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 51–100 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 25K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 3K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 8K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 4K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 3K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 411 | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 31K | $500K+ | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 13K | $500K+ | SH |
| PFE | PFIZER INC | 20K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 588 | $100K–$500K | SH |
| EVV | EATON VANCE LIMITED DURATION | 44K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 748 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 781 | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| QDTE | ROUNDHILL ETF TRUST | 11K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 760 | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 5K | $100K–$500K | SH |
| XDTE | ROUNDHILL ETF TRUST | 9K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 2K | $100K–$500K | SH |
| EVRG | EVERGY INC | 4K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 806 | $100K–$500K | SH |
| HEDJ | WISDOMTREE TR | 6K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 4K | $100K–$500K | SH |
| ICLN | ISHARES TR | 19K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 537 | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 149 | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 460 | $100K–$500K | SH |
| ACWI | ISHARES TR | 2K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 6K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |