CURA WEALTH ADVISORS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$261.7B
Holdings
126
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ABBVABBVIE INC | 283,982 | $65.8B | 25.13% | |
| 2 | FSKFS KKR CAP CORP | 2,495,696 | $37.3B | 14.24% | |
| 3 | ABTABBOTT LABS | 227,251 | $30.4B | 11.63% | |
| 4 | ARIAPOLLO COML REAL EST FIN INC | 831,683 | $8.4B | 3.22% | |
| 5 | MFICMIDCAP FINANCIAL INVSTMNT CO | 617,918 | $7.4B | 2.83% | |
| 6 | GPMTGRANITE PT MTG TR INC | 1,797,001 | $5.4B | 2.06% | |
| 7 | VTVANGUARD INTL EQUITY INDEX F | 36,090 | $5.0B | 1.90% | |
| 8 | ACREARES COML REAL ESTATE CORP | 1,074,505 | $4.8B | 1.85% | |
| 9 | GDXJVANECK ETF TRUST | 42,756 | $4.2B | 1.62% | |
| 10 | MQYBLACKROCK MUNIYILD QULT FD I | 362,000 | $4.2B | 1.61% | |
| 11 | AAPLAPPLE INC | 15,757 | $4.0B | 1.53% | |
| 12 | ACNACCENTURE PLC IRELAND | 14,657 | $3.6B | 1.38% | |
| 13 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 308,000 | $3.5B | 1.34% | |
| 14 | BXMTBLACKSTONE MTG TR INC | 183,860 | $3.4B | 1.29% | |
| 15 | MSFTMICROSOFT CORP | 6,223 | $3.2B | 1.23% | |
| 16 | GBDCGOLUB CAP BDC INC | 234,700 | $3.2B | 1.23% | |
| 17 | NVDANVIDIA CORPORATION | 7,127 | $3.2B | 1.21% | Put |
| 18 | SGOVISHARES TR | 28,229 | $2.8B | 1.09% | |
| 19 | GBTCGRAYSCALE BITCOIN TRUST ETF | 27,390 | $2.5B | 0.94% | |
| 20 | VTIVANGUARD INDEX FDS | 7,019 | $2.3B | 0.88% | |
| 21 | PLTRPALANTIR TECHNOLOGIES INC | 11,902 | $2.2B | 0.83% | |
| 22 | EIMEATON VANCE MUN BD FD | 210,908 | $2.1B | 0.80% | |
| 23 | ORCLORACLE CORP | 7,390 | $2.1B | 0.79% | |
| 24 | IDXXIDEXX LABS INC | 3,081 | $2.0B | 0.75% | |
| 25 | AMZNAMAZON COM INC | 7,906 | $1.7B | 0.66% | |
| 26 | IVVISHARES TR | 2,568 | $1.7B | 0.66% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,758 | $1.4B | 0.53% | |
| 28 | AMLPALPS ETF TR | 29,480 | $1.4B | 0.53% | |
| 29 | VOOVANGUARD INDEX FDS | 2,101 | $1.3B | 0.49% | |
| 30 | NADNUVEEN QUALITY MUNCP INCOME | 110,000 | $1.3B | 0.49% | |
| 31 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 31,800 | $1.1B | 0.42% | |
| 32 | GOOGLALPHABET INC | 4,290 | $1.0B | 0.40% | |
| 33 | SCHXSCHWAB STRATEGIC TR | 38,754 | $1.0B | 0.39% | |
| 34 | COINCOINBASE GLOBAL INC | 3,000 | $1.0B | 0.39% | |
| 35 | GDXVANECK ETF TRUST | 13,214 | $1.0B | 0.39% | |
| 36 | KYNKAYNE ANDERSON ENERGY INFRST | 78,983 | $977.0M | 0.37% | |
| 37 | METAMETA PLATFORMS INC | 1,324 | $972.3M | 0.37% | |
| 38 | BPBP PLC | 27,560 | $949.7M | 0.36% | |
| 39 | SPYSPDR S&P 500 ETF TR | 1,413 | $941.3M | 0.36% | |
| 40 | KREFKKR REAL ESTATE FIN TR INC | 98,696 | $888.3M | 0.34% | |
| 41 | NDQINVESCO QQQ TR | 1,419 | $851.9M | 0.33% | |
| 42 | NKENIKE INC | 11,032 | $769.3M | 0.29% | |
| 43 | SHELSHELL PLC | 10,665 | $762.9M | 0.29% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 13,956 | $756.1M | 0.29% | |
| 45 | KMIKINDER MORGAN INC DEL | 25,414 | $719.5M | 0.27% | |
| 46 | NBHNEUBERGER BERMAN MUN FD INC | 68,000 | $701.8M | 0.27% | |
| 47 | VONGVANGUARD SCOTTSDALE FDS | 5,334 | $642.7M | 0.25% | |
| 48 | VUGVANGUARD INDEX FDS | 1,293 | $620.1M | 0.24% | |
