Cura Wealth Advisors

Cura Wealth Advisors as of March 31, 2026

Portfolio Holdings for Cura Wealth Advisors

Cura Wealth Advisors holds 126 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
Abbvie (ABBV) 28.5 $64M 293k 217.49
Abbott Laboratories (ABT) 10.6 $24M 230k 102.67
Fs Kkr Capital Corp (FSK) 10.3 $23M 2.3M 10.18
Midcap Financial Invstmnt Com New (MFIC) 3.1 $6.9M 614k 11.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.5 $5.6M 40k 138.32
Apollo Commercial Real Est. Finance (ARI) 2.1 $4.6M 437k 10.56
Vaneck Etf Trust Junior Gold Mine (GDXJ) 2.0 $4.5M 38k 120.04
Ares Coml Real Estate (ACRE) 1.9 $4.3M 906k 4.80
Apple (AAPL) 1.7 $3.7M 15k 253.79
Nuveen Insured Tax-Free Adv Munici (NEA) 1.5 $3.4M 302k 11.23
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $3.1M 9.8k 320.81
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.3 $3.0M 30k 100.66
Blackrock Muniyield Quality Fund (MQY) 1.3 $3.0M 270k 10.98
Accenture Plc Ireland Shs Class A (ACN) 1.3 $2.8M 14k 198.29
Granite Pt Mtg Tr Com Stk (GPMT) 1.2 $2.8M 1.9M 1.45
Eaton Vance Municipal Bond Fund (EIM) 1.1 $2.5M 254k 9.77
Alps Etf Tr Alerian Mlp (AMLP) 1.0 $2.3M 43k 52.64
Microsoft Corporation (MSFT) 1.0 $2.2M 6.0k 370.18
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.7M 2.6k 653.28
Golub Capital BDC (GBDC) 0.7 $1.5M 120k 12.66
NVIDIA Corporation (NVDA) 0.7 $1.5M 8.7k 174.39
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.6 $1.4M 27k 52.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.4M 2.9k 479.20
Amazon (AMZN) 0.6 $1.4M 6.7k 208.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.4M 2.3k 597.47
BP Sponsored Adr (BP) 0.6 $1.3M 28k 47.00
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 4.4k 287.53
Nuveen Div. Advantage Muni. Fund (NAD) 0.6 $1.3M 110k 11.50
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $1.2M 13k 91.77
Palantir Technologies Cl A (PLTR) 0.5 $1.2M 8.3k 146.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.2M 16k 77.11
IDEXX Laboratories (IDXX) 0.5 $1.2M 2.1k 561.86
Kayne Anderson MLP Investment (KYN) 0.5 $1.1M 79k 14.28
Duke Energy Corp Com New (DUK) 0.5 $1.1M 8.6k 130.94
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.5 $1.1M 32k 34.57
Meta Platforms Cl A (META) 0.5 $1.1M 1.9k 572.03
Oracle Corporation (ORCL) 0.5 $1.1M 7.1k 147.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $993k 39k 25.64
Shell Spon Ads (SHEL) 0.4 $989k 11k 93.00
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $939k 1.4k 650.56
Kinder Morgan (KMI) 0.4 $826k 25k 33.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $825k 1.4k 577.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $758k 14k 54.05
Johnson & Johnson (JNJ) 0.3 $731k 3.0k 244.48
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.3 $690k 68k 10.15
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $688k 3.6k 191.95
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $664k 6.1k 109.69
Vanguard Index Fds Growth Etf (VUG) 0.3 $629k 1.4k 436.80
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.3 $619k 32k 19.15
Kkr Real Estate Finance Trust (KREF) 0.3 $615k 101k 6.12
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $608k 6.5k 94.24
Nike CL B (NKE) 0.3 $607k 12k 52.82
JPMorgan Chase & Co. (JPM) 0.3 $590k 2.0k 294.15
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $578k 3.9k 148.10
Northern Trust Corporation (NTRS) 0.3 $572k 4.1k 139.57
Pfizer (PFE) 0.3 $561k 20k 28.08
Pimco Dynamic Income SHS (PDI) 0.2 $535k 31k 17.11
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.2 $533k 13k 39.83
Eli Lilly & Co. (LLY) 0.2 $524k 570.00 919.01
