Cura Wealth Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Cura Wealth Advisors, LLC reported 141 stock positions worth $263.8 million. Its top holding was Abbvie (ABBV) at 24.4% of the portfolio, followed by FS KKR Capital (FSK, 13.2%) and Abbott Laboratories (ABT, 10.8%). Compared with Q3 2025, it opened 24 new positions, sold out of 9, added to 70 and reduced 24. The biggest buy was Amazon.com (AMZN, shares +61%) and the biggest sale FS KKR Capital (FSK, shares −6%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0002056729
Portfolio Value
$263.8M (Q4 2025)
SEC Filing
0002056729-26-000001 ↗ filed Jan 23, 2026

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 Q3 2025 Q4 2025: $263.8M $263.8M Q4 2025 Q1 2026: $223.5M Q1 2026 Q2 2026: $234.3M Q2 2026

Holdings 141 stocks · $263.8M
ABBV Abbvie Inc. 24.41% 281,826 $64.4M Reduce -0.8%
FSK FS KKR Capital Corp. 13.17% 2,345,376 $34.7M Reduce -6.0%
ABT Abbott Laboratories 10.82% 227,873 $28.6M Add +0.3%
ARI Apollo Commercial Real Estat 3.02% 823,233 $8.0M Reduce -1.0%
MFIC Midcap Financial Investment 2.78% 641,918 $7.3M Add +3.9%
VT Vanguard Tot World STK ETF 2.14% 40,078 $5.7M Add +11.1%
AAPL Apple Inc. 1.92% 18,664 $5.1M Add +18.4%
GDXJ Vaneck Junior Gold Miners 1.75% 40,673 $4.6M Reduce -4.9%
GPMT Granite Point Mortgage Trust 1.72% 1,894,666 $4.5M Add +5.4%
ACRE Ares Commercial Real Estate 1.64% 907,074 $4.3M Reduce -15.6%
ACN Accenture PLC Class A 1.44% 14,131 $3.8M Reduce -3.6%
BXMT Blackstone Mortgage Tru Class A 1.36% 187,510 $3.6M Add +2.0%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 1.35% 307,000 $3.6M Reduce -0.3%
GBDC Golub Capital BDC Inc. 1.27% 247,700 $3.4M Add +5.5%
MSFT Microsoft Corp. 1.26% 6,848 $3.3M Add +10.0%
MQY BlackRock Muniyield Quality 1.16% 271,000 $3.1M Reduce -25.1%
AMZN Amazon.com Inc. 1.11% 12,698 $2.9M Add +60.6%
SGOV iShares 0-3 Month Treasury B 1.10% 29,019 $2.9M Add +2.8%
VTI VG Morningstar TS MKT ETF-US 0.96% 7,560 $2.5M Add +7.7%
EIM Eaton Vance Municipal Bond 0.90% 244,149 $2.4M Add +15.8%
AMLP Alerian MLP ETF 0.76% 42,825 $2.0M Add +45.3%
GBTC Grayscale Bitcoin Trust ETF 0.71% 27,390 $1.9M No change
PLTR Palantir Technologies Inc. Class A 0.69% 10,187 $1.8M Reduce -14.4%
IVV iShares Core S&P 500 ETF 0.67% 2,579 $1.8M Add +0.4%
NVDA Nvidia Corp. 0.67% 9,472 $1.8M Add +34.8%
GOOGL Alphabet Inc. Class A 0.62% 5,199 $1.6M Add +21.2%
BRK.B Berkshire Hathaway Inc. Class B 0.58% 3,042 $1.5M Add +10.3%
ORCL Oracle Corp. 0.55% 7,440 $1.5M Add +0.7%
IDXX Idexx Laboratories Inc. 0.54% 2,088 $1.4M Reduce -32.2%
VOO Vanguard S&P 500 ETF 0.53% 2,237 $1.4M Add +6.5%
META Meta Platforms Inc. Class A 0.51% 2,057 $1.4M Add +55.4%
