Filed: 10/8/2026ACC: 0001754960-26-000823
📋 What this filing means
KURE ADVISORY, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $216.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$216.46M
Total AUM (reported)
4.04M
Total Shares
Allocation by class
US CORE EQT MKT$33.38M15.4%
INTL CORE EQT MK$32.29M14.9%
DEFINED WLT SHLD$26.87M12.4%
SHORT TERM TREAS$16.84M7.8%
MRNGSTR GRWT ETF$13.20M6.1%
CORE S&P SCP ETF$12.50M5.8%
US DIVIDEND EQ$11.45M5.3%
Portfolio Concentration
Top 3$92.55M42.8%
4–10$79.20M36.6%
11–25$34.05M15.7%
Rest$10.67M4.9%
Top 3 weight
42.8%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 4.04M
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
4.04M
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
SOLEShares637.60K
TypeSH
Market value$33.38M
15.42%
Sole
0.00
Shared
0.00
None
637.60K
DIMENSIONAL ETF TRUST
SOLEShares779.41K
TypeSH
Market value$32.29M
14.92%
Sole
0.00
Shared
0.00
None
779.41K
INNOVATOR ETFS TRUST
SOLEShares768.85K
TypeSH
Market value$26.87M
12.41%
Sole
0.00
Shared
0.00
None
768.85K
VANGUARD SCOTTSDALE FDS
SOLEShares292.57K
TypeSH
Market value$16.84M
7.78%
Sole
0.00
Shared
0.00
None
292.57K
VANGUARD INDEX FDS
SOLEShares146.46K
TypeSH
Market value$13.20M
6.10%
Sole
0.00
Shared
0.00
None
146.46K
ISHARES TR
SOLEShares91.86K
TypeSH
Market value$12.50M
5.77%
Sole
0.00
Shared
0.00
None
91.86K
SCHWAB STRATEGIC TR
SOLEShares352.12K
TypeSH
Market value$11.45M
5.29%
Sole
0.00
Shared
0.00
None
352.12K
DIMENSIONAL ETF TRUST
SOLEShares274.05K
TypeSH
Market value$10.77M
4.98%
Sole
0.00
Shared
0.00
None
274.05K
ISHARES GOLD TR
SOLEShares96.08K
TypeSH
Market value$7.50M
3.47%
Sole
0.00
Shared
0.00
None
96.08K
ISHARES TR
SOLEShares69.56K
TypeSH
Market value$6.94M
3.20%
Sole
0.00
Shared
0.00
None
69.56K
VANGUARD SCOTTSDALE FDS
SOLEShares74.78K
TypeSH
Market value$5.78M
2.67%
Sole
0.00
Shared
0.00
None
74.78K
ISHARES U S ETF TR
SOLEShares101.83K
TypeSH
Market value$5.08M
2.35%
Sole
0.00
Shared
0.00
None
101.83K
ISHARES TR
SOLEShares50.20K
TypeSH
Market value$4.43M
2.05%
Sole
0.00
Shared
0.00
None
50.20K
DIMENSIONAL ETF TRUST
SOLEShares85.98K
TypeSH
Market value$3.82M
1.77%
Sole
0.00
Shared
0.00
None
85.98K
VANGUARD INDEX FDS
SOLEShares40.78K
TypeSH
Market value$3.65M
1.69%
Sole
0.00
Shared
0.00
None
40.78K
APPLE INC
SOLEShares6.63K
TypeSH
Market value$2.21M
1.02%
Sole
0.00
Shared
0.00
None
6.63K
VANGUARD INDEX FDS
SOLEShares5.74K
TypeSH
Market value$1.94M
0.90%
Sole
0.00
Shared
0.00
None
5.74K
MICROSOFT CORP
SOLEShares2.73K
TypeSH
Market value$1.40M
0.65%
Sole
0.00
Shared
0.00
None
2.73K
NVIDIA CORPORATION
SOLEShares6.04K
TypeSH
Market value$1.38M
0.64%
Sole
0.00
Shared
0.00
None
6.04K
EA SERIES TRUST
SOLEShares9.04K
TypeSH
Market value$1.07M
0.49%
Sole
0.00
Shared
0.00
None
9.04K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.63K
TypeSH
Market value$813.2K
0.38%
Sole
0.00
Shared
