Cura Wealth Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Cura Wealth Advisors, LLC reported 140 stock positions worth $234.3 million. Its top holding was Abbvie (ABBV) at 31.1% of the portfolio, followed by FS KKR Capital (FSK, 9.6%) and Abbott Laboratories (ABT, 8.8%). Compared with Q1 2026, it opened 20 new positions, sold out of 5, added to 53 and reduced 34. The biggest buy was Vanguard Tot World STK ETF (VT, shares +1%) and the biggest sale Abbott Laboratories (ABT, shares −1%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0002056729
Portfolio Value
$234.3M (Q2 2026)
SEC Filing
0002056729-26-000003 ↗ filed Aug 6, 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 Q1 2026 Q2 2026: $234.3M $234.3M Q2 2026

Holdings 140 stocks · $234.3M
ABBV Abbvie Inc. 31.14% 289,872 $72.9M Reduce -1.1%
FSK FS KKR Capital Corp. 9.56% 2,132,461 $22.4M Reduce -5.8%
ABT Abbott Laboratories 8.83% 227,985 $20.7M Reduce -0.7%
VT Vanguard Tot World STK ETF 2.72% 40,637 $6.4M Add +0.9%
MFIC Midcap Financial Investment 2.21% 512,823 $5.2M Reduce -16.5%
AAPL Apple Inc. 1.84% 14,936 $4.3M Add +2.3%
ACRE Ares Commercial Real Estate 1.73% 902,153 $4.1M Reduce -0.4%
GDXJ Vaneck Junior Gold Miners 1.64% 39,096 $3.8M Add +3.4%
VTI VG Morningstar TS MKT ETF-US 1.63% 10,315 $3.8M Add +5.5%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 1.51% 302,000 $3.5M No change
SGOV iShares 0-3 Month Treasury B 1.33% 31,041 $3.1M Add +5.2%
MQY BlackRock Muniyield Quality 1.33% 269,000 $3.1M Reduce -0.4%
ARI Apollo Commercial Real Estat 1.26% 275,833 $2.9M Reduce -36.9%
GPMT Granite Point Mortgage Trust 1.15% 1,801,228 $2.7M Reduce -5.5%
EIM Eaton Vance Municipal Bond 1.08% 254,149 $2.5M No change
MSFT Microsoft Corp. 1.05% 6,626 $2.5M Add +9.6%
AMLP Alerian MLP ETF 0.97% 44,035 $2.3M Add +2.8%
NVDA Nvidia Corp. 0.84% 9,816 $2.0M Add +12.6%
IVV iShares Core S&P 500 ETF 0.82% 2,577 $1.9M Reduce -0.1%
VXUS Vanguard Total Intl Stock 0.74% 20,155 $1.7M Add +28.7%
ACN Accenture PLC Class A 0.74% 13,840 $1.7M Reduce -2.3%
VOO Vanguard S&P 500 ETF 0.73% 2,486 $1.7M Add +9.3%
AMZN Amazon.com Inc. 0.73% 7,143 $1.7M Add +7.1%
GOOGL Alphabet Inc. Class A 0.69% 4,499 $1.6M Add +1.2%
GBDC Golub Capital BDC Inc. 0.66% 120,200 $1.5M No change
BRK.B Berkshire Hathaway Inc. Class B 0.64% 2,987 $1.5M Add +2.4%
NAD Nuveen Quality Municipal Inc. 0.57% 110,000 $1.3M No change
GBTC Grayscale Bitcoin Trust ETF 0.53% 27,290 $1.2M No change
SCHX Schwab US Large-Cap ETF 0.49% 39,319 $1.2M Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.47% 1,472 $1.1M Add +2.0%
KYN Kayne Anderson Energy Infra 0.47% 79,012 $1.1M Add +0.0%
