CURA WEALTH ADVISORS, LLC
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
ABBV
$72.9MFSK
$22.4MABT
$20.7MDOV
$6.4MMFIC
$5.2MAAPL
$4.3MACRE
$4.1M- VANECK$3.8M
- VANGUARD$3.8M
- NUVEEN$3.5M
- ISHARES$3.1M
MQY
$3.1MARI
$2.9MGPMT
$2.7MEIM
$2.5MMSFT
$2.5M- ALPS$2.3M
NVDA
$2.0M- ISHARES$1.9M
- VANGUARD$1.7M
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
$72.9M
31.1% of stocks
-1%This quarter+17.6%Since filed7+ qtrsHeld$22.4M
9.6% of stocks
-6%This quarter-12.5%Since filed7+ qtrsHeldAIQuality45.3#1,896Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$20.7M
8.8% of stocks
-0.7%This quarter-2.9%Since filed4 qtrsHeld$6.4M
2.7% of stocks
+0.9%This quarter-4.0%Since filed7+ qtrsHeld$5.2M
2.2% of stocks
-16%This quarter-13.9%Since filed7+ qtrsHeldAIQuality50.5#1,614Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$4.3M
1.8% of stocks
+2%This quarter+10.1%Since filed7+ qtrsHeld$4.1M
1.7% of stocks
-0.4%This quarter-27.6%Since filed7+ qtrsHeld- 8
VANECK ETF TRUST - JUNIOR GOLD MINE
$3.8M
1.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - TOTAL STK MKT
$3.8M
1.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
NUVEEN AMT FREE QLTY MUN INC - COM
$3.5M
1.5% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy—
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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $3.1M | 1.3% | 31K | +5% | — | — | 13F |
| 12 | BLACKROCK MUNIYIELD QUALITY FUND, INC. | Other | $3.1M | 1.3% | 269K | -0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Apollo Commercial Real Estate Finance, Inc. | Real Estate | $2.9M | 1.3% | 276K | -37% | 7+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Granite Point Mortgage Trust Inc. | Real Estate | $2.7M | 1.1% | 1.80M | -5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Eaton Vance Municipal Bond Fund | Other | $2.5M | 1.1% | 254K | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MICROSOFT CORP | Technology | $2.5M | 1.1% | 6,626 | +10% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ALPS ETF TR - ALERIAN MLPetf/fund | — | $2.3M | 1.0% | 44K | +3% | — | — | 13F |
| 18 | NVIDIA CORP | Technology | $2.0M | 0.8% | 9,816 | +13% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $1.9M | 0.8% | 2,577 | -0.1% | — | — | 13F |
| 20 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $1.7M | 0.7% | 20K | +29% | — | — | 13F |
| 21 | Accenture plc | Technology | $1.7M | 0.7% | 14K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.7M | 0.7% | 2,486 | +9% | — | — | 13F |
| 23 | AMAZON COM INC | Consumer Discretionary | $1.7M | 0.7% | 7,143 | +7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $1.6M | 0.7% | 4,499 | +1% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GOLUB CAPITAL BDC, Inc. | Other | $1.5M | 0.7% | 120K | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.6% | 2,987 | +2% | |||
| 27 | $NAD | Nuveen Quality Municipal Income Fund | Other | $1.3M | 0.6% | 110K | — | |||
| 28 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $1.2M | 0.5% | 27K | — | |||
| 29 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.2M | 0.5% | 39K | +2% | |||
| 30 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.5% | 1,472 | +2% | |||
| 31 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $1.1M | 0.5% | 79K | +0.0% | |||
