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Cura Wealth Advisors

Latest statistics and disclosures from Cura Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056729

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Positions held by Cura Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cura Wealth Advisors

Cura Wealth Advisors holds 141 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Abbvie (ABBV)	24.4	$64M	282k	228.49	View chart
Fs Kkr Capital Corp (FSK)	13.2	$35M	2.3M	14.81	View chart
Abbott Laboratories (ABT)	10.8	$29M	228k	125.29	View chart
Apollo Commercial Real Est. Finance (ARI)	3.0	$8.0M	823k	9.68	View chart
Midcap Financial Invstmnt Com New (MFIC)	2.8	$7.3M	642k	11.44	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.1	$5.7M	40k	141.06	View chart
Apple (AAPL)	1.9	$5.1M	19k	271.86	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	1.8	$4.6M	41k	113.78	View chart
Granite Pt Mtg Tr Com Stk (GPMT)	1.7	$4.5M	1.9M	2.40	View chart
Ares Coml Real Estate (ACRE)	1.6	$4.3M	907k	4.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.4	$3.8M	14k	268.30	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	1.4	$3.6M	188k	19.13	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.4	$3.6M	307k	11.63	View chart
Golub Capital BDC (GBDC)	1.3	$3.4M	248k	13.57	View chart
Microsoft Corporation (MSFT)	1.3	$3.3M	6.8k	483.65	View chart
Blackrock Muniyield Quality Fund (MQY)	1.2	$3.1M	271k	11.30	View chart
Amazon (AMZN)	1.1	$2.9M	13k	230.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$2.9M	29k	100.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.5M	7.6k	335.26	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.9	$2.4M	244k	9.73	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.8	$2.0M	43k	47.02	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.7	$1.9M	27k	68.36	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.8M	10k	177.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.8M	2.6k	684.99	View chart
NVIDIA Corporation (NVDA)	0.7	$1.8M	9.5k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.6M	5.2k	312.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.5M	3.0k	502.65	View chart
Oracle Corporation (ORCL)	0.5	$1.5M	7.4k	194.92	View chart
IDEXX Laboratories (IDXX)	0.5	$1.4M	2.1k	676.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.4M	2.2k	627.08	View chart
Meta Platforms Cl A (META)	0.5	$1.4M	2.1k	659.94	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.5	$1.3M	110k	12.02	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$1.1M	13k	85.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.0M	39k	26.91	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.0M	8.5k	117.21	View chart
Kayne Anderson MLP Investment (KYN)	0.4	$978k	79k	12.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$973k	1.4k	682.13	View chart
BP Sponsored Adr (BP)	0.4	$959k	28k	34.73	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.4	$946k	32k	29.91	View chart
Eli Lilly & Co. (LLY)	0.4	$932k	867.00	1075.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$918k	1.5k	614.26	View chart
Kkr Real Estate Finance Trust (KREF)	0.3	$828k	101k	8.22	View chart
JPMorgan Chase & Co. (JPM)	0.3	$816k	2.5k	322.21	View chart
Shell Spon Ads (SHEL)	0.3	$783k	11k	73.48	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.3	$775k	32k	24.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$754k	14k	53.76	View chart
Broadcom (AVGO)	0.3	$736k	2.1k	346.14	View chart
Nike CL B (NKE)	0.3	$735k	12k	63.71	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$718k	5.9k	121.75	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.3	$688k	68k	10.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$686k	3.6k	191.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$680k	1.4k	487.87	View chart
Kinder Morgan (KMI)	0.3	$677k	25k	27.49	View chart
Johnson & Johnson (JNJ)	0.2	$616k	3.0k	206.92	View chart
Coinbase Global Com Cl A (COIN)	0.2	$613k	2.7k	226.14	View chart
Palo Alto Networks (PANW)	0.2	$613k	3.3k	184.18	View chart
Constellation Energy (CEG)	0.2	$593k	1.7k	353.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$593k	7.9k	75.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$562k	1.8k	313.88	View chart
Northern Trust Corporation (NTRS)	0.2	$560k	4.1k	136.59	View chart
Howmet Aerospace (HWM)	0.2	$559k	2.7k	205.02	View chart
TransDigm Group Incorporated (TDG)	0.2	$547k	411.00	1329.85	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$546k	31k	17.71	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.2	$513k	13k	38.34	View chart
Pfizer (PFE)	0.2	$496k	20k	24.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$456k	17k	27.43	View chart
Amphenol Corp Cl A (APH)	0.2	$446k	3.3k	135.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$443k	588.00	753.78	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$435k	44k	9.91	View chart
