Cura Wealth Advisors, Llc Portfolio Stock Holdings
Cura Wealth Advisors, Llc disclosed 125 stock positions valued at approximately $223.5 million in its latest SEC 13F filing. The largest holdings include ABBVIE INC, ABBOTT LABORATORIES, and FS KKR CAP CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 125
- Portfolio Value
- $223.5M
Holdings by Sector
Cura Wealth Advisors, Llc Portfolio Holdings in Q1 2026
120 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ABBVIE INC | ABBV | Healthcare | 28.52% | 292,983 | +11,157 | +3.96% | $63,720,895 |
| ABBOTT LABORATORIES | ABT | Healthcare | 10.55% | 229,627 | +1,754 | +0.77% | $23,575,774 |
| FS KKR CAP CORP | FSK | Financial Services | 10.32% | 2,264,934 | -80,442 | -3.43% | $23,057,027 |
| MIDCAP FINANCIAL INVSTMNT CO | MFIC | Financial Services | 3.09% | 613,918 | -28,000 | -4.36% | $6,900,438 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 2.49% | 40,260 | +182 | +0.45% | $5,568,701 |
| APOLLO COML REAL ESTATE FIN | ARI | Real Estate | 2.07% | 437,233 | -386,000 | -46.89% | $4,617,180 |
| VANECK ETF TRUST | GDXJ | Other | 2.03% | 37,796 | -2,877 | -7.07% | $4,537,091 |
| ARES COML REAL ESTATE CORP | ACRE | Real Estate | 1.95% | 905,601 | -1,473 | -0.16% | $4,346,887 |
| APPLE INC | AAPL | Technology | 1.66% | 14,594 | -4,070 | -21.81% | $3,703,742 |
| NUVEEN AMT FREE QLTY MUN INC | XNEAX | Other | 1.52% | 302,000 | -5,000 | -1.63% | $3,391,460 |
| VANGUARD INDEX FDS | VTI | Other | 1.40% | 9,778 | +2,218 | +29.34% | $3,136,872 |
| ISHARES TR | SGOV | Other | 1.33% | 29,509 | +490 | +1.69% | $2,970,376 |
| BLACKROCK MUNIYILD QULT FD I | MQY | Financial Services | 1.33% | 270,000 | -1,000 | -0.37% | $2,964,600 |
| ACCENTURE PLC IRELAND | ACN | Technology | 1.26% | 14,170 | +39 | +0.28% | $2,809,769 |
| GRANITE PT MTG TR INC | GPMT | Real Estate | 1.24% | 1,905,078 | +10,412 | +0.55% | $2,762,363 |
| EATON VANCE MUN BD FD | EIM | Financial Services | 1.11% | 254,149 | +10,000 | +4.10% | $2,483,036 |
| ALPS ETF TR | AMLP | Other | 1.01% | 42,850 | +25 | +0.06% | $2,255,624 |
| MICROSOFT CORP | MSFT | Technology | 1.00% | 6,046 | -802 | -11.71% | $2,238,124 |
| ISHARES TR | IVV | Other | 0.75% | 2,579 | - | - | $1,684,798 |
| GOLUB CAP BDC INC | GBDC | Financial Services | 0.68% | 120,200 | -127,500 | -51.47% | $1,521,732 |
| NVIDIA CORPORATION | NVDA | Technology | 0.68% | 8,715 | -757 | -7.99% | $1,519,821 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.64% | 27,290 | -100 | -0.37% | $1,439,820 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.63% | 2,916 | -126 | -4.14% | $1,397,339 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.62% | 6,670 | -6,028 | -47.47% | $1,389,209 |
| VANGUARD INDEX FDS | VOO | Other | 0.61% | 2,274 | +37 | +1.65% | $1,358,640 |
| BP PLC | BP | Energy | 0.58% | 27,613 | - | - | $1,297,810 |
| ALPHABET INC | GOOGL | Communication Services | 0.57% | 4,447 | -752 | -14.46% | $1,278,660 |
| NUVEEN QUALITY MUNCP INCOME | NAD | Financial Services | 0.57% | 110,000 | - | - | $1,265,000 |
| VANECK ETF TRUST | GDX | Other | 0.54% | 13,214 | - | - | $1,212,649 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.54% | 8,280 | -1,907 | -18.72% | $1,211,158 |
| VANGUARD STAR FDS | VXUS | Other | 0.54% | 15,659 | +7,805 | +99.38% | $1,207,487 |
| IDEXX LABS INC | IDXX | Healthcare | 0.53% | 2,088 | - | - | $1,173,166 |
| KAYNE ANDERSON ENERGY INFRST | KYN | Financial Services | 0.50% | 79,003 | +10 | +0.01% | $1,128,158 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.50% | 8,613 | +68 | +0.80% | $1,127,767 |
| JPMORGAN CHASE FINL CO LLC | AMJB | Other | 0.49% | 31,643 | - | - | $1,093,899 |
| META PLATFORMS INC | META | Communication Services | 0.48% | 1,872 | -185 | -8.99% | $1,070,846 |
| ORACLE CORP | ORCL | Technology | 0.47% | 7,143 | -297 | -3.99% | $1,050,802 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.44% | 38,714 | -40 | -0.10% | $992,627 |
| SHELL PLC | SHEL | Energy | 0.44% | 10,636 | -17 | -0.16% | $989,148 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.42% | 1,443 | +17 | +1.19% | $938,757 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.37% | 24,622 | - | - | $825,576 |
| INVESCO QQQ TR | QQQ | Other | 0.37% | 1,429 | -66 | -4.41% | $824,909 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.34% | 14,016 | - | - | $757,547 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.33% | 2,991 | +12 | +0.40% | $731,233 |
| NEUBERGER MUN FD INC | NBH | Financial Services | 0.31% | 68,000 | - | - | $690,200 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.31% | 3,586 | +6 | +0.17% | $688,320 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.30% | 6,055 | +161 | +2.73% | $664,182 |
