CURA WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$263.8B
Holdings
141
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ABBVABBVIE INC | 281,826 | $64.4B | 24.41% | |
| 2 | FSKFS KKR CAP CORP | 2,345,376 | $34.7B | 13.17% | |
| 3 | ABTABBOTT LABS | 227,873 | $28.6B | 10.82% | |
| 4 | ARIAPOLLO COML REAL EST FIN INC | 823,233 | $8.0B | 3.02% | |
| 5 | MFICMIDCAP FINANCIAL INVSTMNT CO | 641,918 | $7.3B | 2.78% | |
| 6 | VTVANGUARD INTL EQUITY INDEX F | 40,078 | $5.7B | 2.14% | |
| 7 | AAPLAPPLE INC | 18,664 | $5.1B | 1.92% | |
| 8 | GDXJVANECK ETF TRUST | 40,673 | $4.6B | 1.75% | |
| 9 | GPMTGRANITE PT MTG TR INC | 1,894,666 | $4.5B | 1.72% | |
| 10 | ACREARES COML REAL ESTATE CORP | 907,074 | $4.3B | 1.64% | |
| 11 | ACNACCENTURE PLC IRELAND | 14,131 | $3.8B | 1.44% | |
| 12 | BXMTBLACKSTONE MTG TR INC | 187,510 | $3.6B | 1.36% | |
| 13 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 307,000 | $3.6B | 1.35% | |
| 14 | GBDCGOLUB CAP BDC INC | 247,700 | $3.4B | 1.27% | |
| 15 | MSFTMICROSOFT CORP | 6,848 | $3.3B | 1.26% | |
| 16 | MQYBLACKROCK MUNIYILD QULT FD I | 271,000 | $3.1B | 1.16% | |
| 17 | AMZNAMAZON COM INC | 12,698 | $2.9B | 1.11% | |
| 18 | SGOVISHARES TR | 29,019 | $2.9B | 1.10% | |
| 19 | VTIVANGUARD INDEX FDS | 7,560 | $2.5B | 0.96% | |
| 20 | EIMEATON VANCE MUN BD FD | 244,149 | $2.4B | 0.90% | |
| 21 | AMLPALPS ETF TR | 42,825 | $2.0B | 0.76% | |
| 22 | GBTCGRAYSCALE BITCOIN TRUST ETF | 27,390 | $1.9B | 0.71% | |
| 23 | PLTRPALANTIR TECHNOLOGIES INC | 10,187 | $1.8B | 0.69% | |
| 24 | NVDANVIDIA CORPORATION | 9,472 | $1.8B | 0.67% | |
| 25 | IVVISHARES TR | 2,579 | $1.8B | 0.67% | |
| 26 | GOOGLALPHABET INC | 5,199 | $1.6B | 0.62% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,042 | $1.5B | 0.58% | |
| 28 | ORCLORACLE CORP | 7,440 | $1.4B | 0.55% | |
| 29 | IDXXIDEXX LABS INC | 2,088 | $1.4B | 0.54% | |
| 30 | VOOVANGUARD INDEX FDS | 2,237 | $1.4B | 0.53% | |
| 31 | METAMETA PLATFORMS INC | 2,057 | $1.4B | 0.51% | |
| 32 | NADNUVEEN QUALITY MUNCP INCOME | 110,000 | $1.3B | 0.50% | |
| 33 | GDXVANECK ETF TRUST | 13,214 | $1.1B | 0.43% | |
| 34 | SCHXSCHWAB STRATEGIC TR | 38,754 | $1.0B | 0.39% | |
| 35 | DUKDUKE ENERGY CORP NEW | 8,545 | $1.0B | 0.38% | |
| 36 | KYNKAYNE ANDERSON ENERGY INFRST | 78,993 | $977.0M | 0.37% | |
| 37 | SPYSPDR S&P 500 ETF TR | 1,426 | $972.0M | 0.37% | |
| 38 | BPBP PLC | 27,613 | $958.0M | 0.36% | |
| 39 | JPMJPMORGAN CHASE FINL CO LLC | 31,643 | $946.0M | 0.36% | |
| 40 | LLYELI LILLY & CO | 867 | $932.0M | 0.35% | |
| 41 | NDQINVESCO QQQ TR | 1,495 | $918.0M | 0.35% | |
| 42 | KREFKKR REAL ESTATE FIN TR INC | 100,672 | $827.0M | 0.31% | |
| 43 | JPMJPMORGAN CHASE & CO. | 2,531 | $815.0M | 0.31% | |
| 44 | SHELSHELL PLC | 10,653 | $782.0M | 0.30% | |
| 45 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 31,800 | $774.0M | 0.29% | |
| 46 | VWOVANGUARD INTL EQUITY INDEX F | 14,016 | $753.0M | 0.29% | |
| 47 | AVGOBROADCOM INC | 2,125 | $735.0M | 0.28% | |
| 48 | NKENIKE INC | 11,532 | $734.0M | 0.28% | |
| 49 | VONGVANGUARD SCOTTSDALE FDS | 5,894 | $717.0M | 0.27% | |