| 32 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $1.1M | 0.5% | 2,066 | -1% | |||
| 33 | $DUK | Duke Energy CORP | Utilities | $1.1M | 0.5% | 8,588 | -0.3% | |||
| 34 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.1M | 0.5% | 1,470 | +3% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.5% | 1,922 | +3% | |||
| 36 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | — | $1.1M | 0.5% | 31K | -2% | |||
| 37 | $ORCL | ORACLE CORP | Technology | $1.0M | 0.4% | 7,048 | -1% | |||
| 38 | $BP | BP PLC | Energy | $1.0M | 0.4% | 28K | — | |||
| 39 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.0M | 0.4% | 13K | +0.7% | |||
| 40 | $PANW | Palo Alto Networks Inc | Technology | $932K | 0.4% | 2,733 | +0.1% | |||
| 41 | $PLTR | Palantir Technologies Inc. | Technology | $925K | 0.4% | 7,926 | -4% | |||
| 42 | $INTC | INTEL CORP | Technology | $874K | 0.4% | 6,262 | -15% | |||
| 43 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $837K | 0.4% | 14K | +0.0% | |||
| 44 | $SHEL | Shell plc | Energy | $824K | 0.3% | 11K | -0.0% | |||
| 45 | $KMI | KINDER MORGAN, INC. | Energy | $808K | 0.3% | 25K | +3% | |||
| 46 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $782K | 0.3% | 6,121 | +1% | |||
| 47 | $JNJ | JOHNSON & JOHNSON | Healthcare | $767K | 0.3% | 3,020 | +1.0% | |||
| 48 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $732K | 0.3% | 8,502 | +490% | |||
| 49 | $LLY | ELI LILLY & Co | Healthcare | $722K | 0.3% | 602 | +6% | |||
| 50 | $NBH | NEUBERGER MUNICIPAL FUND INC. | Other | $717K | 0.3% | 68K | — | |||
| 51 | $KREF | KKR Real Estate Finance Trust Inc. | Real Estate | $689K | 0.3% | 101K | +0.2% | |||
| 52 | $NTRS | NORTHERN TRUST CORP | Financials | $677K | 0.3% | 3,897 | -5% | |||
| 53 | $GOOG | Alphabet Inc. | Technology | $677K | 0.3% | 1,917 | +7% | |||
| 54 | $JPM | JPMORGAN CHASE & CO | Financials | $662K | 0.3% | 2,021 | +0.8% | |||
| 55 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $633K | 0.3% | 6,450 | — | |||
| 56 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $616K | 0.3% | 3,900 | — | |||
| 57 | — | VANGUARD WORLD FD - INF TECH ETF | — | $562K | 0.2% | 4,704 | +700% | |||
| 58 | $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | Real Estate | $546K | 0.2% | 32K | -0.3% | |||
| 59 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $541K | 0.2% | 17K | +2% | |||
| 60 | $MU | MICRON TECHNOLOGY INC | Technology | $531K | 0.2% | 460 | New | |||
| 61 | $PDI | PIMCO Dynamic Income Fund | Other | $527K | 0.2% | 32K | +0.9% | |||
| 62 | $AVGO | Broadcom Inc. | Technology | $510K | 0.2% | 1,349 | +18% | |||
| 63 | $PFE | PFIZER INC | Healthcare | $509K | 0.2% | 21K | +6% | |||
| 64 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $500K | 0.2% | 7,022 | +10% | |||
| 65 | $BEPC | Brookfield Renewable Corp | Utilities | $497K | 0.2% | 13K | — | |||
| 66 | $IVZ | Invesco Ltd. | Financials | $494K | 0.2% | 2,321 | -35% | |||
| 67 | $NKE | NIKE, Inc. | Consumer Discretionary | $472K | 0.2% | 11K | — | |||
| 68 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $444K | 0.2% | 3,251 | +7% | |||
| 69 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $434K | 0.2% | 1,835 | -5% | |||
| 70 | $TXN | TEXAS INSTRUMENTS INC | Technology | $414K | 0.2% | 1,388 | +10% | |||
| 71 | $V | VISA INC. | Financials | $404K | 0.2% | 1,177 | -5% | |||