NAD Nuveen Quality Municipal Inc. 0.50% 110,000 $1.3M No change
GDX Vaneck Gold Miners ETF 0.43% 13,214 $1.1M No change
SCHX Schwab US Large-Cap ETF 0.40% 38,754 $1.0M No change
DUK Duke Energy Corp. 0.38% 8,545 $1.0M New
KYN Kayne Anderson Energy Infra 0.37% 78,993 $978K Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.37% 1,426 $973K Add +0.9%
BP BP PLC-Spons ADR 0.36% 27,613 $959K Add +0.2%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.36% 31,643 $946K New
LLY Eli Lilly & Co. 0.35% 867 $932K Add +51.8%
QQQ Invesco QQQ Trust Series 1 0.35% 1,495 $918K Add +5.4%
KREF KKR Real Estate Finance Trus 0.31% 100,672 $828K Add +2.0%
JPM JPMorgan Chase & Co. 0.31% 2,531 $816K Add +35.4%
SHEL Shell PLC-ADR 0.30% 10,653 $783K Reduce -0.1%
ETHE Grayscale Ethereum Staking E 0.29% 31,800 $775K No change
VWO Vanguard Ftse Emerging Marke 0.29% 14,016 $753K Add +0.4%
AVGO Broadcom Inc. 0.28% 2,125 $736K Add +136.9%
NKE Nike Inc. Class B 0.28% 11,532 $735K Add +4.5%
VONG Vanguard Russell 1000 Growth 0.27% 5,894 $718K Add +10.5%
NBH Neuberger Municipal Fund Inc. 0.26% 68,000 $688K No change
RSP Invesco S&P 500 Equal Weight 0.26% 3,580 $686K Add +10.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.26% 1,393 $680K Add +7.7%
KMI Kinder Morgan Inc. 0.26% 24,622 $677K Reduce -3.1%
JNJ Johnson & Johnson 0.23% 2,979 $616K Add +9.7%
COIN Coinbase Global Inc. Class A 0.23% 2,709 $613K Reduce -9.7%
PANW Palo Alto Networks Inc. 0.23% 3,326 $613K Add +17.5%
CEG Constellation Energy 0.22% 1,678 $593K Add +45.5%
VXUS Vanguard Total Intl Stock 0.22% 7,854 $593K Add +7.7%
GOOG Alphabet Inc. Class C 0.21% 1,790 $562K Add +21.6%
NTRS Northern Trust Corp. 0.21% 4,099 $560K No change
HWM Howmet Aerospace Inc. 0.21% 2,724 $558K Add +96.5%
TDG Transdigm Group Inc. 0.21% 411 $547K Add +76.4%
PDI PIMCO Dynamic Income Fund 0.21% 30,819 $546K Add +0.8%
BEPC Brookfield Renewable Corp. 0.19% 13,385 $513K Reduce -0.1%
PFE Pfizer Inc. 0.19% 19,920 $496K Add +0.6%
SCHD Schwab US DVD Equity ETF 0.17% 16,634 $456K Add +0.3%
APH Amphenol Corp. Class A 0.17% 3,300 $446K Add +78.3%
VGT Vanguard Info Tech ETF 0.17% 588 $443K No change
XEVVX Eaton Vance Ltd. Durat Inc. 0.16% 43,903 $435K Reduce -24.9%
ISRG Intuitive Surgical Inc. 0.16% 748 $424K New
VIG Vanguard Dividend Apprec ETF 0.16% 1,922 $422K Add +4.5%
CRM Salesforce Inc. 0.16% 1,567 $415K Add +27.1%
HD Home Depot Inc. 0.16% 1,197 $412K Add +20.9%
SPGI S&P Global Inc. 0.15% 781 $408K New
V Visa Inc. Class A 0.15% 1,126 $395K Add +8.6%
BX Blackstone Inc. 0.15% 2,492 $384K Add +16.0%
XOM Exxon Mobil Corp. 0.14% 3,068 $369K Add +16.4%
NFLX Netflix Inc. 0.14% 3,937 $369K Add +56.9%
