Q2 2026 13F · SEC CIK 2056729

Cura Wealth Advisors, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $234.3M
Reported positions: 140
Holdings vs S&P 500, 3 yrs: —
Assets under management: $527.7M

Cura Wealth Advisors, LLC is a wealth manager that reported 140 positions worth $234.3M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Abbvie Inc (ABBV, 31.1%), Fs Kkr Capital Corp (FSK, 9.6%), Abbott Laboratories (ABT, 8.8%).

Cura Wealth Advisors, LLC holdings largest 50 of 140 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cura Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ABBVAbbvie Inc	31.1%	28.5%	289,872	-1.1%	$72.9M
FSKFs Kkr Capital Corp	9.6%	10.3%	2,132,461	-5.8%	$22.4M
ABTAbbott Laboratories	8.8%	10.6%	227,985	-0.7%	$20.7M
VTVanguard Intl Equity Index F	2.7%	2.5%	40,637	+0.9%	$6.4M
AINVMidcap Financial Invstmnt Co	2.2%	3.1%	512,823	-16.5%	$5.2M
AAPLApple Inc	1.8%	1.7%	14,936	+2.3%	$4.3M
ACREAres Coml Real Estate Corp	1.7%	1.9%	902,153	-0.4%	$4.1M
GDXJVaneck ETF Trust	1.6%	2.0%	39,096	+3.4%	$3.8M
VTIVanguard Index Fds	1.6%	1.4%	10,315	+5.5%	$3.8M
NEANuveen Amt Free Qlty Mun Inc	1.5%	1.5%	302,000	+0.0%	$3.5M
SGOVIshares Tr	1.3%	1.3%	31,041	+5.2%	$3.1M
MQYBlackrock Muniyild Qult Fd I	1.3%	1.3%	269,000	-0.4%	$3.1M
ARIApollo Commercial Real Estate	1.3%	2.1%	275,833	-36.9%	$2.9M
GPMTGranite Pt Mtg Tr Inc	1.2%	1.2%	1,801,228	-5.5%	$2.7M
EIMEaton Vance Mun Bd Fd	1.1%	1.1%	254,149	+0.0%	$2.5M
MSFTMicrosoft Corp	1.1%	1.0%	6,626	+9.6%	$2.5M
AMLPAlps ETF Tr	1.0%	1.0%	44,035	+2.8%	$2.3M
NVDANvidia Corporation	0.8%	0.7%	9,816	+12.6%	$2.0M
IVVIshares Tr	0.8%	0.8%	2,577	-0.1%	$1.9M
VXUSVanguard Star Fds	0.7%	0.5%	20,155	+28.7%	$1.7M
ACNAccenture PLC Ireland	0.7%	1.3%	13,840	-2.3%	$1.7M
VOOVanguard Index Fds	0.7%	0.6%	2,486	+9.3%	$1.7M
AMZNAmazon Com Inc	0.7%	0.6%	7,143	+7.1%	$1.7M
GOOGLAlphabet Inc	0.7%	0.6%	4,499	+1.2%	$1.6M
GBDCGolub Cap Bdc Inc Com	0.7%	0.7%	120,200	+0.0%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	2,987	+2.4%	$1.5M
NADNuveen Quality Muncp Income	0.6%	0.6%	110,000	+0.0%	$1.3M
GBTCGrayscale Bitcoin Trust ETF	0.5%	0.6%	27,290	+0.0%	$1.2M
SCHXSchwab Strategic Tr	0.5%	0.4%	39,319	+1.6%	$1.2M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.4%	1,472	+2.0%	$1.1M
KYNKayne Anderson Energy Infrst	0.5%	0.5%	79,012	+0.0%	$1.1M
IDXXIdexx Labs Inc	0.5%	0.5%	2,066	-1.1%	$1.1M
DUKDuke Energy Corp New	0.5%	0.5%	8,588	-0.3%	$1.1M
QQQInvesco Qqq Tr	0.5%	0.4%	1,470	+2.9%	$1.1M
METAMeta Platforms Inc	0.5%	0.5%	1,922	+2.7%	$1.1M
AMJBJpmorgan Chase Finl Co LLC	0.5%	0.5%	31,143	-1.6%	$1.1M
ORCLOracle Corp	0.4%	0.5%	7,048	-1.3%	$1.0M
BPBp PLC	0.4%	0.6%	27,613	+0.0%	$1.0M
GDXVaneck ETF Trust	0.4%	0.5%	13,300	+0.7%	$1.0M
PANWPalo Alto Networks Inc	0.4%	—	2,733	—	$932K
PLTRPalantir Technologies Inc	0.4%	0.5%	7,926	-4.3%	$925K
INTCIntel Corp	0.4%	—	6,262	—	$874K
VWOVanguard Intl Equity Index F	0.4%	0.3%	14,019	+0.0%	$837K
SHELShell PLC	0.4%	0.4%	10,631	-0.0%	$824K
KMIKinder Morgan Inc Del	0.3%	0.4%	25,273	+2.6%	$808K
VONGVanguard Scottsdale Fds	0.3%	0.3%	6,121	+1.1%	$782K
JNJJohnson & Johnson	0.3%	0.3%	3,020	+1.0%	$767K
VUGVanguard Index Fds	0.3%	0.3%	8,502	+490.4%	$732K
LLYEli Lilly & Co	0.3%	—	602	—	$722K
NBHNeuberger Berman Mun Fd Inc	0.3%	0.3%	68,000	+0.0%	$717K