| 72 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $399K | 0.2% | 803 | +6% | |||
| 73 | $EVRG | Evergy, Inc. | Utilities | $389K | 0.2% | 4,497 | +0.9% | |||
| 74 | $ETHE | Grayscale Ethereum Staking ETF | Financials | $377K | 0.2% | 30K | -0.8% | |||
| 75 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $375K | 0.2% | 1,063 | +8% | |||
| 76 | $HWM | Howmet Aerospace Inc. | Materials | $373K | 0.2% | 1,386 | — | |||
| 77 | — | ISHARES TR - GL CLEAN ENE ETF | — | $366K | 0.2% | 18K | -6% | |||
| 78 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $346K | 0.1% | 3,911 | — | |||
| 79 | $SU | SUNCOR ENERGY INC | Energy | $344K | 0.1% | 6,406 | — | |||
| 80 | $MRK | Merck & Co., Inc. | Healthcare | $342K | 0.1% | 2,665 | +2% | |||
| 81 | $OKTA | Okta, Inc. | Technology | $341K | 0.1% | 2,500 | New | |||
| 82 | $WT | WisdomTree, Inc. | Financials | $341K | 0.1% | 5,982 | — | |||
| 83 | — | ROUNDHILL ETF TRUST - S&P 500 ODTE COV | — | $337K | 0.1% | 8,622 | — | |||
| 84 | $APH | AMPHENOL CORP /DE/ | Technology | $335K | 0.1% | 1,900 | +2% | |||
| 85 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $330K | 0.1% | 6,216 | +47% | |||
| 86 | $RBRK | Rubrik, Inc. | Technology | $328K | 0.1% | 4,090 | New | |||
| 87 | $EVV | Eaton Vance Ltd Duration Income Fund | Other | $327K | 0.1% | 35K | +1% | |||
| 88 | $VRT | Vertiv Holdings Co | Technology | $326K | 0.1% | 973 | -5% | |||
| 89 | — | ISHARES TR - MSCI ACWI ETF | — | $324K | 0.1% | 2,065 | — | |||
| 90 | $LIN | LINDE PLC | Materials | $322K | 0.1% | 621 | — | |||
| 91 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $315K | 0.1% | 3,000 | — | |||
| 92 | $CVX | CHEVRON CORP | Energy | $312K | 0.1% | 1,880 | +13% | |||
| 93 | $COIN | Coinbase Global, Inc. | Financials | $305K | 0.1% | 2,087 | -23% | |||
| 94 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $298K | 0.1% | 3,196 | +0.2% | |||
| 95 | $GLD | SPDR GOLD TRUST | Financials | $297K | 0.1% | 807 | +0.1% | |||
| 96 | $ANET | Arista Networks, Inc. | Technology | $297K | 0.1% | 1,748 | +3% | |||
| 97 | — | ISHARES TR - US AER DEF ETF | — | $296K | 0.1% | 1,220 | +19% | |||
| 98 | $GEV | GE Vernova Inc. | Industrials | $294K | 0.1% | 250 | New | |||
| 99 | $NVS | NOVARTIS AG | Healthcare | $292K | 0.1% | 1,863 | — | |||
| 100 | — | PIMCO ETF TR - MULTISECTOR BD | — | $291K | 0.1% | 11K | New | |||
| 101 | $CEG | Constellation Energy Corp | Utilities | $286K | 0.1% | 1,153 | -2% | |||
| 102 | $SLB | SLB LIMITED/NV | Energy | $285K | 0.1% | 6,139 | — | |||
| 103 | $ET | Energy Transfer LP | Energy | $279K | 0.1% | 15K | +0.3% | |||
| 104 | $GE | GENERAL ELECTRIC CO | Industrials | $279K | 0.1% | 745 | New | |||
| 105 | — | ISHARES TR - RUSSELL 2000 ETF | — | $277K | 0.1% | 921 | — | |||
| 106 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $269K | 0.1% | 4,000 | — | |||
| 107 | $BX | Blackstone Inc. | Financials | $265K | 0.1% | 2,252 | +4% | |||
| 108 | $KO | COCA COLA CO | Consumer Staples | $262K | 0.1% | 3,229 | -0.1% | |||
| 109 | $MNST | Monster Beverage Corp | Consumer Staples | $261K | 0.1% | 2,716 | New | |||
| 110 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $259K | 0.1% | 5,702 | New | |||
| 111 | $TSLA | Tesla, Inc. | Consumer Discretionary | $256K | 0.1% | 608 | New | |||
| 112 | $BA | BOEING CO | Industrials | $254K | 0.1% | 1,175 | +13% | |||