GE General Electric filed as GE AEROSPACE 0.14% 1,190 $366K Add +22.6%
QDTE Roundhill Nasdaq-100 0DTE Co. 0.13% 11,387 $351K No change
VRTX Vertex Pharmaceuticals Inc. 0.13% 760 $344K Add +3.5%
VEA Vanguard Ftse Developed ETF 0.13% 5,494 $343K Add +7.0%
XDTE Roundhi S&P 500 0DTE CCS ETF 0.13% 8,622 $342K No change
VGK Vanguard Ftse Europe ETF 0.13% 4,081 $341K Add +0.1%
MRK Merck & Co. Inc. 0.13% 3,197 $337K Add +18.1%
ARES Ares Management Corp. Class A 0.12% 1,989 $321K New
EVRG Evergy Inc. 0.12% 4,421 $320K New
GLD SPDR Gold Shares 0.12% 806 $319K No change
HEDJ Wisdomtree Europe Hedged Equ 0.12% 5,982 $317K No change
VYMI Vanguard Int High DVD YLD Inc. 0.12% 3,525 $317K No change
ICLN iShares Global Clean Energy 0.12% 19,000 $312K Reduce -7.3%
MCD McDonald's Corp. 0.12% 1,015 $310K Add +23.6%
MA Mastercard Inc. Class A 0.12% 537 $307K Add +34.3%
MELI MercadoLibre Inc. 0.11% 149 $301K New
GEV GE Vernova Inc. 0.11% 460 $301K Add +33.0%
ACWI iShares MSCI Acwi ETF 0.11% 2,095 $296K Add +0.2%
VIGI Vanguard Int Div App Indx FD 0.11% 3,185 $291K Add +0.2%
RTX RTX Corp. 0.11% 1,587 $291K New
SU Suncor Energy Inc. 0.11% 6,406 $284K Reduce -1.2%
VYM Vanguard High DVD Yield ETF 0.10% 1,900 $273K No change

Show all 141 holdings

Portfolio Sells Q3 2025 → Q4 2025
FSK FS KKR Capital Corp. Reduce -6.0% 13.17% −1.18
ABBV Abbvie Inc. Reduce -0.8% 24.41% −0.90
MQY BlackRock Muniyield Quality Reduce -25.1% 1.16% −0.46
IDXX Idexx Laboratories Inc. Reduce -32.2% 0.54% −0.22
ARI Apollo Commercial Real Estat Reduce -1.0% 3.02% −0.22
ACRE Ares Commercial Real Estate Reduce -15.6% 1.64% −0.22
COIN Coinbase Global Inc. Class A Reduce -9.7% 0.23% −0.16
PLTR Palantir Technologies Inc. Class A Reduce -14.4% 0.69% −0.15
BTC Grayscale Bitcoin Mini ETF Reduce -44.6% 0.08% −0.11
PG The Procter & Gamble Co. Sold out 0.00% −0.10
T AT&T Inc. Sold out 0.00% −0.10
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.10
BLW BlackRock Ltd. Durat Inc. TR Sold out 0.00% −0.09
SCHH Schwab US REIT ETF Sold out 0.00% −0.08
B Barrick Mining Corp. Sold out 0.00% −0.08
BA The Boeing Co. Sold out 0.00% −0.08
BLK BlackRock Inc. Sold out 0.00% −0.08
AGNC AGNC Investment Corp. Sold out 0.00% −0.08
XEVVX Eaton Vance Ltd. Durat Inc. Reduce -24.9% 0.16% −0.06
ANET Arista Networks Inc. Reduce -12.8% 0.09% −0.03
KMI Kinder Morgan Inc. Reduce -3.1% 0.26% −0.02
SAP Sap SE-Sponsored ADR Reduce -1.6% 0.10% −0.01
CVX Chevron Corp. Reduce -2.6% 0.10% −0.01
INTC Intel Corp. Reduce -12.4% 0.10% −0.01
CCL Carnival Corp. Reduce -9.1% 0.08% −0.00
ICLN iShares Global Clean Energy Reduce -7.3% 0.12% −0.00
NVS Novartis AG-Sponsored ADR Reduce -6.1% 0.10% −0.00
XNEAX Nuveen Amt-FR QLTY Muni Inc. Reduce -0.3% 1.35% +0.00