IDXX Idexx Laboratories Inc. 0.46% 2,066 $1.1M Reduce -1.1%
DUK Duke Energy Corp. 0.46% 8,588 $1.1M Reduce -0.3%
QQQ Invesco QQQ Trust Series 1 0.46% 1,470 $1.1M Add +2.9%
META Meta Platforms Inc. Class A 0.46% 1,922 $1.1M Add +2.7%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.46% 31,143 $1.1M Reduce -1.6%
ORCL Oracle Corp. 0.44% 7,048 $1.0M Reduce -1.3%
BP BP PLC-Spons ADR 0.44% 27,613 $1.0M No change
GDX Vaneck Gold Miners ETF 0.43% 13,300 $1.0M Add +0.7%
PANW Palo Alto Networks Inc. 0.40% 2,733 $932K Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.39% 7,926 $925K Reduce -4.3%
INTC Intel Corp. 0.37% 6,262 $874K Reduce -15.2%
VWO Vanguard Ftse Emerging Marke 0.36% 14,019 $837K Add +0.0%
SHEL Shell PLC-ADR 0.35% 10,631 $824K Reduce -0.1%
KMI Kinder Morgan Inc. 0.34% 25,273 $808K Add +2.6%
VONG Vanguard Russell 1000 Growth 0.33% 6,121 $782K Add +1.1%
JNJ Johnson & Johnson 0.33% 3,020 $767K Add +1.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.31% 8,502 $732K Reduce -1.6%
LLY Eli Lilly & Co. 0.31% 602 $722K Add +5.6%
NBH Neuberger Municipal Fund Inc. 0.31% 68,000 $717K No change
KREF KKR Real Estate Finance Trus 0.29% 100,757 $689K Add +0.2%
NTRS Northern Trust Corp. 0.29% 3,897 $677K Reduce -4.9%
GOOG Alphabet Inc. Class C 0.29% 1,917 $677K Add +7.3%
JPM JPMorgan Chase & Co. 0.28% 2,021 $662K Add +0.8%
VYMI Vanguard Int High DVD YLD Inc. 0.27% 6,450 $633K No change
VYM Vanguard High DVD Yield ETF 0.26% 3,900 $616K No change
VGT Vanguard Info Tech ETF 0.24% 4,704 $562K No change
BXMT Blackstone Mortgage Tru Class A 0.23% 32,200 $546K Reduce -0.3%
SCHD Schwab US DVD Equity ETF 0.23% 17,049 $541K Add +2.2%
MU Micron Technology Inc. 0.23% 460 $531K New
PDI PIMCO Dynamic Income Fund 0.23% 31,559 $527K Add +0.9%
AVGO Broadcom Inc. 0.22% 1,349 $510K Add +18.0%
PFE Pfizer Inc. 0.22% 21,140 $509K Add +5.8%
VEA Vanguard Ftse Developed ETF 0.21% 7,022 $500K Add +10.0%
BEPC Brookfield Renewable Corp. 0.21% 13,385 $497K No change
RSP Invesco S&P 500 Equal Weight 0.21% 2,321 $494K Reduce -35.3%
NKE Nike Inc. Class B 0.20% 11,488 $472K No change
XOM Exxon Mobil Corp. 0.19% 3,251 $444K Add +7.0%
VIG Vanguard Dividend Apprec ETF 0.19% 1,835 $434K Reduce -4.5%
TXN Texas Instruments Inc. 0.18% 1,388 $414K Add +10.3%
V Visa Inc. Class A 0.17% 1,177 $404K Reduce -4.7%
VRTX Vertex Pharmaceuticals Inc. 0.17% 803 $399K Add +5.7%
EVRG Evergy Inc. 0.17% 4,497 $389K Add +0.8%
ETHE Grayscale Ethereum Staking E 0.16% 29,550 $377K Reduce -0.8%
HD Home Depot Inc. 0.16% 1,063 $375K Add +7.7%
HWM Howmet Aerospace Inc. 0.16% 1,386 $373K No change
ICLN iShares Global Clean Energy 0.16% 17,850 $366K Reduce -6.0%
