# EDGAR Filing Document

**Accession Number:** 0001843867
**File Stem:** 0001843867-26-000003
**Filing Date:** 2026-4
**Character Count:** 16597
**Document Hash:** 892c350aba82dac1fbd8605bf06b5d1d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001843867-26-000003.hdr.sgml**: 20260415

**ACCESSION NUMBER**: 0001843867-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260415

**DATE AS OF CHANGE**: 20260415

**EFFECTIVENESS DATE**: 20260415

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Curran Financial Partners, LLC
- **CENTRAL INDEX KEY:** 0001843867

**ORGANIZATION NAME:**
- **EIN:** 474861638
- **STATE OF INCORPORATION:** SC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21080
- **FILM NUMBER:** 26863746

**BUSINESS ADDRESS:**
- **STREET 1:** 115 RIVER LANDING DRIVE  SUITE 200
- **CITY:** DANIEL ISLAND
- **STATE:** SC
- **ZIP:** 29492
- **BUSINESS PHONE:** 843-300-1180

**MAIL ADDRESS:**
- **STREET 1:** 115 RIVER LANDING DRIVE  SUITE 200
- **CITY:** DANIEL ISLAND
- **STATE:** SC
- **ZIP:** 29492

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Curran Financial Partners LLC<br>**Address:** 115 RIVER LANDING DRIVE  SUITE 200<br>DANIEL ISLAND, SC 29492

**Form 13F File Number:** 028-21080

**CRD Number (if applicable):** 000281943

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan Westerbeck<br>**Title:** Consultant<br>**Phone:** 513-562-1671

**Signature, Place, and Date of Signing:**

Ryan Westerbeck  COVINGTON, KY  04-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 127

**Form 13F Information Table Value Total:** $558575287

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| MCDONALDS CORP | COM | 580135101 |  | 231691 | 745 | SH |  | SOLE |  | 0 | 0 | 745 |
| GABELLI EQUITY TR INC | COM | 362397101 |  | 85820 | 15325 | SH |  | SOLE |  | 0 | 0 | 15325 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 368280 | 7224 | SH |  | SOLE |  | 0 | 0 | 7224 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 25992637 | 337085 | SH |  | SOLE |  | 0 | 0 | 337085 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 254006 | 4303 | SH |  | SOLE |  | 0 | 0 | 4303 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 901863 | 2115 | SH |  | SOLE |  | 0 | 0 | 2115 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 220005 | 651 | SH |  | SOLE |  | 0 | 0 | 651 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 12017534 | 145227 | SH |  | SOLE |  | 0 | 0 | 145227 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 208771 | 1892 | SH |  | SOLE |  | 0 | 0 | 1892 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1523175 | 8978 | SH |  | SOLE |  | 0 | 0 | 8978 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 3525287 | 5421 | SH |  | SOLE |  | 0 | 0 | 5421 |
| CISCO SYS INC | COM | 17275R102 |  | 239081 | 3081 | SH |  | SOLE |  | 0 | 0 | 3081 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 535972 | 1868 | SH |  | SOLE |  | 0 | 0 | 1868 |
| ISHARES TR | CORE 30/70 CONSE | 464289883 |  | 8099105 | 203036 | SH |  | SOLE |  | 0 | 0 | 203036 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 14007010 | 94578 | SH |  | SOLE |  | 0 | 0 | 94578 |
| MICROSOFT CORP | COM | 594918104 |  | 2602390 | 7030 | SH |  | SOLE |  | 0 | 0 | 7030 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 778056 | 12413 | SH |  | SOLE |  | 0 | 0 | 12413 |
| STRATEGY INC | CL A NEW | 594972408 |  | 334963 | 2684 | SH |  | SOLE |  | 0 | 0 | 2684 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 42069820 | 1371246 | SH |  | SOLE |  | 0 | 0 | 1371246 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 5031521 | 85950 | SH |  | SOLE |  | 0 | 0 | 85950 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1468157 | 4576 | SH |  | SOLE |  | 0 | 0 | 4576 |
| BROADCOM INC | COM | 11135F101 |  | 210547 | 680 | SH |  | SOLE |  | 0 | 0 | 680 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 |  | 366194 | 8841 | SH |  | SOLE |  | 0 | 0 | 8841 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 358834 | 6639 | SH |  | SOLE |  | 0 | 0 | 6639 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 22864038 | 309224 | SH |  | SOLE |  | 0 | 0 | 309224 |
| ISHARES TR | CORE S ETF | 464287200 |  | 550622 | 843 | SH |  | SOLE |  | 0 | 0 | 843 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 357982 | 6327 | SH |  | SOLE |  | 0 | 0 | 6327 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 2545258 | 2554 | SH |  | SOLE |  | 0 | 0 | 2554 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 957921 | 1999 | SH |  | SOLE |  | 0 | 0 | 1999 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 262332 | 7839 | SH |  | SOLE |  | 0 | 0 | 7839 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 |  | 936288 | 4155 | SH |  | SOLE |  | 0 | 0 | 4155 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 942074 | 8504 | SH |  | SOLE |  | 0 | 0 | 8504 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 346412 | 732 | SH |  | SOLE |  | 0 | 0 | 732 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 294388 | 4806 | SH |  | SOLE |  | 0 | 0 | 4806 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 1521366 | 7678 | SH |  | SOLE |  | 0 | 0 | 7678 |
| FIRST INTST BANCSYSTEM INC | COM | 32055Y201 |  | 288075 | 8625 | SH |  | SOLE |  | 0 | 0 | 8625 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 231299 | 2182 | SH |  | SOLE |  | 0 | 0 | 2182 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 8276354 | 75937 | SH |  | SOLE |  | 0 | 0 | 75937 |
| TIDAL TRUST I | GOD BLESS AMER | 886364462 |  | 55428756 | 1324146 | SH |  | SOLE |  | 0 | 0 | 1324146 |
| CSX CORP | COM | 126408103 |  | 246177 | 5997 | SH |  | SOLE |  | 0 | 0 | 5997 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 213223 | 2469 | SH |  | SOLE |  | 0 | 0 | 2469 |
| IMMUNITYBIO INC | COM | 45256X103 |  | 81624 | 10642 | SH |  | SOLE |  | 0 | 0 | 10642 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 13138639 | 269732 | SH |  | SOLE |  | 0 | 0 | 269732 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 8916899 | 180139 | SH |  | SOLE |  | 0 | 0 | 180139 |
| WALMART INC | COM | 931142103 |  | 565543 | 4551 | SH |  | SOLE |  | 0 | 0 | 4551 |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 |  | 16871625 | 733549 | SH |  | SOLE |  | 0 | 0 | 733549 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 2923737 | 9121 | SH |  | SOLE |  | 0 | 0 | 9121 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 458752 | 3136 | SH |  | SOLE |  | 0 | 0 | 3136 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 25193313 | 96187 | SH |  | SOLE |  | 0 | 0 | 96187 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 291144 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| MERCK  CO INC | COM | 58933Y105 |  | 327323 | 2721 | SH |  | SOLE |  | 0 | 0 | 2721 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 |  | 7572778 | 209424 | SH |  | SOLE |  | 0 | 0 | 209424 |
| AMAZON COM INC | COM | 023135106 |  | 2070790 | 9943 | SH |  | SOLE |  | 0 | 0 | 9943 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 205358 | 1652 | SH |  | SOLE |  | 0 | 0 | 1652 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 1517215 | 8768 | SH |  | SOLE |  | 0 | 0 | 8768 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 380708 | 1294 | SH |  | SOLE |  | 0 | 0 | 1294 |
| GLOBAL X FDS | DATA CTR  DIGIT | 37954Y236 |  | 795304 | 33193 | SH |  | SOLE |  | 0 | 0 | 33193 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 6987360 | 262584 | SH |  | SOLE |  | 0 | 0 | 262584 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 2520213 | 50801 | SH |  | SOLE |  | 0 | 0 | 50801 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R408 |  | 17109313 | 684920 | SH |  | SOLE |  | 0 | 0 | 684920 |
| CUMMINS INC | COM | 231021106 |  | 369082 | 686 | SH |  | SOLE |  | 0 | 0 | 686 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 1063663 | 15015 | SH |  | SOLE |  | 0 | 0 | 15015 |
| TESLA INC | COM | 88160R101 |  | 727887 | 1958 | SH |  | SOLE |  | 0 | 0 | 1958 |
| RBB FD INC | US TREASRY 12 MT | 74933W478 |  | 928140 | 18535 | SH |  | SOLE |  | 0 | 0 | 18535 |
| RBB FD INC | US TRSRY 6 MNTH | 74933W460 |  | 928557 | 18560 | SH |  | SOLE |  | 0 | 0 | 18560 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2809817 | 4868 | SH |  | SOLE |  | 0 | 0 | 4868 |
| SOUTHERN CO | COM | 842587107 |  | 292759 | 3033 | SH |  | SOLE |  | 0 | 0 | 3033 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 4424836 | 87899 | SH |  | SOLE |  | 0 | 0 | 87899 |
| EA SERIES TRUST | STRIVE 500 ETF | 02072L680 |  | 1665412 | 39681 | SH |  | SOLE |  | 0 | 0 | 39681 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3323634 | 19058 | SH |  | SOLE |  | 0 | 0 | 19058 |
| COCA COLA CO | COM | 191216100 |  | 313364 | 4120 | SH |  | SOLE |  | 0 | 0 | 4120 |
| VISA INC | COM CL A | 92826C839 |  | 231214 | 765 | SH |  | SOLE |  | 0 | 0 | 765 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 3788477 | 12134 | SH |  | SOLE |  | 0 | 0 | 12134 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 345232 | 2083 | SH |  | SOLE |  | 0 | 0 | 2083 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 22988480 | 405584 | SH |  | SOLE |  | 0 | 0 | 405584 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 20774872 | 47563 | SH |  | SOLE |  | 0 | 0 | 47563 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 |  | 941951 | 39077 | SH |  | SOLE |  | 0 | 0 | 39077 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 12049674 | 56029 | SH |  | SOLE |  | 0 | 0 | 56029 |
| BNY MELLON ETF TRUST | CORE BOND ETF | 09661T602 |  | 13533076 | 320689 | SH |  | SOLE |  | 0 | 0 | 320689 |
| RBB FD INC | US TREAS 3 YR NT | 74933W494 |  | 924770 | 18690 | SH |  | SOLE |  | 0 | 0 | 18690 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1044933 | 11781 | SH |  | SOLE |  | 0 | 0 | 11781 |
| PFIZER INC | COM | 717081103 |  | 253567 | 9030 | SH |  | SOLE |  | 0 | 0 | 9030 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 9392041 | 47870 | SH |  | SOLE |  | 0 | 0 | 47870 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 25318937 | 556216 | SH |  | SOLE |  | 0 | 0 | 556216 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 291418 | 863 | SH |  | SOLE |  | 0 | 0 | 863 |
