§ 13F · FUND PROFILE
CURA WEALTH ADVISORS, LLC.
AUM · $260M (13F)Positions · 126Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | 290K | $73M | 31.1% | −1% |
| 2 | FSK | FS KKR CAP CORP | 2.13M | $22M | 9.6% | −6% |
| 3 | ABT | ABBOTT LABORATORIES | 228K | $21M | 8.8% | −1% |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | 41K | $6M | 2.7% | +1% |
| 5 | MFIC | MIDCAP FINANCIAL INVSTMNT CO | 513K | $5M | 2.2% | −16% |
| 6 | AAPL | APPLE INC | 15K | $4M | 1.8% | +2% |
| 7 | ACRE | ARES COML REAL ESTATE CORP | 902K | $4M | 1.7% | ±0% |
| 8 | GDXJ | VANECK ETF TRUST | 39K | $4M | 1.6% | +3% |
| 9 | VTI | VANGUARD INDEX FDS | 10K | $4M | 1.6% | +5% |
| 10 | XNEAX | NUVEEN AMT FREE QLTY MUN INC | 302K | $4M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CURA SIGNAL
AC read
CURA WEALTH ADVISORS, LLC is a Other fund managing $260 million in assets. The fund runs a portfolio of 126 positions.
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