VGK Vanguard Ftse Europe ETF 0.15% 3,911 $346K No change
SU Suncor Energy Inc. 0.15% 6,406 $344K No change
MRK Merck & Co. Inc. 0.15% 2,665 $342K Add +2.1%
OKTA Okta Inc. 0.15% 2,500 $341K New
HEDJ Wisdomtree Europe Hedged Equ 0.15% 5,982 $341K No change
XDTE Roundhi S&P 500 0DTE CCS ETF 0.14% 8,622 $337K No change
APH Amphenol Corp. Class A 0.14% 1,900 $335K Add +2.3%
XLE SS Energy Select Sector 0.14% 6,216 $330K Add +47.5%
RBRK Rubrik Inc. Class A 0.14% 4,090 $328K New
XEVVX Eaton Vance Ltd. Durat Inc. 0.14% 34,912 $327K Add +1.5%
VRT Vertiv Holdings Co. Class A 0.14% 973 $326K Reduce -4.6%
ACWI iShares MSCI Acwi ETF 0.14% 2,065 $324K No change
LIN Linde PLC 0.14% 621 $322K No change
HACK Amplify Cybersecurity ETF 0.13% 3,000 $315K No change
CVX Chevron Corp. 0.13% 1,880 $312K Add +13.4%
COIN Coinbase Global Inc. Class A 0.13% 2,087 $305K Reduce -23.1%
VIGI Vanguard Int Div App Indx FD 0.13% 3,196 $298K Add +0.2%
GLD SPDR Gold Shares 0.13% 807 $297K Add +0.1%
ANET Arista Networks Inc. 0.13% 1,748 $297K Add +3.1%
ITA iShares U.S. Aerospace & Def 0.13% 1,220 $296K Add +19.0%
GEV GE Vernova Inc. 0.13% 250 $294K New
NVS Novartis AG-Sponsored ADR 0.12% 1,863 $292K No change
PYLD PIMCO Multisector Bond Actv 0.12% 10,989 $291K New
CEG Constellation Energy 0.12% 1,153 $286K Reduce -2.0%
SLB SLB Ltd. filed as SLB LIMITED 0.12% 6,139 $285K No change
ET Energy Transfer LP 0.12% 14,594 $279K Add +0.3%
GE General Electric filed as GE AEROSPACE 0.12% 745 $279K New
IWM iShares Russell 2000 ETF 0.12% 921 $277K No change
GNR State Street SPDR S&P Global 0.11% 4,000 $269K No change
BX Blackstone Inc. 0.11% 2,252 $265K Add +4.0%
KO The Coca-Cola Co. 0.11% 3,229 $262K Reduce -0.1%
MNST Monster Beverage Corp. 0.11% 2,716 $261K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.11% 5,702 $259K New
TSLA Tesla Inc. 0.11% 608 $256K New
BA The Boeing Co. 0.11% 1,175 $254K Add +12.6%
MCD McDonald's Corp. 0.11% 924 $250K Reduce -9.1%
CB Chubb Ltd. 0.10% 719 $245K Reduce -3.9%
FTMH FR Muni High Yield ETF 0.10% 20,283 $241K Add +1.1%
UNH Unitedhealth Group Inc. 0.10% 548 $228K New
HIMS Hims & Hers Health Inc. 0.10% 6,502 $225K New
CRWD CrowdStrike Holdings Inc. Class A 0.10% 295 $225K New
EQNR Equinor ASA-Spon ADR 0.10% 7,120 $224K No change
OKE Oneok Inc. 0.09% 2,558 $222K Add +12.8%
WFC Wells Fargo & Co. 0.09% 2,691 $222K New
NEE Nextera Energy Inc. 0.09% 2,519 $221K No change
TDG Transdigm Group Inc. 0.09% 164 $218K New
BLK BlackRock Inc. 0.09% 226 $217K New
CRM Salesforce Inc. 0.09% 1,351 $212K Reduce -6.9%
IXC iShares Global Energy ETF 0.09% 4,300 $211K No change
SPGI S&P Global Inc. Class W 0.09% 516 $210K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 740 $208K New
