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 56.83% of Kure Advisory's stock portfolio.
- Added to shares of these 10 stocks: DFAU, BALT, VGSH, DFAI, SCHD, VUG, IJR, SGOV, BP, STIP.
- Started 5 new stock positions in CVX, BP, PSX, SGOV, COP.
- Reduced shares in these 10 stocks: SCHX, IAU, CVNA, VTI, JBND, MMM, NVDY, XOM, JNJ, COST.
- Sold out of its positions in CVNA, JBND, SCHX, NVDY, VTI.
- Kure Advisory was a net buyer of stock by $4.7M.
- Kure Advisory has $184M in assets under management (AUM), dropping by 2.70%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 15.4 | $28M | 725k | 38.96 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 14.4 | $27M | +3% | 588k | 45.12 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 13.0 | $24M | +3% | 711k | 33.47 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.3 | $15M | +5% | 260k | 58.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.8 | $11M | +3% | 85k | 124.31 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.2 | $9.6M | +4% | 312k | 30.68 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 4.9 | $9.0M | 267k | 33.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.7 | $8.7M | +4% | 20k | 436.80 |
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| Ishares Gold Tr Ishares New (IAU) | 4.2 | $7.8M | -5% | 88k | 88.16 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.5 | $6.3M | +3% | 61k | 103.43 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.9 | $5.4M | +3% | 68k | 79.27 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 2.5 | $4.6M | +5% | 90k | 50.83 |
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| Ishares Tr Residential Mult (REZ) | 2.1 | $3.8M | +5% | 46k | 83.21 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.8 | $3.3M | +4% | 86k | 38.86 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.8 | $3.3M | +6% | 37k | 88.70 |
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| Apple (AAPL) | 0.9 | $1.7M | +3% | 6.8k | 253.78 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $1.3M | +2% | 4.1k | 302.25 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.1M | 6.2k | 174.40 |
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| Microsoft Corporation (MSFT) | 0.5 | $959k | +6% | 2.6k | 370.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $824k | 1.7k | 479.20 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $645k | -20% | 3.8k | 169.68 |
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| Spdr Index Shs Fds State Street Spd (CWI) | 0.3 | $577k | 16k | 36.59 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $513k | 3.5k | 146.28 |
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| Amazon (AMZN) | 0.3 | $501k | 2.4k | 208.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $465k | 779.00 | 597.39 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $453k | 9.9k | 45.62 |
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| Broadcom (AVGO) | 0.2 | $443k | +16% | 1.4k | 309.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $442k | -5% | 1.5k | 287.57 |
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| 3M Company (MMM) | 0.2 | $430k | -31% | 3.0k | 145.25 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $404k | +13% | 1.4k | 294.16 |
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| Costco Wholesale Corporation (COST) | 0.2 | $383k | -7% | 384.00 | 997.26 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.2 | $350k | 14k | 25.62 |
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| Wal-Mart Stores (WMT) | 0.2 | $340k | +16% | 2.7k | 124.28 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $338k | 5.0k | 68.14 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $336k | NEW | 3.3k | 100.66 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $324k | 3.3k | 97.23 |
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| Wells Fargo & Company (WFC) | 0.2 | $316k | 4.0k | 79.61 |
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| Us Bancorp Com New (USB) | 0.2 | $295k | 5.7k | 52.01 |
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| Home Depot (HD) | 0.1 | $273k | +8% | 831.00 | 328.79 |
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| General Mills (GIS) | 0.1 | $269k | 7.2k | 37.22 |
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| Cummins (CMI) | 0.1 | $269k | 500.00 | 538.20 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $263k | 7.0k | 37.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $263k | 1.3k | 196.27 |
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| Tesla Motors (TSLA) | 0.1 | $260k | 699.00 | 371.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $259k | +3% | 902.00 | 286.80 |
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| Meta Platforms Cl A (META) | 0.1 | $253k | 442.00 | 572.18 |
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| BP Sponsored Adr (BP) | 0.1 | $241k | NEW | 5.1k | 47.00 |
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| Chevron Corporation (CVX) | 0.1 | $236k | NEW | 1.1k | 206.91 |
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| Xcel Energy (XEL) | 0.1 | $235k | -8% | 3.0k | 79.45 |
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| Procter & Gamble Company (PG) | 0.1 | $232k | -3% | 1.6k | 144.45 |
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| Johnson & Johnson (JNJ) | 0.1 | $223k | -16% | 913.00 | 244.44 |
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| Travelers Companies (TRV) | 0.1 | $219k | 749.00 | 291.68 |
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| Phillips 66 (PSX) | 0.1 | $213k | NEW | 1.2k | 182.24 |
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| Medtronic SHS (MDT) | 0.1 | $204k | 2.4k | 86.65 |
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| ConocoPhillips (COP) | 0.1 | $203k | NEW | 1.5k | 132.04 |
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| Plby Group Ord (PLBY) | 0.0 | $28k | 19k | 1.52 |
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Past Filings by Kure Advisory
SEC 13F filings are viewable for Kure Advisory going back to 2023
- 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