Kure Advisory
Latest statistics and disclosures from Kure Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, DFAU, BALT, VGSH, IJR, and represent 56.53% of Kure Advisory's stock portfolio.
- Added to shares of these 10 stocks: NEAR, DFAI, VGSH, SCHX, SCHD, STIP, DFAE, WFC, MSFT, VCSH.
- Started 12 new stock positions in HD, GOOG, PG, NEAR, JNJ, TRV, JBND, WFC, SCHX, MDT. WMT, CMI.
- Reduced shares in these 9 stocks: BALT, BNDW, MSTR, VTI, MMM, SPAB, XEL, DFAC, SLV.
- Sold out of its positions in MSTR, BNDW.
- Kure Advisory was a net buyer of stock by $13M.
- Kure Advisory has $179M in assets under management (AUM), dropping by 10.38%.
- Central Index Key (CIK): 0001986795
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Portfolio Holdings for Kure Advisory
Kure Advisory holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 15.2 | $27M | +6% | 713k | 38.11 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 14.8 | $27M | 566k | 46.80 |
|
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 12.9 | $23M | -6% | 688k | 33.51 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.1 | $15M | +10% | 247k | 58.73 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.5 | $9.9M | +3% | 82k | 120.18 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.2 | $9.3M | +2% | 19k | 487.87 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 4.8 | $8.6M | +4% | 265k | 32.57 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.6 | $8.2M | +7% | 298k | 27.43 |
|
| Ishares Gold Tr Ishares New (IAU) | 4.2 | $7.6M | 93k | 81.17 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.4 | $6.0M | +7% | 59k | 102.39 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.9 | $5.2M | +7% | 65k | 79.73 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 2.4 | $4.4M | NEW | 85k | 51.10 |
|
| Ishares Tr Residential Mult (REZ) | 2.0 | $3.6M | +8% | 43k | 82.64 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.8 | $3.2M | 82k | 39.59 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.7 | $3.1M | +8% | 35k | 88.49 |
|
| Apple (AAPL) | 1.0 | $1.8M | +22% | 6.5k | 271.86 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $1.2M | +9% | 4.0k | 302.11 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.2M | +44% | 2.4k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.2M | +16% | 6.2k | 186.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $866k | +6% | 1.7k | 502.65 |
|
| 3M Company (MMM) | 0.4 | $688k | -12% | 4.3k | 160.12 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $623k | +2% | 3.5k | 177.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $585k | NEW | 22k | 26.91 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $575k | +45% | 4.8k | 120.34 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.3 | $566k | 16k | 35.92 |
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| Amazon (AMZN) | 0.3 | $560k | +23% | 2.4k | 230.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $509k | +39% | 1.6k | 313.01 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $481k | +2% | 766.00 | 627.43 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $457k | 9.9k | 46.04 |
|
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| Broadcom (AVGO) | 0.2 | $425k | +15% | 1.2k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $391k | +25% | 1.2k | 322.22 |
|
| Wells Fargo & Company (WFC) | 0.2 | $369k | NEW | 4.0k | 93.20 |
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| Costco Wholesale Corporation (COST) | 0.2 | $356k | +9% | 413.00 | 862.50 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.2 | $352k | -16% | 14k | 25.75 |
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| General Mills (GIS) | 0.2 | $330k | 7.1k | 46.50 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $321k | 3.3k | 96.27 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $320k | 5.0k | 64.42 |
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| Tesla Motors (TSLA) | 0.2 | $317k | +31% | 704.00 | 449.72 |
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| Us Bancorp Del Com New (USB) | 0.2 | $299k | +4% | 5.6k | 53.36 |
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| Meta Platforms Cl A (META) | 0.2 | $294k | +24% | 446.00 | 660.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $273k | NEW | 870.00 | 313.70 |
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| Home Depot (HD) | 0.1 | $264k | NEW | 768.00 | 343.96 |
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| Wal-Mart Stores (WMT) | 0.1 | $262k | NEW | 2.3k | 111.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $256k | 1.3k | 191.05 |
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|
| Cummins (CMI) | 0.1 | $253k | NEW | 495.00 | 510.62 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $250k | 7.0k | 35.57 |
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| Carvana Cl A (CVNA) | 0.1 | $242k | 574.00 | 422.02 |
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| Procter & Gamble Company (PG) | 0.1 | $239k | NEW | 1.7k | 143.32 |
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| Xcel Energy (XEL) | 0.1 | $237k | -8% | 3.2k | 73.87 |
|
| Johnson & Johnson (JNJ) | 0.1 | $227k | NEW | 1.1k | 206.95 |
|
| Medtronic SHS (MDT) | 0.1 | $225k | NEW | 2.3k | 96.06 |
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| Travelers Companies (TRV) | 0.1 | $217k | NEW | 749.00 | 290.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $217k | -34% | 647.00 | 335.17 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.1 | $216k | NEW | 4.0k | 54.07 |
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| Tidal Trust Ii Yieldmax Nvda (NVDY) | 0.1 | $187k | 13k | 14.61 |
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| Plby Group Ord (PLBY) | 0.0 | $35k | 19k | 1.88 |
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Past Filings by Kure Advisory
SEC 13F filings are viewable for Kure Advisory going back to 2023
- Kure Advisory 2025 Q4 filed Jan. 8, 2026
- Kure Advisory 2025 Q3 filed Oct. 8, 2025
- Kure Advisory 2025 Q2 restated filed July 15, 2025
- Kure Advisory 2025 Q2 filed July 11, 2025
- Kure Advisory 2025 Q1 filed April 10, 2025
- Kure Advisory 2024 Q3 filed Oct. 7, 2024
- Kure Advisory 2024 Q2 filed July 16, 2024
- Kure Advisory 2024 Q1 filed May 9, 2024
- Kure Advisory 2023 Q4 filed Jan. 12, 2024
- Kure Advisory 2023 Q3 filed Oct. 24, 2023