Cura Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Cura Wealth Advisors, Llc disclosed 134 stock positions valued at approximately $234.27M as of quarter-end June 30, 2026. The largest holdings include ABBVIE INC, FS KKR CAP CORP, and ABBOTT LABORATORIES.
- Report Period
- June 30, 2026
- No. of Stocks
- 134
- Portfolio Value
- $234.27M
Holdings by Sector
Cura Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ABBVIE INC | ABBV | Healthcare | 31.14% | 289,872 | -3,111 | -1.06% | $72,943,325 |
| FS KKR CAP CORP | FSK | Financial Services | 9.56% | 2,132,461 | -132,473 | -5.85% | $22,390,841 |
| ABBOTT LABORATORIES | ABT | Healthcare | 8.83% | 227,985 | -1,642 | -0.72% | $20,687,340 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 2.72% | 40,637 | +377 | +0.94% | $6,378,034 |
| MIDCAP FINANCIAL INVSTMNT CO | MFIC | Financial Services | 2.21% | 512,823 | -101,095 | -16.47% | $5,169,256 |
| APPLE INC | AAPL | Technology | 1.84% | 14,936 | +342 | +2.34% | $4,321,852 |
| ARES COML REAL ESTATE CORP | ACRE | Real Estate | 1.73% | 902,153 | -3,448 | -0.38% | $4,059,689 |
| VANECK ETF TRUST | GDXJ | Other | 1.64% | 39,096 | +1,300 | +3.44% | $3,841,230 |
| VANGUARD INDEX FDS | VTI | Other | 1.63% | 10,315 | +537 | +5.49% | $3,817,007 |
| NUVEEN AMT FREE QLTY MUN INC | XNEAX | Other | 1.51% | 302,000 | - | - | $3,545,480 |
| ISHARES TR | SGOV | Other | 1.33% | 31,041 | +1,532 | +5.19% | $3,124,897 |
| BLACKROCK MUNIYILD QULT FD I | MQY | Financial Services | 1.33% | 269,000 | -1,000 | -0.37% | $3,120,400 |
| APOLLO COML REAL ESTATE FIN | ARI | Real Estate | 1.26% | 275,833 | -161,400 | -36.91% | $2,945,896 |
| GRANITE PT MTG TR INC | GPMT | Real Estate | 1.15% | 1,801,228 | -103,850 | -5.45% | $2,701,842 |
| EATON VANCE MUN BD FD | EIM | Financial Services | 1.08% | 254,149 | - | - | $2,531,324 |
| MICROSOFT CORP | MSFT | Technology | 1.05% | 6,626 | +580 | +9.59% | $2,471,583 |
| ALPS ETF TR | AMLP | Other | 0.97% | 44,035 | +1,185 | +2.77% | $2,283,215 |
| NVIDIA CORPORATION | NVDA | Technology | 0.84% | 9,816 | +1,101 | +12.63% | $1,964,113 |
| ISHARES TR | IVV | Other | 0.82% | 2,577 | -2 | -0.08% | $1,930,140 |
| VANGUARD STAR FDS | VXUS | Other | 0.74% | 20,155 | +4,496 | +28.71% | $1,723,088 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.74% | 13,840 | -330 | -2.33% | $1,722,250 |
| VANGUARD INDEX FDS | VOO | Other | 0.73% | 2,486 | +212 | +9.32% | $1,707,105 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.73% | 7,143 | +473 | +7.09% | $1,702,388 |
| ALPHABET INC | GOOGL | Communication Services | 0.69% | 4,499 | +52 | +1.17% | $1,607,930 |
| GOLUB CAP BDC INC | GBDC | Financial Services | 0.66% | 120,200 | - | - | $1,548,176 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.64% | 2,987 | +71 | +2.43% | $1,494,844 |
| NUVEEN QUALITY MUNCP INCOME | NAD | Financial Services | 0.57% | 110,000 | - | - | $1,333,200 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.53% | 27,290 | - | - | $1,242,241 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.49% | 39,319 | +605 | +1.56% | $1,157,158 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.47% | 1,472 | +29 | +2.01% | $1,099,369 |
Showing 30 of 134 holdings in the latest reporting period.