Filed: 4/17/2026ACC: 0001754960-26-000266
📋 What this filing means
KURE ADVISORY, LLC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $183.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$183.63M
Total AUM (reported)
3.60M
Total Shares
Allocation by class
INTL CORE EQT MK$28.24M15.4%
US CORE EQT MKT$26.53M14.4%
DEFINED WLT SHLD$23.80M13.0%
SHORT TERM TREAS$15.24M8.3%
CORE S&P SCP ETF$10.56M5.8%
COM$9.88M5.4%
US DIVIDEND EQ$9.57M5.2%
Portfolio Concentration
Top 3$78.57M42.8%
4–10$67.23M36.6%
11–25$28.84M15.7%
Rest$9.00M4.9%
Top 3 weight
42.8%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 3.60M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings56
Rows:
DIMENSIONAL ETF TRUST
SOLEShares724.81K
TypeSH
Market value$28.24M
15.38%
Sole
0.00
Shared
0.00
None
724.81K
DIMENSIONAL ETF TRUST
SOLEShares588.01K
TypeSH
Market value$26.53M
14.45%
Sole
0.00
Shared
0.00
None
588.01K
INNOVATOR ETFS TRUST
SOLEShares711.05K
TypeSH
Market value$23.80M
12.96%
Sole
0.00
Shared
0.00
None
711.05K
VANGUARD SCOTTSDALE FDS
SOLEShares260.32K
TypeSH
Market value$15.24M
8.30%
Sole
0.00
Shared
0.00
None
260.32K
ISHARES TR
SOLEShares84.96K
TypeSH
Market value$10.56M
5.75%
Sole
0.00
Shared
0.00
None
84.96K
SCHWAB STRATEGIC TR
SOLEShares311.88K
TypeSH
Market value$9.57M
5.21%
Sole
0.00
Shared
0.00
None
311.88K
DIMENSIONAL ETF TRUST
SOLEShares266.67K
TypeSH
Market value$9.03M
4.92%
Sole
0.00
Shared
0.00
None
266.67K
VANGUARD INDEX FDS
SOLEShares19.93K
TypeSH
Market value$8.70M
4.74%
Sole
0.00
Shared
0.00
None
19.93K
ISHARES GOLD TR
SOLEShares88.19K
TypeSH
Market value$7.77M
4.23%
Sole
0.00
Shared
0.00
None
88.19K
ISHARES TR
SOLEShares61.38K
TypeSH
Market value$6.35M
3.46%
Sole
0.00
Shared
0.00
None
61.38K
VANGUARD SCOTTSDALE FDS
SOLEShares67.59K
TypeSH
Market value$5.36M
2.92%
Sole
0.00
Shared
0.00
None
67.59K
ISHARES U S ETF TR
SOLEShares89.64K
TypeSH
Market value$4.56M
2.48%
Sole
0.00
Shared
0.00
None
89.64K
ISHARES TR
SOLEShares45.63K
TypeSH
Market value$3.80M
2.07%
Sole
0.00
Shared
0.00
None
45.63K
DIMENSIONAL ETF TRUST
SOLEShares85.50K
TypeSH
Market value$3.32M
1.81%
Sole
0.00
Shared
0.00
None
85.50K
VANGUARD INDEX FDS
SOLEShares36.94K
TypeSH
Market value$3.28M
1.78%
Sole
0.00
Shared
0.00
None
36.94K
APPLE INC
SOLEShares6.76K
TypeSH
Market value$1.72M
0.93%
Sole
0.00
Shared
0.00
None
6.76K
VANGUARD INDEX FDS
SOLEShares4.14K
TypeSH
Market value$1.25M
0.68%
Sole
0.00
Shared
0.00
None
4.14K
NVIDIA CORPORATION
SOLEShares6.21K
TypeSH
Market value$1.08M
0.59%
Sole
0.00
Shared
0.00
None
6.21K
MICROSOFT CORP
SOLEShares2.59K
TypeSH
Market value$959.2K
0.52%
Sole
0.00
Shared
0.00
None
2.59K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.72K
TypeSH
Market value$824.2K
0.45%
Sole
0.00
Shared
0.00
None
1.72K
EXXON MOBIL CORP
SOLEShares3.80K
TypeSH
Market value$645.3K
0.35%
Sole
0.00
Shared
0.00
None