| 50 | NBHNEUBERGER MUN FD INC | 68,000 | $688.0M | 0.26% | |
| 51 | RSPINVESCO EXCHANGE TRADED FD T | 3,580 | $685.0M | 0.26% | |
| 52 | VUGVANGUARD INDEX FDS | 1,393 | $679.0M | 0.26% | |
| 53 | KMIKINDER MORGAN INC DEL | 24,622 | $676.0M | 0.26% | |
| 54 | JNJJOHNSON & JOHNSON | 2,979 | $616.0M | 0.23% | |
| 55 | PANWPALO ALTO NETWORKS INC | 3,326 | $612.0M | 0.23% | |
| 56 | COINCOINBASE GLOBAL INC | 2,709 | $612.0M | 0.23% | |
| 57 | CEGCONSTELLATION ENERGY CORP | 1,678 | $592.0M | 0.22% | |
| 58 | VXUSVANGUARD STAR FDS | 7,854 | $592.0M | 0.22% | |
| 59 | GOOGALPHABET INC | 1,790 | $561.0M | 0.21% | |
| 60 | NTRSNORTHERN TR CORP | 4,099 | $559.0M | 0.21% | |
| 61 | HWMHOWMET AEROSPACE INC | 2,724 | $558.0M | 0.21% | |
| 62 | T7DTRANSDIGM GROUP INC | 411 | $546.0M | 0.21% | |
| 63 | PDIPIMCO DYNAMIC INCOME FD | 30,819 | $545.0M | 0.21% | |
| 64 | BEPCBROOKFIELD RENEWABLE CORP | 13,385 | $513.0M | 0.19% | |
| 65 | PFEPFIZER INC | 19,920 | $496.0M | 0.19% | |
| 66 | SCHDSCHWAB STRATEGIC TR | 16,634 | $456.0M | 0.17% | |
| 67 | APHAMPHENOL CORP NEW | 3,300 | $445.0M | 0.17% | |
| 68 | VGTVANGUARD WORLD FD | 588 | $443.0M | 0.17% | |
| 69 | XEVVXEATON VANCE LIMITED DURATION | 43,903 | $435.0M | 0.16% | |
| 70 | ISRGINTUITIVE SURGICAL INC | 748 | $423.0M | 0.16% | |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 1,922 | $422.0M | 0.16% | |
| 72 | CRMSALESFORCE INC | 1,567 | $415.0M | 0.16% | |
| 73 | HDHOME DEPOT INC | 1,197 | $411.0M | 0.16% | |
| 74 | SPGIS&P GLOBAL INC | 781 | $408.0M | 0.15% | |
| 75 | VVISA INC | 1,126 | $394.0M | 0.15% | |
| 76 | BXBLACKSTONE INC | 2,492 | $384.0M | 0.15% | |
| 77 | XOMEXXON MOBIL CORP | 3,068 | $369.0M | 0.14% | |
| 78 | NFLXNETFLIX INC | 3,937 | $369.0M | 0.14% | |
| 79 | GEGE AEROSPACE | 1,190 | $366.0M | 0.14% | |
| 80 | QDTEROUNDHILL ETF TRUST | 11,387 | $351.0M | 0.13% | |
| 81 | VRTXVERTEX PHARMACEUTICALS INC | 760 | $344.0M | 0.13% | |
| 82 | VEAVANGUARD TAX-MANAGED FDS | 5,494 | $343.0M | 0.13% | |
| 83 | XDTEROUNDHILL ETF TRUST | 8,622 | $342.0M | 0.13% | |
| 84 | VGKVANGUARD INTL EQUITY INDEX F | 4,081 | $341.0M | 0.13% | |
| 85 | MRKMERCK & CO INC | 3,197 | $336.0M | 0.13% | |
| 86 | ARESARES MANAGEMENT CORPORATION | 1,989 | $321.0M | 0.12% | |
| 87 | EVRGEVERGY INC | 4,421 | $320.0M | 0.12% | |
| 88 | GQ9SPDR GOLD TR | 806 | $319.0M | 0.12% | |
| 89 | HEDJWISDOMTREE TR | 5,982 | $317.0M | 0.12% | |
| 90 | VYMIVANGUARD WHITEHALL FDS | 3,525 | $317.0M | 0.12% | |
| 91 | ICLNISHARES TR | 19,000 | $312.0M | 0.12% | |
| 92 | MCDMCDONALDS CORP | 1,015 | $310.0M | 0.12% | |
| 93 | MAMASTERCARD INCORPORATED | 537 | $306.0M | 0.12% | |
| 94 | GEVGE VERNOVA INC | 460 | $300.0M | 0.11% | |
| 95 | MLB1MERCADOLIBRE INC | 149 | $300.0M | 0.11% | |
| 96 | ACWIISHARES TR | 2,095 | $296.0M | 0.11% | |
| 97 | VIGIVANGUARD WHITEHALL FDS | 3,185 | $291.0M | 0.11% | |
| 98 | RTXRTX CORPORATION | 1,587 | $291.0M | 0.11% | |
| 99 | SUSUNCOR ENERGY INC NEW | 6,406 | $284.0M | 0.11% | |
| 100 | VYMVANGUARD WHITEHALL FDS | 1,900 | $272.0M | 0.10% |
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