CURA WEALTH ADVISORS, LLC
CIK: 0002056729Latest portfolio: $263.8M · Q4 2025
Holdings
141
Total Value
$263.8M
New Positions
23
Closed Positions
9
Top Holdings
View All 141 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ABBVABBVIE INC | 281,826 | $64.4M | 24.41% | -2,156 | |
| 2 | FSKFS KKR CAP CORP | 2,345,376 | $34.7M | 13.17% | -150,320 | |
| 3 | ABTABBOTT LABS | 227,873 | $28.6M | 10.82% | +622 | |
| 4 | ARIAPOLLO COML REAL EST FIN INC | 823,233 | $8.0M | 3.02% | -8,450 | |
| 5 | MFICMIDCAP FINANCIAL INVSTMNT CO | 641,918 | $7.3M | 2.78% | +24K | |
| 6 | VTVANGUARD INTL EQUITY INDEX F | 40,078 | $5.7M | 2.14% | +4K | |
| 7 | AAPLAPPLE INC | 18,664 | $5.1M | 1.92% | +3K | |
| 8 | GDXJVANECK ETF TRUST | 40,673 | $4.6M | 1.75% | -2,083 | |
| 9 | GPMTGRANITE PT MTG TR INC | 1,894,666 | $4.5M | 1.72% | +98K | |
| 10 | ACREARES COML REAL ESTATE CORP | 907,074 | $4.3M | 1.64% | -167,431 | |
| 11 | ACNACCENTURE PLC IRELAND | 14,131 | $3.8M | 1.44% | -526 | |
| 12 | BXMTBLACKSTONE MTG TR INC | 187,510 | $3.6M | 1.36% | +4K | |
| 13 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 307,000 | $3.6M | 1.35% | -1,000 | |
| 14 | GBDCGOLUB CAP BDC INC | 247,700 | $3.4M | 1.27% | +13K | |
| 15 | MSFTMICROSOFT CORP | 6,848 | $3.3M | 1.26% | +625 | |
| 16 | MQYBLACKROCK MUNIYILD QULT FD I | 271,000 | $3.1M | 1.16% | -91,000 | |
| 17 | AMZNAMAZON COM INC | 12,698 | $2.9M | 1.11% | +5K | |
| 18 | SGOVISHARES TR | 29,019 | $2.9M | 1.10% | +790 | |
| 19 | VTIVANGUARD INDEX FDS | 7,560 | $2.5M | 0.96% | +541 | |
| 20 | EIMEATON VANCE MUN BD FD | 244,149 | $2.4M | 0.90% | +33K | |
| 21 | AMLPALPS ETF TR | 42,825 | $2.0M | 0.76% | +13K | |
| 22 | GBTCGRAYSCALE BITCOIN TRUST ETF | 27,390 | $1.9M | 0.71% | — | |
| 23 | PLTRPALANTIR TECHNOLOGIES INC | 10,187 | $1.8M | 0.69% | -1,715 | |
| 24 | NVDANVIDIA CORPORATION | 9,472 | $1.8M | 0.67% | NEW | |
| 25 | IVVISHARES TR | 2,579 | $1.8M | 0.67% | +11 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($3.473573435653463e+151T)
Technology0.0% ($5.074379133123062e+88T)
Healthcare0.0% ($6.439428550141293e+34T)
Energy0.0% ($95878267636928430080.0T)
Unknown0.0% ($3570152991854643712.0T)
Consumer Cyclical0.0% ($2931734411310.2T)
Real Estate0.0% ($7968454743.4T)
Utilities0.0% ($1001592513.3T)
Industrials0.0% ($558366.3T)
Communication Services0.0% ($16271.4T)
Consumer Defensive0.0% ($226.2M)
Basic Materials0.0% ($253K)
Filing History
Fund Information
CURA WEALTH ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $263.8M across 141 holdings. The largest position is ABBVIE INC (ABBV), representing 24.4% of the portfolio. Compared to the previous quarter, the fund opened 25 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.