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: $261.7M126 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$30.4M	11.6%	227,251 SH	New
ABBVIE INC	COM	$65.8M	25.1%Prev: 31.1%	283,982 SH	Decreased-5,890 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.6M	1.4%Prev: 0.7%	14,657 SH	Increased+817 SH
AGNC INVT CORP	COM	$196K	0.1%	20,000 SH	New
ALPHABET INC	CAP STK CL A	$1.0M	0.4%Prev: 0.7%	4,290 SH	Decreased-209 SH
ALPHABET INC	CAP STK CL C	$359K	0.1%Prev: 0.3%	1,472 SH	Decreased-445 SH
ALPS ETF TR	ALERIAN MLP	$1.4M	0.5%Prev: 1.0%	29,480 SH	Decreased-14,555 SH
AMAZON COM INC	COM	$1.7M	0.7%Prev: 0.7%	7,906 SH	Increased+763 SH
AMPHENOL CORP NEW	CL A	$229K	0.1%	1,851 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$208K	0.1%Prev: 0.1%	2,400 SH	Decreased-600 SH
APOLLO COML REAL EST FIN INC	COM	$8.4M	3.2%	831,683 SH	New
APPLE INC	COM	$4.0M	1.5%Prev: 1.8%	15,757 SH	Decreased+821 SH
ARBUTUS BIOPHARMA CORP	COM	$68K	0.0%Prev: 0.0%	15,000 SH	Decreased
ARES COML REAL ESTATE CORP	COM	$4.8M	1.9%Prev: 1.7%	1,074,505 SH	Increased+172,352 SH
ARISTA NETWORKS INC	COM SHS	$297K	0.1%Prev: 0.1%	2,037 SH	Decreased+289 SH
AT&T INC	COM	$254K	0.1%	8,984 SH	New
BARRICK MNG CORP	COM SHS	$213K	0.1%	6,500 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.5%Prev: 0.6%	2,758 SH	Decreased-229 SH
BLACKROCK INC	COM	$204K	0.1%Prev: 0.1%	175 SH	Decreased-51 SH
BLACKROCK LTD DURATION INCOM	COM SHS	$241K	0.1%	17,208 SH	New
BLACKROCK MUNIYILD QULT FD I	COM	$4.2M	1.6%Prev: 1.3%	362,000 SH	Increased+93,000 SH
BLACKSTONE INC	COM	$367K	0.1%Prev: 0.1%	2,148 SH	Increased-104 SH
BLACKSTONE MTG TR INC	COM CL A	$3.4M	1.3%	183,860 SH	New
BOEING CO	COM	$207K	0.1%Prev: 0.1%	958 SH	Decreased-217 SH
BP PLC	SPONSORED ADR	$950K	0.4%Prev: 0.4%	27,560 SH	Decreased-53 SH
BROADCOM INC	COM	$296K	0.1%Prev: 0.2%	897 SH	Decreased-452 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$461K	0.2%Prev: 0.2%	13,395 SH	Decreased+10 SH
CARLYLE CREDIT INCOME FUND	SHS BEN INT	$208K	0.1%Prev: 0.0%	35,721 SH	Increased
CARNIVAL CORP	UNIT 99/99/9999	$229K	0.1%	7,932 SH	New
CHEVRON CORP NEW	COM	$264K	0.1%	1,703 SH	New
COINBASE GLOBAL INC	COM CL A	$1.0M	0.4%Prev: 0.1%	3,000 SH	Increased+913 SH
CONSTELLATION ENERGY CORP	COM	$379K	0.1%Prev: 0.1%	1,153 SH	Increased
CRESCENT ENERGY COMPANY	CL A COM	$89K	0.0%Prev: 0.0%	10,000 SH	Decreased-142 SH
DESIGNER BRANDS INC	CL A	$50K	0.0%	14,252 SH	New
DOUBLELINE INCOME SOLUTIONS	COM	$211K	0.1%Prev: 0.1%	17,165 SH	Increased
EATON VANCE LIMITED DURATION	COM	$593K	0.2%Prev: 0.1%	58,428 SH	Increased+23,516 SH
EATON VANCE MUN BD FD	COM	$2.1M	0.8%Prev: 1.1%	210,908 SH	Decreased-43,241 SH
ELI LILLY & CO	COM	$436K	0.2%Prev: 0.3%	571 SH	Decreased-31 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$197K	0.1%Prev: 0.1%	11,459 SH	Decreased-3,135 SH
EXXON MOBIL CORP	COM	$297K	0.1%Prev: 0.2%	2,635 SH	Decreased-616 SH
FS KKR CAP CORP	COM	$37.3M	14.2%Prev: 9.6%	2,495,696 SH	Increased+363,235 SH
GE AEROSPACE	COM NEW	$292K	0.1%Prev: 0.1%	971 SH	Increased+226 SH
GE VERNOVA INC	COM	$213K	0.1%Prev: 0.1%	346 SH	Decreased+96 SH
GOLUB CAP BDC INC	COM	$3.2M	1.2%Prev: 0.7%	234,700 SH	Increased+114,500 SH
GRANITE PT MTG TR INC	COM STK	$5.4M	2.1%Prev: 1.2%	1,797,001 SH	Increased-4,227 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$510K	0.2%	10,078 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.5M	0.9%Prev: 0.5%	27,390 SH	Increased+100 SH
GRAYSCALE ETHEREUM TRUST ETF	SHS	$1.1M	0.4%	31,800 SH	New
HIMS & HERS HEALTH INC	COM CL A	$340K	0.1%Prev: 0.1%	6,000 SH	Increased-502 SH
HOME DEPOT INC	COM	$401K	0.2%Prev: 0.2%	990 SH	Increased-73 SH
HOWMET AEROSPACE INC	COM	$272K	0.1%Prev: 0.2%	1,386 SH	Decreased
IDEXX LABS INC	COM	$2.0M	0.8%Prev: 0.5%	3,081 SH	Increased+1,015 SH
INTEL CORP	COM	$283K	0.1%Prev: 0.4%	8,431 SH	Decreased+2,169 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$617K	0.2%Prev: 0.2%	3,253 SH	Increased+932 SH
INVESCO QQQ TR	UNIT SER 1	$852K	0.3%Prev: 0.5%	1,419 SH	Decreased-51 SH
ISHARES TR	0-3 MNTH TREASRY	$2.8M	1.1%	28,229 SH	New
ISHARES TR	CORE S&P500 ETF	$1.7M	0.7%Prev: 0.8%	2,568 SH	Decreased-9 SH
ISHARES TR	GL CLEAN ENE ETF	$317K	0.1%Prev: 0.2%	20,500 SH	Decreased+2,650 SH
ISHARES TR	MSCI ACWI ETF	$289K	0.1%Prev: 0.1%	2,090 SH	Decreased+25 SH
ISHARES TR	RUSSELL 2000 ETF	$223K	0.1%Prev: 0.1%	921 SH	Decreased
JOHNSON & JOHNSON	COM	$504K	0.2%Prev: 0.3%	2,716 SH	Decreased-304 SH
JPMORGAN CHASE & CO.	COM	$590K	0.2%	1,870 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$977K	0.4%Prev: 0.5%	78,983 SH	Decreased-29 SH
KINDER MORGAN INC DEL	COM	$719K	0.3%Prev: 0.3%	25,414 SH	Decreased+141 SH
KKR REAL ESTATE FIN TR INC	COM	$888K	0.3%Prev: 0.3%	98,696 SH	Increased-2,061 SH
LINDE PLC	SHS	$239K	0.1%Prev: 0.1%	503 SH	Decreased-118 SH
MASTERCARD INCORPORATED	CL A	$228K	0.1%	400 SH	New
MCDONALDS CORP	COM	$249K	0.1%Prev: 0.1%	821 SH	Decreased-103 SH
MEDTRONIC PLC	SHS	$256K	0.1%	2,689 SH	New
MERCK & CO INC	COM	$227K	0.1%Prev: 0.1%	2,706 SH	Decreased+41 SH
META PLATFORMS INC	CL A	$972K	0.4%Prev: 0.5%	1,324 SH	Decreased-598 SH
MICROSOFT CORP	COM	$3.2M	1.2%Prev: 1.1%	6,223 SH	Increased-403 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$7.4M	2.8%Prev: 2.2%	617,918 SH	Increased+105,095 SH
NETFLIX INC	COM	$301K	0.1%	251 SH	New
NEUBERGER BERMAN HIGH YIELD	COM	$92K	0.0%	12,282 SH	New
NEUBERGER BERMAN MUN FD INC	COM	$702K	0.3%	68,000 SH	New
NIKE INC	CL B	$769K	0.3%Prev: 0.2%	11,032 SH	Increased-456 SH
NORTHERN TR CORP	COM	$552K	0.2%Prev: 0.3%	4,099 SH	Decreased+202 SH
NOVARTIS AG	SPONSORED ADR	$255K	0.1%Prev: 0.1%	1,988 SH	Decreased+125 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$3.5M	1.3%Prev: 1.5%	308,000 SH	Decreased+6,000 SH
NUVEEN QUALITY MUNCP INCOME	COM	$1.3M	0.5%Prev: 0.6%	110,000 SH	Decreased
NVIDIA CORPORATION	COM	$3.2M	1.2%Prev: 0.8%	7,127 SH	Increased-2,689 SH
OKTA INC	CL A	$229K	0.1%Prev: 0.1%	2,500 SH	Decreased
ORACLE CORP	COM	$2.1M	0.8%Prev: 0.4%	7,390 SH	Increased+342 SH
OXFORD LANE CAP CORP	COM	$309K	0.1%Prev: 0.0%	18,247 SH	Increased+8,000 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.2M	0.8%Prev: 0.4%	11,902 SH	Increased+3,976 SH
PALO ALTO NETWORKS INC	COM	$576K	0.2%Prev: 0.4%	2,830 SH	Decreased+97 SH
PFIZER INC	COM	$504K	0.2%Prev: 0.2%	19,793 SH	Decreased-1,347 SH
PIMCO DYNAMIC INCOME FD	SHS	$606K	0.2%Prev: 0.2%	30,584 SH	Increased-975 SH
PROCTER AND GAMBLE CO	COM	$263K	0.1%	1,713 SH	New
ROUNDHILL ETF TRUST	INNOVATION 100 O	$405K	0.2%	11,387 SH	New
ROUNDHILL ETF TRUST	S&P 500 ODTE COV	$381K	0.1%Prev: 0.1%	8,622 SH	Increased
RUBRIK INC.	CL A	$263K	0.1%Prev: 0.1%	3,200 SH	Decreased-890 SH
