Cura Wealth Advisors

Cura Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Cura Wealth Advisors

Cura Wealth Advisors holds 141 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
Abbvie (ABBV) 24.4 $64M 282k 228.49
Fs Kkr Capital Corp (FSK) 13.2 $35M 2.3M 14.81
Abbott Laboratories (ABT) 10.8 $29M 228k 125.29
Apollo Commercial Real Est. Finance (ARI) 3.0 $8.0M 823k 9.68
Midcap Financial Invstmnt Com New (MFIC) 2.8 $7.3M 642k 11.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.1 $5.7M 40k 141.06
Apple (AAPL) 1.9 $5.1M 19k 271.86
Vaneck Etf Trust Junior Gold Mine (GDXJ) 1.8 $4.6M 41k 113.78
Granite Pt Mtg Tr Com Stk (GPMT) 1.7 $4.5M 1.9M 2.40
Ares Coml Real Estate (ACRE) 1.6 $4.3M 907k 4.78
Accenture Plc Ireland Shs Class A (ACN) 1.4 $3.8M 14k 268.30
Blackstone Mtg Tr Com Cl A (BXMT) 1.4 $3.6M 188k 19.13
Nuveen Insured Tax-Free Adv Munici (NEA) 1.4 $3.6M 307k 11.63
Golub Capital BDC (GBDC) 1.3 $3.4M 248k 13.57
Microsoft Corporation (MSFT) 1.3 $3.3M 6.8k 483.65
Blackrock Muniyield Quality Fund (MQY) 1.2 $3.1M 271k 11.30
Amazon (AMZN) 1.1 $2.9M 13k 230.83
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.1 $2.9M 29k 100.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $2.5M 7.6k 335.26
Eaton Vance Municipal Bond Fund (EIM) 0.9 $2.4M 244k 9.73
Alps Etf Tr Alerian Mlp (AMLP) 0.8 $2.0M 43k 47.02
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.7 $1.9M 27k 68.36
Palantir Technologies Cl A (PLTR) 0.7 $1.8M 10k 177.75
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.8M 2.6k 684.99
NVIDIA Corporation (NVDA) 0.7 $1.8M 9.5k 186.50
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.6M 5.2k 312.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 3.0k 502.65
Oracle Corporation (ORCL) 0.5 $1.5M 7.4k 194.92
IDEXX Laboratories (IDXX) 0.5 $1.4M 2.1k 676.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.4M 2.2k 627.08
Meta Platforms Cl A (META) 0.5 $1.4M 2.1k 659.94
Nuveen Div. Advantage Muni. Fund (NAD) 0.5 $1.3M 110k 12.02
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $1.1M 13k 85.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.0M 39k 26.91
Duke Energy Corp Com New (DUK) 0.4 $1.0M 8.5k 117.21
Kayne Anderson MLP Investment (KYN) 0.4 $978k 79k 12.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $973k 1.4k 682.13
BP Sponsored Adr (BP) 0.4 $959k 28k 34.73
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.4 $946k 32k 29.91
Eli Lilly & Co. (LLY) 0.4 $932k 867.00 1075.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $918k 1.5k 614.26
Kkr Real Estate Finance Trust (KREF) 0.3 $828k 101k 8.22
JPMorgan Chase & Co. (JPM) 0.3 $816k 2.5k 322.21
Shell Spon Ads (SHEL) 0.3 $783k 11k 73.48
Grayscale Ethereum Trust Etf SHS (ETHE) 0.3 $775k 32k 24.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $754k 14k 53.76
Broadcom (AVGO) 0.3 $736k 2.1k 346.14
Nike CL B (NKE) 0.3 $735k 12k 63.71
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $718k 5.9k 121.75
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.3 $688k 68k 10.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $686k 3.6k 191.57
Vanguard Index Fds Growth Etf (VUG) 0.3 $680k 1.4k 487.87
Kinder Morgan (KMI) 0.3 $677k 25k 27.49
Johnson & Johnson (JNJ) 0.2 $616k 3.0k 206.92
Coinbase Global Com Cl A (COIN) 0.2 $613k 2.7k 226.14
Palo Alto Networks (PANW) 0.2 $613k 3.3k 184.18
Constellation Energy (CEG) 0.2 $593k 1.7k 353.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $593k 7.9k 75.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $562k 1.8k 313.88
Northern Trust Corporation (NTRS) 0.2 $560k 4.1k 136.59
Howmet Aerospace (HWM) 0.2 $559k 2.7k 205.02
TransDigm Group Incorporated (TDG) 0.2 $547k 411.00 1329.85
Pimco Dynamic Income SHS (PDI) 0.2 $546k 31k 17.71
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.2 $513k 13k 38.34
Pfizer (PFE) 0.2 $496k 20k 24.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $456k 17k 27.43
Amphenol Corp Cl A (APH) 0.2 $446k 3.3k 135.15
