CURA WEALTH ADVISORS, LLC

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

Import this data to Google Sheets with:

=jivedata("cura-wealth-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $250.1M116 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$31.7M	12.7%	233,185 SH	New
ABBVIE INC	COM	$58.0M	23.2%Prev: 28.5%	312,475 SH	Decreased+19,492 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.4M	1.7%Prev: 1.3%	14,587 SH	Increased+417 SH
AGNC INVT CORP	COM	$184K	0.1%	20,000 SH	New
ALPHABET INC	CAP STK CL A	$708K	0.3%Prev: 0.6%	4,019 SH	Decreased-428 SH
ALPHABET INC	CAP STK CL C	$239K	0.1%Prev: 0.2%	1,350 SH	Decreased-436 SH
ALPS ETF TR	ALERIAN MLP	$1.3M	0.5%Prev: 1.0%	26,300 SH	Decreased-16,550 SH
AMAZON COM INC	COM	$1.6M	0.6%Prev: 0.6%	7,115 SH	Increased+445 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$207K	0.1%Prev: 0.1%	2,400 SH	Decreased-600 SH
APOLLO COML REAL EST FIN INC	COM	$8.3M	3.3%	855,300 SH	New
APPLE INC	COM	$3.0M	1.2%Prev: 1.7%	14,479 SH	Decreased-115 SH
ARBUTUS BIOPHARMA CORP	COM	$46K	0.0%Prev: 0.0%	15,000 SH	Decreased
ARES COML REAL ESTATE CORP	COM	$4.7M	1.9%Prev: 1.9%	981,224 SH	Increased+75,623 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$212K	0.1%	1,225 SH	New
AT&T INC	COM	$254K	0.1%	8,773 SH	New
BLACKROCK LTD DURATION INCOM	COM SHS	$1.4M	0.5%	95,238 SH	New
BLACKROCK MUNIYILD QULT FD I	COM	$4.0M	1.6%Prev: 1.3%	363,000 SH	Increased+93,000 SH
BLACKSTONE INC	COM	$311K	0.1%Prev: 0.1%	2,076 SH	Increased-89 SH
BLACKSTONE MTG TR INC	COM CL A	$3.6M	1.4%	184,499 SH	New
BOEING CO	COM	$239K	0.1%Prev: 0.1%	1,139 SH	Increased+95 SH
BP PLC	SPONSORED ADR	$1.1M	0.4%Prev: 0.6%	36,005 SH	Decreased+8,392 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$438K	0.2%Prev: 0.2%	13,365 SH	Decreased-20 SH
CARLYLE CREDIT INCOME FUND	SHS BEN INT	$231K	0.1%Prev: 0.1%	35,721 SH	Increased
CARNIVAL CORP	UNIT 99/99/9999	$228K	0.1%	8,100 SH	New
CHEVRON CORP NEW	COM	$208K	0.1%	1,455 SH	New
COINBASE GLOBAL INC	COM CL A	$1.1M	0.4%Prev: 0.2%	3,000 SH	Increased+287 SH
CONSTELLATION ENERGY CORP	COM	$444K	0.2%Prev: 0.1%	1,376 SH	Increased+199 SH
CRESCENT ENERGY COMPANY	CL A COM	$86K	0.0%Prev: 0.1%	10,000 SH	Decreased-142 SH
DESIGNER BRANDS INC	CL A	$34K	0.0%	14,100 SH	New
DOUBLELINE INCOME SOLUTIONS	COM	$268K	0.1%Prev: 0.1%	21,910 SH	Increased+4,745 SH
EATON VANCE LIMITED DURATION	COM	$4.5M	1.8%Prev: 0.1%	437,462 SH	Increased+403,062 SH
EATON VANCE MUN BD FD	COM	$2.1M	0.8%Prev: 1.1%	212,731 SH	Decreased-41,418 SH
ELI LILLY & CO	COM	$329K	0.1%Prev: 0.2%	422 SH	Decreased-148 SH
EMERSON ELEC CO	COM	$209K	0.1%	1,570 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$207K	0.1%Prev: 0.1%	11,412 SH	Decreased-3,139 SH
EXXON MOBIL CORP	COM	$262K	0.1%Prev: 0.2%	2,431 SH	Decreased-607 SH
FS KKR CAP CORP	COM	$37.2M	14.9%Prev: 10.3%	1,792,112 SH	Increased-472,822 SH
GE AEROSPACE	COM NEW	$202K	0.1%	784 SH	New
GOLUB CAP BDC INC	COM	$3.7M	1.5%Prev: 0.7%	249,900 SH	Increased+129,700 SH
GRANITE PT MTG TR INC	COM STK	$4.1M	1.6%Prev: 1.2%	1,640,435 SH	Increased-264,643 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$534K	0.2%	11,178 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.3M	0.9%Prev: 0.6%	27,390 SH	Increased+100 SH