SHEL Shell PLC-ADR Reduce -0.1% 0.30% +0.00
SU Suncor Energy Inc. Reduce -1.2% 0.11% +0.00
BEPC Brookfield Renewable Corp. Reduce -0.1% 0.19% +0.02
ACN Accenture PLC Class A Reduce -3.6% 1.44% +0.05
GDXJ Vaneck Junior Gold Miners Reduce -4.9% 1.75% +0.12

Portfolio Buys Q3 2025 → Q4 2025
AMZN Amazon.com Inc. Add +60.6% 1.11% +0.44
DUK Duke Energy Corp. New 0.38% +0.38
AAPL Apple Inc. Add +18.4% 1.92% +0.38
AMJB Alerian MLP ETN2044 New 0.36% +0.36
AMLP Alerian MLP ETF Add +45.3% 0.76% +0.23
VT Vanguard Tot World STK ETF Add +11.1% 2.14% +0.23
GOOGL Alphabet Inc. Class A Add +21.2% 0.62% +0.22
LLY Eli Lilly & Co. Add +51.8% 0.35% +0.19
NVDA Nvidia Corp. Add +34.8% 0.67% +0.17
AVGO Broadcom Inc. Add +136.9% 0.28% +0.16
ISRG Intuitive Surgical Inc. New 0.16% +0.16
SPGI S&P Global Inc. New 0.15% +0.15
META Meta Platforms Inc. Class A Add +55.4% 0.51% +0.14
ARES Ares Management Corp. Class A New 0.12% +0.12
EVRG Evergy Inc. New 0.12% +0.12
MELI MercadoLibre Inc. New 0.11% +0.11
RTX RTX Corp. New 0.11% +0.11
HWM Howmet Aerospace Inc. Add +96.5% 0.21% +0.11
BITW Bitwise 10 Crypto Index ETF New 0.10% +0.10
OKE Oneok Inc. New 0.10% +0.10
EIM Eaton Vance Municipal Bond Add +15.8% 0.90% +0.09
IBM Intl Business Machines Corp. New 0.09% +0.09
GS Goldman Sachs Group Inc. New 0.09% +0.09
TDG Transdigm Group Inc. Add +76.4% 0.21% +0.09
CB Chubb Ltd. New 0.09% +0.09
CAH Cardinal Health Inc. New 0.09% +0.09
KO The Coca-Cola Co. New 0.09% +0.09
PH Parker Hannifin Corp. New 0.08% +0.08
JPM JPMorgan Chase & Co. Add +35.4% 0.31% +0.08
AZN Astrazeneca PLC-Spons ADR New 0.08% +0.08
MKL Markel Group Inc. New 0.08% +0.08
APH Amphenol Corp. Class A Add +78.3% 0.17% +0.08
EXC Exelon Corp. New 0.08% +0.08
PWR Quanta Services Inc. New 0.08% +0.08
CEG Constellation Energy Add +45.5% 0.22% +0.08
MNST Monster Beverage Corp. New 0.08% +0.08
NEE Nextera Energy Inc. New 0.08% +0.08
QCOM Qualcomm Inc. New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +21.6% 0.21% +0.07
VTI VG Morningstar TS MKT ETF-US Add +7.7% 0.96% +0.07
MSDL Morgan Stanley Direct Lendin New 0.06% +0.06
BXMT Blackstone Mortgage Tru Class A Add +2.0% 1.36% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +10.3% 0.58% +0.05
CRM Salesforce Inc. Add +27.1% 0.16% +0.04
MRK Merck & Co. Inc. Add +18.1% 0.13% +0.04
JNJ Johnson & Johnson Add +9.7% 0.23% +0.04
GBDC Golub Capital BDC Inc. Add +5.5% 1.27% +0.04
VOO Vanguard S&P 500 ETF Add +6.5% 0.53% +0.04
GEV GE Vernova Inc. Add +33.0% 0.11% +0.03
MA Mastercard Inc. Class A Add +34.3% 0.12% +0.03

Options Activity Q3 2025 → Q4 2025
NVDA Nvidia Corp. put Sold out 100 $1.9Mbefore 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