Curry Webb Wealth Management LLC has filed a Form 13F-HR/A, which constitutes a restatement of the firm's institutional investment holdings as of September 30, 2026. The filing was submitted to the Securities and Exchange Commission on October 22, 2026, and lists Sadie Adams as the Senior Compliance Consultant responsible for the report.
The portfolio consists of 67 separate holdings. The largest position in the portfolio is the iShares Core S&P 500 ETF, with a reported value of $46,428,720,000. This is followed by the Vanguard Admiral Shares 500 Growth Index Fund, valued at $9,219,325,050, and the Invesco Exchange Traded Fund Russell 1000 Dynamic, valued at $4,613,861,900.
The remainder of the portfolio is diversified across various exchange-traded funds (ETFs). The top holdings include the Victory Portfolios II Shares FR CA FL ETF ($18,820,700), the Invesco Actively Managed Equity Ultra Short Duration ETF ($11,368,238), and the iShares Core S&P Mid-Cap ETF ($8,306,028). The filing also lists significant positions in gold ETFs, including SPDR Gold Shares ($6,830,134) and iShares Gold Trust ($314,348).
Among individual stocks, Eli Lilly & Co. is the largest holding, with a value of $2,567,373. Other notable individual stock positions include Huntington Bancshares Inc. ($3,537,791), Citigroup Inc. ($843,119), and Apple Inc. ($899,792). The filing indicates that all positions are held in a Sole voting capacity with no shared investment power.
