Filed: 8/14/2025ACC: 0002056729-25-000004
📋 What this filing means
CURA WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $250.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$250.08M
Total AUM (reported)
9.77M
Total Shares
Allocation by class
COM$183.24M73.3%
COM NEW$10.40M4.2%
COM CL A$5.47M2.2%
CL A$4.89M2.0%
SHS CLASS A$4.36M1.7%
COM STK$4.05M1.6%
JUNIOR GOLD MINE$3.00M1.2%
Portfolio Concentration
Top 3$126.90M50.7%
4–10$38.84M15.5%
11–25$41.58M16.6%
Rest$42.75M17.1%
Top 3 weight
50.7%
Top 10 weight
66.3%
Voting Authority Distribution
Total shares with voting rights: 9.49M
Sole
Full voting authority
9.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings116
Rows:
ABBVIE INC
SOLEShares312.48K
TypeSH
Market value$58.00M
23.19%
Sole
312.48K
Shared
0.00
None
0.00
FS KKR CAP CORP
SOLEShares1.79M
TypeSH
Market value$37.19M
14.87%
Sole
1.79M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares233.19K
TypeSH
Market value$31.72M
12.68%
Sole
0.00
Shared
0.00
None
0.00
MIDCAP FINANCIAL INVSTMNT CO
SOLEShares708.96K
TypeSH
Market value$8.95M
3.58%
Sole
708.96K
Shared
0.00
None
0.00
APOLLO COML REAL EST FIN INC
SOLEShares855.30K
TypeSH
Market value$8.28M
3.31%
Sole
855.30K
Shared
0.00
None
0.00
ARES COML REAL ESTATE CORP
SOLEShares981.22K
TypeSH
Market value$4.68M
1.87%
Sole
981.22K
Shared
0.00
None
0.00
EATON VANCE LIMITED DURATION
SOLEShares437.46K
TypeSH
Market value$4.49M
1.79%
Sole
437.46K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares14.59K
TypeSH
Market value$4.36M
1.74%
Sole
14.59K
Shared
0.00
None
0.00
GRANITE PT MTG TR INC
SOLEShares1.64M
TypeSH
Market value$4.05M
1.62%
Sole
1.64M
Shared
0.00
None
0.00
BLACKROCK MUNIYILD QULT FD I
SOLEShares363K
TypeSH
Market value$4.03M
1.61%
Sole
363K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares27.27K
TypeSH
Market value$3.72M
1.49%
Sole
27.27K
Shared
0.00
None
0.00
GOLUB CAP BDC INC
SOLEShares249.90K
TypeSH
Market value$3.66M
1.46%
Sole
249.90K
Shared
0.00
None
0.00
BLACKSTONE MTG TR INC
SOLEShares184.50K
TypeSH
Market value$3.55M
1.42%
Sole
184.50K
Shared
0.00
None
0.00
NUVEEN AMT FREE QLTY MUN INC
SOLEShares308K
TypeSH
Market value$3.36M
1.34%
Sole
308K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares44.37K
TypeSH
Market value$3.00M
1.20%
Sole
44.37K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.48K
TypeSH
Market value$2.97M
1.19%
Sole
14.48K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares23.04K
TypeSH
Market value$2.96M
1.18%
Sole
23.04K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.89K
TypeSH
Market value$2.93M
1.17%
Sole
5.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares28.63K
TypeSH
Market value$2.88M
1.15%
Sole
28.63K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares27.39K
TypeSH
Market value$2.32M
0.93%
Sole
27.39K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares7.61K
TypeSH
Market value$2.31M
0.92%
Sole
7.61K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares9.99K
TypeSH
Market value$2.18M
0.87%
Sole
9.99K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares3.87K
TypeSH
Market value$2.07M
0.83%
Sole
3.87K
Shared
0.00
None
0.00
EATON VANCE MUN BD FD
SOLEShares212.73K
TypeSH
Market value$2.06M
0.82%
Sole
212.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.57K
TypeSH
Market value$1.59M
0.64%
Sole
2.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABBVIE INCSOLE | COM | 312.48K | SH | $58.00M 23.19% | 312.48K | 0.00 | 0.00 |
FS KKR CAP CORPSOLE | COM | 1.79M | SH | $37.19M 14.87% | 1.79M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 233.19K | SH | $31.72M 12.68% | 0.00 | 0.00 | 0.00 |
MIDCAP FINANCIAL INVSTMNT COSOLE | COM NEW | 708.96K | SH | $8.95M 3.58% | 708.96K | 0.00 | 0.00 |
APOLLO COML REAL EST FIN INCSOLE | COM | 855.30K | SH | $8.28M 3.31% | 855.30K | 0.00 | 0.00 |
ARES COML REAL ESTATE CORPSOLE | COM | 981.22K | SH | $4.68M 1.87% | 981.22K | 0.00 | 0.00 |
EATON VANCE LIMITED DURATIONSOLE | COM | 437.46K | SH | $4.49M 1.79% | 437.46K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 14.59K | SH | $4.36M 1.74% | 14.59K | 0.00 | 0.00 |
GRANITE PT MTG TR INCSOLE | COM STK | 1.64M | SH | $4.05M 1.62% | 1.64M | 0.00 | 0.00 |
BLACKROCK MUNIYILD QULT FD ISOLE | COM | 363K | SH | $4.03M 1.61% | 363K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 27.27K | SH | $3.72M 1.49% | 27.27K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 249.90K | SH | $3.66M 1.46% | 249.90K | 0.00 | 0.00 |
BLACKSTONE MTG TR INCSOLE | COM CL A | 184.50K | SH | $3.55M 1.42% | 184.50K | 0.00 | 0.00 |
NUVEEN AMT FREE QLTY MUN INCSOLE | COM | 308K | SH | $3.36M 1.34% | 308K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 44.37K | SH | $3.00M 1.20% | 44.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.48K | SH | $2.97M 1.19% | 14.48K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 23.04K | SH | $2.96M 1.18% | 23.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.89K | SH | $2.93M 1.17% | 5.89K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 28.63K | SH | $2.88M 1.15% | 28.63K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 27.39K | SH | $2.32M 0.93% | 27.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.61K | SH | $2.31M 0.92% | 7.61K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 9.99K | SH | $2.18M 0.87% | 9.99K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 3.87K | SH | $2.07M 0.83% | 3.87K | 0.00 | 0.00 |
EATON VANCE MUN BD FDSOLE | COM | 212.73K | SH | $2.06M 0.82% | 212.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.57K | SH | $1.59M 0.64% | 2.57K | 0.00 | 0.00 |
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