13F Insight
DOSSIER · 13F-HR · Q2 2026

CURA WEALTH ADVISORS, LLC

$234M in tracked AUM across 140 positions as of Q2 2026.

CW
CIK 0002056729 · last filed Jun 30, 2026
Total AUM
$234M
as of Q2 2026
Holdings
140
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: CURA WEALTH ADVISORS, LLC
Portfolio Overview

Cura Wealth Advisors, LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 83.4% from approximately $143.84 million to $263.81 million during the quarter ended December 31, 2025. This substantial increase indicates a combination of strong market performance on existing holdings and likely significant net capital inflows or a large con...

The portfolio consists of 141 holdings, suggesting a diversified approach that balances core large-cap positions with a long tail of smaller allocations. Despite the number of holdings, the portfolio exhibits a high concentration risk at the top. The top three positions alone—AbbVie, FS KKR, and Abbott Labs—account for 48.4% of the total portfolio value. This structure implies a "barbell" strategy: a highly concentrated core of high-conviction income and growth names, supplemented by a broad array of smaller positions and ETFs for diversification.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ABBV
ABBVIE INC
$73M290K31.1%02
FSK
FS KKR CAP CORP
$22M2.1M9.6%03
ABT
ABBOTT LABORATORIES
$21M228K8.8%04
VT
VANGUARD INTL EQUITY INDEX F
$6M41K2.7%05
MFIC
MIDCAP FINANCIAL INVSTMNT CO
$5M513K2.2%06
AAPL
APPLE INC
$4M15K1.8%07
ACRE
ARES COML REAL ESTATE CORP
$4M902K1.7%08
GDXJ
VANECK ETF TRUST
$4M39K1.6%09
VTI
VANGUARD INDEX FDS
$4M10K1.6%10
XNEAX
NUVEEN AMT FREE QLTY MUN INC
$4M302K1.5%

Filing history

2026Q2Jun 30
$234M▲ 4.8%
140 positionsView →2026Q1Mar 31
$223M▼ 15.3%
126 positionsView →2025Q4Dec 31
$264M▲ 0.8%
141 positionsView →2025Q3Sep 30
$262M▲ 4.6%
127 positionsView →2025Q2Jun 30
$250M▲ 1.2%
116 positionsLocked2025Q1Mar 31
$247M▲ 9.3%
105 positionsLocked2024Q4Dec 31
$226M—
96 positionsLocked