CURA WEALTH ADVISORS, LLC

CIK 0002056729 • 6 13F filings • May 15, 2025 – Aug 6, 2026

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Filer information

Filed by: CURA WEALTH ADVISORS, LLC, Chief Compliance Officer
Address: 180 NORTH STETSON AVE STE 3500, CHICAGO, IL, 60601
Phone: 312-320-0058
AUM: $263.8M

AUM over time

$234.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $263.8M141 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$28.6M	10.8%Prev: 11.6%	227,873 SH	Decreased+622 SH
ABBVIE INC	COM	$64.4M	24.4%Prev: 25.1%	281,826 SH	Decreased-2,156 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.8M	1.4%Prev: 1.4%	14,131 SH	Increased-526 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.6%Prev: 0.4%	5,199 SH	Increased+909 SH
ALPHABET INC	CAP STK CL C	$562K	0.2%Prev: 0.1%	1,790 SH	Increased+318 SH
ALPS ETF TR	ALERIAN MLP	$2.0M	0.8%Prev: 0.5%	42,825 SH	Increased+13,345 SH
AMAZON COM INC	COM	$2.9M	1.1%Prev: 0.7%	12,698 SH	Increased+4,792 SH
AMPHENOL CORP NEW	CL A	$446K	0.2%Prev: 0.1%	3,300 SH	Increased+1,449 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$241K	0.1%Prev: 0.1%	3,000 SH	Increased+600 SH
APOLLO COML REAL EST FIN INC	COM	$8.0M	3.0%Prev: 3.2%	823,233 SH	Decreased-8,450 SH
APPLE INC	COM	$5.1M	1.9%Prev: 1.5%	18,664 SH	Increased+2,907 SH
ARBUTUS BIOPHARMA CORP	COM	$72K	0.0%Prev: 0.0%	15,000 SH	Increased
ARES COML REAL ESTATE CORP	COM	$4.3M	1.6%Prev: 1.9%	907,074 SH	Decreased-167,431 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$321K	0.1%	1,989 SH	New
ARISTA NETWORKS INC	COM SHS	$233K	0.1%Prev: 0.1%	1,777 SH	Decreased-260 SH
ASTRAZENECA PLC	SPONSORED ADR	$216K	0.1%	2,352 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.6%Prev: 0.5%	3,042 SH	Increased+284 SH
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$270K	0.1%	4,595 SH	New
BLACKROCK MUNIYILD QULT FD I	COM	$3.1M	1.2%Prev: 1.6%	271,000 SH	Decreased-91,000 SH
BLACKSTONE INC	COM	$384K	0.1%Prev: 0.1%	2,492 SH	Increased+344 SH
BLACKSTONE MTG TR INC	COM CL A	$3.6M	1.4%Prev: 1.3%	187,510 SH	Increased+3,650 SH
BP PLC	SPONSORED ADR	$959K	0.4%Prev: 0.4%	27,613 SH	Increased+53 SH
BROADCOM INC	COM	$736K	0.3%Prev: 0.1%	2,125 SH	Increased+1,228 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$513K	0.2%Prev: 0.2%	13,385 SH	Increased-10 SH
CARDINAL HEALTH INC	COM	$227K	0.1%	1,105 SH	New
CARLYLE CREDIT INCOME FUND	SHS BEN INT	$168K	0.1%Prev: 0.1%	35,721 SH	Decreased
CARNIVAL CORP	UNIT 99/99/9999	$220K	0.1%Prev: 0.1%	7,208 SH	Decreased-724 SH
CHEVRON CORP NEW	COM	$253K	0.1%Prev: 0.1%	1,658 SH	Decreased-45 SH
CHUBB LIMITED	COM	$233K	0.1%	748 SH	New
COCA COLA CO	COM	$227K	0.1%	3,241 SH	New
COINBASE GLOBAL INC	COM CL A	$613K	0.2%Prev: 0.4%	2,709 SH	Decreased-291 SH
CONSTELLATION ENERGY CORP	COM	$593K	0.2%Prev: 0.1%	1,678 SH	Increased+525 SH
