CURA WEALTH ADVISORS, LLC
CIK: 2056729
Holdings (140)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 6, 2026
- ABBV
ABBVIE INC
$72.94M
289,872 sh31.14%-1.1% - FSK
FS KKR CAP CORP
$22.39M
2.13M sh9.56%-5.8% - ABT
ABBOTT LABORATORIES
$20.69M
227,985 sh8.83%-0.7% - VT
VANGUARD INTL EQUITY INDEX F
$6.38M
40,637 sh2.72%+0.9% - MFIC
MIDCAP FINANCIAL INVSTMNT CO
$5.17M
512,823 sh2.21%-16.5% - AAPL
APPLE INC
$4.32M
14,936 sh1.84%+2.3% - ACRE
ARES COML REAL ESTATE CORP
$4.06M
902,153 sh1.73%-0.4% - GDXJ
VANECK ETF TRUST
$3.84M
39,096 sh1.64%+3.4% - VTI
VANGUARD INDEX FDS
$3.82M
10,315 sh1.63%+5.5% - NEA
NUVEEN AMT FREE QLTY MUN INC
$3.55M
302,000 sh1.51%+0.0% - SGOV
ISHARES TR
$3.12M
31,041 sh1.33%+5.2% - MQY
BLACKROCK MUNIYILD QULT FD I
$3.12M
269,000 sh1.33%-0.4% - ARI
APOLLO COML REAL ESTATE FIN
$2.95M
275,833 sh1.26%-36.9% - GPMT
GRANITE PT MTG TR INC
$2.7M
1.80M sh1.15%-5.5% - EIM
EATON VANCE MUN BD FD
$2.53M
254,149 sh1.08%+0.0% - MSFT
MICROSOFT CORP
$2.47M
6,626 sh1.05%+9.6% - AMLP
ALPS ETF TR
$2.28M
44,035 sh0.97%+2.8% - NVDA
NVIDIA CORPORATION
$1.96M
9,816 sh0.84%+12.6% - IVV
ISHARES TR
$1.93M
2,577 sh0.82%-0.1% - VXUS
VANGUARD STAR FDS
$1.72M
20,155 sh0.74%+28.7% - ACN
ACCENTURE PLC IRELAND
$1.72M
13,840 sh0.74%-2.3% - VOO
VANGUARD INDEX FDS
$1.71M
2,486 sh0.73%+9.3% - AMZN
AMAZON COM INC
$1.7M
7,143 sh0.73%+7.1% - GOOGL
ALPHABET INC
$1.61M
4,499 sh0.69%+1.2% - GBDC
GOLUB CAP BDC INC
$1.55M
120,200 sh0.66%+0.0% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$1.49M
2,987 sh0.64%+2.4% - NAD
NUVEEN QUALITY MUNCP INCOME
$1.33M
110,000 sh0.57%+0.0% - GBTC
GRAYSCALE BITCOIN TRUST ETF
$1.24M
27,290 sh0.53%+0.0% - SCHX
SCHWAB STRATEGIC TR
$1.16M
39,319 sh0.49%+1.6% - SPY
STATE STR SPDR S&P 500 ETF T
$1.1M
1,472 sh0.47%+2.0% - KYN
KAYNE ANDERSON ENERGY INFRST
$1.09M
79,012 sh0.47%+0.0% - IDXX
IDEXX LABS INC
$1.09M
2,066 sh0.46%-1.1% - DUK
DUKE ENERGY CORP NEW
$1.09M
8,588 sh0.46%-0.3% - QQQ
INVESCO QQQ TR
$1.08M
1,470 sh0.46%+2.9% - META
META PLATFORMS INC
$1.08M
1,922 sh0.46%+2.7% - AMJB
JPMORGAN CHASE FINL CO LLC
$1.07M
31,143 sh0.46%-1.6% - ORCL
ORACLE CORP
$1.03M
7,048 sh0.44%-1.3% - BP
BP PLC
$1.02M
27,613 sh0.44%+0.0% - GDX
VANECK ETF TRUST
$1M
13,300 sh0.43%+0.7% - PANW
PALO ALTO NETWORKS INC
$932K
2,733 sh0.40%+0.1% - PLTR
PALANTIR TECHNOLOGIES INC
$925K
7,926 sh0.39%-4.3% - INTC
INTEL CORP
$874K
6,262 sh0.37%-15.2% - VWO
VANGUARD INTL EQUITY INDEX F
$837K
14,019 sh0.36%+0.0% - SHEL
SHELL PLC
$824K
10,631 sh0.35%-0.1% - KMI
KINDER MORGAN INC DEL
$808K
