Cura Wealth Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Cura Wealth Advisors, LLC reported 126 stock positions worth $259.8 million. Its top holding was Abbvie (ABBV) at 25.3% of the portfolio, followed by FS KKR Capital (FSK, 14.3%) and Abbott Laboratories (ABT, 11.7%). Compared with Q2 2025, it opened 25 new positions, sold out of 5, added to 46 and reduced 33. The biggest buy was a new position in Abbott Laboratories (ABT) and the biggest sale Eaton Vance Ltd. Durat (XEVVX, shares −87%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0002056729
Portfolio Value
$259.8M (Q3 2025)
SEC Filing
0002056729-25-000005 ↗ filed Nov 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $226.1M Q4 2024 Q1 2025: $247.1M Q1 2025 Q2 2025: $214.8M Q2 2025 Q3 2025: $259.8M $259.8M Q3 2025 Q4 2025: $263.8M Q4 2025 Q1 2026: $223.5M Q1 2026 Q2 2026: $234.3M Q2 2026

Holdings 126 stocks · $259.8M
ABBV Abbvie Inc. 25.31% 283,982 $65.8M Reduce -9.1%
FSK FS KKR Capital Corp. 14.34% 2,495,696 $37.3M Add +39.3%
ABT Abbott Laboratories 11.72% 227,251 $30.4M New
ARI Apollo Commercial Real Estat 3.24% 831,683 $8.4M Reduce -2.8%
MFIC Midcap Financial Investment 2.85% 617,918 $7.4M Reduce -12.8%
GPMT Granite Point Mortgage Trust 2.08% 1,797,001 $5.4M Add +9.5%
VT Vanguard Tot World STK ETF 1.91% 36,090 $5.0M Add +56.6%
ACRE Ares Commercial Real Estate 1.87% 1,074,505 $4.8M Add +9.5%
GDXJ Vaneck Junior Gold Miners 1.63% 42,756 $4.2M Reduce -3.6%
MQY BlackRock Muniyield Quality 1.62% 362,000 $4.2M Reduce -0.3%
AAPL Apple Inc. 1.54% 15,757 $4.0M Add +8.8%
ACN Accenture PLC Class A 1.39% 14,657 $3.6M Add +0.5%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 1.35% 308,000 $3.5M No change
BXMT Blackstone Mortgage Tru Class A 1.30% 183,860 $3.4M Reduce -0.3%
MSFT Microsoft Corp. 1.24% 6,223 $3.2M Add +5.7%
GBDC Golub Capital BDC Inc. 1.24% 234,700 $3.2M Reduce -6.1%
SGOV iShares 0-3 Month Treasury B 1.09% 28,229 $2.8M Reduce -1.4%
GBTC Grayscale Bitcoin Trust ETF 0.95% 27,390 $2.5M No change
VTI VG Morningstar TS MKT ETF-US 0.89% 7,019 $2.3M Reduce -7.7%
PLTR Palantir Technologies Inc. Class A 0.84% 11,902 $2.2M Reduce -56.4%
EIM Eaton Vance Municipal Bond 0.81% 210,908 $2.1M Reduce -0.9%
ORCL Oracle Corp. 0.80% 7,390 $2.1M Reduce -26.0%
IDXX Idexx Laboratories Inc. 0.76% 3,081 $2.0M Reduce -20.3%
AMZN Amazon.com Inc. 0.67% 7,906 $1.7M Add +11.1%
IVV iShares Core S&P 500 ETF 0.66% 2,568 $1.7M No change
BRK.B Berkshire Hathaway Inc. Class B 0.53% 2,758 $1.4M New
AMLP Alerian MLP ETF 0.53% 29,480 $1.4M Add +12.1%
NVDA Nvidia Corp. 0.50% 7,027 $1.3M Add +47.6%
VOO Vanguard S&P 500 ETF 0.50% 2,101 $1.3M Add +8.0%
NAD Nuveen Quality Municipal Inc. 0.49% 110,000 $1.3M No change
ETHE Grayscale Ethereum Staking E 0.42% 31,800 $1.1M No change
GOOGL Alphabet Inc. Class A 0.40% 4,290 $1.0M New
SCHX Schwab US Large-Cap ETF 0.39% 38,754 $1.0M No change
COIN Coinbase Global Inc. Class A 0.39% 3,000 $1.0M New
GDX Vaneck Gold Miners ETF 0.39% 13,214 $1.0M Reduce -6.4%
KYN Kayne Anderson Energy Infra 0.38% 78,983 $977K Reduce -0.1%
META Meta Platforms Inc. Class A 0.37% 1,324 $972K Add +14.1%
BP BP PLC-Spons ADR 0.37% 27,560 $950K Reduce -23.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.36% 1,413 $941K Add +0.1%
KREF KKR Real Estate Finance Trus 0.34% 98,696 $888K Add +9.3%
QQQ Invesco QQQ Trust Series 1 0.33% 1,419 $852K Add +0.6%