CCL Carnival Corp. Ltd. 0.09% 7,208 $206K Reduce -14.6%
MKL Markel Group Inc. 0.09% 104 $203K New
LMT Lockheed Martin Corp. 0.09% 393 $200K Reduce -4.2%
DSL Doubleline Income Solutions 0.08% 17,165 $190K No change
TSSI TSS Inc. 0.05% 10,008 $123K Add +0.1%
CCIF Carlyle Credit Income Fund 0.04% 35,721 $100K No change
CRGY Crescent Energy Inc. Class A 0.04% 10,142 $100K No change
OXLC Oxford Lane Capital Corp. 0.04% 10,247 $90K No change
NHS Neuberger High Yield Strateg 0.03% 12,282 $77K No change
ABUS Arbutus Biopharma Corp. 0.03% 15,000 $72K No change
KEEL Keel Infrastructure Corp. 0.02% 10,000 $57K New
TLSI Trisalus Life Sciences Inc. 0.02% 10,000 $36K New

Portfolio Sells Q1 2026 → Q2 2026
ABT Abbott Laboratories Reduce -0.7% 8.83% −1.72
MFIC Midcap Financial Investment Reduce -16.5% 2.21% −0.88
ARI Apollo Commercial Real Estat Reduce -36.9% 1.26% −0.81
FSK FS KKR Capital Corp. Reduce -5.8% 9.56% −0.76
ACN Accenture PLC Class A Reduce -2.3% 0.74% −0.52
ACRE Ares Commercial Real Estate Reduce -0.4% 1.73% −0.21
PLTR Palantir Technologies Inc. Class A Reduce -4.3% 0.39% −0.15
RSP Invesco S&P 500 Equal Weight Reduce -35.3% 0.21% −0.10
MDT Medtronic PLC Sold out 0.00% −0.09
WMT Walmart Inc. Sold out 0.00% −0.09
BITW Bitwise 10 Crypto Index ETF Sold out 0.00% −0.09
EPD Enterprise Products Partners Sold out 0.00% −0.09
SHEL Shell PLC-ADR Reduce -0.1% 0.35% −0.09
GPMT Granite Point Mortgage Trust Reduce -5.5% 1.15% −0.08
COIN Coinbase Global Inc. Class A Reduce -23.1% 0.13% −0.08
ETHE Grayscale Ethereum Staking E Reduce -0.8% 0.16% −0.07
MSDL Morgan Stanley Direct Lendin Sold out 0.00% −0.06
IDXX Idexx Laboratories Inc. Reduce -1.1% 0.46% −0.06
BXMT Blackstone Mortgage Tru Class A Reduce -0.3% 0.23% −0.04
DUK Duke Energy Corp. Reduce -0.3% 0.46% −0.04
MCD McDonald's Corp. Reduce -9.1% 0.11% −0.03
AMJB Alerian MLP ETN2044 Reduce -1.6% 0.46% −0.03
CRM Salesforce Inc. Reduce -6.9% 0.09% −0.03
ORCL Oracle Corp. Reduce -1.3% 0.44% −0.03
LMT Lockheed Martin Corp. Reduce -4.2% 0.09% −0.03
CEG Constellation Energy Reduce -2.0% 0.12% −0.02
CCL Carnival Corp. Ltd. Reduce -14.6% 0.09% −0.01
CB Chubb Ltd. Reduce -3.9% 0.10% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -4.5% 0.19% +0.00
ICLN iShares Global Clean Energy Reduce -6.0% 0.16% +0.00
KO The Coca-Cola Co. Reduce -0.1% 0.11% +0.00
MQY BlackRock Muniyield Quality Reduce -0.4% 1.33% +0.01
V Visa Inc. Class A Reduce -4.7% 0.17% +0.01
VRT Vertiv Holdings Co. Class A Reduce -4.6% 0.14% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.6% 0.31% +0.03
NTRS Northern Trust Corp. Reduce -4.9% 0.29% +0.03
IVV iShares Core S&P 500 ETF Reduce -0.1% 0.82% +0.07