| 49 | RSPINVESCO EXCHANGE TRADED FD T | 3,253 | $617.1M | 0.24% | |
| 50 | PDIPIMCO DYNAMIC INCOME FD | 30,584 | $605.6M | 0.23% | |
| 51 | XEVVXEATON VANCE LIMITED DURATION | 58,428 | $593.0M | 0.23% | |
| 52 | JPMJPMORGAN CHASE & CO. | 1,870 | $589.9M | 0.23% | |
| 53 | PANWPALO ALTO NETWORKS INC | 2,830 | $576.2M | 0.22% | |
| 54 | NTRSNORTHERN TR CORP | 4,099 | $551.7M | 0.21% | |
| 55 | VXUSVANGUARD STAR FDS | 7,295 | $535.9M | 0.20% | |
| 56 | BTCGRAYSCALE BITCOIN MINI TR ET | 10,078 | $510.2M | 0.19% | |
| 57 | PFEPFIZER INC | 19,793 | $504.3M | 0.19% | |
| 58 | JNJJOHNSON & JOHNSON | 2,716 | $503.6M | 0.19% | |
| 59 | BEPCBROOKFIELD RENEWABLE CORP | 13,395 | $461.1M | 0.18% | |
| 60 | SCHDSCHWAB STRATEGIC TR | 16,581 | $452.7M | 0.17% | |
| 61 | VGTVANGUARD WORLD FD | 588 | $439.0M | 0.17% | |
| 62 | LLYELI LILLY & CO | 571 | $435.7M | 0.17% | |
| 63 | QDTEROUNDHILL ETF TRUST | 11,387 | $405.4M | 0.15% | |
| 64 | HDHOME DEPOT INC | 990 | $401.1M | 0.15% | |
| 65 | VIGVANGUARD SPECIALIZED FUNDS | 1,840 | $397.1M | 0.15% | |
| 66 | XDTEROUNDHILL ETF TRUST | 8,622 | $381.4M | 0.15% | |
| 67 | CEGCONSTELLATION ENERGY CORP | 1,153 | $379.4M | 0.14% | |
| 68 | BXBLACKSTONE INC | 2,148 | $367.0M | 0.14% | |
| 69 | GOOGALPHABET INC | 1,472 | $358.5M | 0.14% | |
| 70 | VVISA INC | 1,037 | $354.0M | 0.14% | |
| 71 | HIMSHIMS & HERS HEALTH INC | 6,000 | $340.3M | 0.13% | |
| 72 | VGKVANGUARD INTL EQUITY INDEX F | 4,079 | $325.5M | 0.12% | |
| 73 | ICLNISHARES TR | 20,500 | $317.3M | 0.12% | |
| 74 | OXLCOXFORD LANE CAP CORP | 18,247 | $308.9M | 0.12% | |
| 75 | VEAVANGUARD TAX-MANAGED FDS | 5,133 | $307.6M | 0.12% | |
| 76 | T7DTRANSDIGM GROUP INC | 233 | $307.1M | 0.12% | |
| 77 | HEDJWISDOMTREE TR | 5,982 | $301.5M | 0.12% | |
| 78 | NFLXNETFLIX INC | 251 | $300.9M | 0.12% | |
| 79 | VYMIVANGUARD WHITEHALL FDS | 3,525 | $298.5M | 0.11% | |
| 80 | XOMEXXON MOBIL CORP | 2,635 | $297.1M | 0.11% | |
| 81 | ANETARISTA NETWORKS INC | 2,037 | $296.8M | 0.11% | |
| 82 | AVGOBROADCOM INC | 897 | $295.9M | 0.11% | |
| 83 | CRMSALESFORCE INC | 1,233 | $292.2M | 0.11% | |
| 84 | GEGE AEROSPACE | 971 | $292.1M | 0.11% | |
| 85 | ACWIISHARES TR | 2,090 | $288.9M | 0.11% | |
| 86 | VRTXVERTEX PHARMACEUTICALS INC | 734 | $287.5M | 0.11% | |
| 87 | GQ9SPDR GOLD TR | 806 | $286.5M | 0.11% | |
| 88 | SAPSAP SE | 1,067 | $285.1M | 0.11% | |
| 89 | VIGIVANGUARD WHITEHALL FDS | 3,180 | $284.8M | 0.11% | |
| 90 | INTCINTEL CORP | 8,431 | $282.9M | 0.11% | |
| 91 | HWMHOWMET AEROSPACE INC | 1,386 | $272.0M | 0.10% | |
| 92 | SUSUNCOR ENERGY INC NEW | 6,485 | $271.1M | 0.10% | |
| 93 | VYMVANGUARD WHITEHALL FDS | 1,900 | $267.8M | 0.10% | |
| 94 | CVXCHEVRON CORP NEW | 1,703 | $264.5M | 0.10% | |
| 95 | PGPROCTER AND GAMBLE CO | 1,713 | $263.2M | 0.10% | |
| 96 | RBRKRUBRIK INC. | 3,200 | $263.2M | 0.10% | |
| 97 | MDTMEDTRONIC PLC | 2,689 | $256.1M | 0.10% | |
| 98 | NVSNNOVARTIS AG | 1,988 | $254.9M | 0.10% | |
| 99 | TAT&T INC | 8,984 | $253.7M | 0.10% | |
| 100 | VRTVERTIV HOLDINGS CO | 1,663 | $250.9M | 0.10% |
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