NKE Nike Inc. Class B 0.30% 11,032 $769K Reduce -28.7%
SHEL Shell PLC-ADR 0.29% 10,665 $763K Add +24.2%
VWO Vanguard Ftse Emerging Marke 0.29% 13,956 $756K Add +0.1%
KMI Kinder Morgan Inc. 0.28% 25,414 $719K Reduce -10.0%
NBH Neuberger Municipal Fund Inc. 0.27% 68,000 $702K Add +3.0%
VONG Vanguard Russell 1000 Growth 0.25% 5,334 $643K Add +1.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.24% 1,293 $620K No change
RSP Invesco S&P 500 Equal Weight 0.24% 3,253 $617K Add +0.2%
PDI PIMCO Dynamic Income Fund 0.23% 30,584 $606K Reduce -13.6%
XEVVX Eaton Vance Ltd. Durat Inc. 0.23% 58,428 $593K Reduce -86.6%
JPM JPMorgan Chase & Co. 0.23% 1,870 $590K Add +18.4%
PANW Palo Alto Networks Inc. 0.22% 2,830 $576K Add +1.1%
NTRS Northern Trust Corp. 0.21% 4,099 $552K Reduce -4.1%
VXUS Vanguard Total Intl Stock 0.21% 7,295 $536K Add +0.8%
BTC Grayscale Bitcoin Mini ETF 0.20% 10,078 $510K Reduce -9.8%
PFE Pfizer Inc. 0.19% 19,793 $504K Add +25.6%
JNJ Johnson & Johnson 0.19% 2,716 $504K Add +13.7%
BEPC Brookfield Renewable Corp. 0.18% 13,395 $461K New
SCHD Schwab US DVD Equity ETF 0.17% 16,581 $453K Add +0.3%
VGT Vanguard Info Tech ETF 0.17% 588 $439K No change
LLY Eli Lilly & Co. 0.17% 571 $436K Add +35.3%
QDTE Roundhill Nasdaq-100 0DTE Co. 0.16% 11,387 $405K No change
HD Home Depot Inc. 0.15% 990 $401K Reduce -2.6%
VIG Vanguard Dividend Apprec ETF 0.15% 1,840 $397K Add +3.1%
XDTE Roundhi S&P 500 0DTE CCS ETF 0.15% 8,622 $381K No change
CEG Constellation Energy 0.15% 1,153 $379K Reduce -16.2%
BX Blackstone Inc. 0.14% 2,148 $367K New
GOOG Alphabet Inc. Class C 0.14% 1,472 $359K Add +9.0%
V Visa Inc. Class A 0.14% 1,037 $354K Add +5.4%
HIMS Hims & Hers Health Inc. 0.13% 6,000 $340K No change
VGK Vanguard Ftse Europe ETF 0.13% 4,079 $326K Add +1.1%
ICLN iShares Global Clean Energy 0.12% 20,500 $317K No change
OXLC Oxford Lane Capital Corp. 0.12% 18,247 $309K No change
VEA Vanguard Ftse Developed ETF 0.12% 5,133 $308K Add +18.0%
TDG Transdigm Group Inc. 0.12% 233 $307K No change
HEDJ Wisdomtree Europe Hedged Equ 0.12% 5,982 $301K No change
NFLX Netflix Inc. 0.12% 251 $301K Add +11.1%
VYMI Vanguard Int High DVD YLD Inc. 0.11% 3,525 $298K No change
XOM Exxon Mobil Corp. 0.11% 2,635 $297K Add +8.4%
ANET Arista Networks Inc. 0.11% 2,037 $297K New
AVGO Broadcom Inc. 0.11% 897 $296K New
CRM Salesforce Inc. 0.11% 1,233 $292K Add +23.6%
GE General Electric filed as GE AEROSPACE 0.11% 971 $292K Add +23.9%
ACWI iShares MSCI Acwi ETF 0.11% 2,090 $289K New
VRTX Vertex Pharmaceuticals Inc. 0.11% 734 $287K Add +27.6%
GLD SPDR Gold Shares 0.11% 806 $287K Add +0.4%
SAP Sap SE-Sponsored ADR 0.11% 1,067 $285K Add +2.6%
VIGI Vanguard Int Div App Indx FD 0.11% 3,180 $285K Add +0.1%
INTC Intel Corp. 0.11% 8,431 $283K New
HWM Howmet Aerospace Inc. 0.10% 1,386 $272K Add +3.6%
SU Suncor Energy Inc. 0.10% 6,485 $271K Reduce -1.0%
VYM Vanguard High DVD Yield ETF 0.10% 1,900 $268K No change
CVX Chevron Corp. 0.10% 1,703 $264K New
PG The Procter & Gamble Co. 0.10% 1,713 $263K New
RBRK Rubrik Inc. Class A 0.10% 3,200 $263K No change
MDT Medtronic PLC 0.10% 2,689 $256K Add +11.5%
NVS Novartis AG-Sponsored ADR 0.10% 1,988 $255K Add +4.3%
T AT&T Inc. 0.10% 8,984 $254K New
VRT Vertiv Holdings Co. Class A 0.10% 1,663 $251K Reduce -4.4%

Show all 126 holdings

Options reported separately and not counted above: NVDA puts ($1.9M).