INTC Intel Corp. Reduce -15.2% 0.37% +0.23
ABBV Abbvie Inc. Reduce -1.1% 31.14% +2.62

Portfolio Buys Q1 2026 → Q2 2026
VT Vanguard Tot World STK ETF Add +0.9% 2.72% +0.23
MU Micron Technology Inc. New 0.23% +0.23
VTI VG Morningstar TS MKT ETF-US Add +5.5% 1.63% +0.23
PANW Palo Alto Networks Inc. Add +0.1% 0.40% +0.20
VXUS Vanguard Total Intl Stock Add +28.7% 0.74% +0.20
AAPL Apple Inc. Add +2.3% 1.84% +0.19
NVDA Nvidia Corp. Add +12.6% 0.84% +0.16
OKTA Okta Inc. New 0.15% +0.15
RBRK Rubrik Inc. Class A New 0.14% +0.14
GEV GE Vernova Inc. New 0.13% +0.13
PYLD PIMCO Multisector Bond Actv New 0.12% +0.12
VOO Vanguard S&P 500 ETF Add +9.3% 0.73% +0.12
GE General Electric New 0.12% +0.12
GOOGL Alphabet Inc. Class A Add +1.2% 0.69% +0.11
MNST Monster Beverage Corp. New 0.11% +0.11
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.11% +0.11
TSLA Tesla Inc. New 0.11% +0.11
AMZN Amazon.com Inc. Add +7.1% 0.73% +0.10
UNH Unitedhealth Group Inc. New 0.10% +0.10
CRWD CrowdStrike Holdings Inc. Class A New 0.10% +0.10
HIMS Hims & Hers Health Inc. New 0.10% +0.10
WFC Wells Fargo & Co. New 0.09% +0.09
TDG Transdigm Group Inc. New 0.09% +0.09
QQQ Invesco QQQ Trust Series 1 Add +2.9% 0.46% +0.09
BLK BlackRock Inc. New 0.09% +0.09
SPGI S&P Global Inc. Class W New 0.09% +0.09
IBM Intl Business Machines Corp. New 0.09% +0.09
MKL Markel Group Inc. New 0.09% +0.09
LLY Eli Lilly & Co. Add +5.6% 0.31% +0.07
TXN Texas Instruments Inc. Add +10.3% 0.18% +0.07
GOOG Alphabet Inc. Class C Add +7.3% 0.29% +0.06
AVGO Broadcom Inc. Add +18.0% 0.22% +0.06
MSFT Microsoft Corp. Add +9.6% 1.05% +0.05
SCHX Schwab US Large-Cap ETF Add +1.6% 0.49% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +2.0% 0.47% +0.05
APH Amphenol Corp. Class A Add +2.3% 0.14% +0.04
VONG Vanguard Russell 1000 Growth Add +1.1% 0.33% +0.04
ANET Arista Networks Inc. Add +3.1% 0.13% +0.03
VEA Vanguard Ftse Developed ETF Add +10.0% 0.21% +0.03
ITA iShares U.S. Aerospace & Def Add +19.0% 0.13% +0.03
XLE SS Energy Select Sector Add +47.5% 0.14% +0.03
KEEL Keel Infrastructure Corp. New 0.02% +0.02
KREF KKR Real Estate Finance Trus Add +0.2% 0.29% +0.02
VRTX Vertex Pharmaceuticals Inc. Add +5.7% 0.17% +0.02
JPM JPMorgan Chase & Co. Add +0.8% 0.28% +0.02
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.36% +0.02
BA The Boeing Co. Add +12.6% 0.11% +0.02
TLSI Trisalus Life Sciences Inc. New 0.02% +0.02
HD Home Depot Inc. Add +7.7% 0.16% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +2.4% 0.64% +0.01

Options Activity Q1 2026 → Q2 2026
NVIDIA CORPORATION put Sold out 90 $1before 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