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CURA WEALTH ADVISORS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056729
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare42.0%$98.3M
  • Other32.6%$76.4M
  • Technology9.2%$21.5M
  • Real Estate4.7%$10.9M
  • Industrials3.3%$7.8M
  • Financials3.3%$7.7M
  • Energy2.1%$4.9M
  • Consumer Discretionary1.3%$3.1M
  • Utilities1.1%$2.5M
  • Materials0.3%$694,992

AUM History

13fpro.ai/research/fund/cura-wealth-advisors-llc-2056729

Conviction and streaks

Diversifying · top 10 = 62.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cura-wealth-advisors-llc-2056729

CURA WEALTH ADVISORS, LLC 13F holdings — Q2 2026

$234.3M portfolio (+4.8% QoQ) · 140 holdings · Q2 2026 13F · top 10 are 63% of the stock portfolio

All holdings — CURA WEALTH ADVISORS, LLC (Q2 2026)

140 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— ISHARES TR - 0-3 MTH TREASURYetf/fund$3.1M+5%
MQY$MQYBLACKROCK MUNIYIELD QUALITY FUND, INC.$3.1M-0.4%
ARI$ARIApollo Commercial Real Estate Finance, Inc.$2.9M-37%
GPMT$GPMTGranite Point Mortgage Trust Inc.$2.7M-5%
EIM$EIMEaton Vance Municipal Bond Fund$2.5M—
MSFT$MSFTMICROSOFT CORP$2.5M+10%
— ALPS ETF TR - ALERIAN MLPetf/fund$2.3M+3%
NVDA$NVDANVIDIA CORP$2.0M+13%
— ISHARES TR - CORE S&P500 ETFetf/fund$1.9M-0.1%
— VANGUARD STAR FDS - VG TL INTL STK Fetf/fund$1.7M+29%
ACN$ACNAccenture plc$1.7M-2%
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$1.7M+9%
AMZN$AMZNAMAZON COM INC$1.7M+7%
GOOGL$GOOGLAlphabet Inc.$1.6M+1%
GBDC$GBDCGOLUB CAPITAL BDC, Inc.$1.5M—

What changed in Q2 2026

Against the previous quarter's 13F: 20 new, 55 added to, 33 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (20)

  • MU$MUMICRON TECHNOLOGY INC$531K

    first bought this quarter

  • OKTA$OKTAOkta, Inc.$341K

    first bought this quarter

  • RBRK$RBRKRubrik, Inc.$328K

    first bought this quarter

  • GEV$GEVGE Vernova Inc.$294K

    first bought this quarter

  • PIMCO ETF TR - MULTISECTOR BD$291K

    first bought this quarter

  • GE$GEGENERAL ELECTRIC CO$279K

    first bought this quarter

+14 more in the Excel export

Added to (55)

  • VANGUARD INDEX FDS - GROWTH ETF+490%

    now $732K

  • VANGUARD WORLD FD - INF TECH ETF+700%

    now $562K

  • VANGUARD STAR FDS - VG TL INTL STK F+29%

    now $1.7M

  • NVDA$NVDANVIDIA CORP+13%

    now $2.0M · held 7+ qtrs

  • MSFT$MSFTMICROSOFT CORP+10%

    now $2.5M · held 7+ qtrs

  • VANGUARD INDEX FDS - TOTAL STK MKT+5%

    now $3.8M

+49 more in the Excel export

Trimmed (33)

  • ARI$ARIApollo Commercial Real Estate Finance, Inc.-37%

    now $2.9M · held 7+ qtrs, 4 trims in a row

  • FSK$FSKFS KKR Capital Corp-6%

    now $22.4M · held 7+ qtrs, 3 trims in a row

  • MFIC$MFICMidCap Financial Investment Corp-16%

    now $5.2M · held 7+ qtrs, 2 trims in a row

  • ABBV$ABBVAbbVie Inc.-1%

    now $72.9M · held 7+ qtrs

  • IVZ$IVZInvesco Ltd.-35%

    now $494K · held 7+ qtrs

  • INTC$INTCINTEL CORP-15%

    now $874K · held 4 qtrs

+27 more in the Excel export

Sold out (6)

  • MDT$MDTMedtronic plcwas $212K

    held 5 qtrs

  • WMT$WMTWalmart Inc.was $210K

    held 1 qtr

  • BITW$BITWBitwise 10 Crypto Index ETFwas $205K

    held 2 qtrs

  • EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.was $203K

    held 1 qtr

  • MSDL$MSDLMorgan Stanley Direct Lending Fundwas $142K
  • NVDA$NVDAPUTNVIDIA CORPwas $1

Firm AUM (Form ADV): $527.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F CURA WEALTH ADVISORS, LLC has filed, 6 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow CURA WEALTH ADVISORS?

Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of CURA WEALTH ADVISORS's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+4.0%

Value-weighted move of the 10 largest stock positions

Turnover

3%

Last quarter; 19% over the last 4

Top 10 weight

63%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

CURA WEALTH ADVISORS, LLC disclosed 140 positions worth $234.3M in its Form 13F-HR for Q2 2026, led by $ABBV (AbbVie Inc.) at 31.1% of the equity portfolio, followed by $FSK and $ABT. During the quarter the fund opened 20 new positions and exited 6 — including a new stake in $MU and a full exit from $MDT. The portfolio is most concentrated in Healthcare (42.0% of disclosed assets). All figures are sourced directly from CURA WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 2056729.

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AI-Powered Hedge Fund Analysis: CURA WEALTH ADVISORS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For CURA WEALTH ADVISORS, LLC (SEC CIK: 2056729), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CURA WEALTH ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.