25,273 sh0.34%+2.6% - VONG
VANGUARD SCOTTSDALE FDS
$782K
6,121 sh0.33%+1.1% - JNJ
JOHNSON & JOHNSON
$767K
3,020 sh0.33%+1.0% - VUG
VANGUARD INDEX FDS
$732K
8,502 sh0.31%-1.6% - LLY
ELI LILLY & CO
$722K
602 sh0.31%+5.6% - NBH
NEUBERGER MUN FD INC
$717K
68,000 sh0.31%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 ABBV ABBVIE INC | 289,872 | $72.94M | -1.1% | 31.14% | Q2 2026 |
 FSK FS KKR CAP CORP | 2.13M | $22.39M | -5.8% | 9.56% | Q2 2026 |
 ABT ABBOTT LABORATORIES | 227,985 | $20.69M | -0.7% | 8.83% | Q2 2026 |
 VT VANGUARD INTL EQUITY INDEX F | 40,637 | $6.38M | +0.9% | 2.72% | Q2 2026 |
 MFIC MIDCAP FINANCIAL INVSTMNT CO | 512,823 | $5.17M | -16.5% | 2.21% | Q2 2026 |
 AAPL APPLE INC | 14,936 | $4.32M | +2.3% | 1.84% | Q2 2026 |
 ACRE ARES COML REAL ESTATE CORP | 902,153 | $4.06M | -0.4% | 1.73% | Q2 2026 |
 GDXJ VANECK ETF TRUST | 39,096 | $3.84M | +3.4% | 1.64% | Q2 2026 |
 VTI VANGUARD INDEX FDS | 10,315 | $3.82M | +5.5% | 1.63% | Q2 2026 |
 NEA NUVEEN AMT FREE QLTY MUN INC | 302,000 | $3.55M | +0.0% | 1.51% | Q2 2026 |
 SGOV ISHARES TR | 31,041 | $3.12M | +5.2% | 1.33% | Q2 2026 |
 MQY BLACKROCK MUNIYILD QULT FD I | 269,000 | $3.12M | -0.4% | 1.33% | Q2 2026 |
 ARI APOLLO COML REAL ESTATE FIN | 275,833 | $2.95M | -36.9% | 1.26% | Q2 2026 |
 GPMT GRANITE PT MTG TR INC | 1.80M | $2.7M | -5.5% | 1.15% | Q2 2026 |
 EIM EATON VANCE MUN BD FD | 254,149 | $2.53M | +0.0% | 1.08% | Q2 2026 |
 MSFT MICROSOFT CORP | 6,626 | $2.47M | +9.6% | 1.05% | Q2 2026 |
 AMLP ALPS ETF TR | 44,035 | $2.28M | +2.8% | 0.97% | Q2 2026 |
 NVDA NVIDIA CORPORATION | 9,816 | $1.96M | +12.6% | 0.84% | Q2 2026 |
 IVV ISHARES TR | 2,577 | $1.93M | -0.1% | 0.82% | Q2 2026 |
 VXUS VANGUARD STAR FDS | 20,155 | $1.72M | +28.7% | 0.74% | Q2 2026 |
 ACN ACCENTURE PLC IRELAND | 13,840 | $1.72M | -2.3% | 0.74% | Q2 2026 |
 VOO VANGUARD INDEX FDS | 2,486 | $1.71M | +9.3% | 0.73% | Q2 2026 |
 AMZN AMAZON COM INC | 7,143 | $1.7M | +7.1% | 0.73% | Q2 2026 |
 GOOGL ALPHABET INC | 4,499 | $1.61M | +1.2% | 0.69% | Q2 2026 |
 GBDC GOLUB CAP BDC INC | 120,200 | $1.55M | +0.0% | 0.66% | Q2 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 2,987 | $1.49M | +2.4% | 0.64% | Q2 2026 |
 NAD NUVEEN QUALITY MUNCP INCOME | 110,000 | $1.33M | +0.0% | 0.57% | Q2 2026 |
 GBTC GRAYSCALE BITCOIN TRUST ETF | 27,290 | $1.24M | +0.0% | 0.53% | Q2 2026 |
 SCHX SCHWAB STRATEGIC TR | 39,319 | $1.16M | +1.6% | 0.49% | Q2 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 1,472 | $1.1M | +2.0% | 0.47% | Q2 2026 |