Exxon Mobil Corporation (XOM) 0.2 $516k 3.0k 169.68
Alphabet Cap Stk Cl C (GOOG) 0.2 $512k 1.8k 286.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $512k 17k 30.68
Grayscale Ethereum Staking E SHS (ETHE) 0.2 $509k 30k 17.07
Coinbase Global Com Cl A (COIN) 0.2 $474k 2.7k 174.61
Palo Alto Networks (PANW) 0.2 $438k 2.7k 160.31
Suncor Energy (SU) 0.2 $424k 6.4k 66.11
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $413k 1.9k 215.09
Vanguard World Inf Tech Etf (VGT) 0.2 $410k 588.00 697.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $409k 6.4k 64.08
Visa Com Cl A (V) 0.2 $373k 1.2k 302.17
Evergy (EVRG) 0.2 $365k 4.5k 81.93
Broadcom (AVGO) 0.2 $354k 1.1k 309.45
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $348k 19k 18.29
Spdr Gold Tr Gold Shs (GLD) 0.2 $347k 806.00 430.29
Chevron Corporation (CVX) 0.2 $343k 1.7k 206.90
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $339k 760.00 446.40
Constellation Energy (CEG) 0.1 $329k 1.2k 279.20
Intel Corporation (INTC) 0.1 $326k 7.4k 44.13
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $325k 34k 9.45
Home Depot (HD) 0.1 $325k 987.00 328.82
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $322k 3.9k 82.43
Howmet Aerospace (HWM) 0.1 $319k 1.4k 230.46
Roundhill Etf Trust S&p 500 Odte Cov (XDTE) 0.1 $317k 8.6k 36.72
McDonald's Corporation (MCD) 0.1 $316k 1.0k 310.88
SLB Com Stk (SLB) 0.1 $316k 6.1k 51.39
Merck & Co (MRK) 0.1 $314k 2.6k 120.28
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $313k 6.0k 52.30
Linde SHS (LIN) 0.1 $308k 621.00 495.90
Equinor Asa Sponsored Adr (EQNR) 0.1 $301k 7.1k 42.20
Spdr Index Shs Fds State Street Spd (GNR) 0.1 $299k 4.0k 74.67
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $286k 2.1k 138.40
Novartis Sponsored Adr (NVS) 0.1 $285k 1.9k 152.75
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $282k 3.2k 88.46
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $281k 15k 19.30
salesforce (CRM) 0.1 $271k 1.5k 186.67
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $258k 4.2k 61.27
Vertiv Holdings Com Cl A (VRT) 0.1 $256k 1.0k 250.58
Blackstone Group Inc Com Cl A (BX) 0.1 $249k 2.2k 114.98
Lockheed Martin Corporation (LMT) 0.1 $248k 410.00 604.93
Ishares Tr Global Energ Etf (IXC) 0.1 $248k 4.3k 57.61
Coca-Cola Company (KO) 0.1 $246k 3.2k 76.04
Texas Instruments Incorporated (TXN) 0.1 $244k 1.3k 194.07
Chubb (CB) 0.1 $244k 748.00 325.87
Amphenol Corp Cl A (APH) 0.1 $235k 1.9k 126.36
Nextera Energy (NEE) 0.1 $234k 2.5k 92.86
Putnam Etf Trust Franklin Muni Hi (FTMH) 0.1 $231k 20k 11.53
Ishares Tr Russell 2000 Etf (IWM) 0.1 $228k 921.00 248.00
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $225k 3.0k 75.09
Ishares Tr Us Aer Def Etf (ITA) 0.1 $224k 1.0k 218.75
Carnival Corp Common Stock (CCL) 0.1 $218k 8.4k 25.88
Medtronic SHS (MDT) 0.1 $212k 2.4k 86.65
Wal-Mart Stores (WMT) 0.1 $210k 1.7k 124.29
Arista Networks Com Shs (ANET) 0.1 $208k 1.7k 122.79
Boeing Company (BA) 0.1 $208k 1.0k 199.05
Oneok (OKE) 0.1 $205k 2.3k 90.39
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $205k 4.6k 44.61
Enterprise Products Partners (EPD) 0.1 $203k 5.4k 37.84
Doubleline Income Solutions (DSL) 0.1 $186k 17k 10.83
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.1 $142k 10k 13.96
Crescent Energy Company Cl A Com (CRGY) 0.1 $137k 10k 13.50
TSS (TSSI) 0.1 $130k 10k 13.01
Carlyle Credit Income Fund Shs Ben Int (CCIF) 0.1 $115k 36k 3.21
Oxford Lane Cap Corp (OXLC) 0.0 $100k 10k 9.78
Lehman Brothers First Trust IOF (NHS) 0.0 $80k 12k 6.48
Arbutus Biopharma (ABUS) 0.0 $68k 15k 4.50
Nvidia Corporation Put Put Option 0.0 $0.999000 90.00 0.01