Free Trial

Kure Advisory, LLC Top Holdings and 13F Report (2026)

About Kure Advisory, LLC

Investment Activity

  • Kure Advisory, LLC has $216.46 million in total holdings as of September 30, 2026.
  • Kure Advisory, LLC owns shares of 62 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 3.60% of the portfolio was purchased this quarter.
  • About 1.12% of the portfolio was sold this quarter.
  • This quarter, Kure Advisory, LLC has purchased 62 new stocks and bought additional shares in 36 stocks.
  • Kure Advisory, LLC sold shares of 14 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$629,809 Holding
718546104 - Phillips 66
$299,145 Holding
055622104 - BP
$228,205 Holding
697435105 - Palo Alto Networks
$212,958 Holding
166764100 - Chevron
$206,265 Holding

Largest Purchases this Quarter

Innovator Defined Wealth Shield ETF
27,536 shares (about $962.38K)
Alpha Architect 1-3 Month Box ETF
6,977 shares (about $825.98K)
Vanguard Short-Term Treasury ETF
14,039 shares (about $808.09K)
iShares Gold Trust
8,328 shares (about $650.42K)
EXXONMOBIL HOLDINGS CORP
3,870 shares (about $629.81K)

Largest Sales this Quarter

Dimensional Emerging Core Equity Market ETF
6,364 shares (about $250.17K)
Fidelity Total Bond ETF
3,842 shares (about $166.36K)
iShares S&P 500 Value ETF
332 shares (about $75.79K)
Microsoft
87 shares (about $44.62K)
Costco Wholesale
27 shares (about $24.57K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKure Advisory, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$33,384,803$372,646 ▲1.1%637,60115.4%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$32,290,774$496,911 ▲1.6%779,40614.9%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$26,871,379$962,383 ▲3.7%768,85212.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$16,840,347$808,086 ▲5.0%292,5707.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$13,197,910$222,482 ▲1.7%146,4646.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$12,496,085$72,237 ▲0.6%91,8565.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$11,454,446$297,064 ▲2.7%352,1195.3%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$10,772,802$250,169 ▼-2.3%274,0475.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$7,503,841$650,416 ▲9.5%96,0803.5%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$6,935,036$491,721 ▲7.6%69,5593.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$5,777,076$292,778 ▲5.3%74,7842.7%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$5,077,225$160,249 ▲3.3%101,8302.3%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$4,434,553$121,113 ▲2.8%50,1992.0%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$3,821,819$3,289 ▲0.1%85,9801.8%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,654,768$142,243 ▲4.0%40,7761.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,209,735$13,988 ▲0.6%6,6351.0%Technology
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,938,666$56,414 ▲3.0%5,7390.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,402,690$44,619 ▼-3.1%2,7350.6%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,380,579$8,679 ▲0.6%6,0450.6%Technology
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$1,070,212$825,981 ▲338.2%9,0400.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$813,152$3,984 ▲0.5%1,6330.4%Finance
PALANTIR TECHNOLOGIES INC
$638,589$7,856 ▼-1.2%3,4140.3%CL A
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$636,9420.0%15,7620.3%ETF
EXXONMOBIL HOLDINGS CORP
$629,809$629,809 ▲New Holding3,8700.3%COM SHS
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$562,944$13,706 ▲2.5%2,2590.3%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$532,690$2,065 ▲0.4%1,5480.2%Communication Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$512,422$20,329 ▼-3.8%7310.2%ETF
3M Company stock logo
MMM
3M
$443,779$657 ▼-0.1%2,7030.2%Industrials
Broadcom Inc. stock logo
AVGO
Broadcom
$389,821$351 ▼-0.1%1,1100.2%Technology
ISHARES TR
$380,183$18,929 ▲5.2%3,7760.2%0-3 MTH TREASURY
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$368,214$3,308 ▲0.9%1,1130.2%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$358,400$75,789 ▼-17.5%1,5700.2%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$355,8780.0%3,3350.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$351,281$24,571 ▼-6.5%3860.2%Consumer Staples
Micron Technology, Inc. stock logo
MU
Micron Technology
$348,291$6,391 ▲1.9%3270.2%Technology
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$332,732$268 ▲0.1%13,6590.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$327,445$1,155 ▲0.4%5,6690.2%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$323,859$2,906 ▲0.9%3,0090.1%Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$323,010$2,642 ▲0.8%4,0350.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$313,456$4,429 ▲1.4%9200.1%Communication Services
The Home Depot, Inc. stock logo
HD
Home Depot
$301,784$3,413 ▼-1.1%1,0610.1%Consumer Discretionary
Phillips 66 stock logo
PSX
Phillips 66
$299,145$299,145 ▲New Holding1,1720.1%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$289,4280.0%1,3390.1%ETF
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$274,256$141 ▲0.1%3,8910.1%Utilities
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$270,4240.0%4,9610.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$269,808$725 ▲0.3%3720.1%Communication Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$268,637$3,196 ▼-1.2%1,8490.1%Consumer Staples
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$263,198$336 ▲0.1%7,0490.1%Real Estate
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$253,621$3,971 ▲1.6%9580.1%Healthcare
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$249,2000.0%6990.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$248,375$1,835 ▲0.7%4060.1%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$233,508$1,622 ▲0.7%2880.1%Industrials
WALMART INC
$232,157$11,327 ▼-4.7%2,2340.1%COM
BP p.l.c. stock logo
BP
BP
$228,205$228,205 ▲New Holding5,1880.1%Energy
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$220,267$166,359 ▼-43.0%5,0870.1%ETF
Amphenol Corporation stock logo
APH
Amphenol
$214,459$107,230 ▲100.0%2,5440.1%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$212,958$212,958 ▲New Holding5360.1%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$210,048$7,806 ▼-3.6%5920.1%Consumer Discretionary
Chevron Corporation stock logo
CVX
Chevron
$206,265$206,265 ▲New Holding1,0100.1%Energy
Coca-Cola Consolidated, Inc. stock logo
COKE
Coca-Cola Consolidated
$201,383$1,325 ▼-0.7%1,0640.1%Consumer Staples
Verra Mobility Corp stock logo
VRRM
Verra Mobility
$39,069$39,069 ▲New Holding12,6030.0%Industrials
PLBY Group, Inc. stock logo
PLBY
PLBY Group
$19,0610.0%18,5960.0%Consumer Discretionary
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$522,930 ▼-100.0%00.0%Energy
Cummins Inc. stock logo
CMI
Cummins
$0$370,990 ▼-100.0%00.0%Industrials
General Mills, Inc. stock logo
GIS
General Mills
$0$249,778 ▼-100.0%00.0%Consumer Staples
GE Aerospace stock logo
GE
GE Aerospace
$0$238,189 ▼-100.0%00.0%Industrials
Intel Corporation stock logo
INTC
Intel
$0$221,062 ▼-100.0%00.0%Technology
GE VERNOVA INC
$0$213,825 ▼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data