Institutions / Cura Wealth Advisors, LLC
Cura Wealth Advisors, LLC
CIK 2056729 · Institution · as of Dec 31, 2025
Portfolio value
$263.81M
Positions
141
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| AbbVie Inc. | $64.39M | 24.4% |
| FS KKR Capital CorpFSK | $34.74M | 13.2% |
| Abbott Laboratories | $28.55M | 10.8% |
| Apollo Commercial Real Estate Finance, Inc. | $7.97M | 3.0% |
| MidCap Financial Investment CorpMFIC | $7.34M | 2.8% |
| Vanguard Intl Equity Index F | $5.65M | 2.1% |
| Apple Inc. | $5.07M | 1.9% |
| VanEck ETF Trust | $4.63M | 1.8% |
| Granite Point Mortgage Trust Inc. | $4.55M | 1.7% |
| Ares Commercial Real Estate Corp | $4.34M | 1.6% |
| Accenture plc | $3.79M | 1.4% |
| Blackstone Mortgage Trust Inc | $3.59M | 1.4% |
| Nuveen Amt Free Qlty Mun Inc | $3.57M | 1.4% |
| Golub Cap BDC Inc | $3.36M | 1.3% |
| Microsoft Corp | $3.31M | 1.3% |
| BlackRock Muniyield Quality Fund, Inc.MQY | $3.06M | 1.2% |
| Amazon.com Inc | $2.93M | 1.1% |
| iShares Tr | $2.91M | 1.1% |
| Vanguard Index Fds | $2.53M | 1.0% |
| Eaton Vance Mun Bd Fd | $2.38M | 0.9% |
| Alps ETF Tr | $2.01M | 0.8% |
| Grayscale Bitcoin Trust ETF | $1.87M | 0.7% |
| Palantir Technologies Inc | $1.81M | 0.7% |
| iShares Tr | $1.77M | 0.7% |
| NVIDIA Corp | $1.77M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.