Kure Advisory
Latest statistics and disclosures from Kure Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, DFAI, BALT, VGSH, IJR, and represent 56.60% of Kure Advisory's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$11M), DFAU, DFAI, VGSH, BALT, SCHD, IJR, DFAE, VBK, NEAR.
- Started 11 new stock positions in AMD, GEV, IVE, CSCO, GE, INTC, APH, COKE, BOXX, MU. CAT.
- Reduced shares in these 10 stocks: BP, CVX, PSX, MDT, , AVGO, JPM, AAPL, BRK.B, AMZN.
- Sold out of its positions in BP, CVX, COP, PSX, MDT.
- Kure Advisory was a net buyer of stock by $23M.
- Kure Advisory has $211M in assets under management (AUM), dropping by 14.89%.
- 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 June 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 | +7% | 631k | 51.69 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 15.0 | $32M | +5% | 767k | 41.25 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 12.0 | $25M | +4% | 741k | 34.27 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 7.7 | $16M | +6% | 279k | 58.20 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 6.4 | $14M | +7% | 91k | 148.31 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.9 | $12M | +622% | 144k | 86.14 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 5.3 | $11M | +5% | 280k | 40.21 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 5.2 | $11M | +9% | 343k | 31.71 |
|
| Ishares Gold Tr Ishares New (IAU) | 3.1 | $6.6M | 88k | 75.51 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.1 | $6.6M | +5% | 65k | 102.16 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.7 | $5.6M | +5% | 71k | 79.03 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 2.4 | $5.0M | +10% | 99k | 50.66 |
|
| Ishares Tr Residential Mult (REZ) | 2.2 | $4.6M | +7% | 49k | 94.69 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 1.8 | $3.8M | 86k | 44.36 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.8 | $3.8M | +6% | 39k | 96.43 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $2.0M | +34% | 5.6k | 365.71 |
|
| Apple (AAPL) | 0.9 | $1.9M | -2% | 6.6k | 289.38 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.2M | -3% | 6.0k | 200.09 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.1M | +8% | 2.8k | 372.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $813k | -5% | 1.6k | 500.39 |
|
| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.3 | $641k | 16k | 40.67 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $551k | 1.5k | 357.38 |
|
|
| Amazon (AMZN) | 0.2 | $525k | -8% | 2.2k | 238.34 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $523k | 3.8k | 136.71 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $522k | -2% | 760.00 | 686.96 |
|
| 3M Company (MMM) | 0.2 | $438k | -8% | 2.7k | 161.94 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $432k | NEW | 1.9k | 227.06 |
|
| Broadcom (AVGO) | 0.2 | $420k | -22% | 1.1k | 377.75 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $406k | -10% | 8.9k | 45.49 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $403k | 3.5k | 116.67 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $386k | +7% | 413.00 | 934.53 |
|
| Home Depot (HD) | 0.2 | $378k | +29% | 1.1k | 352.61 |
|
| Cummins (CMI) | 0.2 | $371k | +4% | 520.00 | 713.44 |
|
| Micron Technology (MU) | 0.2 | $371k | NEW | 321.00 | 1154.29 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $368k | 3.3k | 110.32 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $361k | +7% | 3.6k | 100.68 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $361k | -19% | 1.1k | 327.33 |
|
| Cisco Systems (CSCO) | 0.2 | $350k | NEW | 3.0k | 117.46 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.2 | $348k | 14k | 25.52 |
|
|
| Us Bancorp Com New (USB) | 0.2 | $341k | 5.6k | 60.40 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $331k | 4.0k | 82.64 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $320k | 907.00 | 353.28 |
|
|
| Xcel Energy (XEL) | 0.1 | $312k | +31% | 3.9k | 80.31 |
|
| Caterpillar (CAT) | 0.1 | $305k | NEW | 286.00 | 1064.90 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $293k | 7.0k | 41.62 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $292k | 1.3k | 218.00 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $274k | +16% | 1.9k | 146.65 |
|
| Wal-Mart Stores (WMT) | 0.1 | $265k | -14% | 2.3k | 113.26 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $265k | 5.0k | 53.47 |
|
|
| Tesla Motors (TSLA) | 0.1 | $258k | -12% | 614.00 | 420.60 |
|
| General Mills (GIS) | 0.1 | $250k | 7.2k | 34.80 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $242k | NEW | 2.1k | 117.09 |
|
| Johnson & Johnson (JNJ) | 0.1 | $240k | +3% | 943.00 | 253.97 |
|
| Ge Aerospace Com New (GE) | 0.1 | $238k | NEW | 637.00 | 373.92 |
|
| Advanced Micro Devices (AMD) | 0.1 | $234k | NEW | 403.00 | 580.91 |
|
| Travelers Companies (TRV) | 0.1 | $231k | -6% | 699.00 | 330.12 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $224k | NEW | 1.3k | 176.32 |
|
| Intel Corporation (INTC) | 0.1 | $221k | NEW | 1.6k | 139.65 |
|
| Ge Vernova (GEV) | 0.1 | $214k | NEW | 182.00 | 1174.86 |
|
| Meta Platforms Cl A (META) | 0.1 | $209k | -16% | 371.00 | 563.36 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $205k | NEW | 1.1k | 190.92 |
|
| Plby Group Ord (PLBY) | 0.0 | $23k | 19k | 1.22 |
|
Past Filings by Kure Advisory
SEC 13F filings are viewable for Kure Advisory going back to 2023
- 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