CRESCENT ENERGY COMPANY	CL A COM	$91K	0.0%Prev: 0.0%	10,849 SH	Increased+849 SH
DESIGNER BRANDS INC	CL A	$106K	0.0%Prev: 0.0%	14,252 SH	Increased
DOUBLELINE INCOME SOLUTIONS	COM	$193K	0.1%Prev: 0.1%	17,165 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$1.0M	0.4%	8,545 SH	New
EATON VANCE LIMITED DURATION	COM	$435K	0.2%Prev: 0.2%	43,903 SH	Decreased-14,525 SH
EATON VANCE MUN BD FD	COM	$2.4M	0.9%Prev: 0.8%	244,149 SH	Increased+33,241 SH
ELI LILLY & CO	COM	$932K	0.4%Prev: 0.2%	867 SH	Increased+296 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$239K	0.1%Prev: 0.1%	14,507 SH	Increased+3,048 SH
EVERGY INC	COM	$320K	0.1%	4,421 SH	New
EXELON CORP	COM	$213K	0.1%	4,885 SH	New
EXXON MOBIL CORP	COM	$369K	0.1%Prev: 0.1%	3,068 SH	Increased+433 SH
FS KKR CAP CORP	COM	$34.7M	13.2%Prev: 14.2%	2,345,376 SH	Decreased-150,320 SH
GE AEROSPACE	COM NEW	$366K	0.1%Prev: 0.1%	1,190 SH	Increased+219 SH
GE VERNOVA INC	COM	$301K	0.1%Prev: 0.1%	460 SH	Increased+114 SH
GOLDMAN SACHS GROUP INC	COM	$241K	0.1%	274 SH	New
GOLUB CAP BDC INC	COM	$3.4M	1.3%Prev: 1.2%	247,700 SH	Increased+13,000 SH
GRANITE PT MTG TR INC	COM STK	$4.5M	1.7%Prev: 2.1%	1,894,666 SH	Decreased+97,665 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$216K	0.1%Prev: 0.2%	5,578 SH	Decreased-4,500 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$1.9M	0.7%Prev: 0.9%	27,390 SH	Decreased
GRAYSCALE ETHEREUM TRUST ETF	SHS	$775K	0.3%Prev: 0.4%	31,800 SH	Decreased
HIMS & HERS HEALTH INC	COM CL A	$211K	0.1%Prev: 0.1%	6,512 SH	Decreased+512 SH
HOME DEPOT INC	COM	$412K	0.2%Prev: 0.2%	1,197 SH	Increased+207 SH
HOWMET AEROSPACE INC	COM	$558K	0.2%Prev: 0.1%	2,724 SH	Increased+1,338 SH
IDEXX LABS INC	COM	$1.4M	0.5%Prev: 0.8%	2,088 SH	Decreased-993 SH
INTEL CORP	COM	$272K	0.1%Prev: 0.1%	7,384 SH	Decreased-1,047 SH
INTERNATIONAL BUSINESS MACHS	COM	$245K	0.1%	827 SH	New
INTUITIVE SURGICAL INC	COM NEW	$424K	0.2%	748 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$686K	0.3%Prev: 0.2%	3,580 SH	Increased+327 SH
INVESCO QQQ TR	UNIT SER 1	$918K	0.3%Prev: 0.3%	1,495 SH	Increased+76 SH
ISHARES TR	0-3 MNTH TREASRY	$2.9M	1.1%Prev: 1.1%	29,019 SH	Increased+790 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.7%Prev: 0.7%	2,579 SH	Increased+11 SH
ISHARES TR	GL CLEAN ENE ETF	$312K	0.1%Prev: 0.1%	19,000 SH	Decreased-1,500 SH
ISHARES TR	MSCI ACWI ETF	$296K	0.1%Prev: 0.1%	2,095 SH	Increased+5 SH
ISHARES TR	RUSSELL 2000 ETF	$227K	0.1%Prev: 0.1%	921 SH	Increased
JOHNSON & JOHNSON	COM	$616K	0.2%Prev: 0.2%	2,979 SH	Increased+263 SH
JPMORGAN CHASE & CO.	COM	$816K	0.3%Prev: 0.2%	2,531 SH	Increased+661 SH
JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$946K	0.4%	31,643 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$978K	0.4%Prev: 0.4%	78,993 SH	Increased+10 SH
KINDER MORGAN INC DEL	COM	$677K	0.3%Prev: 0.3%	24,622 SH	Decreased-792 SH
KKR REAL ESTATE FIN TR INC	COM	$828K	0.3%Prev: 0.3%	100,672 SH	Decreased+1,976 SH
LINDE PLC	SHS	$253K	0.1%Prev: 0.1%	594 SH	Increased+91 SH
MARKEL GROUP INC	COM	$215K	0.1%	100 SH	New
MASTERCARD INCORPORATED	CL A	$307K	0.1%Prev: 0.1%	537 SH	Increased+137 SH
MCDONALDS CORP	COM	$310K	0.1%Prev: 0.1%	1,015 SH	Increased+194 SH
MEDTRONIC PLC	SHS	$263K	0.1%Prev: 0.1%	2,736 SH	Increased+47 SH
MERCADOLIBRE INC	COM	$301K	0.1%	149 SH	New
MERCK & CO INC	COM	$337K	0.1%Prev: 0.1%	3,197 SH	Increased+491 SH
META PLATFORMS INC	CL A	$1.4M	0.5%Prev: 0.4%	2,057 SH	Increased+733 SH
MICROSOFT CORP	COM	$3.3M	1.3%Prev: 1.2%	6,848 SH	Increased+625 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$7.3M	2.8%Prev: 2.8%	641,918 SH	Decreased+24,000 SH
MONSTER BEVERAGE CORP NEW	COM	$207K	0.1%	2,701 SH	New
MORGAN STANLEY DIRECT LENDIN	COM SHS	$168K	0.1%	10,200 SH	New
NETFLIX INC	COM	$369K	0.1%Prev: 0.1%	3,937 SH	Increased+3,686 SH
NEUBERGER HIGH YIELD ST FD I	COM	$91K	0.0%	12,282 SH	New
NEUBERGER MUN FD INC	COM	$688K	0.3%	68,000 SH	New
NEXTERA ENERGY INC	COM	$202K	0.1%	2,519 SH	New
NIKE INC	CL B	$735K	0.3%Prev: 0.3%	11,532 SH	Decreased+500 SH
NORTHERN TR CORP	COM	$560K	0.2%Prev: 0.2%	4,099 SH	Increased
NOVARTIS AG	SPONSORED ADR	$257K	0.1%Prev: 0.1%	1,867 SH	Increased-121 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$3.6M	1.4%Prev: 1.3%	307,000 SH	Increased-1,000 SH
NUVEEN QUALITY MUNCP INCOME	COM	$1.3M	0.5%Prev: 0.5%	110,000 SH	Increased
NVIDIA CORPORATION	COM	$1.8M	0.7%Prev: 1.2%	9,472 SH	Decreased+2,345 SH
OKTA INC	CL A	$216K	0.1%Prev: 0.1%	2,500 SH	Decreased
ONEOK INC NEW	COM	$251K	0.1%	3,414 SH	New
ORACLE CORP	COM	$1.5M	0.5%Prev: 0.8%	7,440 SH	Decreased+50 SH
OXFORD LANE CAP CORP	COM	$267K	0.1%Prev: 0.1%	18,247 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$1.8M	0.7%Prev: 0.8%	10,187 SH	Decreased-1,715 SH
PALO ALTO NETWORKS INC	COM	$613K	0.2%Prev: 0.2%	3,326 SH	Increased+496 SH
PARKER-HANNIFIN CORP	COM	$220K	0.1%	250 SH	New
PFIZER INC	COM	$496K	0.2%Prev: 0.2%	19,920 SH	Decreased+127 SH
PIMCO DYNAMIC INCOME FD	SHS	$546K	0.2%Prev: 0.2%	30,819 SH	Decreased+235 SH
QUALCOMM INC	COM	$202K	0.1%	1,182 SH	New
QUANTA SVCS INC	COM	$211K	0.1%	500 SH	New
ROUNDHILL ETF TRUST	INNOVATION 100 O	$351K	0.1%Prev: 0.2%	11,387 SH	Decreased
ROUNDHILL ETF TRUST	S&P 500 ODTE COV	$342K	0.1%Prev: 0.1%	8,622 SH	Decreased
RTX CORPORATION	COM	$291K	0.1%	1,587 SH	New
RUBRIK INC.	CL A	$253K	0.1%Prev: 0.1%	3,302 SH	Decreased+102 SH
S&P GLOBAL INC	COM	$408K	0.2%	781 SH	New
SALESFORCE INC	COM	$415K	0.2%Prev: 0.1%	1,567 SH	Increased+334 SH
SAP SE	SPON ADR	$255K	0.1%Prev: 0.1%	1,050 SH	Decreased-17 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$456K	0.2%Prev: 0.2%	16,634 SH	Increased+53 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.0M	0.4%Prev: 0.4%	38,754 SH	Increased
