CIK 2056729
CURA WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
141
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | ABBVIE INC | 282K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 2.3M | $1M+ | SH |
| ABT | ABBOTT LABS | 228K | $1M+ | SH |
| ARI | APOLLO COML REAL EST FIN INC | 823K | $1M+ | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 642K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 40K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| GDXJ | VANECK ETF TRUST | 41K | $1M+ | SH |
| GPMT | GRANITE PT MTG TR INC | 1.9M | $1M+ | SH |
| ACRE | ARES COML REAL ESTATE CORP | 907K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 14K | $1M+ | SH |
| BXMT | BLACKSTONE MTG TR INC | 188K | $1M+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 307K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 248K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 271K | $1M+ | SH |
| AMZN | AMAZON COM INC | 13K | $1M+ | SH |
| SGOV | ISHARES TR | 29K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| EIM | EATON VANCE MUN BD FD | 244K | $1M+ | SH |
| AMLP | ALPS ETF TR | 43K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 27K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 10K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 9K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 7K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 2K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 110K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 13K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 39K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 79K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| BP | BP PLC | 28K | $500K+ | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 32K | $500K+ | SH |
| LLY | ELI LILLY & CO | 867 | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| KREF | KKR REAL ESTATE FIN TR INC | 101K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| SHEL | SHELL PLC | 11K | $500K+ | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 32K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 14K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| NKE | NIKE INC | 12K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| NBH | NEUBERGER MUN FD INC | 68K | $500K+ | SH |