Cura Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Cura Wealth Advisors, LLC

Investment Activity

Cura Wealth Advisors, LLC has $234.27 million in total holdings as of June 30, 2026.
Cura Wealth Advisors, LLC owns shares of 140 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 3.77% of the portfolio was purchased this quarter.
About 3.10% of the portfolio was sold this quarter.
This quarter, Cura Wealth Advisors, LLC has purchased 126 new stocks and bought additional shares in 55 stocks.
Cura Wealth Advisors, LLC sold shares of 32 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

AbbVie: $72,943,325
FS KKR Capital: $22,390,841
Abbott Laboratories: $20,687,340
Vanguard Total World Stock ETF: $6,378,034
MidCap Financial Investment: $5,169,256

Largest New Holdings this Quarter

595112103 - Micron Technology: $530,948 Holding
679295105 - Okta: $341,125 Holding
781154109 - RUBRIK INC.: $328,345 Holding
36828A101 - GE VERNOVA INC: $293,823 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF: $291,437 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 7,062 shares (about $608.33K)
Micron Technology: 460 shares (about $530.95K)
Vanguard Information Technology ETF: 4,116 shares (about $491.94K)
Vanguard Total International Stock ETF: 4,496 shares (about $384.37K)
Okta: 2,500 shares (about $341.13K)