GRAYSCALE ETHEREUM TRUST ETF	SHS	$663K	0.3%	31,800 SH	New
HIMS & HERS HEALTH INC	COM CL A	$299K	0.1%	6,000 SH	New
HOME DEPOT INC	COM	$373K	0.1%Prev: 0.1%	1,016 SH	Increased+29 SH
HOWMET AEROSPACE INC	COM	$249K	0.1%Prev: 0.1%	1,338 SH	Decreased-48 SH
IDEXX LABS INC	COM	$2.1M	0.8%Prev: 0.5%	3,865 SH	Increased+1,777 SH
INTERNATIONAL BUSINESS MACHS	COM	$231K	0.1%	785 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$590K	0.2%Prev: 0.3%	3,247 SH	Decreased-339 SH
INVESCO QQQ TR	UNIT SER 1	$778K	0.3%Prev: 0.4%	1,411 SH	Decreased-18 SH
ISHARES TR	0-3 MNTH TREASRY	$2.9M	1.2%Prev: 1.3%	28,630 SH	Decreased-879 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.6%Prev: 0.8%	2,568 SH	Decreased-11 SH
ISHARES TR	GL CLEAN ENE ETF	$269K	0.1%Prev: 0.2%	20,500 SH	Decreased+1,500 SH
JOHNSON & JOHNSON	COM	$365K	0.1%Prev: 0.3%	2,388 SH	Decreased-603 SH
JPMORGAN CHASE & CO.	COM	$458K	0.2%	1,580 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$1.0M	0.4%Prev: 0.5%	79,047 SH	Decreased+44 SH
KINDER MORGAN INC DEL	COM	$830K	0.3%Prev: 0.4%	28,248 SH	Increased+3,626 SH
KKR REAL ESTATE FIN TR INC	COM	$792K	0.3%Prev: 0.3%	90,300 SH	Increased-10,215 SH
LINDE PLC	SHS	$230K	0.1%Prev: 0.1%	490 SH	Decreased-131 SH
MCDONALDS CORP	COM	$266K	0.1%Prev: 0.1%	912 SH	Decreased-105 SH
MEDTRONIC PLC	SHS	$210K	0.1%Prev: 0.1%	2,412 SH	Decreased-31 SH
META PLATFORMS INC	CL A	$856K	0.3%Prev: 0.5%	1,160 SH	Decreased-712 SH
MICROSOFT CORP	COM	$2.9M	1.2%Prev: 1.0%	5,890 SH	Increased-156 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$8.9M	3.6%Prev: 3.1%	708,959 SH	Increased+95,041 SH
NETFLIX INC	COM	$303K	0.1%	226 SH	New
NEUBERGER BERMAN HIGH YIELD	COM	$93K	0.0%	12,282 SH	New
NEUBERGER BERMAN MUN FD INC	COM	$649K	0.3%	66,000 SH	New
NIKE INC	CL B	$1.1M	0.4%Prev: 0.3%	15,475 SH	Increased+3,987 SH
NORTHERN TR CORP	COM	$542K	0.2%Prev: 0.3%	4,275 SH	Decreased+176 SH
NOVARTIS AG	SPONSORED ADR	$231K	0.1%Prev: 0.1%	1,906 SH	Decreased+43 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$3.4M	1.3%Prev: 1.5%	308,000 SH	Decreased+6,000 SH
NUVEEN QUALITY MUNCP INCOME	COM	$1.2M	0.5%Prev: 0.6%	110,000 SH	Decreased
NVIDIA CORPORATION	COM	$752K	0.3%Prev: 0.7%	4,761 SH	Decreased-3,954 SH
ORACLE CORP	COM	$2.2M	0.9%Prev: 0.5%	9,992 SH	Increased+2,849 SH
OXFORD LANE CAP CORP	COM	$383K	0.2%Prev: 0.0%	91,238 SH	Increased+80,991 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.7M	1.5%Prev: 0.5%	27,275 SH	Increased+18,995 SH
PALO ALTO NETWORKS INC	COM	$573K	0.2%Prev: 0.2%	2,800 SH	Increased+69 SH
PFIZER INC	COM	$382K	0.2%Prev: 0.3%	15,762 SH	Decreased-4,211 SH
PIMCO DYNAMIC INCOME FD	SHS	$672K	0.3%Prev: 0.2%	35,406 SH	Increased+4,122 SH
RITHM CAPITAL CORP	COM NEW	$1.2M	0.5%	110,619 SH	New
ROUNDHILL ETF TRUST	INNOVATION 100 O	$404K	0.2%	11,387 SH	New
ROUNDHILL ETF TRUST	S&P 500 ODTE COV	$381K	0.2%Prev: 0.1%	8,622 SH	Increased
RUBRIK INC.	CL A	$287K	0.1%	3,200 SH	New
S&P GLOBAL INC	COM	$201K	0.1%	382 SH	New
SALESFORCE INC	COM	$272K	0.1%Prev: 0.1%	998 SH	Increased-453 SH
SAP SE	SPON ADR	$316K	0.1%	1,040 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$438K	0.2%Prev: 0.2%	16,531 SH	Decreased-148 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$947K	0.4%Prev: 0.4%	38,754 SH	Decreased+40 SH
SELECT SECTOR SPDR TR	ENERGY	$235K	0.1%	2,769 SH	New
SHELL PLC	SPON ADS	$604K	0.2%Prev: 0.4%	8,585 SH	Decreased-2,051 SH
SPDR GOLD TR	GOLD SHS	$245K	0.1%Prev: 0.2%	803 SH	Decreased-3 SH
SPDR S&P 500 ETF TR	TR UNIT	$872K	0.3%	1,411 SH	New
SUNCOR ENERGY INC NEW	COM	$245K	0.1%Prev: 0.2%	6,548 SH	Decreased+142 SH
TESLA INC	COM	$241K	0.1%	759 SH	New
TEXAS INSTRS INC	COM	$246K	0.1%Prev: 0.1%	1,186 SH	Increased-72 SH
TRANSDIGM GROUP INC	COM	$354K	0.1%	233 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$735K	0.3%Prev: 0.5%	14,114 SH	Decreased+900 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$3.0M	1.2%Prev: 2.0%	44,371 SH	Decreased+6,575 SH
VANGUARD INDEX FDS	GROWTH ETF	$567K	0.2%Prev: 0.3%	1,293 SH	Decreased-147 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.4%Prev: 0.6%	1,946 SH	Decreased-328 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	0.9%Prev: 1.4%	7,608 SH	Decreased-2,170 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$689K	0.3%Prev: 0.3%	13,940 SH	Decreased-76 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$313K	0.1%Prev: 0.1%	4,034 SH	Decreased+123 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.0M	1.2%Prev: 2.5%	23,044 SH	Decreased-17,216 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$572K	0.2%Prev: 0.3%	5,237 SH	Decreased-818 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$365K	0.1%Prev: 0.2%	1,785 SH	Decreased-137 SH
VANGUARD STAR FDS	VG TL INTL STK F	$500K	0.2%Prev: 0.5%	7,235 SH	Decreased-8,424 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$248K	0.1%Prev: 0.2%	4,349 SH	Decreased-2,037 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$253K	0.1%Prev: 0.3%	1,900 SH	Decreased-2,000 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$286K	0.1%Prev: 0.1%	3,176 SH	Increased-15 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$282K	0.1%Prev: 0.3%	3,525 SH	Decreased-2,925 SH
VANGUARD WORLD FD	INF TECH ETF	$390K	0.2%Prev: 0.2%	588 SH	Decreased
VERTEX PHARMACEUTICALS INC	COM	$256K	0.1%Prev: 0.2%	575 SH	Decreased-185 SH
VERTIV HOLDINGS CO	COM CL A	$223K	0.1%Prev: 0.1%	1,740 SH	Decreased+720 SH
VISA INC	COM CL A	$349K	0.1%Prev: 0.2%	984 SH	Decreased-251 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$288K	0.1%Prev: 0.1%	5,982 SH	Decreased

Sold (vs prior filing)

ABBOTT LABORATORIES — $23.6M
AMPHENOL CORP — $235K
APOLLO COML REAL ESTATE FIN — $4.6M
ARISTA NETWORKS INC — $208K
BERKSHIRE HATHAWAY INC DEL — $1.4M
BITWISE 10 CRYPTO INDEX ETF — $205K
BLACKSTONE MORTGAGE TRUST IN — $619K
BROADCOM INC — $354K
CARNIVAL CORP — $218K
CHEVRON CORPORATION — $343K
CHUBB LTD SWITZ — $244K
COCA COLA CO — $246K
DUKE ENERGY CORP NEW — $1.1M
ENTERPRISE PRODS PARTNERS L — $203K
EQUINOR ASA — $300K
EVERGY INC — $365K
GRAYSCALE ETHEREUM STAKING E — $509K
INTEL CORP — $326K
ISHARES TR — $248K
ISHARES TR — $286K
… and 19 more

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