 KYN KAYNE ANDERSON ENERGY INFRST | 79,012 | $1.09M | +0.0% | 0.47% | Q2 2026 |
 IDXX IDEXX LABS INC | 2,066 | $1.09M | -1.1% | 0.46% | Q2 2026 |
 DUK DUKE ENERGY CORP NEW | 8,588 | $1.09M | -0.3% | 0.46% | Q2 2026 |
 QQQ INVESCO QQQ TR | 1,470 | $1.08M | +2.9% | 0.46% | Q2 2026 |
 META META PLATFORMS INC | 1,922 | $1.08M | +2.7% | 0.46% | Q2 2026 |
 AMJB JPMORGAN CHASE FINL CO LLC | 31,143 | $1.07M | -1.6% | 0.46% | Q2 2026 |
 ORCL ORACLE CORP | 7,048 | $1.03M | -1.3% | 0.44% | Q2 2026 |
 BP BP PLC | 27,613 | $1.02M | +0.0% | 0.44% | Q2 2026 |
 GDX VANECK ETF TRUST | 13,300 | $1M | +0.7% | 0.43% | Q2 2026 |
 PANW PALO ALTO NETWORKS INC | 2,733 | $932K | +0.1% | 0.40% | Q2 2026 |
 PLTR PALANTIR TECHNOLOGIES INC | 7,926 | $925K | -4.3% | 0.39% | Q2 2026 |
 INTC INTEL CORP | 6,262 | $874K | -15.2% | 0.37% | Q2 2026 |
 VWO VANGUARD INTL EQUITY INDEX F | 14,019 | $837K | +0.0% | 0.36% | Q2 2026 |
 SHEL SHELL PLC | 10,631 | $824K | -0.1% | 0.35% | Q2 2026 |
 KMI KINDER MORGAN INC DEL | 25,273 | $808K | +2.6% | 0.34% | Q2 2026 |
 VONG VANGUARD SCOTTSDALE FDS | 6,121 | $782K | +1.1% | 0.33% | Q2 2026 |
 JNJ JOHNSON & JOHNSON | 3,020 | $767K | +1.0% | 0.33% | Q2 2026 |
 VUG VANGUARD INDEX FDS | 8,502 | $732K | -1.6% | 0.31% | Q2 2026 |
 LLY ELI LILLY & CO | 602 | $722K | +5.6% | 0.31% | Q2 2026 |
 NBH NEUBERGER MUN FD INC | 68,000 | $717K | +0.0% | 0.31% | Q2 2026 |
1-50 of 140 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About CURA WEALTH ADVISORS, LLC
CURA WEALTH ADVISORS, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2056729). Signal8 holds 13 13F filings from it. Its SEC filings list Illinois as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 6, 2026. That report lists 140 securities, not counting options, up from 125 in Q1 2026.
Its five largest reported positions, in order, are ABBVIE INC (ABBV), FS KKR CAP CORP (FSK), ABBOTT LABORATORIES (ABT), VANGUARD INTL EQUITY INDEX F (VT) and MIDCAP FINANCIAL INVSTMNT CO (MFIC). The next five are APPLE INC (AAPL), ARES COML REAL ESTATE CORP (ACRE), VANECK ETF TRUST (GDXJ), VANGUARD INDEX FDS (VTI) and NUVEEN AMT FREE QLTY MUN INC (NEA).
Recent 13F filings by CURA WEALTH ADVISORS, LLC
- Q2 2026: 13F-HR filed Aug 6, 2026, listing 140 securities.
- Q1 2026: 13F-HR filed May 8, 2026, listing 125 securities.
- Q4 2025: 13F-HR filed Jan 23, 2026, listing 141 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 126 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 106 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 105 securities.