Largest Sales this Quarter

Apollo Commercial Real Estate Finance: 161,400 shares (about $1.72M)
FS KKR Capital: 132,473 shares (about $1.39M)
MidCap Financial Investment: 101,095 shares (about $1.02M)
AbbVie: 3,111 shares (about $782.85K)
Invesco S&P 500 Equal Weight ETF: 1,265 shares (about $269.10K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ABBV AbbVie	$72,943,325	$782,851 â–¼	-1.1%	289,872	31.1%	Healthcare
FSK FS KKR Capital	$22,390,841	$1,390,967 â–¼	-5.8%	2,132,461	9.6%	Finance
ABT Abbott Laboratories	$20,687,340	$148,995 â–¼	-0.7%	227,985	8.8%	Healthcare
VT Vanguard Total World Stock ETF	$6,378,034	$59,171 â–²	0.9%	40,637	2.7%	ETF
MFIC MidCap Financial Investment	$5,169,256	$1,019,038 â–¼	-16.5%	512,823	2.2%	Finance
AAPL Apple	$4,321,852	$98,960 â–²	2.3%	14,936	1.8%	Technology
ACRE Ares Commercial Real Estate	$4,059,689	$15,516 â–¼	-0.4%	902,153	1.7%	Finance
GDXJ VanEck Junior Gold Miners ETF	$3,841,230	$127,727 â–²	3.4%	39,096	1.6%	ETF
VTI Vanguard Total Stock Market ETF	$3,817,007	$198,714 â–²	5.5%	10,315	1.6%	ETF
NEA Nuveen AMT-Free Quality Municipal Income Fund	$3,545,480		0.0%	302,000	1.5%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$3,124,897	$154,226 â–²	5.2%	31,041	1.3%	ETF
MQY BlackRock MuniYield Quality Fund	$3,120,400	$11,600 â–¼	-0.4%	269,000	1.3%	Finance
ARI Apollo Commercial Real Estate Finance	$2,945,896	$1,723,752 â–¼	-36.9%	275,833	1.3%	Finance
GPMT Granite Point Mortgage Trust	$2,701,842	$155,775 â–¼	-5.5%	1,801,228	1.2%	Finance
EATON VANCE MUN BD FD	$2,531,324		0.0%	254,149	1.1%	COM
MSFT Microsoft	$2,471,583	$216,347 â–²	9.6%	6,626	1.1%	Technology
AMLP Alerian MLP ETF	$2,283,215	$61,442 â–²	2.8%	44,035	1.0%	ETF
NVDA NVIDIA	$1,964,113	$220,302 â–²	12.6%	9,816	0.8%	Technology
IVV iShares Core S&P 500 ETF	$1,930,140	$1,498 â–¼	-0.1%	2,577	0.8%	ETF
VXUS Vanguard Total International Stock ETF	$1,723,088	$384,371 â–²	28.7%	20,155	0.7%	ETF
ACN Accenture	$1,722,250	$41,065 â–¼	-2.3%	13,840	0.7%	Technology
VOO Vanguard S&P 500 ETF	$1,707,105	$145,578 â–²	9.3%	2,486	0.7%	ETF
AMZN Amazon.com	$1,702,388	$112,730 â–²	7.1%	7,143	0.7%	Consumer Discretionary
GOOGL Alphabet	$1,607,930	$18,585 â–²	1.2%	4,499	0.7%	Communication Services
GBDC Golub Capital BDC	$1,548,176		0.0%	120,200	0.7%	Finance
BRK.B Berkshire Hathaway	$1,494,844	$35,532 â–²	2.4%	2,987	0.6%	Finance
NAD Nuveen Quality Municipal Income Fund	$1,333,200		0.0%	110,000	0.6%	Finance
GRAYSCALE BITCOIN TRUST ETF	$1,242,241		0.0%	27,290	0.5%	SHS REP COM UT
SCHX Schwab US Large-Cap ETF	$1,157,158	$17,805 â–²	1.6%	39,319	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$1,099,369	$21,659 â–²	2.0%	1,472	0.5%	ETF
KYN Kayne Anderson Energy Infrastructure Fund	$1,092,740	$124 â–²	0.0%	79,012	0.5%	Finance
IDXX IDEXX Laboratories	$1,087,855	$11,584 â–¼	-1.1%	2,066	0.5%	Healthcare
DUK Duke Energy	$1,087,051	$3,164 â–¼	-0.3%	8,588	0.5%	Utilities
QQQ Invesco QQQ	$1,082,660	$30,197 â–²	2.9%	1,470	0.5%	ETF
META Meta Platforms	$1,082,545	$28,162 â–²	2.7%	1,922	0.5%	Communication Services
JPMORGAN CHASE FINL CO LLC	$1,074,122	$17,245 â–¼	-1.6%	31,143	0.5%	CAL LKD 44
ORCL Oracle	$1,032,906	$13,923 â–¼	-1.3%	7,048	0.4%	Technology
BP BP	$1,020,300		0.0%	27,613	0.4%	Energy
GDX VanEck Gold Miners ETF	$1,003,485	$6,489 â–²	0.7%	13,300	0.4%	ETF
PANW Palo Alto Networks	$932,159	$682 â–²	0.1%	2,733	0.4%	Technology
PALANTIR TECHNOLOGIES INC	$924,772	$41,303 â–¼	-4.3%	7,926	0.4%	CL A
INTC Intel	$874,324	$156,658 â–¼	-15.2%	6,262	0.4%	Technology
VWO Vanguard FTSE Emerging Markets ETF	$836,820	$179 â–²	0.0%	14,019	0.4%	ETF
SHEL Shell	$824,328	$388 â–¼	0.0%	10,631	0.4%	Energy
KMI Kinder Morgan	$807,978	$20,812 â–²	2.6%	25,273	0.3%	Energy
VONG Vanguard Russell 1000 Growth ETF	$782,343	$8,436 â–²	1.1%	6,121	0.3%	ETF
JNJ Johnson & Johnson	$766,898	$7,364 â–²	1.0%	3,020	0.3%	Healthcare
VUG Vanguard Growth ETF	$732,374	$608,330 â–²	490.4%	8,502	0.3%	ETF
