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CIK: 0001986795
Total reported value
$211.0M
$211.0M
56 檔
49.5%
In Q1 2026, Kure Advisory, LLC's U.S. equity holdings reached a combined market value of $211.0M, distributed across 56 disclosed stock positions.
In Q1 2026, Kure Advisory, LLC displayed an active expansion posture, initiating 5 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 49.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 15.38% | -0.37% | +1.71% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 14.45% | +1.00% | +3.89% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 12.96% | -0.92% | +3.35% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.30% | -0.62% | +5.30% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.75% | +0.67% | +3.51% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.21% | -0.05% | +4.79% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.92% | +0.42% | +0.77% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 4.74% | +1.14% | +4.92% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 4.23% | -1.09% | -5.43% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.46% | -0.33% | +3.94% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.92% | -0.26% | +3.56% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.48% | -0.11% | +5.28% | |
| 13 | REZ | Ishars Res And Multi Reales | ETF-Other | 2.07% | +0.12% | +5.84% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.81% | — | +4.19% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.78% | +0.01% | +6.49% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.03% | +3.76% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.68% | +0.29% | +2.65% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | -0.02% | -0.58% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.02% | +6.19% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.06% | -0.12% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.10% | -20.44% | |
| 22 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.31% | -0.01% | — | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.28% | -0.09% | +0.11% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.02% | -0.87% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | — | +1.70% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.25% | -0.06% | — | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | -0.04% | +16.35% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.02% | -5.41% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.23% | -0.02% | -31.04% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.05% | +13.37% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.03% | -7.02% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.19% | -0.02% | -0.22% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.06% | +16.62% | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.18% | -0.05% | — | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.18% | -0.01% | — | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | -0.01% | — | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.01% | +0.13% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.16% | — | +1.25% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.03% | +8.20% | |
| 40 | GIS | General Mills Inc | Stock-Consumer Staples | 0.15% | -0.03% | +1.87% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.15% | +0.03% | +1.01% | |
| 42 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.14% | — | +0.13% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.14% | — | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | -0.02% | -0.71% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.01% | +3.68% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.04% | -0.90% | |
| 47 | BP | Bp Plc-spons Adr | Stock-Energy | 0.13% | -0.13% | EXIT | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.13% | EXIT | |
| 49 | XEL | Xcel Energy Inc | Stock-Utilities | 0.13% | +0.02% | -8.03% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | — | -3.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +4.79% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.2% | +3.51% | Add |
| 3 | DFAI | Dimensional International Co | +0.2% | +1.71% | Add |
| 4 | VGSH | Vanguard Short-term Treasury | +0.2% | +5.30% | Add |
| 5 | DFAE | Dimensional Emerging Core Eq | +0.1% | +0.77% | Add |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +3.94% | Add |
| 7 | REZ | Ishars Res And Multi Reales | +0.1% | +5.84% | Add |
| 8 | BALT | Inn Defined Wealth Shield | +0.1% | +3.35% | Add |
| 9 | VNQ | Vanguard Real Estate ETF | +0.1% | +6.49% | Add |
| 10 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +5.28% | Add |
| 11 | WMT | Walmart Inc | 0% | +16.62% | Add |
| 12 | XOM | Exxon Mobil CORP | 0% | -20.44% | Trim |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +3.56% | Add |
| 14 | COST | Costco Wholesale CORP | 0% | -7.02% | Trim |
| 15 | CMI | Cummins Inc | 0% | +1.01% | Add |
| 16 | IAU | Ishares Gold Trust | — | -5.43% | Trim |
| 17 | VBK | Vanguard Small-cap Grwth ETF | — | +2.65% | Add |
| 18 | SLV | Ishares Silver Trust | — | — | Unchanged |
| 19 | AVGO | Broadcom Inc | — | +16.35% | Add |
| 20 | JPM | Jpmorgan Chase & Co | — | +13.37% | Add |
| 21 | PECO | Phillips Edison & Company In | — | +0.13% | Add |
| 22 | HD | Home Depot Inc | — | +8.20% | Add |
| 23 | PG | Procter & Gamble Co/the | — | -3.78% | Trim |
| 24 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 25 | PLBY | Playboy Inc | — | — | Unchanged |
| 26 | IWR | Ishares Russell Mid-cap ETF | — | — | Unchanged |
| 27 | XEL | Xcel Energy Inc | — | -8.03% | Trim |
| 28 | TRV | Travelers Cos Inc/the | — | — | Unchanged |
| 29 | DFAC | Dimensional US Core Equity 2 | 0% | +4.19% | Add |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +3.68% | Add |
| 31 | CWI | State Street Spdr Msci Acwi | 0% | — | Unchanged |
| 32 | FBND | Fidelity Total Bond ETF | 0% | — | Unchanged |
| 33 | USB | US Bancorp | 0% | +1.25% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | -16.77% | Trim |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | 0% | -0.22% | Trim |
| 36 | META | Meta Platforms Inc-class A | 0% | -0.90% | Trim |
| 37 | MDT | Medtronic plc | 0% | +0.56% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +1.70% | Add |
| 39 | GIS | General Mills Inc | 0% | +1.87% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.12% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | 0% | -5.41% | Trim |
| 42 | AMZN | Amazon.com Inc | 0% | -0.87% | Trim |
| 43 | TSLA | Tesla Inc | 0% | -0.71% | Trim |
| 44 | WFC | Wells Fargo & Co | 0% | +0.13% | Add |
| 45 | NVDA | Nvidia CORP | -0.1% | -0.58% | Trim |
| 46 | AAPL | Apple Inc | -0.1% | +3.76% | Add |
| 47 | PLTR | Palantir Technologies Inc-a | -0.1% | +0.11% | Add |
| 48 | MSFT | Microsoft CORP | -0.1% | +6.19% | Add |
| 49 | MMM | 3m Co | -0.2% | -31.04% | Trim |
| 50 | DFAU | Dimensional US Core Equity M | -0.4% | +3.89% | Add |
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 Q1 2026.
During Q1 2026, Kure Advisory, LLC's top holdings by market value included DFAI (15.4%)、DFAU (14.4%)、BALT (13.0%). The largest single position, DFAI, represented 15.4% 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
SGOV
市值: $335.6K
Top Position Liquidated / Trimmed
SCHX
前期市值: $585.2K
In Q1 2026, Kure Advisory, LLC made 54 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 14 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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