Cura Wealth Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Cura Wealth Advisors, LLC reported 125 stock positions worth $223.5 million. Its top holding was Abbvie (ABBV) at 28.5% of the portfolio, followed by Abbott Laboratories (ABT, 10.6%) and FS KKR Capital (FSK, 10.3%). Compared with Q4 2025, it opened 12 new positions, sold out of 28, added to 32 and reduced 49. The biggest buy was Abbvie (ABBV, shares +4%) and the biggest sale FS KKR Capital (FSK, shares −3%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0002056729
Portfolio Value
$223.5M (Q1 2026)
SEC Filing
0002056729-26-000002 ↗ filed May 8, 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 Q4 2025 Q1 2026: $223.5M $223.5M Q1 2026 Q2 2026: $234.3M Q2 2026

Holdings 125 stocks · $223.5M
ABBV Abbvie Inc. 28.52% 292,983 $63.7M Add +4.0%
ABT Abbott Laboratories 10.55% 229,627 $23.6M Add +0.8%
FSK FS KKR Capital Corp. 10.32% 2,264,934 $23.1M Reduce -3.4%
MFIC Midcap Financial Investment 3.09% 613,918 $6.9M Reduce -4.4%
VT Vanguard Tot World STK ETF 2.49% 40,260 $5.6M Add +0.5%
ARI Apollo Commercial Real Estat 2.07% 437,233 $4.6M Reduce -46.9%
GDXJ Vaneck Junior Gold Miners 2.03% 37,796 $4.5M Reduce -7.1%
ACRE Ares Commercial Real Estate 1.95% 905,601 $4.3M Reduce -0.2%
AAPL Apple Inc. 1.66% 14,594 $3.7M Reduce -21.8%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 1.52% 302,000 $3.4M Reduce -1.6%
VTI VG Morningstar TS MKT ETF-US 1.40% 9,778 $3.1M Add +29.3%
SGOV iShares 0-3 Month Treasury B 1.33% 29,509 $3.0M Add +1.7%
MQY BlackRock Muniyield Quality 1.33% 270,000 $3.0M Reduce -0.4%
ACN Accenture PLC Class A 1.26% 14,170 $2.8M Add +0.3%
GPMT Granite Point Mortgage Trust 1.24% 1,905,078 $2.8M Add +0.6%
EIM Eaton Vance Municipal Bond 1.11% 254,149 $2.5M Add +4.1%
AMLP Alerian MLP ETF 1.01% 42,850 $2.3M Add +0.1%
MSFT Microsoft Corp. 1.00% 6,046 $2.2M Reduce -11.7%
IVV iShares Core S&P 500 ETF 0.75% 2,579 $1.7M No change
GBDC Golub Capital BDC Inc. 0.68% 120,200 $1.5M Reduce -51.5%
NVDA Nvidia Corp. 0.68% 8,715 $1.5M Reduce -8.0%
GBTC Grayscale Bitcoin Trust ETF 0.64% 27,290 $1.4M Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.63% 2,916 $1.4M Reduce -4.1%
AMZN Amazon.com Inc. 0.62% 6,670 $1.4M Reduce -47.5%
VOO Vanguard S&P 500 ETF 0.61% 2,274 $1.4M Add +1.6%
BP BP PLC-Spons ADR 0.58% 27,613 $1.3M No change
GOOGL Alphabet Inc. Class A 0.57% 4,447 $1.3M Reduce -14.5%
NAD Nuveen Quality Municipal Inc. 0.57% 110,000 $1.3M No change
GDX Vaneck Gold Miners ETF 0.54% 13,214 $1.2M No change
PLTR Palantir Technologies Inc. Class A 0.54% 8,280 $1.2M Reduce -18.7%
VXUS Vanguard Total Intl Stock 0.54% 15,659 $1.2M Add +99.4%
IDXX Idexx Laboratories Inc. 0.53% 2,088 $1.2M No change
KYN Kayne Anderson Energy Infra 0.50% 79,003 $1.1M Add +0.0%
DUK Duke Energy Corp. 0.50% 8,613 $1.1M Add +0.8%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.49% 31,643 $1.1M No change
META Meta Platforms Inc. Class A 0.48% 1,872 $1.1M Reduce -9.0%
ORCL Oracle Corp. 0.47% 7,143 $1.1M Reduce -4.0%
SCHX Schwab US Large-Cap ETF 0.44% 38,714 $993K Reduce -0.1%
SHEL Shell PLC-ADR 0.44% 10,636 $989K Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.42% 1,443 $939K Add +1.2%
