Top Institutional Investors

CURA WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 2056729 · latest 13F-HR filed 2026-08-06

Backtest portfolio

CURA WEALTH ADVISORS, LLC manages $234.3M in 13F-reported U.S. long-equity assets across 140 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ABBV (31.14%), FSK (9.56%), ABT (8.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions and exited 6; 59 existing positions rose in reported value and 36 fell.

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
$234.3M

Long-equity book

Holdings
140

Distinct positions

Period
2026-06-30

Filed 2026-08-06

Q/Q Activity
+21 / −6 / ↑59 / ↓36

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
ABBV31.1% · -1%FSK9.6% · -6%ABT8.8% · -1%VT2.7% · +1%MFIC2.2% · -16%AAPL1.8% · +2%ACRE1.7% · -0%GDXJ1.6% · +3%VTI1.6% · +6%NEA1.5% · 0%SGOV1.3% · +5%MQY1.3% · -0%ARI1.3% · -37%GPMT1.2% · -6%EIM1.1% · 0%MSFT1.1% · +10%AMLP1.0% · +3%NVDA0.8% · +13%IVV0.8% · -0%VXUS0.7% · +29%ACN0.7% · -2%VOO0.7% · +9%AMZN0.7% · +7%GOOGL0.7% · +1%GBDC0.7% · 0%BRK.B0.6% · +2%NAD0.6% · 0%GBTC0.5% · 0%SCHX0.5% · +2%SPY0.5% · +2%KYN0.5% · 0%IDXX0.5% · -1%DUK0.5% · -0%QQQ0.5% · +3%META0.5% · +3%AMJB0.5% · -2%ORCL0.4% · -1%BP0.4% · 0%GDX0.4% · +1%PANW0.4% · +0%PLTR0.4% · -4%INTC0.4% · -15%VWO0.4% · 0%SHEL0.4% · -0%KMI0.3% · +3%VONG0.3% · +1%JNJ0.3% · +1%VUG0.3% · +490%LLY0.3% · +6%NBH0.3% · 0%KREF0.3% · +0%NTRS0.3% · -5%GOOG0.3% · +7%JPM0.3% · +1%VYMI0.3% · 0%VYM0.3% · 0%VGT0.2% · +700%BXMT0.2% · -0%SCHD0.2% · +2%MU0.2% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 62.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 2, 2026.

Assets Under Management
$527.7M
Discretionary
$494.5M
Employees
3
Accounts
701
Address
180 NORTH STETSON AVE
STE 3500
CHICAGO, IL 60601
Phone
(312) 320-0058
Website
Name Title / Status Ownership Type
KORT, FREDERICK, MAXIMILIAN ControlCHIEF EXECUTIVE OFFICER & MANAGING PARTNER
since Sep 2024
75% or moreIndividual
SHAH, NANDAN, JAGDISH ControlCHIEF COMPLIANCE OFFICER & PARTNER
since Jul 2024
10–25%Individual
Ownership & leadership changes · 2 filings with changes since Jul 16, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 28, 2025 filing
  • ChangedKORT, FREDERICK, MAXIMILIAN · title MANAGING PARTNER → CHIEF EXECUTIVE OFFICER & MANAGING PARTNER
  • ChangedSHAH, NANDAN, JAGDISH · title CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING PARTNER → CHIEF COMPLIANCE OFFICER & PARTNER
Sep 26, 2024 filing
  • AddedKORT, FREDERICK, MAXIMILIAN · MANAGING PARTNER · 75% or more · control person
  • ChangedSHAH, NANDAN, JAGDISH · title CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER → CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING PARTNER; ownership 75% or more → 10–25%
Jul 16, 2024 filing (earliest on record)
  • ListedSHAH, NANDAN, JAGDISH · CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, & MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 59 →

Top Trims

Show all 36 →

New Positions

Show all 21 →

Exited Positions

Show all 6 →

CURA WEALTH ADVISORS, LLC Holdings (2026-06-30)

