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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, exited 6, added to 59, and trimmed 36.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ABBVIE INC$9.2M +14.5%
  • VANGUARD INTL EQUITY INDEX F$809.3K +14.5%
  • VANGUARD INDEX FDS$680.1K +21.7%
  • APPLE INC$618.1K +16.7%
  • INTEL CORP$548.5K +168.3%
Show all 59 →

Top Trims

  • ABBOTT LABORATORIES-$2.9M -12.3%
  • MIDCAP FINANCIAL INVSTMNT CO-$1.7M -25.1%
  • APOLLO COML REAL ESTATE FIN-$1.7M -36.2%
  • ACCENTURE PLC IRELAND-$1.1M -38.7%
  • VANECK ETF TRUST-$695.9K -15.3%
Show all 36 →

New Positions

  • MICRON TECHNOLOGY INC$530.9K
  • OKTA INC$341.1K
  • RUBRIK INC.$328.3K
  • GE VERNOVA INC$293.8K
  • PIMCO ETF TR$291.4K
Show all 21 →

Exited Positions

  • CARNIVAL CORP$218.4K
  • MEDTRONIC PLC$211.7K
  • WALMART INC$210.1K
  • BITWISE 10 CRYPTO INDEX ETF$205.0K
  • ENTERPRISE PRODS PARTNERS L$202.9K
Show all 6 →
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 $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