Cura Wealth Advisors
Latest statistics and disclosures from Cura Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ABBV, FSK, ABT, VT, MFIC, and represent 54.45% of Cura Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG, MU, VGT, VXUS, OKTA, RBRK, GEV, PYLD, GE, MNST.
- Started 21 new stock positions in KEEL, OKTA, UNH, CCL, BLK, MU, PYLD, RBRK, GEV, CRWD. MKL, IBM, MNST, TDG, WFC, TSLA, S&p Global, TLSI, HIMS, XLU, GE.
- Reduced shares in these 10 stocks: ARI, FSK, MFIC, ABBV, RSP, Carnival Corporation, MDT, WMT, BITW, EPD.
- Sold out of its positions in BITW, Carnival Corporation, EPD, MSDL, Nvidia Corp option, WMT, MDT.
- Cura Wealth Advisors was a net buyer of stock by $1.6M.
- Cura Wealth Advisors has $234M in assets under management (AUM), dropping by 4.84%.
- Central Index Key (CIK): 0002056729
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Portfolio Holdings for Cura Wealth Advisors
Cura Wealth Advisors holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Abbvie (ABBV) | 31.1 | $73M | 290k | 251.64 |
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| Fs Kkr Capital Corp (FSK) | 9.6 | $22M | -5% | 2.1M | 10.50 |
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| Abbott Laboratories (ABT) | 8.8 | $21M | 228k | 90.74 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.7 | $6.4M | 41k | 156.95 |
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| Midcap Financial Invstmnt Com New (MFIC) | 2.2 | $5.2M | -16% | 513k | 10.08 |
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| Apple (AAPL) | 1.8 | $4.3M | +2% | 15k | 289.36 |
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| Ares Coml Real Estate (ACRE) | 1.7 | $4.1M | 902k | 4.50 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 1.6 | $3.8M | +3% | 39k | 98.25 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $3.8M | +5% | 10k | 370.04 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 1.5 | $3.5M | 302k | 11.74 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.3 | $3.1M | +5% | 31k | 100.67 |
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| Blackrock Muniyield Quality Fund (MQY) | 1.3 | $3.1M | 269k | 11.60 |
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| Apollo Commercial Real Est. Finance (ARI) | 1.3 | $2.9M | -36% | 276k | 10.68 |
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| Granite Pt Mtg Tr Com Stk (GPMT) | 1.2 | $2.7M | -5% | 1.8M | 1.50 |
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| Eaton Vance Municipal Bond Fund (EIM) | 1.1 | $2.5M | 254k | 9.96 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.5M | +9% | 6.6k | 373.01 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.0 | $2.3M | +2% | 44k | 51.85 |
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| NVIDIA Corporation (NVDA) | 0.8 | $2.0M | +12% | 9.8k | 200.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.9M | 2.6k | 748.99 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $1.7M | +28% | 20k | 85.49 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.7M | -2% | 14k | 124.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.7M | +9% | 2.5k | 686.69 |
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| Amazon (AMZN) | 0.7 | $1.7M | +7% | 7.1k | 238.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.6M | 4.5k | 357.40 |
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| Golub Capital BDC (GBDC) | 0.7 | $1.5M | 120k | 12.88 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.5M | +2% | 3.0k | 500.45 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.6 | $1.3M | 110k | 12.12 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $1.2M | 27k | 45.52 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $1.2M | 39k | 29.43 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.1M | +2% | 1.5k | 746.85 |
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| Kayne Anderson MLP Investment (KYN) | 0.5 | $1.1M | 79k | 13.83 |
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| IDEXX Laboratories (IDXX) | 0.5 | $1.1M | 2.1k | 526.55 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $1.1M | 8.6k | 126.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.1M | +2% | 1.5k | 736.50 |
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| Meta Platforms Cl A (META) | 0.5 | $1.1M | +2% | 1.9k | 563.24 |
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| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.5 | $1.1M | 31k | 34.49 |
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| Oracle Corporation (ORCL) | 0.4 | $1.0M | 7.0k | 146.55 |
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| BP Sponsored Adr (BP) | 0.4 | $1.0M | 28k | 36.95 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $1.0M | 13k | 75.45 |
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| Palo Alto Networks (PANW) | 0.4 | $932k | 2.7k | 341.08 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $925k | -4% | 7.9k | 116.68 |
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| Intel Corporation (INTC) | 0.4 | $874k | -15% | 6.3k | 139.62 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $837k | 14k | 59.69 |
