CURA WEALTH ADVISORS, LLC
CIK 2056729 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- ABBV31.14%
- FSK9.56%
- ABT8.83%
- VT2.72%
- MFIC2.21%
- AAPL1.84%
- ACRE1.73%
- GDXJ1.64%
- VTI1.63%
- NEA1.51%
Share classes counted separately62.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ABBVWeight increased · +2.62 pp28.52% → 31.14%Shares -3.11K (-1.06%)
- ABTWeight decreased · -1.72 pp10.55% → 8.83%Shares -1.64K (-0.72%)
- MFICWeight decreased · -0.88 pp3.09% → 2.21%Shares -101.09K (-16.47%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ABBVABBVIE INC View history and evidence | $72.94M | 31.14% | 289.87K shares | 28.52% → 31.14%+2.62 pp -3.11K (-1.06%) | Reduced | ↗▾ |
| 02 | FSKFS KKR CAPITAL CORP View history and evidence | $22.39M | 9.56% | 2.13M shares | 10.32% → 9.56%-0.76 pp -132.47K (-5.85%) | Reduced | ↗▾ |
| 03 | ABTABBOTT LABORATORIES View history and evidence | $20.69M | 8.83% | 227.99K shares | 10.55% → 8.83%-1.72 pp -1.64K (-0.72%) | Reduced | ↗▾ |
| 04 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $6.38M | 2.72% | 40.64K shares | 2.49% → 2.72%+0.23 pp +377 (+0.94%) | Added | ↗▾ |
| 05 | MFICMIDCAP FINANCIAL INVESTMENTCOM NEW View history and evidence | $5.17M | 2.21% | 512.82K shares | 3.09% → 2.21%-0.88 pp -101.09K (-16.47%) | Reduced | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $4.32M | 1.84% | 14.94K shares | 1.66% → 1.84%+0.18 pp +342 (+2.34%) | Added | ↗▾ |
| 07 | ACREARES COMMERCIAL REAL ESTATE View history and evidence | $4.06M | 1.73% | 902.15K shares | 1.95% → 1.73%-0.22 pp -3.45K (-0.38%) | Reduced | ↗▾ |
| 08 | GDXJVANECK JUNIOR GOLD MINERSJUNIOR GOLD MINE View history and evidence | $3.84M | 1.64% | 39.10K shares | 2.03% → 1.64%-0.39 pp +1.30K (+3.44%) | Added | ↗▾ |
| 09 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $3.82M | 1.63% | 10.31K shares | 1.40% → 1.63%+0.23 pp +537 (+5.49%) | Added | ↗▾ |
| 10 | NEANUVEEN AMT-FR QLTY MUNI INC View history and evidence | $3.55M | 1.51% | 302.00K shares | 1.52% → 1.51%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 143658300 CARNIVAL CORP | Non-derivative | -8,438 | -$218.38K | SEC filing ↗ | SEC filing ↗ |
| MDT MEDTRONIC PLC | Non-derivative | -2,443 | -$211.69K | SEC filing ↗ | SEC filing ↗ |
| WMT WALMART INC | Non-derivative | -1,690 | -$210.06K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2056729 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Aug 6, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 234274584
}Research all 140 reported holdings.
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