13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001986795
Total reported value
$211.0M
$211.0M
56 檔
47.9%
The Q4 2025 SEC filing reveals that Kure Advisory, LLC held a total portfolio value of $211.0M, covering 56 public equity positions.
In Q4 2025, Kure Advisory, LLC displayed an active expansion posture, initiating 12 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, DFAU, BALT) accounted for 47.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 15.19% | -0.37% | +6.87% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 14.81% | +1.00% | +1.25% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 12.89% | -0.92% | -6.27% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.12% | -0.62% | +10.08% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.52% | +0.67% | +3.58% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.18% | +1.14% | +2.31% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.82% | +0.42% | +4.71% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.57% | -0.05% | +7.13% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 4.23% | -1.09% | +0.89% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.38% | -0.33% | +7.43% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.91% | -0.26% | +7.48% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.43% | -0.11% | — | |
| 13 | REZ | Ishars Res And Multi Reales | ETF-Other | 1.99% | +0.12% | +8.09% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.82% | — | -0.20% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.72% | +0.01% | +8.92% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.99% | -0.03% | +22.64% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.68% | +0.29% | +9.30% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.02% | +44.72% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.02% | +16.45% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.06% | +6.63% | |
| 21 | MMM | 3m Co | Stock-Industrials | 0.38% | -0.02% | -12.25% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.09% | +2.07% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | — | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.10% | +45.82% | |
| 25 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.32% | -0.01% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.02% | +23.42% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.02% | +39.33% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | +2.68% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.26% | -0.06% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | -0.04% | +15.62% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.05% | +25.73% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | -0.01% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.03% | +9.26% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.20% | -0.02% | -16.94% | |
| 35 | GIS | General Mills Inc | Stock-Consumer Staples | 0.18% | -0.03% | +1.01% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | -0.01% | — | |
| 37 | SLV | Ishares Silver Trust | ETF-Commodities | 0.18% | -0.05% | -1.06% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | -0.02% | +31.84% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.17% | — | +4.75% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.04% | +24.93% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.03% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.06% | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | — | — | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 0.14% | +0.03% | — | |
| 46 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.14% | — | +0.11% | |
| 47 | CVNA | Carvana Co | Stock-Consumer Disc | 0.14% | — | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | — | — | |
| 49 | XEL | Xcel Energy Inc | Stock-Utilities | 0.13% | +0.02% | -8.83% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.2% | +6.87% | Add |
| 2 | AAPL | Apple Inc | +0.2% | +22.64% | Add |
| 3 | MSFT | Microsoft CORP | +0.1% | +44.72% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +39.33% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.1% | +45.82% | Add |
| 6 | IAU | Ishares Gold Trust | +0.1% | +0.89% | Add |
| 7 | SLV | Ishares Silver Trust | +0.1% | -1.06% | Trim |
| 8 | AMZN | Amazon.com Inc | 0% | +23.42% | Add |
| 9 | NVDA | Nvidia CORP | 0% | +16.45% | Add |
| 10 | JPM | Jpmorgan Chase & Co | 0% | +25.73% | Add |
| 11 | TSLA | Tesla Inc | 0% | +31.84% | Add |
| 12 | AVGO | Broadcom Inc | 0% | +15.62% | Add |
| 13 | USB | US Bancorp | 0% | +4.75% | Add |
| 14 | CVNA | Carvana Co | 0% | — | Unchanged |
| 15 | VBK | Vanguard Small-cap Grwth ETF | — | +9.30% | Add |
| 16 | META | Meta Platforms Inc-class A | — | +24.93% | Add |
| 17 | PLBY | Playboy Inc | — | — | Unchanged |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | +2.68% | Add |
| 19 | PECO | Phillips Edison & Company In | 0% | +0.11% | Add |
| 20 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.63% | Add |
| 22 | CWI | State Street Spdr Msci Acwi | 0% | — | Unchanged |
| 23 | COST | Costco Wholesale CORP | 0% | +9.26% | Add |
| 24 | FBND | Fidelity Total Bond ETF | 0% | — | Unchanged |
| 25 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 26 | NVDY | Yieldmax Nvda Option Inc ETF | 0% | — | Unchanged |
| 27 | VGSH | Vanguard Short-term Treasury | 0% | +10.08% | Add |
| 28 | GIS | General Mills Inc | 0% | +1.01% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | +2.07% | Add |
| 30 | XEL | Xcel Energy Inc | -0.1% | -8.83% | Trim |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -16.94% | Trim |
| 32 | VNQ | Vanguard Real Estate ETF | -0.1% | +8.92% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -34.38% | Trim |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +7.48% | Add |
| 35 | MMM | 3m Co | -0.1% | -12.25% | Trim |
| 36 | DFAE | Dimensional Emerging Core Eq | -0.1% | +4.71% | Add |
| 37 | REZ | Ishars Res And Multi Reales | -0.1% | +8.09% | Add |
| 38 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +7.13% | Add |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | +7.43% | Add |
| 40 | DFAC | Dimensional US Core Equity 2 | -0.1% | -0.20% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.3% | +3.58% | Add |
| 42 | VUG | Vanguard Growth ETF | -0.3% | +2.31% | Add |
| 43 | DFAU | Dimensional US Core Equity M | -1% | +1.25% | Add |
| 44 | BALT | Inn Defined Wealth Shield | -2% | -6.27% | Trim |
| 45 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 46 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 47 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 48 | BNDW | Vanguard Total World Bond Et | — | EXIT | Sold out |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 50 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Kure Advisory, LLC reported a total U.S. public equity portfolio value of $211.0M across 56 disclosed positions in Q4 2025.
During Q4 2025, Kure Advisory, LLC's top holdings by market value included DFAI (15.2%)、DFAU (14.8%)、BALT (12.9%). The largest single position, DFAI, represented 15.2% of total portfolio value.
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.
Top New Position Initiated
NEAR
市值: $4.4M
Top Position Liquidated / Trimmed
BNDW
前期市值: $318.1K
In Q4 2025, Kure Advisory, LLC made 51 total portfolio adjustments, initiating 12 new buys, adding to 30 positions, trimming 7 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.