LLY Eli Lilly and Company	$722,141	$38,386 â–²	5.6%	602	0.3%	Healthcare
NEUBERGER MUN FD INC	$717,400		0.0%	68,000	0.3%	COM
KREF KKR Real Estate Finance Trust	$689,178	$1,655 â–²	0.2%	100,757	0.3%	Finance
NTRS Northern Trust	$677,454	$35,116 â–¼	-4.9%	3,897	0.3%	Finance
GOOG Alphabet	$677,172	$46,275 â–²	7.3%	1,917	0.3%	Communication Services
JPM JPMorgan Chase & Co.	$661,514	$5,237 â–²	0.8%	2,021	0.3%	Finance
VYMI Vanguard International High Dividend Yield ETF	$633,390		0.0%	6,450	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$616,317		0.0%	3,900	0.3%	ETF
VGT Vanguard Information Technology ETF	$562,222	$491,944 â–²	700.0%	4,704	0.2%	ETF
BXMT Blackstone Mortgage Trust	$545,790	$1,695 â–¼	-0.3%	32,200	0.2%	Finance
SCHD Schwab US Dividend Equity ETF	$540,626	$11,733 â–²	2.2%	17,049	0.2%	ETF
MU Micron Technology	$530,948	$530,948 â–²	New Holding	460	0.2%	Technology
PDI PIMCO Dynamic Income Fund	$527,032	$4,592 â–²	0.9%	31,559	0.2%	Finance
AVGO Broadcom	$509,602	$77,819 â–²	18.0%	1,349	0.2%	Technology
PFE Pfizer	$509,057	$28,102 â–²	5.8%	21,140	0.2%	Healthcare
VEA Vanguard FTSE Developed Markets ETF	$500,346	$45,318 â–²	10.0%	7,022	0.2%	ETF
BROOKFIELD RENEWABLE CORP	$496,851		0.0%	13,385	0.2%	CL A EX SUB VTG
RSP Invesco S&P 500 Equal Weight ETF	$493,737	$269,098 â–¼	-35.3%	2,321	0.2%	ETF
NKE NIKE	$471,593		0.0%	11,488	0.2%	Consumer Discretionary
XOM ExxonMobil	$444,434	$29,119 â–²	7.0%	3,251	0.2%	Energy
VIG Vanguard Dividend Appreciation ETF	$434,143	$20,583 â–¼	-4.5%	1,835	0.2%	ETF
TXN Texas Instruments	$413,646	$38,742 â–²	10.3%	1,388	0.2%	Technology
V Visa	$403,715	$19,894 â–¼	-4.7%	1,177	0.2%	Finance
VRTX Vertex Pharmaceuticals	$399,023	$21,367 â–²	5.7%	803	0.2%	Healthcare
EVERGY INC	$388,652	$3,284 â–²	0.9%	4,497	0.2%	COM
GRAYSCALE ETHEREUM STAKING E	$377,058	$3,190 â–¼	-0.8%	29,550	0.2%	SHS
HD Home Depot	$374,821	$26,798 â–²	7.7%	1,063	0.2%	Consumer Discretionary
HWM Howmet Aerospace	$372,640		0.0%	1,386	0.2%	Industrials
ICLN iShares Global Clean Energy ETF	$365,747	$23,564 â–¼	-6.1%	17,850	0.2%	ETF
VGK Vanguard FTSE Europe ETF	$346,280		0.0%	3,911	0.1%	ETF
SU Suncor Energy	$343,874		0.0%	6,406	0.1%	Energy
MRK Merck & Co., Inc.	$342,432	$7,067 â–²	2.1%	2,665	0.1%	Healthcare
OKTA Okta	$341,125	$341,125 â–²	New Holding	2,500	0.1%	Technology
HEDJ WisdomTree Europe Hedged Equity Fund	$340,974		0.0%	5,982	0.1%	ETF
ROUNDHILL ETF TRUST	$336,948		0.0%	8,622	0.1%	S&P 500 ODTE COV
APH Amphenol	$334,960	$7,404 â–²	2.3%	1,900	0.1%	Technology
XLE Energy Select Sector SPDR Fund	$330,122	$106,270 â–²	47.5%	6,216	0.1%	ETF
RUBRIK INC.	$328,345	$328,345 â–²	New Holding	4,090	0.1%	CL A
EATON VANCE LIMITED DURATION	$327,122	$4,797 â–²	1.5%	34,912	0.1%	COM
VRT Vertiv	$325,648	$15,730 â–¼	-4.6%	973	0.1%	Industrials
ACWI iShares MSCI ACWI ETF	$324,204		0.0%	2,065	0.1%	ETF
LINDE PLC	$322,352		0.0%	621	0.1%	SHS
AMPLIFY ETF TR	$314,790		0.0%	3,000	0.1%	AMPLIFY CYBERSEC
CVX Chevron	$311,629	$36,799 â–²	13.4%	1,880	0.1%	Energy
COIN Coinbase Global	$305,099	$91,515 â–¼	-23.1%	2,087	0.1%	Finance
VIGI Vanguard International Dividend Appreciation ETF	$298,488	$467 â–²	0.2%	3,196	0.1%	ETF
GLD SPDR Gold Shares	$297,283	$368 â–²	0.1%	807	0.1%	ETF
ARISTA NETWORKS INC	$296,984	$8,835 â–²	3.1%	1,748	0.1%	COM SHS
ITA iShares U.S. Aerospace & Defense ETF	$295,752	$47,272 â–²	19.0%	1,220	0.1%	ETF
GE VERNOVA INC	$293,823	$293,823 â–²	New Holding	250	0.1%	COM
NVS Novartis	$291,969		0.0%	1,863	0.1%	Healthcare
PYLD PIMCO Multi Sector Bond Active ETF	$291,437	$291,437 â–²	New Holding	10,989	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Cura Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Cura Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Cura Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Cura Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCura Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools