Kure Advisory
Latest statistics and disclosures from Kure Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, DFAI, BALT, VGSH, VUG, and represent 56.63% of Kure Advisory's stock portfolio.
- Added to shares of these 10 stocks: BALT, BOXX, VGSH, IAU, XOM, DFAI, STIP, DFAU, PSX, SCHD.
- Started 6 new stock positions in VRRM, CVX, BP, PSX, XOM, PANW.
- Reduced shares in these 10 stocks: , CMI, DFAE, GIS, GE, INTC, GEV, FBND, IVE, MSFT.
- Sold out of its positions in CMI, Exxon Mobil Corporation, GEV, GE, GIS, INTC.
- Kure Advisory was a net buyer of stock by $5.4M.
- Kure Advisory has $217M in assets under management (AUM), dropping by 2.61%.
- Central Index Key (CIK): 0001986795
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Portfolio Holdings for Kure Advisory
Kure Advisory holds 62 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 15.4 | $33M | 638k | 52.36 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 14.9 | $32M | 779k | 41.43 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 12.4 | $27M | +3% | 769k | 34.95 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 7.8 | $17M | +5% | 293k | 57.56 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 6.1 | $13M | 147k | 90.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.8 | $13M | 92k | 136.04 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.3 | $12M | +2% | 352k | 32.53 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 5.0 | $11M | -2% | 274k | 39.31 |
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| Ishares Gold Tr Ishares New (IAU) | 3.5 | $7.5M | +9% | 96k | 78.10 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.2 | $6.9M | +7% | 70k | 99.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.7 | $5.8M | +5% | 75k | 77.25 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 2.3 | $5.1M | +3% | 102k | 49.86 |
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| Ishares Tr Residential Mult (REZ) | 2.0 | $4.4M | +2% | 50k | 88.34 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 1.8 | $3.8M | 86k | 44.45 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.7 | $3.7M | +4% | 41k | 89.63 |
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| Apple (AAPL) | 1.0 | $2.2M | 6.6k | 333.04 |
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| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.9 | $1.9M | +2% | 5.7k | 337.81 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.4M | -3% | 2.7k | 512.87 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.4M | 6.0k | 228.38 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.5 | $1.1M | +338% | 9.0k | 118.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $813k | 1.6k | 497.95 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $639k | 3.4k | 187.05 |
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| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.3 | $637k | 16k | 40.41 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.3 | $630k | NEW | 3.9k | 162.74 |
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| Amazon (AMZN) | 0.3 | $563k | +2% | 2.3k | 249.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $533k | 1.5k | 344.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $512k | -3% | 731.00 | 700.99 |
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| 3M Company (MMM) | 0.2 | $444k | 2.7k | 164.18 |
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| Broadcom (AVGO) | 0.2 | $390k | 1.1k | 351.19 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $380k | +5% | 3.8k | 100.68 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $368k | 1.1k | 330.83 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $358k | -17% | 1.6k | 228.28 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $356k | 3.3k | 106.71 |
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| Costco Wholesale Corporation (COST) | 0.2 | $351k | -6% | 386.00 | 910.05 |
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| Micron Technology (MU) | 0.2 | $348k | 327.00 | 1065.11 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.2 | $333k | 14k | 24.36 |
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| Us Bancorp Com New (USB) | 0.2 | $327k | 5.7k | 57.76 |
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| Cisco Systems (CSCO) | 0.1 | $324k | 3.0k | 107.63 |
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| Wells Fargo & Company (WFC) | 0.1 | $323k | 4.0k | 80.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $314k | 920.00 | 340.71 |
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| Home Depot (HD) | 0.1 | $302k | 1.1k | 284.43 |
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| Phillips 66 (PSX) | 0.1 | $299k | NEW | 1.2k | 255.24 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $289k | 1.3k | 216.15 |
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| Xcel Energy (XEL) | 0.1 | $274k | 3.9k | 70.48 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $270k | 5.0k | 54.51 |
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| Meta Platforms Cl A (META) | 0.1 | $270k | 372.00 | 725.29 |
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| Procter & Gamble Company (PG) | 0.1 | $269k | 1.8k | 145.29 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $263k | 7.0k | 37.34 |
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| Johnson & Johnson (JNJ) | 0.1 | $254k | 958.00 | 264.74 |
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| Travelers Companies (TRV) | 0.1 | $249k | 699.00 | 356.51 |
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| Advanced Micro Devices (AMD) | 0.1 | $248k | 406.00 | 611.76 |
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| Caterpillar (CAT) | 0.1 | $234k | 288.00 | 810.79 |
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| Wal-Mart Stores (WMT) | 0.1 | $232k | -4% | 2.2k | 103.92 |
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| BP Sponsored Adr (BP) | 0.1 | $228k | NEW | 5.2k | 43.99 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $220k | -43% | 5.1k | 43.30 |
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| Amphenol Corp Cl A (APH) | 0.1 | $215k | +100% | 2.5k | 84.30 |
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| Palo Alto Networks (PANW) | 0.1 | $213k | NEW | 536.00 | 397.31 |
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| Tesla Motors (TSLA) | 0.1 | $210k | -3% | 592.00 | 354.81 |
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| Chevron Corporation (CVX) | 0.1 | $206k | NEW | 1.0k | 204.22 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $201k | 1.1k | 189.27 |
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| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $39k | NEW | 13k | 3.10 |
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| Plby Group Ord (PLBY) | 0.0 | $19k | 19k | 1.02 |
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Past Filings by Kure Advisory
SEC 13F filings are viewable for Kure Advisory going back to 2023
- Kure Advisory 2026 Q3 filed Oct. 8, 2026
- Kure Advisory 2026 Q2 filed July 28, 2026
- Kure Advisory 2026 Q1 filed April 17, 2026
- 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