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Cura Wealth Advisors

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

Top 5 stock holdings are ABBV, ABT, FSK, MFIC, VT, and represent 54.97% of Cura Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: ABBV, VTI, VXUS, EQNR, GNR, VYM, VYMI, XLE, VRT, LMT.
Started 13 new stock positions in XLE, LMT, VRT, BA, GNR, FTMH, EQNR, ITA, TSSI, IXC. Nvidia Corp option, EPD, WMT.
Reduced shares in these 10 stocks: ARI, BXMT, GBDC, AMZN, AAPL, FSK, TDG, , SPGI, NFLX.
Sold out of its positions in ARES, AstraZeneca, CAH, DBI, EXC, GEV, GE, GS, BTC, HIMS.
Cura Wealth Advisors was a net seller of stock by $-16M.
Cura Wealth Advisors has $224M in assets under management (AUM), dropping by -15.30%.
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 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Abbvie (ABBV)	28.5	$64M	+3%	293k	217.49	View chart
Abbott Laboratories (ABT)	10.6	$24M		230k	102.67	View chart
Fs Kkr Capital Corp (FSK)	10.3	$23M	-3%	2.3M	10.18	View chart
Midcap Financial Invstmnt Com New (MFIC)	3.1	$6.9M	-4%	614k	11.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.5	$5.6M		40k	138.32	View chart
Apollo Commercial Real Est. Finance (ARI)	2.1	$4.6M	-46%	437k	10.56	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	2.0	$4.5M	-7%	38k	120.04	View chart
Ares Coml Real Estate (ACRE)	1.9	$4.3M		906k	4.80	View chart
Apple (AAPL)	1.7	$3.7M	-21%	15k	253.79	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.5	$3.4M		302k	11.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$3.1M	+29%	9.8k	320.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.3	$3.0M		30k	100.66	View chart
Blackrock Muniyield Quality Fund (MQY)	1.3	$3.0M		270k	10.98	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.3	$2.8M		14k	198.29	View chart
Granite Pt Mtg Tr Com Stk (GPMT)	1.2	$2.8M		1.9M	1.45	View chart
Eaton Vance Municipal Bond Fund (EIM)	1.1	$2.5M	+4%	254k	9.77	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.0	$2.3M		43k	52.64	View chart
Microsoft Corporation (MSFT)	1.0	$2.2M	-11%	6.0k	370.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.7M		2.6k	653.28	View chart
Golub Capital BDC (GBDC)	0.7	$1.5M	-51%	120k	12.66	View chart
NVIDIA Corporation (NVDA)	0.7	$1.5M	-7%	8.7k	174.39	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.6	$1.4M		27k	52.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.4M	-4%	2.9k	479.20	View chart
Amazon (AMZN)	0.6	$1.4M	-47%	6.7k	208.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.4M		2.3k	597.47	View chart
BP Sponsored Adr (BP)	0.6	$1.3M		28k	47.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.3M	-14%	4.4k	287.53	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.6	$1.3M		110k	11.50	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$1.2M		13k	91.77	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.2M	-18%	8.3k	146.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.2M	+99%	16k	77.11	View chart
IDEXX Laboratories (IDXX)	0.5	$1.2M		2.1k	561.86	View chart
Kayne Anderson MLP Investment (KYN)	0.5	$1.1M		79k	14.28	View chart
Duke Energy Corp Com New (DUK)	0.5	$1.1M		8.6k	130.94	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.5	$1.1M		32k	34.57	View chart
Meta Platforms Cl A (META)	0.5	$1.1M	-8%	1.9k	572.03	View chart
Oracle Corporation (ORCL)	0.5	$1.1M	-3%	7.1k	147.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$993k		39k	25.64	View chart
Shell Spon Ads (SHEL)	0.4	$989k		11k	93.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$939k		1.4k	650.56	View chart
Kinder Morgan (KMI)	0.4	$826k		25k	33.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$825k	-4%	1.4k	577.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$758k		14k	54.05	View chart
Johnson & Johnson (JNJ)	0.3	$731k		3.0k	244.48	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.3	$690k		68k	10.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$688k		3.6k	191.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$664k	+2%	6.1k	109.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$629k	+3%	1.4k	436.80	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.3	$619k	-82%	32k	19.15	View chart
Kkr Real Estate Finance Trust (KREF)	0.3	$615k		101k	6.12	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$608k	+82%	6.5k	94.24	View chart
Nike CL B (NKE)	0.3	$607k		12k	52.82	View chart
JPMorgan Chase & Co. (JPM)	0.3	$590k	-20%	2.0k	294.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$578k	+105%	3.9k	148.10	View chart
Northern Trust Corporation (NTRS)	0.3	$572k		4.1k	139.57	View chart
Pfizer (PFE)	0.3	$561k		20k	28.08	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$535k		31k	17.11	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.2	$533k		13k	39.83	View chart