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| Shell Spon Ads (SHEL) | 0.4 | $824k | 11k | 77.54 |
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| Kinder Morgan (KMI) | 0.3 | $808k | +2% | 25k | 31.97 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $782k | 6.1k | 127.81 |
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| Johnson & Johnson (JNJ) | 0.3 | $767k | 3.0k | 253.94 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $732k | +490% | 8.5k | 86.14 |
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| Eli Lilly & Co. (LLY) | 0.3 | $722k | +5% | 602.00 | 1199.57 |
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| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.3 | $717k | 68k | 10.55 |
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| Kkr Real Estate Finance Trust (KREF) | 0.3 | $689k | 101k | 6.84 |
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| Northern Trust Corporation (NTRS) | 0.3 | $678k | -4% | 3.9k | 173.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $677k | +7% | 1.9k | 353.25 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $662k | 2.0k | 327.32 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $633k | 6.5k | 98.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $616k | 3.9k | 158.03 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $562k | +700% | 4.7k | 119.52 |
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| Blackstone Mortgage Trust In Com Cl A (BXMT) | 0.2 | $546k | 32k | 16.95 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $541k | +2% | 17k | 31.71 |
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| Micron Technology (MU) | 0.2 | $531k | NEW | 460.00 | 1154.23 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $527k | 32k | 16.70 |
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| Broadcom (AVGO) | 0.2 | $510k | +18% | 1.3k | 377.76 |
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| Pfizer (PFE) | 0.2 | $509k | +5% | 21k | 24.08 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $500k | +9% | 7.0k | 71.25 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $497k | 13k | 37.12 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $494k | -35% | 2.3k | 212.73 |
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| Nike CL B (NKE) | 0.2 | $472k | 12k | 41.05 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $444k | +7% | 3.3k | 136.71 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $434k | -4% | 1.8k | 236.59 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $414k | +10% | 1.4k | 298.02 |
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| Visa Com Cl A (V) | 0.2 | $404k | -4% | 1.2k | 343.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $399k | +5% | 803.00 | 496.92 |
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| Evergy (EVRG) | 0.2 | $389k | 4.5k | 86.42 |
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| Grayscale Ethereum Staking E SHS (ETHE) | 0.2 | $377k | 30k | 12.76 |
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| Home Depot (HD) | 0.2 | $375k | +7% | 1.1k | 352.61 |
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| Howmet Aerospace (HWM) | 0.2 | $373k | 1.4k | 268.86 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $366k | -6% | 18k | 20.49 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $346k | 3.9k | 88.54 |
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| Suncor Energy (SU) | 0.1 | $344k | 6.4k | 53.68 |
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| Merck & Co (MRK) | 0.1 | $342k | +2% | 2.7k | 128.49 |
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| Okta Cl A (OKTA) | 0.1 | $341k | NEW | 2.5k | 136.45 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $341k | 6.0k | 57.00 |
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| Roundhill Etf Trust S&p 500 Odte Cov (XDTE) | 0.1 | $337k | 8.6k | 39.08 |
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| Amphenol Corp Cl A (APH) | 0.1 | $335k | +2% | 1.9k | 176.29 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $330k | +47% | 6.2k | 53.11 |
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| Rubrik Cl A (RBRK) | 0.1 | $328k | NEW | 4.1k | 80.28 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.1 | $327k | 35k | 9.37 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $326k | -4% | 973.00 | 334.68 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $324k | 2.1k | 157.00 |
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| Linde SHS (LIN) | 0.1 | $322k | 621.00 | 519.09 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $315k | 3.0k | 104.93 |
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| Chevron Corporation (CVX) | 0.1 | $312k | +13% | 1.9k | 165.76 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $305k | -23% | 2.1k | 146.19 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $299k | 3.2k | 93.39 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $297k | 807.00 | 368.38 |
