Filed: 11/14/2025ACC: 0002056729-25-000005
📋 What this filing means
CURA WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $261.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$261.67M
Total AUM (reported)
9.95M
Total Shares
Allocation by class
COM$191.22M73.1%
COM NEW$7.70M2.9%
COM STK$5.60M2.1%
COM CL A$5.34M2.0%
TT WRLD ST ETF$4.97M1.9%
JUNIOR GOLD MINE$4.23M1.6%
CL A$4.14M1.6%
Portfolio Concentration
Top 3$133.45M51.0%
4–10$39.50M15.1%
11–25$41.79M16.0%
Rest$46.93M17.9%
Top 3 weight
51.0%
Top 10 weight
66.1%
Voting Authority Distribution
Total shares with voting rights: 9.95M
Sole
Full voting authority
9.95M
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)
Sole126
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings126
Rows:
ABBVIE INC
SOLEShares283.98K
TypeSH
Market value$65.75M
25.13%
Sole
283.98K
Shared
0.00
None
0.00
FS KKR CAP CORP
SOLEShares2.50M
TypeSH
Market value$37.26M
14.24%
Sole
2.50M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares227.25K
TypeSH
Market value$30.44M
11.63%
Sole
227.25K
Shared
0.00
None
0.00
APOLLO COML REAL EST FIN INC
SOLEShares831.68K
TypeSH
Market value$8.42M
3.22%
Sole
831.68K
Shared
0.00
None
0.00
MIDCAP FINANCIAL INVSTMNT CO
SOLEShares617.92K
TypeSH
Market value$7.41M
2.83%
Sole
617.92K
Shared
0.00
None
0.00
GRANITE PT MTG TR INC
SOLEShares1.80M
TypeSH
Market value$5.39M
2.06%
Sole
1.80M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares36.09K
TypeSH
Market value$4.97M
1.90%
Sole
36.09K
Shared
0.00
None
0.00
ARES COML REAL ESTATE CORP
SOLEShares1.07M
TypeSH
Market value$4.85M
1.85%
Sole
1.07M
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares42.76K
TypeSH
Market value$4.23M
1.62%
Sole
42.76K
Shared
0.00
None
0.00
BLACKROCK MUNIYILD QULT FD I
SOLEShares362K
TypeSH
Market value$4.22M
1.61%
Sole
362K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.76K
TypeSH
Market value$4.01M
1.53%
Sole
15.76K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares14.66K
TypeSH
Market value$3.61M
1.38%
Sole
14.66K
Shared
0.00
None
0.00
NUVEEN AMT FREE QLTY MUN INC
SOLEShares308K
TypeSH
Market value$3.51M
1.34%
Sole
308K
Shared
0.00
None
0.00
BLACKSTONE MTG TR INC
SOLEShares183.86K
TypeSH
Market value$3.38M
1.29%
Sole
183.86K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.22K
TypeSH
Market value$3.22M
1.23%
Sole
6.22K
Shared
0.00
None
0.00
GOLUB CAP BDC INC
SOLEShares234.70K
TypeSH
Market value$3.21M
1.23%
Sole
234.70K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.13K
TypeSH
Market value$3.18M
1.21%
Sole
7.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares28.23K
TypeSH
Market value$2.84M
1.09%
Sole
28.23K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares27.39K
TypeSH
Market value$2.46M
0.94%
Sole
27.39K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares7.02K
TypeSH
Market value$2.30M
0.88%
Sole
7.02K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares11.90K
TypeSH
Market value$2.17M
0.83%
Sole
11.90K
Shared
0.00
None
0.00
EATON VANCE MUN BD FD
SOLEShares210.91K
TypeSH
Market value$2.10M
0.80%
Sole
210.91K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares7.39K
TypeSH
Market value$2.08M
0.79%
Sole
7.39K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares3.08K
TypeSH
Market value$1.97M
0.75%
Sole
3.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.91K
TypeSH
Market value$1.74M
0.66%
Sole
7.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABBVIE INCSOLE | COM | 283.98K | SH | $65.75M 25.13% | 283.98K | 0.00 | 0.00 |
FS KKR CAP CORPSOLE | COM | 2.50M | SH | $37.26M 14.24% | 2.50M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 227.25K | SH | $30.44M 11.63% | 227.25K | 0.00 | 0.00 |
APOLLO COML REAL EST FIN INCSOLE | COM | 831.68K | SH | $8.42M 3.22% | 831.68K | 0.00 | 0.00 |
MIDCAP FINANCIAL INVSTMNT COSOLE | COM NEW | 617.92K | SH | $7.41M 2.83% | 617.92K | 0.00 | 0.00 |
GRANITE PT MTG TR INCSOLE | COM STK | 1.80M | SH | $5.39M 2.06% | 1.80M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 36.09K | SH | $4.97M 1.90% | 36.09K | 0.00 | 0.00 |
ARES COML REAL ESTATE CORPSOLE | COM | 1.07M | SH | $4.85M 1.85% | 1.07M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 42.76K | SH | $4.23M 1.62% | 42.76K | 0.00 | 0.00 |
BLACKROCK MUNIYILD QULT FD ISOLE | COM | 362K | SH | $4.22M 1.61% | 362K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.76K | SH | $4.01M 1.53% | 15.76K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 14.66K | SH | $3.61M 1.38% | 14.66K | 0.00 | 0.00 |
NUVEEN AMT FREE QLTY MUN INCSOLE | COM | 308K | SH | $3.51M 1.34% | 308K | 0.00 | 0.00 |
BLACKSTONE MTG TR INCSOLE | COM CL A | 183.86K | SH | $3.38M 1.29% | 183.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.22K | SH | $3.22M 1.23% | 6.22K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 234.70K | SH | $3.21M 1.23% | 234.70K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.13K | SH | $3.18M 1.21% | 7.13K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 28.23K | SH | $2.84M 1.09% | 28.23K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 27.39K | SH | $2.46M 0.94% | 27.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.02K | SH | $2.30M 0.88% | 7.02K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 11.90K | SH | $2.17M 0.83% | 11.90K | 0.00 | 0.00 |
EATON VANCE MUN BD FDSOLE | COM | 210.91K | SH | $2.10M 0.80% | 210.91K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 7.39K | SH | $2.08M 0.79% | 7.39K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 3.08K | SH | $1.97M 0.75% | 3.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.91K | SH | $1.74M 0.66% | 7.91K | 0.00 | 0.00 |
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