Intuitive Surgical Com New (ISRG)	0.2	$424k	748.00	566.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$422k	1.9k	219.75	View chart
salesforce (CRM)	0.2	$415k	1.6k	264.91	View chart
Home Depot (HD)	0.2	$412k	1.2k	344.04	View chart
S&p Global (SPGI)	0.2	$408k	781.00	522.73	View chart
Visa Com Cl A (V)	0.1	$395k	1.1k	350.62	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$384k	2.5k	154.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$369k	3.1k	120.34	View chart
Netflix (NFLX)	0.1	$369k	3.9k	93.76	View chart
Ge Aerospace Com New (GE)	0.1	$367k	1.2k	307.96	View chart
Roundhill Etf Trust Innovation 100 O (QDTE)	0.1	$351k	11k	30.84	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$344k	760.00	453.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$343k	5.5k	62.47	View chart
Roundhill Etf Trust S&p 500 Odte Cov (XDTE)	0.1	$342k	8.6k	39.67	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$341k	4.1k	83.62	View chart
Merck & Co (MRK)	0.1	$337k	3.2k	105.27	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$322k	2.0k	161.63	View chart
Evergy (EVRG)	0.1	$321k	4.4k	72.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$319k	806.00	396.31	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$317k	6.0k	53.06	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$317k	3.5k	90.00	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$312k	19k	16.43	View chart
McDonald's Corporation (MCD)	0.1	$310k	1.0k	305.62	View chart
Mastercard Incorporated Cl A (MA)	0.1	$307k	537.00	571.04	View chart
MercadoLibre (MELI)	0.1	$301k	149.00	2018.41	View chart
Ge Vernova (GEV)	0.1	$301k	460.00	653.42	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$297k	2.1k	141.52	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$291k	3.2k	91.45	View chart
Raytheon Technologies Corp (RTX)	0.1	$291k	1.6k	183.42	View chart
Suncor Energy (SU)	0.1	$284k	6.4k	44.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$273k	1.9k	143.52	View chart
Intel Corporation (INTC)	0.1	$273k	7.4k	36.90	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$270k	4.6k	58.76	View chart
Oxford Lane Cap Corp	0.1	$267k	18k	14.64	View chart
Texas Instruments Incorporated (TXN)	0.1	$263k	1.5k	173.49	View chart
Medtronic SHS (MDT)	0.1	$263k	2.7k	96.06	View chart
Novartis Sponsored Adr (NVS)	0.1	$257k	1.9k	137.87	View chart
Sap Se Spon Adr (SAP)	0.1	$255k	1.1k	242.91	View chart
Linde SHS (LIN)	0.1	$253k	594.00	426.52	View chart
Chevron Corporation (CVX)	0.1	$253k	1.7k	152.41	View chart
Rubrik Cl A (RBRK)	0.1	$253k	3.3k	76.48	View chart
Oneok (OKE)	0.1	$251k	3.4k	73.50	View chart
International Business Machines (IBM)	0.1	$245k	827.00	296.11	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$241k	3.0k	80.37	View chart
Goldman Sachs (GS)	0.1	$241k	274.00	877.96	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$239k	15k	16.49	View chart
SLB Com Stk (SLB)	0.1	$236k	6.1k	38.38	View chart
Tesla Motors (TSLA)	0.1	$235k	522.00	449.79	View chart
Chubb (CB)	0.1	$233k	748.00	312.06	View chart
Arista Networks Com Shs (ANET)	0.1	$233k	1.8k	131.03	View chart
Cardinal Health (CAH)	0.1	$227k	1.1k	205.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$227k	921.00	246.16	View chart
Coca-Cola Company (KO)	0.1	$227k	3.2k	69.91	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$220k	7.2k	30.54	View chart
Parker-Hannifin Corporation (PH)	0.1	$220k	250.00	878.96	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$216k	2.4k	91.92	View chart
Okta Cl A (OKTA)	0.1	$216k	2.5k	86.47	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$216k	5.6k	38.73	View chart
Markel Corporation (MKL)	0.1	$215k	100.00	2149.65	View chart
Exelon Corporation (EXC)	0.1	$213k	4.9k	43.59	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$211k	6.5k	32.47	View chart
Quanta Services (PWR)	0.1	$211k	500.00	421.70	View chart
Monster Beverage Corp (MNST)	0.1	$207k	2.7k	76.67	View chart
Nextera Energy (NEE)	0.1	$202k	2.5k	80.27	View chart
Qualcomm (QCOM)	0.1	$202k	1.2k	171.02	View chart
Doubleline Income Solutions (DSL)	0.1	$193k	17k	11.27	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.1	$168k	10k	16.48	View chart
Carlyle Credit Income Fund Shs Ben Int (CCIF)	0.1	$168k	36k	4.69	View chart
Designer Brands Cl A (DBI)	0.0	$106k	14k	7.43	View chart
Lehman Brothers First Trust IOF (NHS)	0.0	$91k	12k	7.44	View chart
Crescent Energy Company Cl A Com (CRGY)	0.0	$91k	11k	8.39	View chart
Arbutus Biopharma (ABUS)	0.0	$72k	15k	4.81	View chart

Past Filings by Cura Wealth Advisors

SEC 13F filings are viewable for Cura Wealth Advisors going back to 2025

Cura Wealth Advisors 2025 Q4 filed Jan. 23, 2026

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