0.00
None
1.63K
PALANTIR TECHNOLOGIES INC
SOLEShares3.41K
TypeSH
Market value$638.6K
0.30%
Sole
0.00
Shared
0.00
None
3.41K
SPDR INDEX SHS FDS
SOLEShares15.76K
TypeSH
Market value$636.9K
0.29%
Sole
0.00
Shared
0.00
None
15.76K
EXXONMOBIL HOLDINGS CORP
SOLEShares3.87K
TypeSH
Market value$629.8K
0.29%
Sole
0.00
Shared
0.00
None
3.87K
AMAZON COM INC
SOLEShares2.26K
TypeSH
Market value$562.9K
0.26%
Sole
0.00
Shared
0.00
None
2.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 637.60K | SH | $33.38M 15.42% | 0.00 | 0.00 | 637.60K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 779.41K | SH | $32.29M 14.92% | 0.00 | 0.00 | 779.41K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 768.85K | SH | $26.87M 12.41% | 0.00 | 0.00 | 768.85K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 292.57K | SH | $16.84M 7.78% | 0.00 | 0.00 | 292.57K |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 146.46K | SH | $13.20M 6.10% | 0.00 | 0.00 | 146.46K |
ISHARES TRSOLE | CORE S&P SCP ETF | 91.86K | SH | $12.50M 5.77% | 0.00 | 0.00 | 91.86K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 352.12K | SH | $11.45M 5.29% | 0.00 | 0.00 | 352.12K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 274.05K | SH | $10.77M 4.98% | 0.00 | 0.00 | 274.05K |
ISHARES GOLD TRSOLE | ISHARES NEW | 96.08K | SH | $7.50M 3.47% | 0.00 | 0.00 | 96.08K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 69.56K | SH | $6.94M 3.20% | 0.00 | 0.00 | 69.56K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 74.78K | SH | $5.78M 2.67% | 0.00 | 0.00 | 74.78K |
ISHARES U S ETF TRSOLE | SHOR DURA BD ETF | 101.83K | SH | $5.08M 2.35% | 0.00 | 0.00 | 101.83K |
ISHARES TRSOLE | RESIDENTIAL MULT | 50.20K | SH | $4.43M 2.05% | 0.00 | 0.00 | 50.20K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 85.98K | SH | $3.82M 1.77% | 0.00 | 0.00 | 85.98K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 40.78K | SH | $3.65M 1.69% | 0.00 | 0.00 | 40.78K |
APPLE INCSOLE | COM | 6.63K | SH | $2.21M 1.02% | 0.00 | 0.00 | 6.63K |
VANGUARD INDEX FDSSOLE | MRNGSTR SM CP GR | 5.74K | SH | $1.94M 0.90% | 0.00 | 0.00 | 5.74K |
MICROSOFT CORPSOLE | COM | 2.73K | SH | $1.40M 0.65% | 0.00 | 0.00 | 2.73K |
NVIDIA CORPORATIONSOLE | COM | 6.04K | SH | $1.38M 0.64% | 0.00 | 0.00 | 6.04K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 9.04K | SH | $1.07M 0.49% | 0.00 | 0.00 | 9.04K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.63K | SH | $813.2K 0.38% | 0.00 | 0.00 | 1.63K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 3.41K | SH | $638.6K 0.30% | 0.00 | 0.00 | 3.41K |
SPDR INDEX SHS FDSSOLE | ST STR ACWI ETF | 15.76K | SH | $636.9K 0.29% | 0.00 | 0.00 | 15.76K |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 3.87K | SH | $629.8K 0.29% | 0.00 | 0.00 | 3.87K |
AMAZON COM INCSOLE | COM | 2.26K | SH | $562.9K 0.26% | 0.00 | 0.00 | 2.26K |
Page 1 of 3