| 113 | $MCD | MCDONALDS CORP | Consumer Discretionary | $250K | 0.1% | 924 | -9% | |||
| 114 | $CB | Chubb Ltd | Financials | $245K | 0.1% | 719 | -4% | |||
| 115 | — | PUTNAM ETF TRUST - FRAN MU HI YI ET | — | $241K | 0.1% | 20K | +1% | |||
| 116 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $228K | 0.1% | 548 | New | |||
| 117 | $HIMS | Hims & Hers Health, Inc. | Healthcare | $225K | 0.1% | 6,502 | New | |||
| 118 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $225K | 0.1% | 295 | New | |||
| 119 | $EQNR | EQUINOR ASA | Energy | $224K | 0.1% | 7,120 | — | |||
| 120 | $OKE | ONEOK INC /NEW/ | Energy | $222K | 0.1% | 2,558 | +13% | |||
| 121 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $222K | 0.1% | 2,691 | New | |||
| 122 | $NEE | NEXTERA ENERGY INC | Utilities | $221K | 0.1% | 2,519 | — | |||
| 123 | $TDG | TransDigm Group INC | Industrials | $218K | 0.1% | 164 | New | |||
| 124 | $BLK | BlackRock, Inc. | Financials | $217K | 0.1% | 226 | New | |||
| 125 | $CRM | Salesforce, Inc. | Technology | $212K | 0.1% | 1,351 | -7% | |||
| 126 | — | ISHARES TR - GLOBAL ENERG ETF | — | $211K | 0.1% | 4,300 | — | |||
| 127 | $SPGI | S&P Global Inc. | Financials | $210K | 0.1% | 516 | New | |||
| 128 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $208K | 0.1% | 740 | New | |||
| 129 | $CCL | Carnival Corp Ltd. | Industrials | $206K | 0.1% | 7,208 | -15% | |||
| 130 | $MKL | MARKEL GROUP INC. | Financials | $203K | 0.1% | 104 | New | |||
| 131 | $LMT | LOCKHEED MARTIN CORP | Industrials | $200K | 0.1% | 393 | -4% | |||
| 132 | $DSL | DoubleLine Income Solutions Fund | Other | $190K | 0.1% | 17K | — | |||
| 133 | $TSSI | TSS, Inc. | Technology | $123K | 0.1% | 10K | +0.1% | |||
| 134 | $CCID | Carlyle Credit Income Fund | Other | $100K | 0.0% | 36K | — | |||
| 135 | $CRGY | Crescent Energy Co | Energy | $100K | 0.0% | 10K | — | |||
| 136 | $OXLC | Oxford Lane Capital Corp. | Other | $90K | 0.0% | 10K | — | |||
| 137 | $NHS | Neuberger High Yield Strategies Fund Inc. | Other | $77K | 0.0% | 12K | — | |||
| 138 | $ABUS | Arbutus Biopharma Corp | Healthcare | $72K | 0.0% | 15K | — | |||
| 139 | $KEEL | Keel Infrastructure Corp. | Financials | $57K | 0.0% | 10K | New | |||
| 140 | $TLSI | TriSalus Life Sciences, Inc. | Healthcare | $36K | 0.0% | 10K | New |
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)
$MUMICRON TECHNOLOGY INC$531K
first bought this quarter
$OKTAOkta, Inc.$341K
first bought this quarter
$RBRKRubrik, Inc.$328K
first bought this quarter
$GEVGE Vernova Inc.$294K
first bought this quarter
- PIMCO ETF TR - MULTISECTOR BD$291K
first bought this quarter
$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
now $2.0M · held 7+ qtrs
now $2.5M · held 7+ qtrs
- VANGUARD INDEX FDS - TOTAL STK MKT+5%
now $3.8M
+49 more in the Excel export
Trimmed (33)
now $2.9M · held 7+ qtrs, 4 trims in a row
now $22.4M · held 7+ qtrs, 3 trims in a row
now $5.2M · held 7+ qtrs, 2 trims in a row
now $72.9M · held 7+ qtrs
$IVZInvesco Ltd.-35%
now $494K · held 7+ qtrs
$INTCINTEL CORP-15%
now $874K · held 4 qtrs
+27 more in the Excel export
Holdings by quarter
Every 13F CURA WEALTH ADVISORS, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
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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