Filed: 7/28/2026ACC: 0001754960-26-000639
📋 What this filing means
KURE ADVISORY, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $210.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$210.96M
Total AUM (reported)
3.93M
Total Shares
Allocation by class
US CORE EQT MKT$32.59M15.4%
INTL CORE EQT MK$31.66M15.0%
DEFINED WLT SHLD$25.40M12.0%
SHORT TERM TREAS$16.21M7.7%
CORE S&P SCP ETF$13.54M6.4%
GROWTH ETF$12.40M5.9%
COM$11.65M5.5%
Portfolio Concentration
Top 3$89.65M42.5%
4–10$77.54M36.8%
11–25$32.60M15.5%
Rest$11.18M5.3%
Top 3 weight
42.5%
Top 10 weight
79.2%
Voting Authority Distribution
Total shares with voting rights: 3.93M
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
3.93M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
DIMENSIONAL ETF TRUST
SOLEShares630.48K
TypeSH
Market value$32.59M
15.45%
Sole
0.00
Shared
0.00
None
630.48K
DIMENSIONAL ETF TRUST
SOLEShares767.41K
TypeSH
Market value$31.66M
15.01%
Sole
0.00
Shared
0.00
None
767.41K
INNOVATOR ETFS TRUST
SOLEShares741.32K
TypeSH
Market value$25.40M
12.04%
Sole
0.00
Shared
0.00
None
741.32K
VANGUARD SCOTTSDALE FDS
SOLEShares278.53K
TypeSH
Market value$16.21M
7.68%
Sole
0.00
Shared
0.00
None
278.53K
ISHARES TR
SOLEShares91.33K
TypeSH
Market value$13.54M
6.42%
Sole
0.00
Shared
0.00
None
91.33K
VANGUARD INDEX FDS
SOLEShares144K
TypeSH
Market value$12.40M
5.88%
Sole
0.00
Shared
0.00
None
144K
DIMENSIONAL ETF TRUST
SOLEShares280.41K
TypeSH
Market value$11.28M
5.34%
Sole
0.00
Shared
0.00
None
280.41K
SCHWAB STRATEGIC TR
SOLEShares342.99K
TypeSH
Market value$10.88M
5.16%
Sole
0.00
Shared
0.00
None
342.99K
ISHARES GOLD TR
SOLEShares87.75K
TypeSH
Market value$6.63M
3.14%
Sole
0.00
Shared
0.00
None
87.75K
ISHARES TR
SOLEShares64.63K
TypeSH
Market value$6.60M
3.13%
Sole
0.00
Shared
0.00
None
64.63K
VANGUARD SCOTTSDALE FDS
SOLEShares70.99K
TypeSH
Market value$5.61M
2.66%
Sole
0.00
Shared
0.00
None
70.99K
ISHARES U S ETF TR
SOLEShares98.62K
TypeSH
Market value$5.00M
2.37%
Sole
0.00
Shared
0.00
None
98.62K
ISHARES TR
SOLEShares48.83K
TypeSH
Market value$4.62M
2.19%
Sole
0.00
Shared
0.00
None
48.83K
DIMENSIONAL ETF TRUST
SOLEShares85.91K
TypeSH
Market value$3.81M
1.81%
Sole
0.00
Shared
0.00
None
85.91K
VANGUARD INDEX FDS
SOLEShares39.19K
TypeSH
Market value$3.78M
1.79%
Sole
0.00
Shared
0.00
None
39.19K
VANGUARD INDEX FDS
SOLEShares5.57K
TypeSH
Market value$2.04M
0.97%
Sole
0.00
Shared
0.00
None
5.57K
APPLE INC
SOLEShares6.59K
TypeSH
Market value$1.91M
0.90%
Sole
0.00
Shared
0.00
None
6.59K
NVIDIA CORPORATION
SOLEShares6.01K
TypeSH
Market value$1.20M
0.57%
Sole
0.00
Shared
0.00
None
6.01K
MICROSOFT CORP
SOLEShares2.82K
TypeSH
Market value$1.05M
0.50%
Sole
0.00
Shared
0.00
None
2.82K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.63K
TypeSH
Market value$813.1K
0.39%
Sole
0.00
Shared
0.00
None
1.63K
SPDR INDEX SHS FDS
SOLEShares15.76K
TypeSH
Market value$641.0K
