Kure Advisory, LLC Top Holdings and 13F Report (2026) About Kure Advisory, LLCInvestment ActivityKure Advisory, LLC has $183.63 million in total holdings as of March 31, 2026.Kure Advisory, LLC owns shares of 56 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.85% of the portfolio was purchased this quarter.About 1.31% of the portfolio was sold this quarter.This quarter, Kure Advisory, LLC has purchased 56 new stocks and bought additional shares in 30 stocks.Kure Advisory, LLC sold shares of 14 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $28,238,716Dimensional US Core Equity Market ETF $26,531,159Innovator Defined Wealth Shield ETF $23,795,190Vanguard Short-Term Treasury ETF $15,239,121iShares Core S&P Small-Cap ETF $10,560,824 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $335,600 Holding055622104 - BP $240,956 Holding166764100 - Chevron $235,883 Holding718546104 - Phillips 66 $213,043 Holding20825C104 - ConocoPhillips $203,210 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 22,038 shares (about $994.36K)Innovator Defined Wealth Shield ETF 23,035 shares (about $770.87K)Vanguard Short-Term Treasury ETF 13,107 shares (about $767.28K)Dimensional International Core Equity Market ETF 12,156 shares (about $473.60K)Schwab US Dividend Equity ETF 14,248 shares (about $437.13K) Largest Sales this Quarter iShares Gold Trust 5,065 shares (about $446.53K)3M 1,334 shares (about $193.77K)ExxonMobil 977 shares (about $165.77K)Johnson & Johnson 184 shares (about $44.98K)Costco Wholesale 29 shares (about $28.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKure Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAIDimensional International Core Equity Market ETF$28,238,716$473,598 ▲1.7%724,81315.4%ETFDFAUDimensional US Core Equity Market ETF$26,531,159$994,355 ▲3.9%588,01314.4%ETFBALTInnovator Defined Wealth Shield ETF$23,795,190$770,866 ▲3.3%711,04713.0%ETFVGSHVanguard Short-Term Treasury ETF$15,239,121$767,283 ▲5.3%260,3208.3%ETFIJRiShares Core S&P Small-Cap ETF$10,560,824$358,260 ▲3.5%84,9565.8%ETFSCHDSchwab US Dividend Equity ETF$9,568,601$437,129 ▲4.8%311,8845.2%ETFDFAEDimensional Emerging Core Equity Market ETF$9,029,507$69,345 ▲0.8%266,6724.9%ETFVUGVanguard Growth ETF$8,704,452$408,403 ▲4.9%19,9284.7%ETFIAUiShares Gold Trust$7,774,654$446,530 ▼-5.4%88,1884.2%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$6,348,177$240,473 ▲3.9%61,3773.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,357,678$184,143 ▲3.6%67,5882.9%ETFNEARiShares Short Duration Bond Active ETF$4,556,894$228,503 ▲5.3%89,6412.5%ETFREZiShares Residential and Multisector Real Estate ETF$3,797,093$209,604 ▲5.8%45,6332.1%ETFDFACDimensional U.S. Core Equity 2 ETF$3,322,328$133,678 ▲4.2%85,4951.8%ETFVNQVanguard Real Estate ETF$3,276,092$199,750 ▲6.5%36,9351.8%ETFAAPLApple$1,715,797$62,176 ▲3.8%6,7610.9%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,251,320$32,341 ▲2.7%4,1400.7%ETFNVDANVIDIA$1,082,526$6,279 ▼-0.6%6,2070.6%Computer and TechnologyMSFTMicrosoft$959,226$55,902 ▲6.2%2,5910.5%Computer and TechnologyBRK.BBerkshire Hathaway$824,224$958 ▼-0.1%1,7200.4%FinanceXOMExxonMobil$645,282$165,775 ▼-20.4%3,8030.4%EnergyCWISPDR MSCI ACWI ex-US ETF$576,7320.0%15,7620.3%ETFPALANTIR TECHNOLOGIES INC$513,150$585 ▲0.1%3,5080.3%CL AAMZNAmazon.com$500,473$4,374 ▼-0.9%2,4030.3%Retail/WholesaleVOOVanguard S&P 500 ETF$465,364$7,766 ▲1.7%7790.3%ETFFBNDFidelity Total Bond ETF$452,9610.0%9,9290.2%ETFAVGOBroadcom$442,599$62,211 ▲16.4%1,4300.2%Computer and TechnologyGOOGLAlphabet$442,276$25,306 ▼-5.4%1,5380.2%Computer and TechnologyMMM3M$430,389$193,769 ▼-31.0%2,9630.2%Multi-Sector ConglomeratesJPMJPMorgan Chase & Co.$404,176$47,654 ▲13.4%1,3740.2%FinanceCOSTCostco Wholesale$382,946$28,920 ▼-7.0%3840.2%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$349,899$769 ▼-0.2%13,6570.2%ETFWALMART INC$340,154$48,469 ▲16.6%2,7370.2%COMSLViShares Silver Trust$338,0430.0%4,9610.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$335,600$335,600 ▲New Holding3,3340.2%ETFIWRiShares Russell Mid-Cap ETF$324,2620.0%3,3350.2%ETFWFCWells Fargo & Company$315,565$398 ▲0.1%3,9640.2%FinanceUSBU.S. Bancorp$294,883$3,641 ▲1.3%5,6700.2%FinanceHDHome Depot$273,223$20,714 ▲8.2%8310.1%Retail/WholesaleGISGeneral Mills$269,120$4,950 ▲1.9%7,2310.1%Consumer StaplesCMICummins$269,101$2,691 ▲1.0%5000.1%Auto/Tires/TrucksPECOPhillips Edison & Company, Inc.$263,075$337 ▲0.1%7,0300.1%FinanceVTVVanguard Value ETF$262,7990.0%1,3390.1%ETFTSLATesla$259,853$1,859 ▼-0.7%6990.1%Auto/Tires/TrucksGOOGAlphabet$258,691$9,178 ▲3.7%9020.1%Computer and TechnologyMETAMeta Platforms$252,904$2,289 ▼-0.9%4420.1%Computer and TechnologyBPBP$240,956$240,956 ▲New Holding5,1270.1%EnergyCVXChevron$235,883$235,883 ▲New Holding1,1400.1%EnergyXELXcel Energy$234,616$20,498 ▼-8.0%2,9530.1%UtilitiesPGProcter & Gamble$231,696$9,100 ▼-3.8%1,6040.1%Consumer StaplesJNJJohnson & Johnson$223,174$44,977 ▼-16.8%9130.1%MedicalTRVTravelers Companies$218,4680.0%7490.1%FinancePSXPhillips 66$213,043$213,043 ▲New Holding1,1690.1%EnergyMDTMedtronic$203,889$1,126 ▲0.6%2,3530.1%MedicalCOPConocoPhillips$203,210$203,210 ▲New Holding1,5390.1%EnergyPLBYPLBY Group$28,2660.0%18,5960.0%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$0$585,185 ▼-100.0%00.0%ETFCVNACarvana$0$242,239 ▼-100.0%00.0%Retail/WholesaleVTIVanguard Total Stock Market ETF$0$216,853 ▼-100.0%00.0%ETFJ P MORGAN EXCHANGE TRADED F$0$215,506 ▼-100.0%00.0%ACTIVE BOND ETFNVDYYieldMax NVDA Option Income Strategy ETF$0$186,918 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
