CURA WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, CURA WEALTH ADVISORS, LLC held in its portfolio 141 assets valued at $263,811,281 (i.e. $263.81M).
The most valuable assets in the portfolio included: ABBVIE INC ($64.39M), FS KKR CAP CORP ($34.74M), and ABBOTT LABS ($28.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 141 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CURA WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ABBVIE INC | 281826 | 64394331 | COM |
| FS KKR CAP CORP | 2345376 | 34735017 | COM |
| ABBOTT LABS | 227873 | 28550205 | COM |
| APOLLO COML REAL EST FIN INC | 823233 | 7968895 | COM |
| MIDCAP FINANCIAL INVSTMNT CO | 641918 | 7343542 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 40078 | 5653465 | TT WRLD ST ETF |
| APPLE INC | 18664 | 5074069 | COM |
| VANECK ETF TRUST | 40673 | 4627830 | JUNIOR GOLD MINE |
| GRANITE PT MTG TR INC | 1894666 | 4547199 | COM STK |
| ARES COML REAL ESTATE CORP | 907074 | 4335814 | COM |
| ACCENTURE PLC IRELAND | 14131 | 3791347 | SHS CLASS A |
| BLACKSTONE MTG TR INC | 187510 | 3587066 | COM CL A |
| NUVEEN AMT FREE QLTY MUN INC | 307000 | 3570410 | COM |
| GOLUB CAP BDC INC | 247700 | 3361289 | COM |
| MICROSOFT CORP | 6848 | 3312030 | COM |
| BLACKROCK MUNIYILD QULT FD I | 271000 | 3062300 | COM |
| AMAZON COM INC | 12698 | 2931044 | COM |
| ISHARES TR | 29019 | 2912927 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 7560 | 2534592 | TOTAL STK MKT |
| EATON VANCE MUN BD FD | 244149 | 2375570 | COM |
| ALPS ETF TR | 42825 | 2013632 | ALERIAN MLP |
| GRAYSCALE BITCOIN TRUST ETF | 27390 | 1872380 | SHS REP COM UT |
| PALANTIR TECHNOLOGIES INC | 10187 | 1810788 | CL A |
| ISHARES TR | 2579 | 1766586 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 9472 | 1766531 | COM |
| ALPHABET INC | 5199 | 1627155 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 3042 | 1529057 | CL B NEW |
| ORACLE CORP | 7440 | 1450193 | COM |
| IDEXX LABS INC | 2088 | 1412522 | COM |
| VANGUARD INDEX FDS | 2237 | 1402770 | S&P 500 ETF SHS |
| META PLATFORMS INC | 2057 | 1357502 | CL A |
| NUVEEN QUALITY MUNCP INCOME | 110000 | 1322200 | COM |
| VANECK ETF TRUST | 13214 | 1133365 | GOLD MINERS ETF |
| SCHWAB STRATEGIC TR | 38754 | 1042870 | US LRG CAP ETF |
| DUKE ENERGY CORP NEW | 8545 | 1001559 | COM NEW |
| KAYNE ANDERSON ENERGY INFRST | 78993 | 977935 | COM |
| SPDR S&P 500 ETF TR | 1426 | 972717 | TR UNIT |
| BP PLC | 27613 | 958999 | SPONSORED ADR |
| JPMORGAN CHASE FINL CO LLC | 31643 | 946442 | CAL LKD 44 |
| ELI LILLY & CO | 867 | 932072 | COM |
| INVESCO QQQ TR | 1495 | 918313 | UNIT SER 1 |
| KKR REAL ESTATE FIN TR INC | 100672 | 827524 | COM |
| JPMORGAN CHASE & CO. | 2531 | 815501 | COM |
| SHELL PLC | 10653 | 782782 | SPON ADS |
| GRAYSCALE ETHEREUM TRUST ETF | 31800 | 774966 | SHS |
| VANGUARD INTL EQUITY INDEX F | 14016 | 753482 | FTSE EMR MKT ETF |
| BROADCOM INC | 2125 | 735557 | COM |
| NIKE INC | 11532 | 734704 | CL B |
| VANGUARD SCOTTSDALE FDS | 5894 | 717611 | VNG RUS1000GRW |
| NEUBERGER MUN FD INC | 68000 | 688160 | COM |
| INVESCO EXCHANGE TRADED FD T | 3580 | 685807 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 1393 | 679603 | GROWTH ETF |
| KINDER MORGAN INC DEL | 24622 | 676859 | COM |
| JOHNSON & JOHNSON | 2979 | 616408 | COM |
| COINBASE GLOBAL INC | 2709 | 612613 | COM CL A |
| PALO ALTO NETWORKS INC | 3326 | 612588 | COM |
| CONSTELLATION ENERGY CORP | 1678 | 592711 | COM |
| VANGUARD STAR FDS | 7854 | 592513 | VG TL INTL STK F |
| ALPHABET INC | 1790 | 561838 | CAP STK CL C |
| NORTHERN TR CORP | 4099 | 559882 | COM |
| HOWMET AEROSPACE INC | 2724 | 558474 | COM |
| TRANSDIGM GROUP INC | 411 | 546568 | COM |
| PIMCO DYNAMIC INCOME FD | 30819 | 545796 | SHS |
| BROOKFIELD RENEWABLE CORP | 13385 | 513181 | CL A EX SUB VTG |
| PFIZER INC | 19920 | 496014 | COM |
| SCHWAB STRATEGIC TR | 16634 | 456266 | US DIVIDEND EQ |
| AMPHENOL CORP NEW | 3300 | 445989 | CL A |
| VANGUARD WORLD FD | 588 | 443223 | INF TECH ETF |
| EATON VANCE LIMITED DURATION | 43903 | 435074 | COM |
| INTUITIVE SURGICAL INC | 748 | 423719 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 1922 | 422366 | DIV APP ETF |
| SALESFORCE INC | 1567 | 415119 | COM |
| HOME DEPOT INC | 1197 | 411812 | COM |
| S&P GLOBAL INC | 781 | 408252 | COM |
| VISA INC | 1126 | 394803 | COM CL A |
| BLACKSTONE INC | 2492 | 384043 | COM |
| EXXON MOBIL CORP | 3068 | 369206 | COM |
| NETFLIX INC | 3937 | 369119 | COM |
| GE AEROSPACE | 1190 | 366468 | COM NEW |
| ROUNDHILL ETF TRUST | 11387 | 351175 | INNOVATION 100 O |
| VERTEX PHARMACEUTICALS INC | 760 | 344443 | COM |
| VANGUARD TAX-MANAGED FDS | 5494 | 343186 | VAN FTSE DEV MKT |
| ROUNDHILL ETF TRUST | 8622 | 342035 | S&P 500 ODTE COV |
| VANGUARD INTL EQUITY INDEX F | 4081 | 341243 | FTSE EUROPE ETF |
| MERCK & CO INC | 3197 | 336561 | COM |
| ARES MANAGEMENT CORPORATION | 1989 | 321483 | CL A COM STK |
| EVERGY INC | 4421 | 320478 | COM |
| SPDR GOLD TR | 806 | 319426 | GOLD SHS |
| WISDOMTREE TR | 5982 | 317405 | EUROPE HEDGED EQ |
| VANGUARD WHITEHALL FDS | 3525 | 317250 | INTL HIGH ETF |
| ISHARES TR | 19000 | 312170 | GL CLEAN ENE ETF |
| MCDONALDS CORP | 1015 | 310200 | COM |
| MASTERCARD INCORPORATED | 537 | 306650 | CL A |
| MERCADOLIBRE INC | 149 | 300743 | COM |
| GE VERNOVA INC | 460 | 300573 | COM |
| ISHARES TR | 2095 | 296477 | MSCI ACWI ETF |
| VANGUARD WHITEHALL FDS | 3185 | 291279 | INTL DVD ETF |
| RTX CORPORATION | 1587 | 291088 | COM |
| SUNCOR ENERGY INC NEW | 6406 | 284170 | COM |
| VANGUARD WHITEHALL FDS | 1900 | 272688 | HIGH DIV YLD |
| INTEL CORP | 7384 | 272470 | COM |
| BITWISE 10 CRYPTO INDEX ETF | 4595 | 270002 | UNIT BENEFICIAL |
| OXFORD LANE CAP CORP | 18247 | 267136 | COM |
| TEXAS INSTRS INC | 1515 | 262842 | COM |
| MEDTRONIC PLC | 2736 | 262820 | SHS |
| NOVARTIS AG | 1867 | 257403 | SPONSORED ADR |
| SAP SE | 1050 | 255056 | SPON ADR |
| LINDE PLC | 594 | 253350 | SHS |
| CHEVRON CORP NEW | 1658 | 252696 | COM |
| RUBRIK INC. | 3302 | 252537 | CL A |
| ONEOK INC NEW | 3414 | 250929 | COM |
| INTERNATIONAL BUSINESS MACHS | 827 | 244887 | COM |
| AMPLIFY ETF TR | 3000 | 241110 | AMPLIFY CYBERSEC |
| GOLDMAN SACHS GROUP INC | 274 | 240562 | COM |
| ENERGY TRANSFER L P | 14507 | 239221 | COM UT LTD PTN |
| SLB LIMITED | 6139 | 235615 | COM STK |
| TESLA INC | 522 | 234790 | COM |
| CHUBB LIMITED | 748 | 233421 | COM |
| ARISTA NETWORKS INC | 1777 | 232840 | COM SHS |
| CARDINAL HEALTH INC | 1105 | 227078 | COM |
| ISHARES TR | 921 | 226713 | RUSSELL 2000 ETF |
| COCA COLA CO | 3241 | 226562 | COM |
| CARNIVAL CORP | 7208 | 220132 | UNIT 99/99/9999 |
| PARKER-HANNIFIN CORP | 250 | 219740 | COM |
| ASTRAZENECA PLC | 2352 | 216187 | SPONSORED ADR |
| OKTA INC | 2500 | 216175 | CL A |
| GRAYSCALE BITCOIN MINI TR ET | 5578 | 216036 | SHS NEW |
| MARKEL GROUP INC | 100 | 214965 | COM |
| EXELON CORP | 4885 | 212937 | COM |
| HIMS & HERS HEALTH INC | 6512 | 211435 | COM CL A |
| QUANTA SVCS INC | 500 | 210848 | COM |
| MONSTER BEVERAGE CORP NEW | 2701 | 207075 | COM |
| NEXTERA ENERGY INC | 2519 | 202192 | COM |
| QUALCOMM INC | 1182 | 202145 | COM |
| DOUBLELINE INCOME SOLUTIONS | 17165 | 193450 | COM |
| MORGAN STANLEY DIRECT LENDIN | 10200 | 168096 | COM SHS |
| CARLYLE CREDIT INCOME FUND | 35721 | 167531 | SHS BEN INT |
| DESIGNER BRANDS INC | 14252 | 105892 | CL A |
| NEUBERGER HIGH YIELD ST FD I | 12282 | 91378 | COM |
| CRESCENT ENERGY COMPANY | 10849 | 91023 | CL A COM |
| ARBUTUS BIOPHARMA CORP | 15000 | 72150 | COM |
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