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CIK: 0002056729
Total reported value
$234.3M
$234.3M
126 檔
52.4%
As reported in its official Q1 2026 Form 13F filing, Cura Wealth Advisors, LLC's tracked investment portfolio stood at $234.3M with 126 total positions.
In Q1 2026, Cura Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 49 positions and completely liquidating 28 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 28.52% | +2.62% | +3.96% | |
| 2 | ABT | Abbott Laboratories | Stock-Healthcare | 10.55% | -1.72% | +0.77% | |
| 3 | FSK | Fs Kkr Capital CORP | Stock-Financials | 10.32% | -0.76% | -3.43% | |
| 4 | MFIC | Midcap Financial Investment | Stock-Other | 3.09% | -0.88% | -4.36% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.49% | +0.23% | +0.45% | |
| 6 | ARI | Apollo Commercial Real Estat | Stock-Other | 2.07% | -0.81% | -46.89% | |
| 7 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.03% | -0.39% | -7.07% | |
| 8 | ACRE | Ares Commercial Real Estate | Stock-Other | 1.95% | -0.22% | -0.16% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.18% | -21.81% | |
| 10 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.52% | -0.01% | -1.63% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.40% | +0.23% | +29.34% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.33% | — | +1.69% | |
| 13 | MQY | Blackrock Muniyield Quality | Stock-Other | 1.33% | — | -0.37% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.26% | -0.52% | +0.28% | |
| 15 | GPMT | Granite Point Mortgage Trust | Stock-Other | 1.24% | -0.09% | +0.55% | |
| 16 | EIM | Eaton Vance Municipal Bond | Stock-Other | 1.11% | -0.03% | +4.10% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-Other | 1.01% | -0.04% | +0.06% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | +0.06% | -11.71% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.07% | — | |
| 20 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.68% | -0.02% | -51.47% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.16% | -7.99% | |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.64% | -0.11% | -0.37% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | +0.01% | -4.14% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.11% | -47.47% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.12% | +1.65% | |
| 26 | BP | Bp Plc-spons Adr | Stock-Energy | 0.58% | -0.14% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.12% | -14.46% | |
| 28 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.57% | — | — | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.54% | -0.11% | — | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.15% | -18.72% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.54% | +0.20% | +99.38% | |
| 32 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.53% | -0.06% | — | |
| 33 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.50% | -0.03% | +0.01% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.50% | -0.04% | +0.80% | |
| 35 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.49% | -0.03% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.02% | -8.99% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.03% | -3.99% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | +0.05% | -0.10% | |
| 39 | SHEL | Shell Plc-adr | Stock-Energy | 0.44% | -0.09% | -0.16% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.05% | +1.19% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.37% | -0.03% | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | +0.09% | -4.41% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | +0.02% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | — | +0.40% | |
| 45 | NBH | Neuberger Municipal Fund Inc | Stock-Other | 0.31% | — | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.31% | -0.10% | +0.17% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.30% | +0.03% | +2.73% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.28% | +0.03% | +3.37% | |
| 49 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 0.28% | -0.05% | -82.77% | |
| 50 | KREF | Kkr Real Estate Finance Trus | Stock-Other | 0.28% | +0.01% | -0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +4.1% | +3.96% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +29.34% | Add |
| 3 | VT | Vanguard Tot World Stk ETF | +0.4% | +0.45% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.3% | +99.38% | Add |
| 5 | MFIC | Midcap Financial Investment | +0.3% | -4.36% | Trim |
| 6 | ACRE | Ares Commercial Real Estate | +0.3% | -0.16% | Trim |
| 7 | GDXJ | Vaneck Junior Gold Miners | +0.3% | -7.07% | Trim |
| 8 | AMLP | Alerian Mlp ETF | +0.3% | +0.06% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +1.69% | Add |
| 10 | BP | Bp Plc-spons Adr | +0.2% | — | Unchanged |
| 11 | EIM | Eaton Vance Municipal Bond | +0.2% | +4.10% | Add |
| 12 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.2% | -1.63% | Trim |
| 13 | MQY | Blackrock Muniyield Quality | +0.2% | -0.37% | Trim |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +105.26% | Add |
| 15 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +82.98% | Add |
| 16 | SHEL | Shell Plc-adr | +0.1% | -0.16% | Trim |
| 17 | KYN | Kayne Anderson Energy Infra | +0.1% | +0.01% | Add |
| 18 | AMJB | Alerian Mlp Etn2044 | +0.1% | — | Unchanged |
| 19 | DUK | Duke Energy CORP | +0.1% | +0.80% | Add |
| 20 | KMI | Kinder Morgan, Inc. | +0.1% | — | Unchanged |
| 21 | GDX | Vaneck Gold Miners ETF | +0.1% | — | Unchanged |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.40% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.1% | -0.98% | Trim |
| 24 | SU | Suncor Energy Inc | +0.1% | — | Unchanged |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.65% | Add |
| 27 | NAD | Nuveen Quality Municipal Inc | +0.1% | — | Unchanged |
| 28 | PFE | Pfizer Inc | +0.1% | +0.27% | Add |
| 29 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +0.27% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -4.14% | Trim |
| 31 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 32 | SLB | Slb LTD | +0.1% | — | Unchanged |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.24% | Add |
| 34 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.19% | Add |
| 36 | BEPC | Brookfield Renewable CORP | +0.1% | — | Unchanged |
| 37 | NTRS | Northern Trust CORP | +0.1% | — | Unchanged |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | — | Unchanged |
| 39 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.17% | Add |
| 40 | NBH | Neuberger Municipal Fund Inc | +0.1% | — | Unchanged |
| 41 | LIN | Linde plc | 0% | +4.55% | Add |
| 42 | SCHX | Schwab US Large-cap ETF | 0% | -0.10% | Trim |
| 43 | EVRG | Evergy Inc | 0% | +0.86% | Add |
| 44 | ET | Energy Transfer LP | 0% | +0.30% | Add |
| 45 | ICLN | Ishares Global Clean Energy | 0% | — | Unchanged |
| 46 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 47 | VONG | Vanguard Russell 1000 Growth | 0% | +2.73% | Add |
| 48 | CRGY | Crescent Energy Inc-a | 0% | -6.52% | Trim |
| 49 | NVS | Novartis Ag-sponsored Adr | 0% | -0.21% | Trim |
| 50 | PDI | Pimco Dynamic Income Fund | 0% | +1.51% | Add |
According to official SEC Form 13F filings, Cura Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $234.3M across 126 disclosed positions in Q1 2026.
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, ABT, FSK) accounted for 52.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
EQNR
市值: $300.5K
Top Position Liquidated / Trimmed
TDG
前期市值: $546.6K
During Q1 2026, Cura Wealth Advisors, LLC's top holdings by market value included ABBV (28.5%)、ABT (10.6%)、FSK (10.3%). The largest single position, ABBV, represented 28.5% of total portfolio value.
In Q1 2026, Cura Wealth Advisors, LLC made 122 total portfolio adjustments, initiating 13 new buys, adding to 32 positions, trimming 49 holdings, and fully liquidating 28 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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