Filed: 5/8/2026ACC: 0002056729-26-000002
📋 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 $223.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$223.45M
Total AUM (reported)
8.95M
Total Shares
Allocation by class
COM$156.41M70.0%
COM NEW$8.03M3.6%
TT WRLD ST ETF$5.57M2.5%
JUNIOR GOLD MINE$4.54M2.0%
TOTAL STK MKT$3.14M1.4%
COM STK$3.08M1.4%
0-3 MNTH TREASRY$2.97M1.3%
Portfolio Concentration
Top 3$110.35M49.4%
4–10$33.07M14.8%
11–25$31.93M14.3%
Rest$48.10M21.5%
Top 3 weight
49.4%
Top 10 weight
64.2%
Voting Authority Distribution
Total shares with voting rights: 8.95M
Sole
Full voting authority
8.95M
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
SOLEShares292.98K
TypeSH
Market value$63.72M
28.52%
Sole
292.98K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares229.63K
TypeSH
Market value$23.58M
10.55%
Sole
229.63K
Shared
0.00
None
0.00
FS KKR CAP CORP
SOLEShares2.26M
TypeSH
Market value$23.06M
10.32%
Sole
2.26M
Shared
0.00
None
0.00
MIDCAP FINANCIAL INVSTMNT CO
SOLEShares613.92K
TypeSH
Market value$6.90M
3.09%
Sole
613.92K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares40.26K
TypeSH
Market value$5.57M
2.49%
Sole
40.26K
Shared
0.00
None
0.00
APOLLO COML REAL ESTATE FIN
SOLEShares437.23K
TypeSH
Market value$4.62M
2.07%
Sole
437.23K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares37.80K
TypeSH
Market value$4.54M
2.03%
Sole
37.80K
Shared
0.00
None
0.00
ARES COML REAL ESTATE CORP
SOLEShares905.60K
TypeSH
Market value$4.35M
1.95%
Sole
905.60K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.59K
TypeSH
Market value$3.70M
1.66%
Sole
14.59K
Shared
0.00
None
0.00
NUVEEN AMT FREE QLTY MUN INC
SOLEShares302K
TypeSH
Market value$3.39M
1.52%
Sole
302K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.78K
TypeSH
Market value$3.14M
1.40%
Sole
9.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares29.51K
TypeSH
Market value$2.97M
1.33%
Sole
29.51K
Shared
0.00
None
0.00
BLACKROCK MUNIYILD QULT FD I
SOLEShares270K
TypeSH
Market value$2.96M
1.33%
Sole
270K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares14.17K
TypeSH
Market value$2.81M
1.26%
Sole
14.17K
Shared
0.00
None
0.00
GRANITE PT MTG TR INC
SOLEShares1.91M
TypeSH
Market value$2.76M
1.24%
Sole
1.91M
Shared
0.00
None
0.00
EATON VANCE MUN BD FD
SOLEShares254.15K
TypeSH
Market value$2.48M
1.11%
Sole
254.15K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares42.85K
TypeSH
Market value$2.26M
1.01%
Sole
42.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.05K
TypeSH
Market value$2.24M
1.00%
Sole
6.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.58K
TypeSH
Market value$1.68M
0.75%
Sole
2.58K
Shared
0.00
None
0.00
GOLUB CAP BDC INC
SOLEShares120.20K
TypeSH
Market value$1.52M
0.68%
Sole
120.20K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.71K
TypeSH
Market value$1.52M
0.68%
Sole
8.71K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares27.29K
TypeSH
Market value$1.44M
0.64%
Sole
27.29K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.92K
TypeSH
Market value$1.40M
0.63%
Sole
2.92K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.67K
TypeSH
Market value$1.39M
0.62%
Sole
6.67K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.27K
TypeSH
Market value$1.36M
0.61%
Sole
2.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABBVIE INCSOLE | COM | 292.98K | SH | $63.72M 28.52% | 292.98K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 229.63K | SH | $23.58M 10.55% | 229.63K | 0.00 | 0.00 |
FS KKR CAP CORPSOLE | COM | 2.26M | SH | $23.06M 10.32% | 2.26M | 0.00 | 0.00 |
MIDCAP FINANCIAL INVSTMNT COSOLE | COM NEW | 613.92K | SH | $6.90M 3.09% | 613.92K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 40.26K | SH | $5.57M 2.49% | 40.26K | 0.00 | 0.00 |
APOLLO COML REAL ESTATE FINSOLE | COM | 437.23K | SH | $4.62M 2.07% | 437.23K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 37.80K | SH | $4.54M 2.03% | 37.80K | 0.00 | 0.00 |
ARES COML REAL ESTATE CORPSOLE | COM | 905.60K | SH | $4.35M 1.95% | 905.60K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.59K | SH | $3.70M 1.66% | 14.59K | 0.00 | 0.00 |
NUVEEN AMT FREE QLTY MUN INCSOLE | COM | 302K | SH | $3.39M 1.52% | 302K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.78K | SH | $3.14M 1.40% | 9.78K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 29.51K | SH | $2.97M 1.33% | 29.51K | 0.00 | 0.00 |
BLACKROCK MUNIYILD QULT FD ISOLE | COM | 270K | SH | $2.96M 1.33% | 270K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 14.17K | SH | $2.81M 1.26% | 14.17K | 0.00 | 0.00 |
GRANITE PT MTG TR INCSOLE | COM STK | 1.91M | SH | $2.76M 1.24% | 1.91M | 0.00 | 0.00 |
EATON VANCE MUN BD FDSOLE | COM | 254.15K | SH | $2.48M 1.11% | 254.15K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 42.85K | SH | $2.26M 1.01% | 42.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.05K | SH | $2.24M 1.00% | 6.05K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.58K | SH | $1.68M 0.75% | 2.58K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 120.20K | SH | $1.52M 0.68% | 120.20K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.71K | SH | $1.52M 0.68% | 8.71K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 27.29K | SH | $1.44M 0.64% | 27.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.92K | SH | $1.40M 0.63% | 2.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.67K | SH | $1.39M 0.62% | 6.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.27K | SH | $1.36M 0.61% | 2.27K | 0.00 | 0.00 |
Page 1 of 6
…