Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CURA WEALTH ADVISORS, LLC (CIK 2056729) reported $223.5M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ABBV ($63.7M, 28.52%), ABT ($23.6M, 10.55%), FSK ($23.1M, 10.32%), MFIC ($6.9M, 3.09%), VT ($5.6M, 2.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | $63.7M | 28.52% | 292,983 | Added |
| 2 | ABT | ABBOTT LABORATORIES | $23.6M | 10.55% | 229,627 | Added |
| 3 | FSK | FS KKR CAP CORP | $23.1M | 10.32% | 2.3M | Trimmed |
| 4 | MFIC | MIDCAP FINANCIAL INVSTMNT CO | $6.9M | 3.09% | 613,918 | Trimmed |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | $5.6M | 2.49% | 40,260 | Added |
| 6 | ARI | APOLLO COML REAL ESTATE FIN | $4.6M | 2.07% | 437,233 | Trimmed |
| 7 | GDXJ | VANECK ETF TRUST | $4.5M | 2.03% | 37,796 | Trimmed |
| 8 | ACRE | ARES COML REAL ESTATE CORP | $4.3M | 1.95% | 905,601 | Trimmed |
| 9 | AAPL | APPLE INC | $3.7M | 1.66% | 14,594 | Trimmed |
| 10 | NEA | NUVEEN AMT FREE QLTY MUN INC | $3.4M | 1.52% | 302,000 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $3.1M | 1.40% | 9,778 | Added |
| 12 | SGOV | ISHARES TR | $3.0M | 1.33% | 29,509 | Added |
| 13 | MQY | BLACKROCK MUNIYILD QULT FD I | $3.0M | 1.33% | 270,000 | Trimmed |
| 14 | ACN | ACCENTURE PLC IRELAND | $2.8M | 1.26% | 14,170 | Added |
| 15 | GPMT | GRANITE PT MTG TR INC | $2.8M | 1.24% | 1.9M | Added |
| 16 | EIM | EATON VANCE MUN BD FD | $2.5M | 1.11% | 254,149 | Added |
| 17 | AMLP | ALPS ETF TR | $2.3M | 1.01% | 42,850 | Added |
| 18 | MSFT | MICROSOFT CORP | $2.2M | 1.00% | 6,046 | Trimmed |
| 19 | IVV | ISHARES TR | $1.7M | 0.75% | 2,579 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $1.5M | 0.68% | 8,715 | Trimmed |
| 21 | GBDC | GOLUB CAP BDC INC | $1.5M | 0.68% | 120,200 | Trimmed |
| 22 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.4M | 0.64% | 27,290 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.63% | 2,916 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $1.4M | 0.62% | 6,670 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $1.4M | 0.61% | 2,274 | Added |
Source: SEC Form 13F filings · as of 2026-03-31