Curry Webb Wealth Management LLC
Long book
$211.6M
Q1 2026
Positions
63
Top-10 weight
62%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsCurry Webb Wealth Management LLC is a wealth-management firm allocating client money, specialised in financials (73% of the long book), running a $211.6M US long book across 63 positions.
The portfolio is concentrated: the top 10 names carry 62% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD S&P 500 GROWTH ETF, INVESCO RUSSELL 1000 DYN M/F, VICTORYSHARES FREE CASH FLOW, INVESCO ULTRA SHORT DURATION.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.2%
Q1 2026
+11.3%
Sector allocation
Financials 44%
Technology 27%
Healthcare 18%
Consumer discretionary 11%
Long book by quarter
What does Curry Webb own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| HBAN HUNTINGTON BANCSHARES INC | Financials | 204.7K | $3.2M | 1.5% | New |
| LLY ELI LILLY & CO | Healthcare | 2.1K | $2.0M | 0.9% | -5.1% |
| AAPL APPLE INC | Technology | 4.3K | $1.1M | 0.5% | +47.1% |
| C CITIGROUP INC | Financials | 9.4K | $1.1M | 0.5% | 0.0% |
| MBIN MERCHANTS BANCORP/IN | Financials | 14.1K | $604K | 0.3% | -18.3% |
| GOOGL ALPHABET INC-CL A | Technology | 1.6K | $447K | 0.2% | -8.7% |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.4K | $444K | 0.2% | -0.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.1K | $442K | 0.2% | -4.7% |
| MSFT MICROSOFT CORP | Technology | 1.2K | $428K | 0.2% | -3.6% |
| NVDA NVIDIA CORP | Technology | 2.1K | $358K | 0.2% | -5.7% |
| WMT WALMART INC | Consumer discretionary | 2.8K | $346K | 0.2% | +6.5% |
| GOOG ALPHABET INC-CL C | Technology | 1.2K | $335K | 0.2% | -2.3% |
| META META PLATFORMS INC-CLASS A | Technology | 463 | $265K | 0.1% | +4.3% |