KMI Kinder Morgan Inc. 0.37% 24,622 $826K No change
QQQ Invesco QQQ Trust Series 1 0.37% 1,429 $825K Reduce -4.4%
VWO Vanguard Ftse Emerging Marke 0.34% 14,016 $758K No change
JNJ Johnson & Johnson 0.33% 2,991 $731K Add +0.4%
NBH Neuberger Municipal Fund Inc. 0.31% 68,000 $690K No change
RSP Invesco S&P 500 Equal Weight 0.31% 3,586 $688K Add +0.2%
VONG Vanguard Russell 1000 Growth 0.30% 6,055 $664K Add +2.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.28% 1,440 $629K Add +3.4%
BXMT Blackstone Mortgage Tru Class A 0.28% 32,300 $619K Reduce -82.8%
KREF KKR Real Estate Finance Trus 0.28% 100,515 $615K Reduce -0.2%
VYMI Vanguard Int High DVD YLD Inc. 0.27% 6,450 $608K Add +83.0%
NKE Nike Inc. Class B 0.27% 11,488 $607K Reduce -0.4%
JPM JPMorgan Chase & Co. 0.26% 2,005 $590K Reduce -20.8%
VYM Vanguard High DVD Yield ETF 0.26% 3,900 $578K Add +105.3%
NTRS Northern Trust Corp. 0.26% 4,099 $572K No change
PFE Pfizer Inc. 0.25% 19,973 $561K Add +0.3%
PDI PIMCO Dynamic Income Fund 0.24% 31,284 $535K Add +1.5%
BEPC Brookfield Renewable Corp. 0.24% 13,385 $533K No change
LLY Eli Lilly & Co. 0.23% 570 $524K Reduce -34.3%
XOM Exxon Mobil Corp. 0.23% 3,038 $515K Reduce -1.0%
GOOG Alphabet Inc. Class C 0.23% 1,786 $512K Reduce -0.2%
SCHD Schwab US DVD Equity ETF 0.23% 16,679 $512K Add +0.3%
ETHE Grayscale Ethereum Staking E 0.23% 29,800 $509K Reduce -6.3%
COIN Coinbase Global Inc. Class A 0.21% 2,713 $474K Add +0.1%
PANW Palo Alto Networks Inc. 0.20% 2,731 $438K Reduce -17.9%
SU Suncor Energy Inc. 0.19% 6,406 $424K No change
VIG Vanguard Dividend Apprec ETF 0.18% 1,922 $413K No change
VGT Vanguard Info Tech ETF 0.18% 588 $410K No change
VEA Vanguard Ftse Developed ETF 0.18% 6,386 $409K Add +16.2%
V Visa Inc. Class A 0.17% 1,235 $373K Add +9.7%
EVRG Evergy Inc. 0.16% 4,459 $365K Add +0.9%
AVGO Broadcom Inc. 0.16% 1,143 $354K Reduce -46.2%
ICLN iShares Global Clean Energy 0.16% 19,000 $348K No change
GLD SPDR Gold Shares 0.16% 806 $347K No change
CVX Chevron Corp. 0.15% 1,658 $343K No change
VRTX Vertex Pharmaceuticals Inc. 0.15% 760 $339K No change
CEG Constellation Energy 0.15% 1,177 $329K Reduce -29.9%
INTC Intel Corp. 0.15% 7,384 $326K No change
XEVVX Eaton Vance Ltd. Durat Inc. 0.15% 34,400 $325K Reduce -21.6%
HD Home Depot Inc. 0.15% 987 $325K Reduce -17.5%
VGK Vanguard Ftse Europe ETF 0.14% 3,911 $322K Reduce -4.2%
HWM Howmet Aerospace Inc. 0.14% 1,386 $319K Reduce -49.1%
XDTE Roundhi S&P 500 0DTE CCS ETF 0.14% 8,622 $317K No change
MCD McDonald's Corp. 0.14% 1,017 $316K Add +0.2%
SLB SLB Ltd. filed as SLB LIMITED 0.14% 6,139 $315K No change
MRK Merck & Co. Inc. 0.14% 2,610 $314K Reduce -18.4%
HEDJ Wisdomtree Europe Hedged Equ 0.14% 5,982 $313K No change
LIN Linde PLC 0.14% 621 $308K Add +4.5%
EQNR Equinor ASA-Spon ADR 0.13% 7,120 $300K New
GNR State Street SPDR S&P Global 0.13% 4,000 $299K New
ACWI iShares MSCI Acwi ETF 0.13% 2,065 $286K Reduce -1.4%
NVS Novartis AG-Sponsored ADR 0.13% 1,863 $285K Reduce -0.2%
VIGI Vanguard Int Div App Indx FD 0.13% 3,191 $282K Add +0.2%
ET Energy Transfer LP 0.13% 14,551 $281K Add +0.3%
CRM Salesforce Inc. 0.12% 1,451 $271K Reduce -7.4%
XLE SS Energy Select Sector 0.12% 4,215 $258K New
