CURA WEALTH ADVISORS, LLC — 13F Holdings & Portfolio
CIK 2056729 · latest 13F-HR filed 2026-05-08
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
$223.5M
Long-equity book
Holdings
126
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+12 / −28 / ↑30 / ↓55
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD STAR FDS$615.0K +103.8%
- VANGUARD INDEX FDS$602.3K +23.8%
- BP PLC$338.8K +35.3%
- VANGUARD WHITEHALL FDS$304.9K +111.8%
- VANGUARD WHITEHALL FDS$290.6K +91.6%
Top Trims
- FS KKR CAP CORP-$11.7M -33.6%
- ABBOTT LABORATORIES-$5.0M -17.4%
- APOLLO COML REAL ESTATE FIN-$3.4M -42.1%
- BLACKSTONE MORTGAGE TRUST IN-$3.0M -82.8%
- GOLUB CAP BDC INC-$1.8M -54.7%
New Positions
- EQUINOR ASA$300.5K
- SPDR INDEX SHS FDS$298.7K
- SELECT SECTOR SPDR TR$258.2K
- VERTIV HOLDINGS CO$255.6K
- LOCKHEED MARTIN CORP$248.0K
Exited Positions
- TRANSDIGM GROUP INC$546.6K
- INTUITIVE SURGICAL INC$423.7K
- S&P GLOBAL INC$408.3K
- NETFLIX INC$369.1K
- GE AEROSPACE$366.5K
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 | ABBVIE INC | ABBV | 00287Y109 | $63.7M | 28.52% | 292,983 | SH |
| 2 | ABBOTT LABORATORIES | ABT | 002824100 | $23.6M | 10.55% | 229,627 | SH |
| 3 | FS KKR CAP CORP | FSK | 302635206 | $23.1M | 10.32% | 2,264,934 | SH |
| 4 | MIDCAP FINANCIAL INVSTMNT CO | MFIC | 03761U502 | $6.9M | 3.09% | 613,918 | SH |
| 5 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $5.6M | 2.49% | 40,260 | SH |
| 6 | APOLLO COML REAL ESTATE FIN | ARI | 03762U105 | $4.6M | 2.07% | 437,233 | SH |
| 7 | VANECK ETF TRUST | GDXJ | 92189F791 | $4.5M | 2.03% | 37,796 | SH |
| 8 | ARES COML REAL ESTATE CORP | ACRE | 04013V108 | $4.3M | 1.95% | 905,601 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $3.7M | 1.66% | 14,594 | SH |
| 10 | NUVEEN AMT FREE QLTY MUN INC | NEA | 670657105 | $3.4M | 1.52% | 302,000 | SH |
| 11 | VANGUARD INDEX FDS | VTI | 922908769 | $3.1M | 1.40% | 9,778 | SH |
| 12 | ISHARES TR | SGOV | 46436E718 | $3.0M | 1.33% | 29,509 | SH |
| 13 | BLACKROCK MUNIYILD QULT FD I | MQY | 09254F100 | $3.0M | 1.33% | 270,000 | SH |
| 14 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $2.8M | 1.26% | 14,170 | SH |
| 15 | GRANITE PT MTG TR INC | GPMT | 38741L107 | $2.8M | 1.24% | 1,905,078 | SH |
| 16 | EATON VANCE MUN BD FD | EIM | 27827X101 | $2.5M | 1.11% | 254,149 | SH |
| 17 | ALPS ETF TR | AMLP | 00162Q452 | $2.3M | 1.01% | 42,850 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $2.2M | 1.00% | 6,046 | SH |
| 19 | ISHARES TR | IVV | 464287200 | $1.7M | 0.75% | 2,579 | SH |
| 20 | GOLUB CAP BDC INC | GBDC | 38173M102 | $1.5M | 0.68% | 120,200 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.5M | 0.68% | 8,715 | SH |
| 22 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $1.4M | 0.64% | 27,290 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.4M | 0.63% | 2,916 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.62% | 6,670 | SH |
| 25 | VANGUARD INDEX FDS | VOO | 922908363 | $1.4M | 0.61% | 2,274 | SH |
| 26 | BP PLC | BP | 055622104 | $1.3M | 0.58% | 27,613 | SH |
| 27 | ALPHABET INC | GOOGL | 02079K305 | $1.3M | 0.57% | 4,447 | SH |
| 28 | NUVEEN QUALITY MUNCP INCOME | NAD | 67066V101 | $1.3M | 0.57% | 110,000 | SH |
| 29 | VANECK ETF TRUST | GDX | 92189F106 | $1.2M | 0.54% | 13,214 | SH |
| 30 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.2M | 0.54% | 8,280 | SH |
| 31 | VANGUARD STAR FDS | VXUS | 921909768 | $1.2M | 0.54% | 15,659 | SH |
| 32 | IDEXX LABS INC | IDXX | 45168D104 | $1.2M | 0.53% | 2,088 | SH |
| 33 | KAYNE ANDERSON ENERGY INFRST | KYN | 486606106 | $1.1M | 0.50% | 79,003 | SH |
| 34 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $1.1M | 0.50% | 8,613 | SH |
| 35 | JPMORGAN CHASE FINL CO LLC | AMJB | 48133Q309 | $1.1M | 0.49% | 31,643 | SH |
| 36 | META PLATFORMS INC | META | 30303M102 | $1.1M | 0.48% | 1,872 | SH |
| 37 | ORACLE CORP | ORCL | 68389X105 | $1.1M | 0.47% | 7,143 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $992.6K | 0.44% | 38,714 | SH |
| 39 | SHELL PLC | SHEL | 780259305 | $989.1K | 0.44% | 10,636 | SH |
| 40 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $938.8K | 0.42% | 1,443 | SH |
| 41 | KINDER MORGAN INC DEL | KMI | 49456B101 | $825.6K | 0.37% | 24,622 | SH |
| 42 | INVESCO QQQ TR | QQQ | 46090E103 | $824.9K | 0.37% | 1,429 | SH |
| 43 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $757.5K | 0.34% | 14,016 | SH |
| 44 | JOHNSON & JOHNSON | JNJ | 478160104 | $731.2K | 0.33% | 2,991 | SH |
| 45 | NEUBERGER MUN FD INC | NBH | 64124P101 | $690.2K | 0.31% | 68,000 | SH |
| 46 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $688.3K | 0.31% | 3,586 | SH |
| 47 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $664.2K | 0.30% | 6,055 | SH |
| 48 | VANGUARD INDEX FDS | VUG | 922908736 | $629.0K | 0.28% | 1,440 | SH |
| 49 | BLACKSTONE MORTGAGE TRUST IN | BXMT | 09257W100 | $618.5K | 0.28% | 32,300 | SH |
| 50 | KKR REAL ESTATE FIN TR INC | KREF | 48251K100 | $615.2K | 0.28% | 100,515 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $223.5M | 126 | 0002056729-26-000002 |
| 2025-12-31 | 2026-01-23 | $263.8M | 141 | 0002056729-26-000001 |