account_balance
Investment manager · 13F filer · SEC CIK 2056729
Cura Wealth Advisors, LLC
Reported value$234Mas of Jun 30, 2026
Positions140 21 new, 6 sold out
Top 10 weight62.8%ABBV alone is 31%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ABBVAbbvie Inc
31.1%
FSKFs KKR Cap Corp
9.6%Trimmed −6%
ABTAbbott Laboratories
8.8%
VTVanguard Intl Equity Index F
2.7%
MFICMidcap Financial Invstmnt Co
2.2%Trimmed −16%
AAPLApple Inc
1.8%Added +2%
ACREAres Coml Real Estate Corp
1.7%
GDXJVaneck ETF Trust
1.6%Added +3%
VTIVanguard Index FDS
1.6%Added +5%
NEA1.5%SGOV1.3%MQY1.3%ABBVAbbvie Inc
31.1%
FSKFs KKR Cap Corp
9.6%Trimmed −6%
ABTAbbott Laboratories
8.8%
VT2.7%MFIC2.2%AAPL1.8%ACRE1.7%GDXJ1.6%VTI1.6%NEASGOVMQYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ABBV Abbvie Inc 31.1% HeldFSK Fs KKR Cap Corp 9.6% Trimmed −6%ABT Abbott Laboratories 8.8% HeldVT Vanguard Intl Equity Index F 2.7% HeldMFIC Midcap Financial Invstmnt Co 2.2% Trimmed −16%AAPL Apple Inc 1.8% Added +2%ACRE Ares Coml Real Estate Corp 1.7% HeldGDXJ Vaneck ETF Trust 1.6% Added +3%VTI Vanguard Index FDS 1.6% Added +5%NEA Nuveen Amt Free Qlty Mun Inc 1.5% HeldSGOV iShares Tr 1.3% Added +5%MQY BlackRock Muniyild Qult Fd I 1.3% Held
What changed