3.80K
SPDR INDEX SHS FDS
SOLEShares15.76K
TypeSH
Market value$576.7K
0.31%
Sole
0.00
Shared
0.00
None
15.76K
PALANTIR TECHNOLOGIES INC
SOLEShares3.51K
TypeSH
Market value$513.1K
0.28%
Sole
0.00
Shared
0.00
None
3.51K
AMAZON COM INC
SOLEShares2.40K
TypeSH
Market value$500.5K
0.27%
Sole
0.00
Shared
0.00
None
2.40K
VANGUARD INDEX FDS
SOLEShares779.00
TypeSH
Market value$465.4K
0.25%
Sole
0.00
Shared
0.00
None
779.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 724.81K | SH | $28.24M 15.38% | 0.00 | 0.00 | 724.81K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 588.01K | SH | $26.53M 14.45% | 0.00 | 0.00 | 588.01K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 711.05K | SH | $23.80M 12.96% | 0.00 | 0.00 | 711.05K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 260.32K | SH | $15.24M 8.30% | 0.00 | 0.00 | 260.32K |
ISHARES TRSOLE | CORE S&P SCP ETF | 84.96K | SH | $10.56M 5.75% | 0.00 | 0.00 | 84.96K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 311.88K | SH | $9.57M 5.21% | 0.00 | 0.00 | 311.88K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 266.67K | SH | $9.03M 4.92% | 0.00 | 0.00 | 266.67K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 19.93K | SH | $8.70M 4.74% | 0.00 | 0.00 | 19.93K |
ISHARES GOLD TRSOLE | ISHARES NEW | 88.19K | SH | $7.77M 4.23% | 0.00 | 0.00 | 88.19K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 61.38K | SH | $6.35M 3.46% | 0.00 | 0.00 | 61.38K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 67.59K | SH | $5.36M 2.92% | 0.00 | 0.00 | 67.59K |
ISHARES U S ETF TRSOLE | SHORT DURATION B | 89.64K | SH | $4.56M 2.48% | 0.00 | 0.00 | 89.64K |
ISHARES TRSOLE | RESIDENTIAL MULT | 45.63K | SH | $3.80M 2.07% | 0.00 | 0.00 | 45.63K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 85.50K | SH | $3.32M 1.81% | 0.00 | 0.00 | 85.50K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 36.94K | SH | $3.28M 1.78% | 0.00 | 0.00 | 36.94K |
APPLE INCSOLE | COM | 6.76K | SH | $1.72M 0.93% | 0.00 | 0.00 | 6.76K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 4.14K | SH | $1.25M 0.68% | 0.00 | 0.00 | 4.14K |
NVIDIA CORPORATIONSOLE | COM | 6.21K | SH | $1.08M 0.59% | 0.00 | 0.00 | 6.21K |
MICROSOFT CORPSOLE | COM | 2.59K | SH | $959.2K 0.52% | 0.00 | 0.00 | 2.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.72K | SH | $824.2K 0.45% | 0.00 | 0.00 | 1.72K |
EXXON MOBIL CORPSOLE | COM | 3.80K | SH | $645.3K 0.35% | 0.00 | 0.00 | 3.80K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 15.76K | SH | $576.7K 0.31% | 0.00 | 0.00 | 15.76K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 3.51K | SH | $513.1K 0.28% | 0.00 | 0.00 | 3.51K |
AMAZON COM INCSOLE | COM | 2.40K | SH | $500.5K 0.27% | 0.00 | 0.00 | 2.40K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 779.00 | SH | $465.4K 0.25% | 0.00 | 0.00 | 779.00 |
Page 1 of 3