VRT Vertiv Holdings Co. Class A 0.11% 1,020 $256K New
BX Blackstone Inc. 0.11% 2,165 $249K Reduce -13.1%
LMT Lockheed Martin Corp. 0.11% 410 $248K New
IXC iShares Global Energy ETF 0.11% 4,300 $248K New
KO The Coca-Cola Co. 0.11% 3,233 $246K Reduce -0.3%
TXN Texas Instruments Inc. 0.11% 1,258 $244K Reduce -17.0%
CB Chubb Ltd. 0.11% 748 $244K No change
APH Amphenol Corp. Class A 0.11% 1,858 $235K Reduce -43.7%
NEE Nextera Energy Inc. 0.10% 2,519 $234K No change
FTMH FR Muni High Yield ETF 0.10% 20,055 $231K New
IWM iShares Russell 2000 ETF 0.10% 921 $228K No change
HACK Amplify Cybersecurity ETF 0.10% 3,000 $225K No change
ITA iShares U.S. Aerospace & Def 0.10% 1,025 $224K New
CCL Carnival Corp. 0.10% 8,438 $218K Add +17.1%
MDT Medtronic PLC 0.09% 2,443 $212K Reduce -10.7%
WMT Walmart Inc. 0.09% 1,690 $210K New
ANET Arista Networks Inc. 0.09% 1,696 $208K Reduce -4.6%
BA The Boeing Co. 0.09% 1,044 $208K New
OKE Oneok Inc. 0.09% 2,268 $205K Reduce -33.6%
BITW Bitwise 10 Crypto Index ETF 0.09% 4,595 $205K No change
EPD Enterprise Products Partners 0.09% 5,361 $203K New
DSL Doubleline Income Solutions 0.08% 17,165 $186K No change
MSDL Morgan Stanley Direct Lendin 0.06% 10,200 $142K No change
CRGY Crescent Energy Inc. Class A 0.06% 10,142 $137K Reduce -6.5%
TSSI TSS Inc. 0.06% 10,000 $130K New
CCIF Carlyle Credit Income Fund 0.05% 35,721 $115K No change
OXLC Oxford Lane Capital Corp. 0.04% 10,247 $100K Reduce -43.8%
NHS Neuberger High Yield Strateg 0.04% 12,282 $80K No change
ABUS Arbutus Biopharma Corp. 0.03% 15,000 $68K No change

Options reported separately and not counted above: NVIDIA CORPORATION puts ($1).

Portfolio Sells Q4 2025 → Q1 2026
FSK FS KKR Capital Corp. Reduce -3.4% 10.32% −2.85
BXMT Blackstone Mortgage Tru Class A Reduce -82.8% 0.28% −1.08
ARI Apollo Commercial Real Estat Reduce -46.9% 2.07% −0.95
GBDC Golub Capital BDC Inc. Reduce -51.5% 0.68% −0.59
AMZN Amazon.com Inc. Reduce -47.5% 0.62% −0.49
AAPL Apple Inc. Reduce -21.8% 1.66% −0.27
MSFT Microsoft Corp. Reduce -11.7% 1.00% −0.25
TDG Transdigm Group Inc. Sold out 0.00% −0.21
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.16
SPGI S&P Global Inc. Sold out 0.00% −0.15
PLTR Palantir Technologies Inc. Class A Reduce -18.7% 0.54% −0.14
NFLX Netflix Inc. Sold out 0.00% −0.14
GE General Electric Sold out 0.00% −0.14
QDTE Roundhill Nasdaq-100 0DTE Co. Sold out 0.00% −0.13
ARES Ares Management Corp. Class A Sold out 0.00% −0.12
AVGO Broadcom Inc. Reduce -46.2% 0.16% −0.12
LLY Eli Lilly & Co. Reduce -34.3% 0.23% −0.12
MA Mastercard Inc. Class A Sold out 0.00% −0.12
MELI MercadoLibre Inc. Sold out 0.00% −0.11
GEV GE Vernova Inc. Sold out 0.00% −0.11
RTX RTX Corp. Sold out 0.00% −0.11
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.10
RBRK Rubrik Inc. Class A Sold out 0.00% −0.10
IBM Intl Business Machines Corp. Sold out 0.00% −0.09
GS Goldman Sachs Group Inc. Sold out 0.00% −0.09
TSLA Tesla Inc. Sold out 0.00% −0.09
CAH Cardinal Health Inc. Sold out 0.00% −0.09
PH Parker Hannifin Corp. Sold out 0.00% −0.08
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.08
BTC Grayscale Bitcoin Mini ETF Sold out 0.00% −0.08
OKTA Okta Inc. Sold out 0.00% −0.08
MKL Markel Group Inc. Sold out 0.00% −0.08