SALESFORCE INC	COM	$292K	0.1%Prev: 0.1%	1,233 SH	Increased-118 SH
SAP SE	SPON ADR	$285K	0.1%	1,067 SH	New
SCHLUMBERGER LTD	COM STK	$211K	0.1%	6,139 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$453K	0.2%Prev: 0.2%	16,581 SH	Decreased-468 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.0M	0.4%Prev: 0.5%	38,754 SH	Decreased-565 SH
SCHWAB STRATEGIC TR	US REIT ETF	$218K	0.1%	10,092 SH	New
SHELL PLC	SPON ADS	$763K	0.3%Prev: 0.4%	10,665 SH	Decreased+34 SH
SPDR GOLD TR	GOLD SHS	$287K	0.1%Prev: 0.1%	806 SH	Decreased-1 SH
SPDR S&P 500 ETF TR	TR UNIT	$941K	0.4%	1,413 SH	New
SUNCOR ENERGY INC NEW	COM	$271K	0.1%Prev: 0.1%	6,485 SH	Decreased+79 SH
TESLA INC	COM	$215K	0.1%Prev: 0.1%	484 SH	Decreased-124 SH
TEXAS INSTRS INC	COM	$214K	0.1%Prev: 0.2%	1,166 SH	Decreased-222 SH
TRANSDIGM GROUP INC	COM	$307K	0.1%Prev: 0.1%	233 SH	Increased+69 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.0M	0.4%Prev: 0.4%	13,214 SH	Increased-86 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$4.2M	1.6%Prev: 1.6%	42,756 SH	Increased+3,660 SH
VANGUARD INDEX FDS	GROWTH ETF	$620K	0.2%Prev: 0.3%	1,293 SH	Decreased-7,209 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.5%Prev: 0.7%	2,101 SH	Decreased-385 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	0.9%Prev: 1.6%	7,019 SH	Decreased-3,296 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$756K	0.3%Prev: 0.4%	13,956 SH	Decreased-63 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$326K	0.1%Prev: 0.1%	4,079 SH	Decreased+168 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.0M	1.9%Prev: 2.7%	36,090 SH	Decreased-4,547 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$643K	0.2%Prev: 0.3%	5,334 SH	Decreased-787 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$397K	0.2%Prev: 0.2%	1,840 SH	Decreased+5 SH
VANGUARD STAR FDS	VG TL INTL STK F	$536K	0.2%Prev: 0.7%	7,295 SH	Decreased-12,860 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$308K	0.1%Prev: 0.2%	5,133 SH	Decreased-1,889 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$268K	0.1%Prev: 0.3%	1,900 SH	Decreased-2,000 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$285K	0.1%Prev: 0.1%	3,180 SH	Decreased-16 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$298K	0.1%Prev: 0.3%	3,525 SH	Decreased-2,925 SH
VANGUARD WORLD FD	INF TECH ETF	$439K	0.2%Prev: 0.2%	588 SH	Decreased-4,116 SH
VERTEX PHARMACEUTICALS INC	COM	$287K	0.1%Prev: 0.2%	734 SH	Decreased-69 SH
VERTIV HOLDINGS CO	COM CL A	$251K	0.1%Prev: 0.1%	1,663 SH	Decreased+690 SH
VISA INC	COM CL A	$354K	0.1%Prev: 0.2%	1,037 SH	Decreased-140 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$301K	0.1%Prev: 0.1%	5,982 SH	Decreased

Sold (vs prior filing)

ABBOTT LABORATORIES — $20.7M
AMPHENOL CORP — $335K
APOLLO COML REAL ESTATE FIN — $2.9M
BLACKSTONE MORTGAGE TRUST IN — $546K
CARNIVAL CORP LTD — $206K
CHEVRON CORPORATION — $312K
CHUBB LIMITED — $245K
COCA COLA CO — $262K
CROWDSTRIKE HLDGS INC — $225K
DUKE ENERGY CORP NEW — $1.1M
EQUINOR ASA — $224K
EVERGY INC — $389K
GRAYSCALE ETHEREUM STAKING E — $377K
INTERNATIONAL BUSINESS MACHS — $208K
ISHARES TR — $3.1M
ISHARES TR — $211K
ISHARES TR — $296K
JPMORGAN CHASE & CO — $662K
JPMORGAN CHASE FINL CO LLC — $1.1M
KEEL INFRASTRUCTURE CORP — $57K
… and 20 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