Portfolio Sells Q2 2025 → Q3 2025
XEVVX Eaton Vance Ltd. Durat Inc. Reduce -86.6% 0.23% −1.86
ABBV Abbvie Inc. Reduce -9.1% 25.31% −1.70
MFIC Midcap Financial Investment Reduce -12.8% 2.85% −1.31
PLTR Palantir Technologies Inc. Class A Reduce -56.4% 0.84% −0.90
ARI Apollo Commercial Real Estat Reduce -2.8% 3.24% −0.61
RITM Rithm Capital Corp. Sold out 0.00% −0.58
BLW BlackRock Ltd. Durat Inc. TR Reduce -81.9% 0.09% −0.54
GBDC Golub Capital BDC Inc. Reduce -6.1% 1.24% −0.47
BXMT Blackstone Mortgage Tru Class A Reduce -0.3% 1.30% −0.35
MQY BlackRock Muniyield Quality Reduce -0.3% 1.62% −0.25
SGOV iShares 0-3 Month Treasury B Reduce -1.4% 1.09% −0.25
ORCL Oracle Corp. Reduce -26.0% 0.80% −0.22
NKE Nike Inc. Class B Reduce -28.7% 0.30% −0.22
IDXX Idexx Laboratories Inc. Reduce -20.3% 0.76% −0.21
VTI VG Morningstar TS MKT ETF-US Reduce -7.7% 0.89% −0.19
EIM Eaton Vance Municipal Bond Reduce -0.9% 0.81% −0.15
BP BP PLC-Spons ADR Reduce -23.5% 0.37% −0.14
KMI Kinder Morgan Inc. Reduce -10.0% 0.28% −0.11
XLE SS Energy Select Sector Sold out 0.00% −0.11
IBM Intl Business Machines Corp. Sold out 0.00% −0.11
EMR Emerson Electric Co. Sold out 0.00% −0.10
SPGI S&P Global Inc. Sold out 0.00% −0.09
KYN Kayne Anderson Energy Infra Reduce -0.1% 0.38% −0.09
PDI PIMCO Dynamic Income Fund Reduce -13.6% 0.23% −0.08
CEG Constellation Energy Reduce -16.2% 0.15% −0.06
BTC Grayscale Bitcoin Mini ETF Reduce -9.8% 0.20% −0.05
DSL Doubleline Income Solutions Reduce -21.7% 0.08% −0.04
NTRS Northern Trust Corp. Reduce -4.1% 0.21% −0.04
TXN Texas Instruments Inc. Reduce -1.7% 0.08% −0.03
BA The Boeing Co. Reduce -15.9% 0.08% −0.03
TSLA Tesla Inc. Reduce -36.2% 0.08% −0.03
MCD McDonald's Corp. Reduce -10.0% 0.10% −0.03
HD Home Depot Inc. Reduce -2.6% 0.15% −0.02
CCL Carnival Corp. Reduce -2.1% 0.09% −0.02
SU Suncor Energy Inc. Reduce -1.0% 0.10% −0.01
VRT Vertiv Holdings Co. Class A Reduce -4.4% 0.10% −0.01
GDX Vaneck Gold Miners ETF Reduce -6.4% 0.39% +0.05
GDXJ Vaneck Junior Gold Miners Reduce -3.6% 1.63% +0.23

Portfolio Buys Q2 2025 → Q3 2025
ABT Abbott Laboratories New 11.72% +11.72
VT Vanguard Tot World STK ETF Add +56.6% 1.91% +0.54
BRK.B Berkshire Hathaway Inc. Class B New 0.53% +0.53
GOOGL Alphabet Inc. Class A New 0.40% +0.40
COIN Coinbase Global Inc. Class A New 0.39% +0.39
GPMT Granite Point Mortgage Trust Add +9.5% 2.08% +0.19
BEPC Brookfield Renewable Corp. New 0.18% +0.18
AAPL Apple Inc. Add +8.8% 1.54% +0.16
NVDA Nvidia Corp. Add +47.6% 0.50% +0.15
BX Blackstone Inc. New 0.14% +0.14
ANET Arista Networks Inc. New 0.11% +0.11
AVGO Broadcom Inc. New 0.11% +0.11
ACWI iShares MSCI Acwi ETF New 0.11% +0.11
