Kure Advisory, LLC Top Holdings and 13F Report (2025) About Kure Advisory, LLCInvestment ActivityKure Advisory, LLC has $150.85 million in total holdings as of June 30, 2025.Kure Advisory, LLC owns shares of 46 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.53% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Kure Advisory, LLC has purchased 43 new stocks and bought additional shares in 28 stocks.Kure Advisory, LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $23,479,049Dimensional International Core Equity Market ETF $22,739,843Innovator Defined Wealth Shield ETF $22,632,408Vanguard Short-Term Treasury ETF $12,884,998iShares Core S&P Small-Cap ETF $8,435,542 Largest New Holdings this Quarter 370334104 - General Mills $376,738 Holding11135F101 - Broadcom $295,221 Holding594972408 - MicroStrategy $286,195 Holding88634T774 - YieldMax NVDA Option Income Strategy ETF $204,962 Holding00206R102 - AT&T $200,395 Holding Largest Purchases this Quarter Innovator Defined Wealth Shield ETF 121,919 shares (about $3.91M)Dimensional US Core Equity Market ETF 42,906 shares (about $1.82M)Dimensional International Core Equity Market ETF 33,820 shares (about $1.17M)iShares Core S&P Small-Cap ETF 8,622 shares (about $942.30K)Schwab US Dividend Equity ETF 32,601 shares (about $863.93K) Largest Sales this Quarter Vanguard Total World Bond ETF 10,489 shares (about $727.19K)SPDR Portfolio Aggregate Bond ETF 27,696 shares (about $709.03K)NVIDIA 885 shares (about $139.82K)Apple 187 shares (about $38.37K)Xcel Energy 430 shares (about $29.28K) 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 PortfolioSectorDFAUDimensional US Core Equity Market ETF$23,479,049$1,817,498 ▲8.4%554,27415.6%ETFDFAIDimensional International Core Equity Market ETF$22,739,843$1,169,158 ▲5.4%657,79115.1%ETFBALTInnovator Defined Wealth Shield ETF$22,632,408$3,911,162 ▲20.9%705,49915.0%ETFVGSHVanguard Short-Term Treasury ETF$12,884,998$814,809 ▲6.8%219,2078.5%ETFIJRiShares Core S&P Small-Cap ETF$8,435,542$942,298 ▲12.6%77,1855.6%ETFVUGVanguard Growth ETF$8,187,772$666,824 ▲8.9%18,6765.4%ETFDFAEDimensional Emerging Core Equity Market ETF$7,172,456$673,262 ▲10.4%247,7534.8%ETFSCHDSchwab US Dividend Equity ETF$7,036,238$863,928 ▲14.0%265,5184.7%ETFIAUiShares Gold Trust$5,909,234$197,182 ▲3.5%94,7603.9%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$5,399,216$403,513 ▲8.1%52,4653.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,702,815$150,255 ▲3.3%59,1553.1%ETFREZiShares Residential and Multisector Real Estate ETF$3,171,356$290,498 ▲10.1%38,5152.1%ETFDFACDimensional U.S. Core Equity 2 ETF$2,918,026$199,271 ▲7.3%81,4181.9%ETFVNQVanguard Real Estate ETF$2,720,080$244,738 ▲9.9%30,5421.8%ETFAAPLApple$1,311,920$38,369 ▼-2.8%6,3940.9%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$956,372$231,546 ▲31.9%3,4530.6%ETFMSFTMicrosoft$896,465$54,723 ▲6.5%1,8020.6%Computer and TechnologyNVDANVIDIA$859,007$139,824 ▼-14.0%5,4370.6%Computer and TechnologyBRK.BBerkshire Hathaway$728,169$56,835 ▲8.5%1,4990.5%FinanceSPABSPDR Portfolio Aggregate Bond ETF$563,003$709,027 ▼-55.7%21,9920.4%ETFMMM3M$550,160$165,170 ▲42.9%3,6140.4%Multi-Sector ConglomeratesCWISPDR MSCI ACWI ex-US ETF$514,7870.0%15,7620.3%ETFFBNDFidelity Total Bond ETF$504,5770.0%11,0290.3%ETFAMZNAmazon.com$467,081$57,480 ▲14.0%2,1290.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$453,537$23,856 ▲5.6%3,3270.3%CL AVOOVanguard S&P 500 ETF$439,015$6,815 ▲1.6%7730.3%ETFCOSTCostco Wholesale$425,165$45,589 ▲12.0%4290.3%Retail/WholesaleBNDWVanguard Total World Bond ETF$420,686$727,188 ▼-63.4%6,0680.3%ETFGISGeneral Mills$376,738$376,738 ▲New Holding7,2720.2%Consumer StaplesVTIVanguard Total Stock Market ETF$345,248$19,451 ▲6.0%1,1360.2%ETFIWRiShares Russell Mid-Cap ETF$306,7200.0%3,3350.2%ETFPECOPhillips Edison & Company, Inc.$300,748$315 ▲0.1%8,5850.2%FinanceXOMExxon Mobil$296,533$970 ▲0.3%2,7510.2%EnergyAVGOBroadcom$295,221$295,221 ▲New Holding1,0710.2%Computer and TechnologyJPMJPMorgan Chase & Co.$292,229$2,029 ▼-0.7%1,0080.2%FinanceMSTRMicroStrategy$286,195$286,195 ▲New Holding7080.2%Computer and TechnologyMETAMeta Platforms$264,247$2,952 ▲1.1%3580.2%Computer and TechnologyXELXcel Energy$252,849$29,282 ▼-10.4%3,7130.2%UtilitiesSBACSBA Communications$239,067$2,114 ▲0.9%1,0180.2%FinanceVTVVanguard Value ETF$236,7340.0%1,3390.2%ETFUSBU.S. Bancorp$220,239$362 ▲0.2%4,8670.1%FinanceGOOGLAlphabet$217,825$16,214 ▼-6.9%1,2360.1%Computer and TechnologyNVDYYieldMax NVDA Option Income Strategy ETF$204,962$204,962 ▲New Holding12,2220.1%ETFTAT&T$200,395$200,395 ▲New Holding6,9250.1%Computer and TechnologyPLBYPLBY Group$30,1260.0%18,5960.0%Consumer DiscretionaryVALENS SEMICONDUCTOR LTD$774$774 ▲New Holding15,0000.0%*W EXP 09/30/202SCHPSchwab U.S. TIPS ETF$0$746,580 ▼-100.0%00.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$0$635,286 ▼-100.0%00.0%ETFMDTMedtronic$0$534,130 ▼-100.0%00.0%Medical 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. 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