EXC Exelon Corp. Sold out 0.00% −0.08
HIMS Hims & Hers Health Inc. Sold out 0.00% −0.08
PWR Quanta Services Inc. Sold out 0.00% −0.08
ORCL Oracle Corp. Reduce -4.0% 0.47% −0.08
MNST Monster Beverage Corp. Sold out 0.00% −0.08
CEG Constellation Energy Reduce -29.9% 0.15% −0.08
QCOM Qualcomm Inc. Sold out 0.00% −0.08
HWM Howmet Aerospace Inc. Reduce -49.1% 0.14% −0.07
ETHE Grayscale Ethereum Staking E Reduce -6.3% 0.23% −0.07
GBTC Grayscale Bitcoin Trust ETF Reduce -0.4% 0.64% −0.07
APH Amphenol Corp. Class A Reduce -43.7% 0.11% −0.06
OXLC Oxford Lane Capital Corp. Reduce -43.8% 0.04% −0.06
JPM JPMorgan Chase & Co. Reduce -20.8% 0.26% −0.05
GOOGL Alphabet Inc. Class A Reduce -14.5% 0.57% −0.04
DBI Designer Brands Inc. Class A Sold out 0.00% −0.04
KREF KKR Real Estate Finance Trus Reduce -0.2% 0.28% −0.04
PANW Palo Alto Networks Inc. Reduce -17.9% 0.20% −0.04
CRM Salesforce Inc. Reduce -7.4% 0.12% −0.04

Portfolio Buys Q4 2025 → Q1 2026
ABBV Abbvie Inc. Add +4.0% 28.52% +4.11
VTI VG Morningstar TS MKT ETF-US Add +29.3% 1.40% +0.44
VT Vanguard Tot World STK ETF Add +0.5% 2.49% +0.35
VXUS Vanguard Total Intl Stock Add +99.4% 0.54% +0.32
AMLP Alerian MLP ETF Add +0.1% 1.01% +0.25
SGOV iShares 0-3 Month Treasury B Add +1.7% 1.33% +0.23
EIM Eaton Vance Municipal Bond Add +4.1% 1.11% +0.21
VYM Vanguard High DVD Yield ETF Add +105.3% 0.26% +0.16
VYMI Vanguard Int High DVD YLD Inc. Add +83.0% 0.27% +0.15
EQNR Equinor ASA-Spon ADR New 0.13% +0.13
KYN Kayne Anderson Energy Infra Add +0.0% 0.50% +0.13
GNR State Street SPDR S&P Global New 0.13% +0.13
DUK Duke Energy Corp. Add +0.8% 0.50% +0.13
XLE SS Energy Select Sector New 0.12% +0.12
VRT Vertiv Holdings Co. Class A New 0.11% +0.11
LMT Lockheed Martin Corp. New 0.11% +0.11
IXC iShares Global Energy ETF New 0.11% +0.11
FTMH FR Muni High Yield ETF New 0.10% +0.10
ITA iShares U.S. Aerospace & Def New 0.10% +0.10
WMT Walmart Inc. New 0.09% +0.09
JNJ Johnson & Johnson Add +0.4% 0.33% +0.09
BA The Boeing Co. New 0.09% +0.09
EPD Enterprise Products Partners New 0.09% +0.09
VOO Vanguard S&P 500 ETF Add +1.6% 0.61% +0.08
PFE Pfizer Inc. Add +0.3% 0.25% +0.06
TSSI TSS Inc. New 0.06% +0.06
SCHD Schwab US DVD Equity ETF Add +0.3% 0.23% +0.06
VEA Vanguard Ftse Developed ETF Add +16.2% 0.18% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +1.2% 0.42% +0.05
RSP Invesco S&P 500 Equal Weight Add +0.2% 0.31% +0.05
EVRG Evergy Inc. Add +0.9% 0.16% +0.04
LIN Linde PLC Add +4.5% 0.14% +0.04
ET Energy Transfer LP Add +0.3% 0.13% +0.04
PDI PIMCO Dynamic Income Fund Add +1.5% 0.24% +0.03
VONG Vanguard Russell 1000 Growth Add +2.7% 0.30% +0.03
MCD McDonald's Corp. Add +0.2% 0.14% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +3.4% 0.28% +0.02
V Visa Inc. Class A Add +9.7% 0.17% +0.02
VIGI Vanguard Int Div App Indx FD Add +0.2% 0.13% +0.02
CCL Carnival Corp. Add +17.1% 0.10% +0.01
COIN Coinbase Global Inc. Class A Add +0.1% 0.21% −0.02
ACN Accenture PLC Class A Add +0.3% 1.26% −0.18
ABT Abbott Laboratories Add +0.8% 10.55% −0.27
GPMT Granite Point Mortgage Trust Add +0.6% 1.24% −0.49

Options Activity Q4 2025 → Q1 2026
NVIDIA CORPORATION put New 90 $1

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