Curry Webb Wealth Management LLC

CIK 0002060114 · Q1 2026

13F Equity AUM

$211.6M

+5.0% QoQ

Positions

-4 QoQ

AUM Rank

#7,174

Top 58%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 45.9%Top 10: 62.2%Top 20: 81.5%

IVV16.5%

VOOG8.9%

OMFL7.8%

VFLO7.3%

GSY5.3%

GQ93.9%

IJH3.5%

IEFA3.0%

IMFL3.0%

GTO3.0%

Others (53)37.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.4%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 63Median: 0.56%Avg: 1.59%

0–0.5%

27(5.7%)

0.5–1%

12(8.4%)

1–3%

16(29.7%)

3–5%

3(10.3%)

5%+

5(45.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 62Unique: 1vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.1%

BANK OF AMERICA CORP /DE/

1.2%

1.1%

1.6%

0.7%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased22Decreased37Exited5

New Positions

HBAN1.5%

+205K

Increased

GSY5.3%

+122K(+124%)

OMFL7.8%

+70K(+34%)

VFLO7.3%

+47K(+14%)

GTO3.0%

+40K(+43%)

IMFL3.0%

+32K(+19%)

IVV16.5%

+26K(+92%)

IJH3.5%

+24K(+28%)

IEFA3.0%

+18K(+33%)

IEMG2.5%

+10K(+16%)

SCHC1.2%

+7K(+16%)

Decreased

GOVI0.6%

-78,660(-65%)

IFLN1.6%

-34,548(-15%)

IQDF1.0%

-17,972(-21%)

SGOL0.2%

-15,289(-63%)

XHLF1.0%

-15,204(-27%)

AGG2.6%

-13,528(-20%)

QLV1.0%

-11,665(-28%)

QLVE0.3%

-10,364(-33%)

PRF2.1%

-7,468(-7%)

JPST1.2%

-5,915(-10%)

Exited

-183,002

-87,951

-4,706

-1,016

-3,084

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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