0.30%
Sole
0.00
Shared
0.00
None
15.76K
ALPHABET INC
SOLEShares1.54K
TypeSH
Market value$551.1K
0.26%
Sole
0.00
Shared
0.00
None
1.54K
AMAZON COM INC
SOLEShares2.20K
TypeSH
Market value$525.3K
0.25%
Sole
0.00
Shared
0.00
None
2.20K
EXXON MOBIL CORP
SOLEShares3.83K
TypeSH
Market value$522.9K
0.25%
Sole
0.00
Shared
0.00
None
3.83K
VANGUARD INDEX FDS
SOLEShares760.00
TypeSH
Market value$522.1K
0.25%
Sole
0.00
Shared
0.00
None
760.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 630.48K | SH | $32.59M 15.45% | 0.00 | 0.00 | 630.48K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 767.41K | SH | $31.66M 15.01% | 0.00 | 0.00 | 767.41K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 741.32K | SH | $25.40M 12.04% | 0.00 | 0.00 | 741.32K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 278.53K | SH | $16.21M 7.68% | 0.00 | 0.00 | 278.53K |
ISHARES TRSOLE | CORE S&P SCP ETF | 91.33K | SH | $13.54M 6.42% | 0.00 | 0.00 | 91.33K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 144K | SH | $12.40M 5.88% | 0.00 | 0.00 | 144K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 280.41K | SH | $11.28M 5.34% | 0.00 | 0.00 | 280.41K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 342.99K | SH | $10.88M 5.16% | 0.00 | 0.00 | 342.99K |
ISHARES GOLD TRSOLE | ISHARES NEW | 87.75K | SH | $6.63M 3.14% | 0.00 | 0.00 | 87.75K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 64.63K | SH | $6.60M 3.13% | 0.00 | 0.00 | 64.63K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 70.99K | SH | $5.61M 2.66% | 0.00 | 0.00 | 70.99K |
ISHARES U S ETF TRSOLE | SHOR DURA BD ETF | 98.62K | SH | $5.00M 2.37% | 0.00 | 0.00 | 98.62K |
ISHARES TRSOLE | RESIDENTIAL MULT | 48.83K | SH | $4.62M 2.19% | 0.00 | 0.00 | 48.83K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 85.91K | SH | $3.81M 1.81% | 0.00 | 0.00 | 85.91K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 39.19K | SH | $3.78M 1.79% | 0.00 | 0.00 | 39.19K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 5.57K | SH | $2.04M 0.97% | 0.00 | 0.00 | 5.57K |
APPLE INCSOLE | COM | 6.59K | SH | $1.91M 0.90% | 0.00 | 0.00 | 6.59K |
NVIDIA CORPORATIONSOLE | COM | 6.01K | SH | $1.20M 0.57% | 0.00 | 0.00 | 6.01K |
MICROSOFT CORPSOLE | COM | 2.82K | SH | $1.05M 0.50% | 0.00 | 0.00 | 2.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.63K | SH | $813.1K 0.39% | 0.00 | 0.00 | 1.63K |
SPDR INDEX SHS FDSSOLE | ST STR ACWI ETF | 15.76K | SH | $641.0K 0.30% | 0.00 | 0.00 | 15.76K |
ALPHABET INCSOLE | CAP STK CL A | 1.54K | SH | $551.1K 0.26% | 0.00 | 0.00 | 1.54K |
AMAZON COM INCSOLE | COM | 2.20K | SH | $525.3K 0.25% | 0.00 | 0.00 | 2.20K |
EXXON MOBIL CORPSOLE | COM | 3.83K | SH | $522.9K 0.25% | 0.00 | 0.00 | 3.83K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 760.00 | SH | $522.1K 0.25% | 0.00 | 0.00 | 760.00 |
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