Filed: 8/6/2026ACC: 0002056729-26-000003
📋 What this filing means
CURA WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $234.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$234.27M
Total AUM (reported)
8.51M
Total Shares
Allocation by class
COM$166.01M70.9%
COM NEW$6.53M2.8%
TT WRLD ST ETF$6.38M2.7%
JUNIOR GOLD MINE$3.84M1.6%
TOTAL STK MKT$3.82M1.6%
CL A$3.24M1.4%
0-3 MTH TREASURY$3.12M1.3%
Portfolio Concentration
Top 3$116.02M49.5%
4–10$31.13M13.3%
11–25$33.08M14.1%
Rest$54.04M23.1%
Top 3 weight
49.5%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 8.51M
Sole
Full voting authority
8.51M
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)
Sole140
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings140
Rows:
ABBVIE INC
SOLEShares289.87K
TypeSH
Market value$72.94M
31.14%
Sole
289.87K
Shared
0.00
None
0.00
FS KKR CAP CORP
SOLEShares2.13M
TypeSH
Market value$22.39M
9.56%
Sole
2.13M
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares227.99K
TypeSH
Market value$20.69M
8.83%
Sole
227.99K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares40.64K
TypeSH
Market value$6.38M
2.72%
Sole
40.64K
Shared
0.00
None
0.00
MIDCAP FINANCIAL INVSTMNT CO
SOLEShares512.82K
TypeSH
Market value$5.17M
2.21%
Sole
512.82K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.94K
TypeSH
Market value$4.32M
1.84%
Sole
14.94K
Shared
0.00
None
0.00
ARES COML REAL ESTATE CORP
SOLEShares902.15K
TypeSH
Market value$4.06M
1.73%
Sole
902.15K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares39.10K
TypeSH
Market value$3.84M
1.64%
Sole
39.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.31K
TypeSH
Market value$3.82M
1.63%
Sole
10.31K
Shared
0.00
None
0.00
NUVEEN AMT FREE QLTY MUN INC
SOLEShares302K
TypeSH
Market value$3.55M
1.51%
Sole
302K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.04K
TypeSH
Market value$3.12M
1.33%
Sole
31.04K
Shared
0.00
None
0.00
BLACKROCK MUNIYILD QULT FD I
SOLEShares269K
TypeSH
Market value$3.12M
1.33%
Sole
269K
Shared
0.00
None
0.00
APOLLO COML REAL ESTATE FIN
SOLEShares275.83K
TypeSH
Market value$2.95M
1.26%
Sole
275.83K
Shared
0.00
None
0.00
GRANITE PT MTG TR INC
SOLEShares1.80M
TypeSH
Market value$2.70M
1.15%
Sole
1.80M
Shared
0.00
None
0.00
EATON VANCE MUN BD FD
SOLEShares254.15K
TypeSH
Market value$2.53M
1.08%
Sole
254.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.63K
TypeSH
Market value$2.47M
1.05%
Sole
6.63K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares44.03K
TypeSH
Market value$2.28M
0.97%
Sole
44.03K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.82K
TypeSH
Market value$1.96M
0.84%
Sole
9.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.58K
TypeSH
Market value$1.93M
0.82%
Sole
2.58K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares20.16K
TypeSH
Market value$1.72M
0.74%
Sole
20.16K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares13.84K
TypeSH
Market value$1.72M
0.74%
Sole
13.84K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.49K
TypeSH
Market value$1.71M
0.73%
Sole
2.49K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.14K
TypeSH
Market value$1.70M
0.73%
Sole
7.14K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.50K
TypeSH
Market value$1.61M
0.69%
Sole
4.50K
Shared
0.00
None
0.00
GOLUB CAP BDC INC
SOLEShares120.20K
TypeSH
Market value$1.55M
0.66%
Sole
120.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABBVIE INCSOLE | COM | 289.87K | SH | $72.94M 31.14% | 289.87K | 0.00 | 0.00 |
FS KKR CAP CORPSOLE | COM | 2.13M | SH | $22.39M 9.56% | 2.13M | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 227.99K | SH | $20.69M 8.83% | 227.99K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 40.64K | SH | $6.38M 2.72% | 40.64K | 0.00 | 0.00 |
MIDCAP FINANCIAL INVSTMNT COSOLE | COM NEW | 512.82K | SH | $5.17M 2.21% | 512.82K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.94K | SH | $4.32M 1.84% | 14.94K | 0.00 | 0.00 |
ARES COML REAL ESTATE CORPSOLE | COM | 902.15K | SH | $4.06M 1.73% | 902.15K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 39.10K | SH | $3.84M 1.64% | 39.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.31K | SH | $3.82M 1.63% | 10.31K | 0.00 | 0.00 |
NUVEEN AMT FREE QLTY MUN INCSOLE | COM | 302K | SH | $3.55M 1.51% | 302K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 31.04K | SH | $3.12M 1.33% | 31.04K | 0.00 | 0.00 |
BLACKROCK MUNIYILD QULT FD ISOLE | COM | 269K | SH | $3.12M 1.33% | 269K | 0.00 | 0.00 |
APOLLO COML REAL ESTATE FINSOLE | COM | 275.83K | SH | $2.95M 1.26% | 275.83K | 0.00 | 0.00 |
GRANITE PT MTG TR INCSOLE | COM STK | 1.80M | SH | $2.70M 1.15% | 1.80M | 0.00 | 0.00 |
EATON VANCE MUN BD FDSOLE | COM | 254.15K | SH | $2.53M 1.08% | 254.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.63K | SH | $2.47M 1.05% | 6.63K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 44.03K | SH | $2.28M 0.97% | 44.03K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.82K | SH | $1.96M 0.84% | 9.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.58K | SH | $1.93M 0.82% | 2.58K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 20.16K | SH | $1.72M 0.74% | 20.16K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 13.84K | SH | $1.72M 0.74% | 13.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.49K | SH | $1.71M 0.73% | 2.49K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.14K | SH | $1.70M 0.73% | 7.14K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.50K | SH | $1.61M 0.69% | 4.50K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 120.20K | SH | $1.55M 0.66% | 120.20K | 0.00 | 0.00 |
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