Kure Advisory, LLC — 13F Holdings & Portfolio
CIK 1986795 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$183.6M
Long-equity book
Holdings
56
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+5 / −5 / ↑10 / ↓14
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$1.4M +17.2%
- ISHARES TR$697.1K +7.1%
- ISHARES TR$234.1K +6.6%
- VANGUARD INDEX FDS$207.0K +6.7%
- WALMART INC$78.7K +30.1%
Top Trims
- VANGUARD INDEX FDS-$561.7K -6.1%
- 3M CO-$257.6K -37.4%
- MICROSOFT CORP-$220.8K -18.7%
- PALANTIR TECHNOLOGIES INC-$109.7K -17.6%
- NVIDIA CORPORATION-$81.8K -7.0%
New Positions
- ISHARES TR$335.6K
- BP PLC$241.0K
- CHEVRON CORPORATION$235.9K
- PHILLIPS 66$213.0K
- CONOCOPHILLIPS$203.2K
Exited Positions
- SCHWAB STRATEGIC TR$585.2K
- CARVANA CO$242.2K
- VANGUARD INDEX FDS$216.9K
- J P MORGAN EXCHANGE TRADED F$215.5K
- TIDAL TRUST II$186.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $28.2M | 15.38% | 724,813 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $26.5M | 14.45% | 588,013 | SH |
| 3 | INNOVATOR ETFS TRUST | BALT | 45783Y855 | $23.8M | 12.96% | 711,047 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $15.2M | 8.30% | 260,320 | SH |
| 5 | ISHARES TR | IJR | 464287804 | $10.6M | 5.75% | 84,956 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $9.6M | 5.21% | 311,884 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $9.0M | 4.92% | 266,672 | SH |
| 8 | VANGUARD INDEX FDS | VUG | 922908736 | $8.7M | 4.74% | 19,928 | SH |
| 9 | ISHARES GOLD TR | IAU | 464285204 | $7.8M | 4.23% | 88,188 | SH |
| 10 | ISHARES TR | STIP | 46429B747 | $6.3M | 3.46% | 61,377 | SH |
| 11 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $5.4M | 2.92% | 67,588 | SH |
| 12 | ISHARES U S ETF TR | NEAR | 46431W507 | $4.6M | 2.48% | 89,641 | SH |
| 13 | ISHARES TR | REZ | 464288562 | $3.8M | 2.07% | 45,633 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $3.3M | 1.81% | 85,495 | SH |
| 15 | VANGUARD INDEX FDS | VNQ | 922908553 | $3.3M | 1.78% | 36,935 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $1.7M | 0.93% | 6,761 | SH |
| 17 | VANGUARD INDEX FDS | VBK | 922908595 | $1.3M | 0.68% | 4,140 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.1M | 0.59% | 6,207 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $959.2K | 0.52% | 2,591 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $824.2K | 0.45% | 1,720 | SH |
| 21 | EXXON MOBIL CORP | XOM | 30231G102 | $645.3K | 0.35% | 3,803 | SH |
| 22 | SPDR INDEX SHS FDS | XCNY | 78463X848 | $576.7K | 0.31% | 15,762 | SH |
| 23 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $513.1K | 0.28% | 3,508 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $500.5K | 0.27% | 2,403 | SH |
| 25 | VANGUARD INDEX FDS | VOO | 922908363 | $465.4K | 0.25% | 779 | SH |
| 26 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $453.0K | 0.25% | 9,929 | SH |
| 27 | BROADCOM INC | AVGO | 11135F101 | $442.6K | 0.24% | 1,430 | SH |
| 28 | ALPHABET INC | GOOGL | 02079K305 | $442.3K | 0.24% | 1,538 | SH |
| 29 | 3M CO | MMM | 88579Y101 | $430.4K | 0.23% | 2,963 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $404.2K | 0.22% | 1,374 | SH |
| 31 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $382.9K | 0.21% | 384 | SH |
| 32 | SPDR SERIES TRUST | SPAB | 78464A649 | $349.9K | 0.19% | 13,657 | SH |
| 33 | WALMART INC | WMT | 931142103 | $340.2K | 0.19% | 2,737 | SH |
| 34 | ISHARES SILVER TR | SLV | 46428Q109 | $338.0K | 0.18% | 4,961 | SH |
| 35 | ISHARES TR | SGOV | 46436E718 | $335.6K | 0.18% | 3,334 | SH |
| 36 | ISHARES TR | IWR | 464287499 | $324.3K | 0.18% | 3,335 | SH |
| 37 | WELLS FARGO & CO | WFC | 949746101 | $315.6K | 0.17% | 3,964 | SH |
| 38 | US BANCORP | USB | 902973304 | $294.9K | 0.16% | 5,670 | SH |
| 39 | HOME DEPOT INC | HD | 437076102 | $273.2K | 0.15% | 831 | SH |
| 40 | GENERAL MILLS INC | GIS | 370334104 | $269.1K | 0.15% | 7,231 | SH |
| 41 | CUMMINS INC | CMI | 231021106 | $269.1K | 0.15% | 500 | SH |
| 42 | PHILLIPS EDISON & CO INC | PECO | 71844V201 | $263.1K | 0.14% | 7,030 | SH |
| 43 | VANGUARD INDEX FDS | VTV | 922908744 | $262.8K | 0.14% | 1,339 | SH |
| 44 | TESLA INC | TSLA | 88160R101 | $259.9K | 0.14% | 699 | SH |
| 45 | ALPHABET INC | GOOG | 02079K107 | $258.7K | 0.14% | 902 | SH |
| 46 | META PLATFORMS INC | META | 30303M102 | $252.9K | 0.14% | 442 | SH |
| 47 | BP PLC | BP | 055622104 | $241.0K | 0.13% | 5,127 | SH |
| 48 | CHEVRON CORPORATION | CVX | 166764100 | $235.9K | 0.13% | 1,140 | SH |
| 49 | XCEL ENERGY INC | XEL | 98389B100 | $234.6K | 0.13% | 2,953 | SH |
| 50 | PROCTER & GAMBLE CO | PG | 742718109 | $231.7K | 0.13% | 1,604 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $183.6M | 56 | 0001754960-26-000266 |
| 2025-12-31 | 2026-01-08 | $178.8M | 56 | 0001754960-26-000014 |