Eli Lilly & Co. (LLY)	0.2	$524k	-34%	570.00	919.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$516k		3.0k	169.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$512k		1.8k	286.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$512k		17k	30.68	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.2	$509k	-6%	30k	17.07	View chart
Coinbase Global Com Cl A (COIN)	0.2	$474k		2.7k	174.61	View chart
Palo Alto Networks (PANW)	0.2	$438k	-17%	2.7k	160.31	View chart
Suncor Energy (SU)	0.2	$424k		6.4k	66.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$413k		1.9k	215.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$410k		588.00	697.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$409k	+16%	6.4k	64.08	View chart
Visa Com Cl A (V)	0.2	$373k	+9%	1.2k	302.17	View chart
Evergy (EVRG)	0.2	$365k		4.5k	81.93	View chart
Broadcom (AVGO)	0.2	$354k	-46%	1.1k	309.45	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.2	$348k		19k	18.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$347k		806.00	430.29	View chart
Chevron Corporation (CVX)	0.2	$343k		1.7k	206.90	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$339k		760.00	446.40	View chart
Constellation Energy (CEG)	0.1	$329k	-29%	1.2k	279.20	View chart
Intel Corporation (INTC)	0.1	$326k		7.4k	44.13	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$325k	-21%	34k	9.45	View chart
Home Depot (HD)	0.1	$325k	-17%	987.00	328.82	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$322k	-4%	3.9k	82.43	View chart
Howmet Aerospace (HWM)	0.1	$319k	-49%	1.4k	230.46	View chart
Roundhill Etf Trust S&p 500 Odte Cov (XDTE)	0.1	$317k		8.6k	36.72	View chart
McDonald's Corporation (MCD)	0.1	$316k		1.0k	310.88	View chart
SLB Com Stk (SLB)	0.1	$316k		6.1k	51.39	View chart
Merck & Co (MRK)	0.1	$314k	-18%	2.6k	120.28	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$313k		6.0k	52.30	View chart
Linde SHS (LIN)	0.1	$308k	+4%	621.00	495.90	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$301k	NEW	7.1k	42.20	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.1	$299k	NEW	4.0k	74.67	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$286k		2.1k	138.40	View chart
Novartis Sponsored Adr (NVS)	0.1	$285k		1.9k	152.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$282k		3.2k	88.46	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$281k		15k	19.30	View chart
salesforce (CRM)	0.1	$271k	-7%	1.5k	186.67	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$258k	NEW	4.2k	61.27	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$256k	NEW	1.0k	250.58	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$249k	-13%	2.2k	114.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$248k	NEW	410.00	604.93	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$248k	NEW	4.3k	57.61	View chart
Coca-Cola Company (KO)	0.1	$246k		3.2k	76.04	View chart
Texas Instruments Incorporated (TXN)	0.1	$244k	-16%	1.3k	194.07	View chart
Chubb (CB)	0.1	$244k		748.00	325.87	View chart
Amphenol Corp Cl A (APH)	0.1	$235k	-43%	1.9k	126.36	View chart
Nextera Energy (NEE)	0.1	$234k		2.5k	92.86	View chart
Putnam Etf Trust Franklin Muni Hi (FTMH)	0.1	$231k	NEW	20k	11.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$228k		921.00	248.00	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$225k		3.0k	75.09	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$224k	NEW	1.0k	218.75	View chart
Carnival Corp Common Stock (CCL)	0.1	$218k	+17%	8.4k	25.88	View chart
Medtronic SHS (MDT)	0.1	$212k	-10%	2.4k	86.65	View chart
Wal-Mart Stores (WMT)	0.1	$210k	NEW	1.7k	124.29	View chart
Arista Networks Com Shs (ANET)	0.1	$208k	-4%	1.7k	122.79	View chart
Boeing Company (BA)	0.1	$208k	NEW	1.0k	199.05	View chart
Oneok (OKE)	0.1	$205k	-33%	2.3k	90.39	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$205k		4.6k	44.61	View chart
Enterprise Products Partners (EPD)	0.1	$203k	NEW	5.4k	37.84	View chart
Doubleline Income Solutions (DSL)	0.1	$186k		17k	10.83	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.1	$142k		10k	13.96	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$137k	-6%	10k	13.50	View chart
TSS (TSSI)	0.1	$130k	NEW	10k	13.01	View chart
Carlyle Credit Income Fund Shs Ben Int (CCIF)	0.1	$115k		36k	3.21	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$100k	-43%	10k	9.78	View chart
Lehman Brothers First Trust IOF (NHS)	0.0	$80k		12k	6.48	View chart
Arbutus Biopharma (ABUS)	0.0	$68k		15k	4.50	View chart
Nvidia Corporation Put Put Option	0.0	$0.999000	NEW	90.00	0.01	View chart

Past Filings by Cura Wealth Advisors

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

Cura Wealth Advisors 2026 Q1 filed May 8, 2026
Cura Wealth Advisors 2025 Q4 filed Jan. 23, 2026

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