD WORLD FDS | $5.0M | 2.39% |
| 16 | VB VANGUARD INDEX FDS | $4.8M | 2.3% |
| 17 | VIG VANGUARD SPECIALIZED FUNDS | $4.0M | 1.93% |
| 18 | NOBL PROSHARES TR | $3.7M | 1.8% |
| 19 | HYG ISHARES TR | $3.7M | 1.77% |
| 20 | VIS VANGUARD WORLD FDS | $3.6M | 1.75% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.