Cura Wealth Advisors, LLC 13F Holdings · Q2 2026
Cura Wealth Advisors, LLC reported 140 securities worth $234.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ABBV (31.14%), FSK (9.56%), ABT (8.83%). Among its top 25 positions this quarter: 12 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | $72.9M | 31.14% | 289,872 | Trimmed |
| 2 | FSK | FS KKR CAP CORP | $22.4M | 9.56% | 2.1M | Trimmed |
| 3 | ABT | ABBOTT LABORATORIES | $20.7M | 8.83% | 227,985 | Trimmed |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | $6.4M | 2.72% | 40,637 | Added |
| 5 | MFIC | MIDCAP FINANCIAL INVSTMNT CO | $5.2M | 2.21% | 512,823 | Trimmed |
| 6 | AAPL | APPLE INC | $4.3M | 1.84% | 14,936 | Added |
| 7 | ACRE | ARES COML REAL ESTATE CORP | $4.1M | 1.73% | 902,153 | Trimmed |
| 8 | GDXJ | VANECK ETF TRUST | $3.8M | 1.64% | 39,096 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $3.8M | 1.63% | 10,315 | Added |
| 10 | NEA | NUVEEN AMT FREE QLTY MUN INC | $3.5M | 1.51% | 302,000 | Hold |
| 11 | MQY | BLACKROCK MUNIYILD QULT FD I | $3.1M | 1.33% | 269,000 | Trimmed |
| 12 | SGOV | ISHARES TR | $3.1M | 1.33% | 31,041 | Added |
| 13 | ARI | APOLLO COML REAL ESTATE FIN | $2.9M | 1.26% | 275,833 | Trimmed |
| 14 | GPMT | GRANITE PT MTG TR INC | $2.7M | 1.15% | 1.8M | Trimmed |
| 15 | EIM | EATON VANCE MUN BD FD | $2.5M | 1.08% | 254,149 | Hold |
| 16 | MSFT | MICROSOFT CORP | $2.5M | 1.05% | 6,626 | Added |
| 17 | AMLP | ALPS ETF TR | $2.3M | 0.97% | 44,035 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $2.0M | 0.84% | 9,816 | Added |
| 19 | IVV | ISHARES TR | $1.9M | 0.82% | 2,577 | Trimmed |
| 20 | ACN | ACCENTURE PLC IRELAND | $1.7M | 0.74% | 13,840 | Trimmed |
| 21 | VXUS | VANGUARD STAR FDS | $1.7M | 0.74% | 20,155 | Added |
| 22 | AMZN | AMAZON COM INC | $1.7M | 0.73% | 7,143 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $1.7M | 0.73% | 2,486 | Added |
| 24 | GOOGL | ALPHABET INC | $1.6M | 0.69% | 4,499 | Added |
| 25 | GBDC | GOLUB CAP BDC INC | $1.5M | 0.66% | 120,200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR