CURA WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$263.8M
Holdings
141
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (141 positions)
| Stock | Value |
|---|---|
ABBVABBVIE INC | $64.4M |
FSKFS KKR CAP CORP | $34.7M |
ABTABBOTT LABS | $28.6M |
ARIAPOLLO COML REAL EST FIN INC | $8.0M |
MFICMIDCAP FINANCIAL INVSTMNT CO | $7.3M |
VTVANGUARD INTL EQUITY INDEX F | $5.7M |
AAPLAPPLE INC | $5.1M |
GDXJVANECK ETF TRUST | $4.6M |
GPMTGRANITE PT MTG TR INC | $4.5M |
ACREARES COML REAL ESTATE CORP | $4.3M |
ACNACCENTURE PLC IRELAND | $3.8M |
BXMTBLACKSTONE MTG TR INC | $3.6M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $3.6M |
GBDCGOLUB CAP BDC INC | $3.4M |
MSFTMICROSOFT CORP | $3.3M |
MQYBLACKROCK MUNIYILD QULT FD I | $3.1M |
AMZNAMAZON COM INC | $2.9M |
SGOVISHARES TR | $2.9M |
VTIVANGUARD INDEX FDS | $2.5M |
EIMEATON VANCE MUN BD FD | $2.4M |
AMLPALPS ETF TR | $2.0M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $1.9M |
PLTRPALANTIR TECHNOLOGIES INC | $1.8M |
NVDANVIDIA CORPORATION | $1.8M |
IVVISHARES TR | $1.8M |
GOOGLALPHABET INC | $1.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.5M |
ORCLORACLE CORP | $1.4M |
IDXXIDEXX LABS INC | $1.4M |
VOOVANGUARD INDEX FDS | $1.4M |
METAMETA PLATFORMS INC | $1.4M |
NADNUVEEN QUALITY MUNCP INCOME | $1.3M |
GDXVANECK ETF TRUST | $1.1M |
SCHXSCHWAB STRATEGIC TR | $1.0M |
DUKDUKE ENERGY CORP NEW | $1.0M |
KYNKAYNE ANDERSON ENERGY INFRST | $977K |
SPYSPDR S&P 500 ETF TR | $972K |
BPBP PLC | $958K |
JPMJPMORGAN CHASE FINL CO LLC | $946K |
LLYELI LILLY & CO | $932K |
NDQINVESCO QQQ TR | $918K |
KREFKKR REAL ESTATE FIN TR INC | $827K |
JPMJPMORGAN CHASE & CO. | $815K |
SHELSHELL PLC | $782K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $774K |
VWOVANGUARD INTL EQUITY INDEX F | $753K |
AVGOBROADCOM INC | $735K |
NKENIKE INC | $734K |
VONGVANGUARD SCOTTSDALE FDS | $717K |
NBHNEUBERGER MUN FD INC | $688K |
RSPINVESCO EXCHANGE TRADED FD T | $685K |
VUGVANGUARD INDEX FDS | $679K |
KMIKINDER MORGAN INC DEL | $676K |
JNJJOHNSON & JOHNSON | $616K |
PANWPALO ALTO NETWORKS INC | $612K |
COINCOINBASE GLOBAL INC | $612K |
CEGCONSTELLATION ENERGY CORP | $592K |
VXUSVANGUARD STAR FDS | $592K |
GOOGALPHABET INC | $561K |
NTRSNORTHERN TR CORP | $559K |
HWMHOWMET AEROSPACE INC | $558K |
T7DTRANSDIGM GROUP INC | $546K |
PDIPIMCO DYNAMIC INCOME FD | $545K |
BEPCBROOKFIELD RENEWABLE CORP | $513K |
PFEPFIZER INC | $496K |
SCHDSCHWAB STRATEGIC TR | $456K |
APHAMPHENOL CORP NEW | $445K |
VGTVANGUARD WORLD FD | $443K |
XEVVXEATON VANCE LIMITED DURATION | $435K |
ISRGINTUITIVE SURGICAL INC | $423K |
VIGVANGUARD SPECIALIZED FUNDS | $422K |
CRMSALESFORCE INC | $415K |
HDHOME DEPOT INC | $411K |
SPGIS&P GLOBAL INC | $408K |
VVISA INC | $394K |
BXBLACKSTONE INC | $384K |
XOMEXXON MOBIL CORP | $369K |
NFLXNETFLIX INC | $369K |
GEGE AEROSPACE | $366K |
QDTEROUNDHILL ETF TRUST | $351K |
VRTXVERTEX PHARMACEUTICALS INC | $344K |
VEAVANGUARD TAX-MANAGED FDS | $343K |
XDTEROUNDHILL ETF TRUST | $342K |
VGKVANGUARD INTL EQUITY INDEX F | $341K |
MRKMERCK & CO INC | $336K |
ARESARES MANAGEMENT CORPORATION | $321K |
EVRGEVERGY INC | $320K |
GQ9SPDR GOLD TR | $319K |
HEDJWISDOMTREE TR | $317K |
VYMIVANGUARD WHITEHALL FDS | $317K |
ICLNISHARES TR | $312K |
MCDMCDONALDS CORP | $310K |
MAMASTERCARD INCORPORATED | $306K |
GEVGE VERNOVA INC | $300K |
MLB1MERCADOLIBRE INC | $300K |
ACWIISHARES TR | $296K |
VIGIVANGUARD WHITEHALL FDS | $291K |
RTXRTX CORPORATION | $291K |
SUSUNCOR ENERGY INC NEW | $284K |
VYMVANGUARD WHITEHALL FDS | $272K |
Page 1 of 2Next