INTC Intel Corp. New 0.11% +0.11
CVX Chevron Corp. New 0.10% +0.10
PG The Procter & Gamble Co. New 0.10% +0.10
T AT&T Inc. New 0.10% +0.10
APH Amphenol Corp. Class A New 0.09% +0.09
OKTA Okta Inc. New 0.09% +0.09
MA Mastercard Inc. Class A New 0.09% +0.09
MRK Merck & Co. Inc. New 0.09% +0.09
IWM iShares Russell 2000 ETF New 0.09% +0.09
SCHH Schwab US REIT ETF New 0.08% +0.08
B Barrick Mining Corp. New 0.08% +0.08
GEV GE Vernova Inc. New 0.08% +0.08
SLB SLB Ltd. New 0.08% +0.08
CCIF Carlyle Credit Income Fund New 0.08% +0.08
BLK BlackRock Inc. New 0.08% +0.08
AGNC AGNC Investment Corp. New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +9.0% 0.14% +0.03
JNJ Johnson & Johnson Add +13.7% 0.19% +0.02
GE General Electric Add +23.9% 0.11% +0.02
PFE Pfizer Inc. Add +25.6% 0.19% +0.02
LLY Eli Lilly & Co. Add +35.3% 0.17% +0.01
JPM JPMorgan Chase & Co. Add +18.4% 0.23% +0.01
SHEL Shell PLC-ADR Add +24.2% 0.29% +0.01
DBI Designer Brands Inc. Class A Add +1.1% 0.02% +0.00
VEA Vanguard Ftse Developed ETF Add +18.0% 0.12% +0.00
MDT Medtronic PLC Add +11.5% 0.10% +0.00
GLD SPDR Gold Shares Add +0.4% 0.11% −0.00
XOM Exxon Mobil Corp. Add +8.4% 0.11% −0.01
VRTX Vertex Pharmaceuticals Inc. Add +27.6% 0.11% −0.01
NVS Novartis AG-Sponsored ADR Add +4.3% 0.10% −0.01
HWM Howmet Aerospace Inc. Add +3.6% 0.10% −0.01
CRM Salesforce Inc. Add +23.6% 0.11% −0.01
LIN Linde PLC Add +2.6% 0.09% −0.02
VIG Vanguard Dividend Apprec ETF Add +3.1% 0.15% −0.02
VONG Vanguard Russell 1000 Growth Add +1.9% 0.25% −0.02
VOO Vanguard S&P 500 ETF Add +8.0% 0.50% −0.02
VGK Vanguard Ftse Europe ETF Add +1.1% 0.13% −0.02

Options Activity Q2 2025 → Q3 2025
ABT Abbott Laboratories call Sold out 233,185 $31.7Mbefore exit
NVDA Nvidia Corp. put New 100 $1.9M
COIN Coinbase Global Inc. Class A call Sold out 3,000 $1.1Mbefore exit
GOOGL Alphabet Inc. Class A put Sold out 4,019 $708Kbefore exit
BEPC Brookfield Renewable Corp. call Sold out 13,365 $438Kbefore exit
BX Blackstone Inc. call Sold out 2,076 $311Kbefore exit
T AT&T Inc. call Sold out 8,773 $254Kbefore exit
CCIF Carlyle Credit Income Fund put Sold out 35,721 $231Kbefore exit
ARES Ares Management Corp. Class A put Sold out 1,225 $212Kbefore exit
CVX Chevron Corp. put Sold out 1,455 $208Kbefore exit
AGNC AGNC Investment Corp. call Sold out 20,000 $184Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 140$234.3MABBV, FSK, ABT, VT, MFIC
Q1 2026 125$223.5MABBV, ABT, FSK, MFIC, VT
Q4 2025 141$263.8MABBV, FSK, ABT, ARI, MFIC
Q3 2025 126$259.8MABBV, FSK, ABT, ARI, MFIC
Q2 2025 106$214.8MABBV, FSK, MFIC, ARI, ACRE
Q1 2025 105$247.1MABBV, FSK, ABT, MFIC, ARI
Q4 2024 96$226.1MABBV, FSK, ABT, XEVVX, PLTR