Vanguard World Inf Tech Etf (VGT) 0.2 $443k 588.00 753.78
Eaton Vance Limited Duration Income Fund (EVV) 0.2 $435k 44k 9.91
Intuitive Surgical Com New (ISRG) 0.2 $424k 748.00 566.47
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $422k 1.9k 219.75
salesforce (CRM) 0.2 $415k 1.6k 264.91
Home Depot (HD) 0.2 $412k 1.2k 344.04
S&p Global (SPGI) 0.2 $408k 781.00 522.73
Visa Com Cl A (V) 0.1 $395k 1.1k 350.62
Blackstone Group Inc Com Cl A (BX) 0.1 $384k 2.5k 154.11
Exxon Mobil Corporation (XOM) 0.1 $369k 3.1k 120.34
Netflix (NFLX) 0.1 $369k 3.9k 93.76
Ge Aerospace Com New (GE) 0.1 $367k 1.2k 307.96
Roundhill Etf Trust Innovation 100 O (QDTE) 0.1 $351k 11k 30.84
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $344k 760.00 453.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $343k 5.5k 62.47
Roundhill Etf Trust S&p 500 Odte Cov (XDTE) 0.1 $342k 8.6k 39.67
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $341k 4.1k 83.62
Merck & Co (MRK) 0.1 $337k 3.2k 105.27
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $322k 2.0k 161.63
Evergy (EVRG) 0.1 $321k 4.4k 72.49
Spdr Gold Tr Gold Shs (GLD) 0.1 $319k 806.00 396.31
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $317k 6.0k 53.06
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $317k 3.5k 90.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $312k 19k 16.43
McDonald's Corporation (MCD) 0.1 $310k 1.0k 305.62
Mastercard Incorporated Cl A (MA) 0.1 $307k 537.00 571.04
MercadoLibre (MELI) 0.1 $301k 149.00 2018.41
Ge Vernova (GEV) 0.1 $301k 460.00 653.42
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $297k 2.1k 141.52
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $291k 3.2k 91.45
Raytheon Technologies Corp (RTX) 0.1 $291k 1.6k 183.42
Suncor Energy (SU) 0.1 $284k 6.4k 44.36
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $273k 1.9k 143.52
Intel Corporation (INTC) 0.1 $273k 7.4k 36.90
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $270k 4.6k 58.76
Oxford Lane Cap Corp (OXLC) 0.1 $267k 18k 14.64
Texas Instruments Incorporated (TXN) 0.1 $263k 1.5k 173.49
Medtronic SHS (MDT) 0.1 $263k 2.7k 96.06
Novartis Sponsored Adr (NVS) 0.1 $257k 1.9k 137.87
Sap Se Spon Adr (SAP) 0.1 $255k 1.1k 242.91
Linde SHS (LIN) 0.1 $253k 594.00 426.52
Chevron Corporation (CVX) 0.1 $253k 1.7k 152.41
Rubrik Cl A (RBRK) 0.1 $253k 3.3k 76.48
Oneok (OKE) 0.1 $251k 3.4k 73.50
International Business Machines (IBM) 0.1 $245k 827.00 296.11
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $241k 3.0k 80.37
Goldman Sachs (GS) 0.1 $241k 274.00 877.96
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $239k 15k 16.49
SLB Com Stk (SLB) 0.1 $236k 6.1k 38.38
Tesla Motors (TSLA) 0.1 $235k 522.00 449.79
Chubb (CB) 0.1 $233k 748.00 312.06
Arista Networks Com Shs (ANET) 0.1 $233k 1.8k 131.03
Cardinal Health (CAH) 0.1 $227k 1.1k 205.50
Ishares Tr Russell 2000 Etf (IWM) 0.1 $227k 921.00 246.16
Coca-Cola Company (KO) 0.1 $227k 3.2k 69.91
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $220k 7.2k 30.54
Parker-Hannifin Corporation (PH) 0.1 $220k 250.00 878.96
Astrazeneca Sponsored Adr 0.1 $216k 2.4k 91.92
Okta Cl A (OKTA) 0.1 $216k 2.5k 86.47
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $216k 5.6k 38.73
Markel Corporation (MKL) 0.1 $215k 100.00 2149.65
Exelon Corporation (EXC) 0.1 $213k 4.9k 43.59
Hims & Hers Health Com Cl A (HIMS) 0.1 $211k 6.5k 32.47
Quanta Services (PWR) 0.1 $211k 500.00 421.70
Monster Beverage Corp (MNST) 0.1 $207k 2.7k 76.67
Nextera Energy (NEE) 0.1 $202k 2.5k 80.27
Qualcomm (QCOM) 0.1 $202k 1.2k 171.02
Doubleline Income Solutions (DSL) 0.1 $193k 17k 11.27
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.1 $168k 10k 16.48
Carlyle Credit Income Fund Shs Ben Int (CCIF) 0.1 $168k 36k 4.69
Designer Brands Cl A (DBI) 0.0 $106k 14k 7.43
Lehman Brothers First Trust IOF (NHS) 0.0 $91k 12k 7.44
Crescent Energy Company Cl A Com (CRGY) 0.0 $91k 11k 8.39
Arbutus Biopharma (ABUS) 0.0 $72k 15k 4.81