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 $72.9M 31.14% 289,872 SH
2 FS KKR CAP CORP FSK 302635206 $22.4M 9.56% 2,132,461 SH
3 ABBOTT LABORATORIES ABT 002824100 $20.7M 8.83% 227,985 SH
4 VANGUARD INTL EQUITY INDEX F VT 922042742 $6.4M 2.72% 40,637 SH
5 MIDCAP FINANCIAL INVSTMNT CO MFIC 03761U502 $5.2M 2.21% 512,823 SH
6 APPLE INC AAPL 037833100 $4.3M 1.84% 14,936 SH
7 ARES COML REAL ESTATE CORP ACRE 04013V108 $4.1M 1.73% 902,153 SH
8 VANECK ETF TRUST GDXJ 92189F791 $3.8M 1.64% 39,096 SH
9 VANGUARD INDEX FDS VTI 922908769 $3.8M 1.63% 10,315 SH
10 NUVEEN AMT FREE QLTY MUN INC NEA 670657105 $3.5M 1.51% 302,000 SH
11 ISHARES TR SGOV 46436E718 $3.1M 1.33% 31,041 SH
12 BLACKROCK MUNIYILD QULT FD I MQY 09254F100 $3.1M 1.33% 269,000 SH
13 APOLLO COML REAL ESTATE FIN ARI 03762U105 $2.9M 1.26% 275,833 SH
14 GRANITE PT MTG TR INC GPMT 38741L107 $2.7M 1.15% 1,801,228 SH
15 EATON VANCE MUN BD FD EIM 27827X101 $2.5M 1.08% 254,149 SH
16 MICROSOFT CORP MSFT 594918104 $2.5M 1.05% 6,626 SH
17 ALPS ETF TR AMLP 00162Q452 $2.3M 0.97% 44,035 SH
18 NVIDIA CORPORATION NVDA 67066G104 $2.0M 0.84% 9,816 SH
19 ISHARES TR IVV 464287200 $1.9M 0.82% 2,577 SH
20 VANGUARD STAR FDS VXUS 921909768 $1.7M 0.74% 20,155 SH
21 ACCENTURE PLC IRELAND ACN G1151C101 $1.7M 0.74% 13,840 SH
22 VANGUARD INDEX FDS VOO 922908363 $1.7M 0.73% 2,486 SH
23 AMAZON COM INC AMZN 023135106 $1.7M 0.73% 7,143 SH
24 ALPHABET INC GOOGL 02079K305 $1.6M 0.69% 4,499 SH
25 GOLUB CAP BDC INC GBDC 38173M102 $1.5M 0.66% 120,200 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.5M 0.64% 2,987 SH
27 NUVEEN QUALITY MUNCP INCOME NAD 67066V101 $1.3M 0.57% 110,000 SH
28 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $1.2M 0.53% 27,290 SH
29 SCHWAB STRATEGIC TR SCHX 808524201 $1.2M 0.49% 39,319 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.1M 0.47% 1,472 SH
31 KAYNE ANDERSON ENERGY INFRST KYN 486606106 $1.1M 0.47% 79,012 SH
32 IDEXX LABS INC IDXX 45168D104 $1.1M 0.46% 2,066 SH
33 DUKE ENERGY CORP NEW DUK 26441C204 $1.1M 0.46% 8,588 SH
34 INVESCO QQQ TR QQQ 46090E103 $1.1M 0.46% 1,470 SH
35 META PLATFORMS INC META 30303M102 $1.1M 0.46% 1,922 SH
36 JPMORGAN CHASE FINL CO LLC AMJB 48133Q309 $1.1M 0.46% 31,143 SH
37 ORACLE CORP ORCL 68389X105 $1.0M 0.44% 7,048 SH
38 BP PLC BP 055622104 $1.0M 0.44% 27,613 SH
39 VANECK ETF TRUST GDX 92189F106 $1.0M 0.43% 13,300 SH
40 PALO ALTO NETWORKS INC PANW 697435105 $932.2K 0.40% 2,733 SH
41 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $924.8K 0.39% 7,926 SH
42 INTEL CORP INTC 458140100 $874.3K 0.37% 6,262 SH
43 VANGUARD INTL EQUITY INDEX F VWO 922042858 $836.8K 0.36% 14,019 SH
44 SHELL PLC SHEL 780259305 $824.3K 0.35% 10,631 SH
45 KINDER MORGAN INC DEL KMI 49456B101 $808.0K 0.34% 25,273 SH
46 VANGUARD SCOTTSDALE FDS VONG 92206C680 $782.3K 0.33% 6,121 SH
47 JOHNSON & JOHNSON JNJ 478160104 $766.9K 0.33% 3,020 SH
48 VANGUARD INDEX FDS VUG 922908736 $732.4K 0.31% 8,502 SH
49 ELI LILLY & CO LLY 532457108 $722.1K 0.31% 602 SH
50 NEUBERGER MUN FD INC NBH 64124P101 $717.4K 0.31% 68,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $234.3M 140 0002056729-26-000003
2026-03-31 2026-05-08 $223.5M 126 0002056729-26-000002
2025-12-31 2026-01-23 $263.8M 141 0002056729-26-000001
Filer Information
Address
180 NORTH STETSON AVE STE 3500
CHICAGO, IL 60601
Phone
(312) 320-0058
Filing Manager
CURA WEALTH ADVISORS, LLC
CHICAGO, IL
Signatory
Nandan Shah
Chief Compliance Officer