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| Arista Networks Com Shs (ANET) | 0.1 | $297k | +3% | 1.7k | 169.90 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $296k | +19% | 1.2k | 242.42 |
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| Ge Vernova (GEV) | 0.1 | $294k | NEW | 250.00 | 1175.29 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $292k | 1.9k | 156.72 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $291k | NEW | 11k | 26.52 |
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| Constellation Energy (CEG) | 0.1 | $286k | -2% | 1.2k | 248.32 |
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| SLB Com Stk (SLB) | 0.1 | $285k | 6.1k | 46.49 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $279k | 15k | 19.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $279k | NEW | 745.00 | 373.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $277k | 921.00 | 300.45 |
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| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.1 | $269k | 4.0k | 67.31 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $265k | +4% | 2.3k | 117.69 |
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| Coca-Cola Company (KO) | 0.1 | $262k | 3.2k | 81.27 |
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| Monster Beverage Corp (MNST) | 0.1 | $261k | NEW | 2.7k | 96.11 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $259k | NEW | 5.7k | 45.34 |
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| Tesla Motors (TSLA) | 0.1 | $256k | NEW | 608.00 | 420.66 |
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| Boeing Company (BA) | 0.1 | $255k | +12% | 1.2k | 216.56 |
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| McDonald's Corporation (MCD) | 0.1 | $250k | -9% | 924.00 | 270.27 |
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| Chubb (CB) | 0.1 | $245k | -3% | 719.00 | 340.74 |
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| Putnam Etf Trust Fran Mu Hi Yi Et (FTMH) | 0.1 | $241k | 20k | 11.88 |
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| UnitedHealth (UNH) | 0.1 | $228k | NEW | 548.00 | 415.31 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $225k | NEW | 6.5k | 34.67 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $225k | NEW | 295.00 | 763.88 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $224k | 7.1k | 31.40 |
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| Oneok (OKE) | 0.1 | $222k | +12% | 2.6k | 86.94 |
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| Wells Fargo & Company (WFC) | 0.1 | $222k | NEW | 2.7k | 82.63 |
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| Nextera Energy (NEE) | 0.1 | $221k | 2.5k | 87.76 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $219k | NEW | 164.00 | 1332.04 |
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| Blackrock (BLK) | 0.1 | $217k | NEW | 226.00 | 961.01 |
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| salesforce (CRM) | 0.1 | $212k | -6% | 1.4k | 156.66 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $211k | 4.3k | 49.13 |
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| S&p Global Com Shs | 0.1 | $210k | NEW | 516.00 | 407.26 |
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| International Business Machines (IBM) | 0.1 | $208k | NEW | 740.00 | 281.20 |
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| Carnival Corp Common Shares (CCL) | 0.1 | $206k | NEW | 7.2k | 28.57 |
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| Markel Corporation (MKL) | 0.1 | $203k | NEW | 104.00 | 1953.01 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $200k | -4% | 393.00 | 509.99 |
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| Doubleline Income Solutions (DSL) | 0.1 | $190k | 17k | 11.06 |
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| TSS (TSSI) | 0.1 | $123k | 10k | 12.30 |
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| Carlyle Credit Income Fund Shs Ben Int (CCIF) | 0.0 | $100k | 36k | 2.79 |
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| Crescent Energy Company Cl A Com (CRGY) | 0.0 | $100k | 10k | 9.82 |
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| Oxford Lane Cap Corp (OXLC) | 0.0 | $90k | 10k | 8.76 |
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| Lehman Brothers First Trust IOF (NHS) | 0.0 | $77k | 12k | 6.24 |
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| Arbutus Biopharma (ABUS) | 0.0 | $72k | 15k | 4.80 |
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| Keel Infrastructure Corp Com Shs (KEEL) | 0.0 | $57k | NEW | 10k | 5.74 |
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| Trisalus Life Sciences (TLSI) | 0.0 | $36k | NEW | 10k | 3.56 |
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Past Filings by Cura Wealth Advisors
SEC 13F filings are viewable for Cura Wealth Advisors going back to 2025
- Cura Wealth Advisors 2026 Q2 filed Aug. 6, 2026
- Cura Wealth Advisors 2026 Q1 filed May 8, 2026
- Cura Wealth Advisors 2025 Q4 filed Jan. 23, 2026