Curry Webb Wealth Management LLC has filed its Form 13F-HR with the SEC, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal office as 500 E 96TH ST. INDIANAPOLIS IN 46240 and identifies Michael Shunnarah as the consultant handling the submission.
The portfolio includes a diverse mix of individual stocks and exchange-traded funds (ETFs). Major positions include Broadcom Inc., with 117 shares; Medtronic PLC, with 225 shares; and USA Rare Earth Inc., with 300 shares. The firm also holds significant stakes in exchange-traded products, including the Invesco Actively Managed Exc Ultra Shrt Dur ETF with 216,261 shares and the Invesco Exch Trd Slf Idx Fd Intl Dev Dynamic with 212,050 shares.
Among the individual stock holdings, notable entries include Taiwan Semiconductor Manufacturing Sponsored ADSs with 85 shares, Netflix Inc. with 195 shares, and Rivian Automotive Inc. Class A with 255 shares. The filing also lists positions in KBR Inc., Boston Scientific Corp., and Marriott International Inc. Class A.
The portfolio features a heavy allocation to ETFs, including the iShares Core S&P 500 ETF with 53,703 shares and the Vanguard S&P 500 ETF Shares with 2,977 shares. Other ETF holdings include the iShares Core MSCI EAFE ETF with 70,359 shares and the iShares Core S&P Small-Cap ETF with 1,460 shares. The filing also includes positions in various sector-specific ETFs, such as the Select Sector SPDR Trust S&P 400 Mid and the SPDR Series Trust S&P Dividend.