| VANGUARD INDEX FDS | VUG | Other | 0.28% | 1,440 | +47 | +3.37% | $628,997 |
| BLACKSTONE MORTGAGE TRUST IN | BXMT | Real Estate | 0.28% | 32,300 | -155,210 | -82.77% | $618,545 |
| KKR REAL ESTATE FIN TR INC | KREF | Real Estate | 0.28% | 100,515 | -157 | -0.16% | $615,152 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.27% | 6,450 | +2,925 | +82.98% | $607,848 |
| NIKE INC | NKE | Consumer Cyclical | 0.27% | 11,488 | -44 | -0.38% | $606,809 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.26% | 2,005 | -526 | -20.78% | $589,766 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.26% | 3,900 | +2,000 | +105.26% | $577,590 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.26% | 4,099 | - | - | $572,097 |
| PFIZER INC | PFE | Healthcare | 0.25% | 19,973 | +53 | +0.27% | $560,849 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.24% | 31,284 | +465 | +1.51% | $535,269 |
| BROOKFIELD RENEWABLE CORP | BEPC | Other | 0.24% | 13,385 | - | - | $533,125 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 570 | -297 | -34.26% | $523,834 |
| EXXON MOBIL CORP | XOM | Energy | 0.23% | 3,038 | -30 | -0.98% | $515,494 |
| ALPHABET INC | GOOG | Communication Services | 0.23% | 1,786 | -4 | -0.22% | $512,265 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.23% | 16,679 | +45 | +0.27% | $511,704 |
| GRAYSCALE ETHEREUM STAKING E | ETHE | Other | 0.23% | 29,800 | -2,000 | -6.29% | $508,686 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.21% | 2,713 | +4 | +0.15% | $473,717 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.20% | 2,731 | -595 | -17.89% | $437,805 |
| SUNCOR ENERGY INC NEW | SU | Energy | 0.19% | 6,406 | - | - | $423,501 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.19% | 1,922 | - | - | $413,412 |
| VANGUARD WORLD FD | VGT | Other | 0.18% | 588 | - | - | $410,259 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.18% | 6,386 | +892 | +16.24% | $409,193 |
| VISA INC | V | Financial Services | 0.17% | 1,235 | +109 | +9.68% | $373,177 |
| EVERGY INC | EVRG | Utilities | 0.16% | 4,459 | +38 | +0.86% | $365,305 |
| BROADCOM INC | AVGO | Technology | 0.16% | 1,143 | -982 | -46.21% | $353,696 |
| ISHARES TR | ICLN | Other | 0.16% | 19,000 | - | - | $347,510 |
| SPDR GOLD TR | GLD | Other | 0.16% | 806 | - | - | $346,814 |
| CHEVRON CORPORATION | CVX | Energy | 0.15% | 1,658 | - | - | $343,040 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.15% | 760 | - | - | $339,261 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.15% | 1,177 | -501 | -29.86% | $328,617 |
| INTEL CORP | INTC | Technology | 0.15% | 7,384 | - | - | $325,856 |
| EATON VANCE LIMITED DURATION | XEVVX | Other | 0.15% | 34,400 | -9,503 | -21.65% | $325,078 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.15% | 987 | -210 | -17.54% | $324,542 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.14% | 3,911 | -170 | -4.17% | $322,384 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.14% | 1,386 | -1,338 | -49.12% | $319,418 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.14% | 1,017 | +2 | +0.20% | $316,164 |
| SLB LIMITED | SLB | Energy | 0.14% | 6,139 | - | - | $315,483 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 2,610 | -587 | -18.36% | $313,934 |
| WISDOMTREE TR | HEDJ | Other | 0.14% | 5,982 | - | - | $312,859 |
| LINDE PLC | LIN | Other | 0.14% | 621 | +27 | +4.55% | $307,953 |
| EQUINOR ASA | EQNR | Energy | 0.13% | 7,120 | +7,120 | +100.00% | $300,464 |
| SPDR INDEX SHS FDS | GNR | Other | 0.13% | 4,000 | +4,000 | +100.00% | $298,680 |
| ISHARES TR | ACWI | Other | 0.13% | 2,065 | -30 | -1.43% | $285,788 |
| NOVARTIS AG | NVS | Healthcare | 0.13% | 1,863 | -4 | -0.21% | $284,573 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.13% | 3,191 | +6 | +0.19% | $282,288 |
| ENERGY TRANSFER L P | ET | Energy | 0.13% | 14,551 | +44 | +0.30% | $280,836 |
| SALESFORCE INC | CRM | Technology | 0.12% | 1,451 | -116 | -7.40% | $270,863 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.12% | 4,215 | +4,215 | +100.00% | $258,241 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.11% | 1,020 | +1,020 | +100.00% | $255,592 |
| BLACKSTONE INC | BX | Financial Services | 0.11% | 2,165 | -327 | -13.12% | $248,928 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.11% | 410 | +410 | +100.00% | $248,023 |
| ISHARES TR | IXC | Other | 0.11% | 4,300 | +4,300 | +100.00% | $247,723 |
| COCA COLA CO | KO | Consumer Defensive | 0.11% | 3,233 | -8 | -0.25% | $245,844 |