CURA WEALTH ADVISORS, LLC
CIK 0002056729 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$234.3M
2026 Q2
Positions
140
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ABBV
ABBVIE INC
31.1%
FSK
FS KKR CAP CORP
9.6%
ABT
ABBOTT LABORATORIES
8.8%
VT
VANGUARD INTL EQUITY INDEX F
2.7%
MFIC
MIDCAP FINANCIAL INVSTMNT CO
2.2%
AAPL
APPLE INC
1.8%
ACRE
ARES COML REAL ESTATE CORP
1.7%
GDXJ
VANECK ETF TRUST
1.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.