| GE VERNOVA INC | COM | 36828A101 |  | 552663 | 633 | SH |  | SOLE |  | 0 | 0 | 633 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 2333163 | 23830 | SH |  | SOLE |  | 0 | 0 | 23830 |
| GABELLI EQUITY TR INC | RIGHT 04/14/2026 | 362397226 |  | 107 | 15330 | SH |  | SOLE |  | 0 | 0 | 15330 |
| ABBVIE INC | COM | 00287Y109 |  | 445390 | 2048 | SH |  | SOLE |  | 0 | 0 | 2048 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 1108433 | 16267 | SH |  | SOLE |  | 0 | 0 | 16267 |
| RBB FD INC | US TREASY 2 YR | 74933W486 |  | 926924 | 19198 | SH |  | SOLE |  | 0 | 0 | 19198 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 650076 | 4501 | SH |  | SOLE |  | 0 | 0 | 4501 |
| GE AEROSPACE | COM NEW | 369604301 |  | 675421 | 2380 | SH |  | SOLE |  | 0 | 0 | 2380 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 279957 | 9335 | SH |  | SOLE |  | 0 | 0 | 9335 |
| CHEVRON CORPORATION | COM | 166764100 |  | 1357082 | 6559 | SH |  | SOLE |  | 0 | 0 | 6559 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 755631 | 1083 | SH |  | SOLE |  | 0 | 0 | 1083 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 204837 | 838 | SH |  | SOLE |  | 0 | 0 | 838 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 839662 | 3930 | SH |  | SOLE |  | 0 | 0 | 3930 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 6839675 | 15896 | SH |  | SOLE |  | 0 | 0 | 15896 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 327372 | 12768 | SH |  | SOLE |  | 0 | 0 | 12768 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 |  | 773143 | 16263 | SH |  | SOLE |  | 0 | 0 | 16263 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 1136274 | 24347 | SH |  | SOLE |  | 0 | 0 | 24347 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 7606998 | 103300 | SH |  | SOLE |  | 0 | 0 | 103300 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 |  | 15238245 | 375882 | SH |  | SOLE |  | 0 | 0 | 375882 |
| META PLATFORMS INC | CL A | 30303M102 |  | 659908 | 1153 | SH |  | SOLE |  | 0 | 0 | 1153 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 210567 | 3286 | SH |  | SOLE |  | 0 | 0 | 3286 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1502582 | 5225 | SH |  | SOLE |  | 0 | 0 | 5225 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 |  | 10570186 | 453267 | SH |  | SOLE |  | 0 | 0 | 453267 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 1357957 | 3542 | SH |  | SOLE |  | 0 | 0 | 3542 |
| ISHARES TR | FUTURE EXPONENTI | 46434V381 |  | 665137 | 9760 | SH |  | SOLE |  | 0 | 0 | 9760 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 1185966 | 22724 | SH |  | SOLE |  | 0 | 0 | 22724 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 742280 | 14069 | SH |  | SOLE |  | 0 | 0 | 14069 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 11285048 | 635777 | SH |  | SOLE |  | 0 | 0 | 635777 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 10642520 | 116134 | SH |  | SOLE |  | 0 | 0 | 116134 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 2192672 | 9763 | SH |  | SOLE |  | 0 | 0 | 9763 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 542495 | 1992 | SH |  | SOLE |  | 0 | 0 | 1992 |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | 316092303 |  | 686676 | 13122 | SH |  | SOLE |  | 0 | 0 | 13122 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 247430 | 3664 | SH |  | SOLE |  | 0 | 0 | 3664 |
| AT INC | COM | 00206R102 |  | 285772 | 9858 | SH |  | SOLE |  | 0 | 0 | 9858 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A607 |  | 234263 | 2320 | SH |  | SOLE |  | 0 | 0 | 2320 |
| APPLE INC | COM | 037833100 |  | 7113111 | 28028 | SH |  | SOLE |  | 0 | 0 | 28028 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 6364022 | 127408 | SH |  | SOLE |  | 0 | 0 | 127408 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2572207 | 4305 | SH |  | SOLE |  | 0 | 0 | 4305 |
| ARK ETF TR | BLOCKCHAIN  FIN | 00214Q708 |  | 784945 | 20651 | SH |  | SOLE |  | 0 | 0 | 20651 |
| LOWES COS INC | COM | 548661107 |  | 890741 | 3770 | SH |  | SOLE |  | 0 | 0 | 3770 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 1215587 | 70184 | SH |  | SOLE |  | 0 | 0 | 70184 |
| CATERPILLAR INC | COM | 149123101 |  | 225447 | 318 | SH |  | SOLE |  | 0 | 0 | 318 |

---