Filed: 1/23/2026ACC: 0002056729-26-000001
📋 What this filing means
CURA WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $263.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$263.81M
Total AUM (reported)
9.74M
Total Shares
Allocation by class
COM$189.08M71.7%
COM NEW$9.14M3.5%
TT WRLD ST ETF$5.65M2.1%
COM CL A$4.81M1.8%
COM STK$4.78M1.8%
JUNIOR GOLD MINE$4.63M1.8%
CL A$4.50M1.7%
Portfolio Concentration
Top 3$127.68M48.4%
4–10$39.55M15.0%
11–25$40.67M15.4%
Rest$55.91M21.2%
Top 3 weight
48.4%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 9.74M
Sole
Full voting authority
9.74M
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)
Sole141
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings141
Rows:
ABBVIE INC
SOLEShares281.83K
TypeSH
Market value$64.39M
24.41%
Sole
281.83K
Shared
0.00
None
0.00
FS KKR CAP CORP
SOLEShares2.35M
TypeSH
Market value$34.74M
13.17%
Sole
2.35M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares227.87K
TypeSH
Market value$28.55M
10.82%
Sole
227.87K
Shared
0.00
None
0.00
APOLLO COML REAL EST FIN INC
SOLEShares823.23K
TypeSH
Market value$7.97M
3.02%
Sole
823.23K
Shared
0.00
None
0.00
MIDCAP FINANCIAL INVSTMNT CO
SOLEShares641.92K
TypeSH
Market value$7.34M
2.78%
Sole
641.92K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares40.08K
TypeSH
Market value$5.65M
2.14%
Sole
40.08K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.66K
TypeSH
Market value$5.07M
1.92%
Sole
18.66K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares40.67K
TypeSH
Market value$4.63M
1.75%
Sole
40.67K
Shared
0.00
None
0.00
GRANITE PT MTG TR INC
SOLEShares1.89M
TypeSH
Market value$4.55M
1.72%
Sole
1.89M
Shared
0.00
None
0.00
ARES COML REAL ESTATE CORP
SOLEShares907.07K
TypeSH
Market value$4.34M
1.64%
Sole
907.07K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares14.13K
TypeSH
Market value$3.79M
1.44%
Sole
14.13K
Shared
0.00
None
0.00
BLACKSTONE MTG TR INC
SOLEShares187.51K
TypeSH
Market value$3.59M
1.36%
Sole
187.51K
Shared
0.00
None
0.00
NUVEEN AMT FREE QLTY MUN INC
SOLEShares307K
TypeSH
Market value$3.57M
1.35%
Sole
307K
Shared
0.00
None
0.00
GOLUB CAP BDC INC
SOLEShares247.70K
TypeSH
Market value$3.36M
1.27%
Sole
247.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.85K
TypeSH
Market value$3.31M
1.26%
Sole
6.85K
Shared
0.00
None
0.00
BLACKROCK MUNIYILD QULT FD I
SOLEShares271K
TypeSH
Market value$3.06M
1.16%
Sole
271K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares12.70K
TypeSH
Market value$2.93M
1.11%
Sole
12.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares29.02K
TypeSH
Market value$2.91M
1.10%
Sole
29.02K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares7.56K
TypeSH
Market value$2.53M
0.96%
Sole
7.56K
Shared
0.00
None
0.00
EATON VANCE MUN BD FD
SOLEShares244.15K
TypeSH
Market value$2.38M
0.90%
Sole
244.15K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares42.83K
TypeSH
Market value$2.01M
0.76%
Sole
42.83K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares27.39K
TypeSH
Market value$1.87M
0.71%
Sole
27.39K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares10.19K
TypeSH
Market value$1.81M
0.69%
Sole
10.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.58K
TypeSH
Market value$1.77M
0.67%
Sole
2.58K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.47K
TypeSH
Market value$1.77M
0.67%
Sole
9.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABBVIE INCSOLE | COM | 281.83K | SH | $64.39M 24.41% | 281.83K | 0.00 | 0.00 |
FS KKR CAP CORPSOLE | COM | 2.35M | SH | $34.74M 13.17% | 2.35M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 227.87K | SH | $28.55M 10.82% | 227.87K | 0.00 | 0.00 |
APOLLO COML REAL EST FIN INCSOLE | COM | 823.23K | SH | $7.97M 3.02% | 823.23K | 0.00 | 0.00 |
MIDCAP FINANCIAL INVSTMNT COSOLE | COM NEW | 641.92K | SH | $7.34M 2.78% | 641.92K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 40.08K | SH | $5.65M 2.14% | 40.08K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.66K | SH | $5.07M 1.92% | 18.66K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 40.67K | SH | $4.63M 1.75% | 40.67K | 0.00 | 0.00 |
GRANITE PT MTG TR INCSOLE | COM STK | 1.89M | SH | $4.55M 1.72% | 1.89M | 0.00 | 0.00 |
ARES COML REAL ESTATE CORPSOLE | COM | 907.07K | SH | $4.34M 1.64% | 907.07K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 14.13K | SH | $3.79M 1.44% | 14.13K | 0.00 | 0.00 |
BLACKSTONE MTG TR INCSOLE | COM CL A | 187.51K | SH | $3.59M 1.36% | 187.51K | 0.00 | 0.00 |
NUVEEN AMT FREE QLTY MUN INCSOLE | COM | 307K | SH | $3.57M 1.35% | 307K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 247.70K | SH | $3.36M 1.27% | 247.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.85K | SH | $3.31M 1.26% | 6.85K | 0.00 | 0.00 |
BLACKROCK MUNIYILD QULT FD ISOLE | COM | 271K | SH | $3.06M 1.16% | 271K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 12.70K | SH | $2.93M 1.11% | 12.70K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 29.02K | SH | $2.91M 1.10% | 29.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.56K | SH | $2.53M 0.96% | 7.56K | 0.00 | 0.00 |
EATON VANCE MUN BD FDSOLE | COM | 244.15K | SH | $2.38M 0.90% | 244.15K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 42.83K | SH | $2.01M 0.76% | 42.83K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 27.39K | SH | $1.87M 0.71% | 27.39K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 10.19K | SH | $1.81M 0.69% | 10.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.58K | SH | $1.77M 0.67% | 2.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.47K | SH | $1.77M 0.67% | 9.47K | 0.00 | 0.00 |
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