What Cura Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

ARI Apollo Commercial Real Estate-36.9% shares
AINV Midcap Financial Invstmnt Co-16.5% shares
FSK Fs Kkr Capital Corp-5.8% shares
GPMT Granite Pt Mtg Tr Inc-5.5% shares

Left the top 50

RSP Invesco Exchange Traded Fd Twas 0.3%
BXMT Blackstone Mortgage Trustwas 0.3%
KREF Kkr Real Estate Fin Tr Incwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -2.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$234.3M	140
Q1 2026	$223.5M	125
Q4 2025	$263.8M	141
Q3 2025	$259.8M	126
Q2 2025	$214.8M	106
Q1 2025	$247.1M	105
Q4 2024	$226.1M	96

Questions about Cura Wealth Advisors, LLC's portfolio

What stocks does Cura Wealth Advisors, LLC own?

Cura Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 140 positions worth $234.3M. The largest are Abbvie Inc (ABBV) at 31.1%, Fs Kkr Capital Corp (FSK) at 9.6%, Abbott Laboratories (ABT) at 8.8%, Vanguard Intl Equity Index F (VT) at 2.7% and Midcap Financial Invstmnt Co (AINV) at 2.2%.

What did Cura Wealth Advisors, LLC buy last quarter?

In Q2 2026, Cura Wealth Advisors, LLC added Vanguard Index Fds (VUG) (+490.4% shares), Vanguard Star Fds (VXUS) (+28.7% shares) and Nvidia Corporation (NVDA) (+12.6% shares), compared with its Q1 2026 filing.

What did Cura Wealth Advisors, LLC sell last quarter?

In Q2 2026, Cura Wealth Advisors, LLC cut from its top 50 Invesco Exchange Traded Fd T (RSP), cut from its top 50 Blackstone Mortgage Trust (BXMT), cut from its top 50 Kkr Real Estate Fin Tr Inc (KREF), Apollo Commercial Real Estate (ARI) (-36.9% shares), Midcap Financial Invstmnt Co (AINV) (-16.5% shares) and Fs Kkr Capital Corp (FSK) (-5.8% shares), compared with its Q1 2026 filing.

When is Cura Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cura Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cura Wealth Advisors, LLC manage?

Cura Wealth Advisors, LLC reported $527.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $234.3M.