Curry Webb Wealth Management Reports $259.8 Million in Holdings

Curry Webb Wealth Management LLC has recently filed its 13F-HR report, detailing its investment holdings as of September 30, 2026. The total value of the reported holdings is approximately $259.8 million. This filing is significant as it provides insights into the firm's investment strategies and positions within the financial advisory industry.

The report indicates that Curry Webb Wealth Management is actively managing a diverse portfolio, which includes substantial investments in prominent companies such as Amazon, Berkshire Hathaway, and Tesla. The firm’s strategy appears to focus on a mix of growth and value stocks, reflecting a balanced approach to investment.

Background

Curry Webb Wealth Management LLC, based in Indianapolis, Indiana, is classified as an investment advisory firm. The company is registered under the Central Index Key (CIK) number 0002060114. Its recent filings include the 13F-HR form submitted on October 22, 2026, and an amended version of the same form filed on the same day. This indicates a proactive approach in updating its disclosures to the SEC.

What the Filing Says

The filing reveals that the firm holds a total of 260 positions in various securities. Notably, the report states, "The total value of the holdings is $259,802,062." This figure underscores the firm's substantial presence in the investment landscape.

Impact

This update is relevant not only for investors and clients of Curry Webb Wealth Management but also for the broader financial advisory industry. By showcasing a diverse range of investments, the firm may influence trends in asset allocation and investment strategies among peers. The detailed holdings can provide insights into market sentiment and sector performance, which could be beneficial for other investment managers and financial analysts.

What's Next

The filing does not specify what actions will follow this report. However, it is likely that Curry Webb Wealth Management will continue to monitor its holdings and adjust its portfolio in response to market conditions and investment opportunities.