SHELL PLC	SPON ADS	$783K	0.3%Prev: 0.3%	10,653 SH	Increased-12 SH
SLB LIMITED	COM STK	$236K	0.1%	6,139 SH	New
SPDR GOLD TR	GOLD SHS	$319K	0.1%Prev: 0.1%	806 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$973K	0.4%Prev: 0.4%	1,426 SH	Increased+13 SH
SUNCOR ENERGY INC NEW	COM	$284K	0.1%Prev: 0.1%	6,406 SH	Increased-79 SH
TESLA INC	COM	$235K	0.1%Prev: 0.1%	522 SH	Increased+38 SH
TEXAS INSTRS INC	COM	$263K	0.1%Prev: 0.1%	1,515 SH	Increased+349 SH
TRANSDIGM GROUP INC	COM	$547K	0.2%Prev: 0.1%	411 SH	Increased+178 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.1M	0.4%Prev: 0.4%	13,214 SH	Increased
VANECK ETF TRUST	JUNIOR GOLD MINE	$4.6M	1.8%Prev: 1.6%	40,673 SH	Increased-2,083 SH
VANGUARD INDEX FDS	GROWTH ETF	$680K	0.3%Prev: 0.2%	1,393 SH	Increased+100 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.5%Prev: 0.5%	2,237 SH	Increased+136 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	1.0%Prev: 0.9%	7,560 SH	Increased+541 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$753K	0.3%Prev: 0.3%	14,016 SH	Decreased+60 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$341K	0.1%Prev: 0.1%	4,081 SH	Increased+2 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.7M	2.1%Prev: 1.9%	40,078 SH	Increased+3,988 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$718K	0.3%Prev: 0.2%	5,894 SH	Increased+560 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$422K	0.2%Prev: 0.2%	1,922 SH	Increased+82 SH
VANGUARD STAR FDS	VG TL INTL STK F	$593K	0.2%Prev: 0.2%	7,854 SH	Increased+559 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$343K	0.1%Prev: 0.1%	5,494 SH	Increased+361 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$273K	0.1%Prev: 0.1%	1,900 SH	Increased
VANGUARD WHITEHALL FDS	INTL DVD ETF	$291K	0.1%Prev: 0.1%	3,185 SH	Increased+5 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$317K	0.1%Prev: 0.1%	3,525 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$443K	0.2%Prev: 0.2%	588 SH	Increased
VERTEX PHARMACEUTICALS INC	COM	$344K	0.1%Prev: 0.1%	760 SH	Increased+26 SH
VISA INC	COM CL A	$395K	0.1%Prev: 0.1%	1,126 SH	Increased+89 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$317K	0.1%Prev: 0.1%	5,982 SH	Increased

Sold (vs prior filing)

AGNC INVT CORP — $196K
AT&T INC — $254K
BARRICK MNG CORP — $213K
BLACKROCK INC — $204K
BLACKROCK LTD DURATION INCOM — $241K
BOEING CO — $207K
NEUBERGER BERMAN HIGH YIELD — $92K
NEUBERGER BERMAN MUN FD INC — $702K
PROCTER AND GAMBLE CO — $263K
SCHLUMBERGER LTD — $211K
SCHWAB STRATEGIC TR — $218K
VERTIV HOLDINGS CO — $251K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0002056729-26-000001	$263.8M	View
Nov 14, 2025	Q3 2025	13F-HR	0002056729-25-000005	$261.7M	View
Aug 6, 2026	Q2 2026