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CIK: 0002056729
Total reported value
$234.3M
$234.3M
141 檔
61.0%
According to the latest 13F quarterly dataset, Cura Wealth Advisors, LLC managed an equity portfolio of $234.3M at the end of Q4 2025, spanning 141 distinct U.S. exchange-listed positions.
In Q4 2025, Cura Wealth Advisors, LLC displayed an active expansion posture, initiating 16 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 24.41% | +2.62% | -0.76% | |
| 2 | FSK | Fs Kkr Capital CORP | Stock-Financials | 13.17% | -0.76% | -6.02% | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 10.82% | -1.72% | +0.27% | |
| 4 | ARI | Apollo Commercial Real Estat | Stock-Other | 3.02% | -0.81% | -1.02% | |
| 5 | MFIC | Midcap Financial Investment | Stock-Other | 2.78% | -0.88% | +3.88% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.14% | +0.23% | +11.05% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.18% | +18.45% | |
| 8 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 1.75% | -0.39% | -4.87% | |
| 9 | GPMT | Granite Point Mortgage Trust | Stock-Other | 1.72% | -0.09% | +5.43% | |
| 10 | ACRE | Ares Commercial Real Estate | Stock-Other | 1.64% | -0.22% | -15.58% | |
| 11 | ACN | Accenture plc | Stock-Tech | 1.44% | -0.52% | -3.59% | |
| 12 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 1.36% | -0.05% | +1.99% | |
| 13 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.35% | -0.01% | -0.32% | |
| 14 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.27% | -0.02% | +5.54% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | +0.06% | +10.04% | |
| 16 | MQY | Blackrock Muniyield Quality | Stock-Other | 1.16% | — | -25.14% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.11% | +60.61% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.10% | — | +2.80% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | +0.23% | +7.71% | |
| 20 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.90% | -0.03% | +15.76% | |
| 21 | AMLP | Alerian Mlp ETF | ETF-Other | 0.76% | -0.04% | +45.27% | |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.71% | -0.11% | — | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | -0.15% | -14.41% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.07% | +0.43% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.16% | +32.90% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.12% | +21.19% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | +0.01% | +10.30% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.03% | +0.68% | |
| 29 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.54% | -0.06% | -32.23% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.12% | +6.47% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.02% | +55.36% | |
| 32 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.50% | — | — | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.43% | -0.11% | — | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | +0.05% | — | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.38% | -0.04% | — | |
| 36 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.37% | -0.03% | +0.01% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.05% | +0.92% | |
| 38 | BP | Bp Plc-spons Adr | Stock-Energy | 0.36% | -0.14% | +0.19% | |
| 39 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.36% | -0.03% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.08% | +51.84% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.09% | +5.36% | |
| 42 | KREF | Kkr Real Estate Finance Trus | Stock-Other | 0.31% | +0.01% | +2.00% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.02% | +35.35% | |
| 44 | SHEL | Shell Plc-adr | Stock-Energy | 0.30% | -0.09% | -0.11% | |
| 45 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.29% | -0.07% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | +0.02% | +0.43% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.06% | +136.90% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.28% | -0.07% | +4.53% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.27% | +0.03% | +10.50% | |
| 50 | NBH | Neuberger Municipal Fund Inc | Stock-Other | 0.26% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | +60.61% | Add |
| 2 | AAPL | Apple Inc | +0.4% | +18.45% | Add |
| 3 | VT | Vanguard Tot World Stk ETF | +0.2% | +11.05% | Add |
| 4 | AMLP | Alerian Mlp ETF | +0.2% | +45.27% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +21.19% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +51.84% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +136.90% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +55.36% | Add |
| 9 | GDXJ | Vaneck Junior Gold Miners | +0.1% | -4.87% | Trim |
| 10 | HWM | Howmet Aerospace Inc | +0.1% | +96.54% | Add |
| 11 | EIM | Eaton Vance Municipal Bond | +0.1% | +15.76% | Add |
| 12 | TDG | Transdigm Group Inc | +0.1% | +76.39% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.71% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +35.35% | Add |
| 15 | BTC | Grayscale Bitcoin Mini ETF | -0.1% | -44.65% | Trim |
| 16 | ETHE | Grayscale Ethereum Staking E | -0.1% | — | Unchanged |
| 17 | PLTR | Palantir Technologies Inc-a | -0.1% | -14.41% | Trim |
| 18 | COIN | Coinbase Global Inc -class A | -0.2% | -9.70% | Trim |
| 19 | ARI | Apollo Commercial Real Estat | -0.2% | -1.02% | Trim |
| 20 | IDXX | Idexx Laboratories Inc | -0.2% | -32.23% | Trim |
| 21 | ACRE | Ares Commercial Real Estate | -0.2% | -15.58% | Trim |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | — | Unchanged |
| 23 | ORCL | Oracle CORP | -0.2% | +0.68% | Add |
| 24 | GPMT | Granite Point Mortgage Trust | -0.3% | +5.43% | Add |
| 25 | MQY | Blackrock Muniyield Quality | -0.5% | -25.14% | Trim |
| 26 | NVDA | Nvidia CORP | -0.5% | +32.90% | Add |
| 27 | ABBV | Abbvie Inc | -0.7% | -0.76% | Trim |
| 28 | ABT | Abbott Laboratories | -0.8% | +0.27% | Add |
| 29 | FSK | Fs Kkr Capital CORP | -1.1% | -6.02% | Trim |
| 30 | DUK | Duke Energy CORP | — | NEW | New buy |
| 31 | AMJB | Alerian Mlp Etn2044 | — | NEW | New buy |
| 32 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 33 | SPGI | S&p Global Inc | — | NEW | New buy |
| 34 | ARES | Ares Management CORP - A | — | NEW | New buy |
| 35 | EVRG | Evergy Inc | — | NEW | New buy |
| 36 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 37 | RTX | Rtx CORP | — | NEW | New buy |
| 38 | BITW | Bitwise 10 Crypto Index ETF | — | NEW | New buy |
| 39 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 40 | T | At&t Inc | — | EXIT | Sold out |
| 41 | OKE | Oneok Inc | — | NEW | New buy |
| 42 | VRT | Vertiv Holdings Co-a | — | EXIT | Sold out |
| 43 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 44 | BLW | Blackrock LTD Durat Inc Tr | — | EXIT | Sold out |
| 45 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 46 | CB | Chubb Limited | — | NEW | New buy |
| 47 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 50 | SCHH | Schwab US Reit ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cura Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $234.3M across 141 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ABBV, FSK, ABT) accounted for 61.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
DUK
市值: $1.0M
Top Position Liquidated / Trimmed
PG
前期市值: $263.2K
During Q4 2025, Cura Wealth Advisors, LLC's top holdings by market value included ABBV (24.4%)、FSK (13.2%)、ABT (10.8%). The largest single position, ABBV, represented 24.4% of total portfolio value.
In Q4 2025, Cura Wealth Advisors, LLC made 48 total portfolio adjustments, initiating 16 new buys, adding to 17 positions, trimming 10 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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