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: $223.5M126 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$23.6M	10.6%	229,627 SH	New
ABBVIE INC	COM	$63.7M	28.5%Prev: 25.3%	292,983 SH	Increased-5,532 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.8M	1.3%Prev: 1.9%	14,170 SH	Decreased-755 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.6%Prev: 0.3%	4,447 SH	Increased+149 SH
ALPHABET INC	CAP STK CL C	$512K	0.2%	1,786 SH	New
ALPS ETF TR	ALERIAN MLP	$2.3M	1.0%Prev: 0.6%	42,850 SH	Increased+16,517 SH
AMAZON COM INC	COM	$1.4M	0.6%Prev: 0.7%	6,670 SH	Decreased-3,066 SH
AMPHENOL CORP	CL A	$235K	0.1%	1,858 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$225K	0.1%	3,000 SH	New
APOLLO COML REAL ESTATE FIN	COM	$4.6M	2.1%	437,233 SH	New
APPLE INC	COM	$3.7M	1.7%Prev: 1.6%	14,594 SH	Decreased-2,679 SH
ARBUTUS BIOPHARMA CORP	COM	$68K	0.0%Prev: 0.0%	15,000 SH	Increased
ARES COML REAL ESTATE CORP	COM	$4.3M	1.9%Prev: 1.8%	905,601 SH	Decreased-57,884 SH
ARISTA NETWORKS INC	COM SHS	$208K	0.1%	1,696 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.6%	2,916 SH	New
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$205K	0.1%	4,595 SH	New
BLACKROCK MUNIYILD QULT FD I	COM	$3.0M	1.3%Prev: 1.7%	270,000 SH	Decreased-93,000 SH
BLACKSTONE INC	COM	$249K	0.1%Prev: 0.2%	2,165 SH	Decreased-1,035 SH
BLACKSTONE MORTGAGE TRUST IN	COM CL A	$619K	0.3%	32,300 SH	New
BOEING CO	COM	$208K	0.1%	1,044 SH	New
BP PLC	SPONSORED ADR	$1.3M	0.6%Prev: 0.5%	27,613 SH	Increased-7,335 SH
BROADCOM INC	COM	$354K	0.2%	1,143 SH	New
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$533K	0.2%Prev: 0.2%	13,385 SH	Increased-115 SH
CARLYLE CREDIT INCOME FUND	SHS BEN INT	$115K	0.1%	35,721 SH	New
CARNIVAL CORP	COMMON STOCK	$218K	0.1%	8,438 SH	New
CHEVRON CORPORATION	COM	$343K	0.2%	1,658 SH	New
CHUBB LTD SWITZ	COM	$244K	0.1%	748 SH	New
COCA COLA CO	COM	$246K	0.1%	3,233 SH	New
COINBASE GLOBAL INC	COM CL A	$474K	0.2%Prev: 0.2%	2,713 SH	Decreased-287 SH
CONSTELLATION ENERGY CORP	COM	$329K	0.1%Prev: 0.1%	1,177 SH	Decreased-474 SH
CRESCENT ENERGY COMPANY	CL A COM	$137K	0.1%	10,142 SH	New
DOUBLELINE INCOME SOLUTIONS	COM	$186K	0.1%Prev: 0.1%	17,165 SH	Decreased-4,745 SH
DUKE ENERGY CORP NEW	COM NEW	$1.1M	0.5%	8,613 SH	New
EATON VANCE LIMITED DURATION	COM	$325K	0.1%Prev: 1.8%	34,400 SH	Decreased-421,609 SH
EATON VANCE MUN BD FD	COM	$2.5M	1.1%Prev: 0.8%	254,149 SH	Increased+58,895 SH
ELI LILLY & CO	COM	$524K	0.2%Prev: 0.1%	570 SH	Increased+195 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$281K	0.1%Prev: 0.1%	14,551 SH	Increased+3,182 SH
ENTERPRISE PRODS PARTNERS L	COM	$203K	0.1%	5,361 SH	New
EQUINOR ASA	SPONSORED ADR	$300K	0.1%	7,120 SH	New
EVERGY INC	COM	$365K	0.2%	4,459 SH	New
EXXON MOBIL CORP	COM	$515K	0.2%Prev: 0.2%	3,038 SH	Increased-108 SH
FS KKR CAP CORP	COM	$23.1M	10.3%Prev: 15.1%	2,264,934 SH	Decreased+480,330 SH
GOLUB CAP BDC INC	COM	$1.5M	0.7%Prev: 1.6%	120,200 SH	Decreased-148,500 SH
GRANITE PT MTG TR INC	COM STK	$2.8M	1.2%Prev: 1.5%	1,905,078 SH	Decreased+439,149 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$1.4M	0.6%Prev: 0.7%	27,290 SH	Decreased-100 SH
GRAYSCALE ETHEREUM STAKING E	SHS	$509K	0.2%	29,800 SH	New
HOME DEPOT INC	COM	$325K	0.1%Prev: 0.2%	987 SH	Decreased-160 SH
HOWMET AEROSPACE INC	COM	$319K	0.1%	1,386 SH	New
IDEXX LABS INC	COM	$1.2M	0.5%Prev: 1.4%	2,088 SH	Decreased-6,028 SH
INTEL CORP	COM	$326K	0.1%Prev: 0.1%	7,384 SH	Increased-1,844 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$688K	0.3%Prev: 0.3%	3,586 SH	Decreased-456 SH
INVESCO QQQ TR	UNIT SER 1	$825K	0.4%Prev: 0.4%	1,429 SH	Decreased-416 SH
ISHARES TR	0-3 MNTH TREASRY	$3.0M	1.3%Prev: 0.3%	29,509 SH	Increased+21,309 SH
ISHARES TR	CORE S&P500 ETF	$1.7M	0.8%Prev: 0.5%	2,579 SH	Increased+249 SH
ISHARES TR	GL CLEAN ENE ETF	$348K	0.2%Prev: 0.1%	19,000 SH	Increased-1,292 SH
ISHARES TR	GLOBAL ENERG ETF	$248K	0.1%	4,300 SH	New
ISHARES TR	MSCI ACWI ETF	$286K	0.1%	2,065 SH	New
ISHARES TR	RUSSELL 2000 ETF	$228K	0.1%Prev: 0.1%	921 SH	Increased-200 SH
ISHARES TR	US AER DEF ETF	$224K	0.1%	1,025 SH	New
JOHNSON & JOHNSON	COM	$731K	0.3%Prev: 0.2%	2,991 SH	Increased+603 SH
JPMORGAN CHASE & CO	COM	$590K	0.3%	2,005 SH	New
JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$1.1M	0.5%	31,643 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$1.1M	0.5%Prev: 0.4%	79,003 SH	Increased-35 SH
KINDER MORGAN INC DEL	COM	$826K	0.4%Prev: 0.4%	24,622 SH	Decreased-8,626 SH
KKR REAL ESTATE FIN TR INC	COM	$615K	0.3%Prev: 0.4%	100,515 SH	Decreased+14,215 SH
LINDE PLC	SHS	$308K	0.1%Prev: 0.1%	621 SH	Increased+131 SH
LOCKHEED MARTIN CORP	COM	$248K	0.1%	410 SH	New
MCDONALDS CORP	COM	$316K	0.1%Prev: 0.1%	1,017 SH	Increased+105 SH
MEDTRONIC PLC	SHS	$212K	0.1%Prev: 0.1%	2,443 SH	Decreased+31 SH
MERCK & CO INC	COM	$314K	0.1%	2,610 SH	New
META PLATFORMS INC	CL A	$1.1M	0.5%Prev: 0.3%	1,872 SH	Increased+722 SH
MICROSOFT CORP	COM	$2.2M	1.0%Prev: 0.9%	6,046 SH	Decreased+3 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$6.9M	3.1%Prev: 3.4%	613,918 SH	Decreased-34,682 SH
MORGAN STANLEY DIRECT LENDIN	COM SHS	$142K	0.1%	10,200 SH	New
NEUBERGER HIGH YIELD ST FD I	COM	$80K	0.0%	12,282 SH	New
NEUBERGER MUN FD INC	COM	$690K	0.3%	68,000 SH	New
NEXTERA ENERGY INC	COM	$234K	0.1%	2,519 SH	New
NIKE INC	CL B	$607K	0.3%Prev: 0.4%	11,488 SH	Decreased-4,982 SH
NORTHERN TR CORP	COM	$572K	0.3%Prev: 0.2%	4,099 SH	Increased-176 SH
NOVARTIS AG	SPONSORED ADR	$285K	0.1%Prev: 0.1%	1,863 SH	Increased-128 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$3.4M	1.5%Prev: 1.4%	302,000 SH	Decreased-5,000 SH
NUVEEN QUALITY MUNCP INCOME	COM	$1.3M	0.6%Prev: 0.5%	110,000 SH	Decreased
NVIDIA CORPORATION	COM	$1.5M	0.7%Prev: 0.2%	8,715 SH	Increased+4,463 SH
NVIDIA CORPORATION	PUT	$1	0.0%	90 SH	New
ONEOK INC NEW	COM	$205K	0.1%Prev: 0.1%	2,268 SH	Decreased
ORACLE CORP	COM	$1.1M	0.5%Prev: 0.6%	7,143 SH	Decreased-2,849 SH
OXFORD LANE CAP CORP	COM	$100K	0.0%Prev: 0.1%	10,247 SH	Decreased-29,753 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.2M	0.5%Prev: 1.6%	8,280 SH	Decreased-37,595 SH
PALO ALTO NETWORKS INC	COM	$438K	0.2%Prev: 0.2%	2,731 SH	Decreased-669 SH
PFIZER INC	COM	$561K	0.3%Prev: 0.2%	19,973 SH	Increased+1,236 SH
PIMCO DYNAMIC INCOME FD	SHS	$535K	0.2%Prev: 0.2%	31,284 SH	Decreased+1,334 SH
PUTNAM ETF TRUST	FRANKLIN MUNI HI	$231K	0.1%	20,055 SH	New
ROUNDHILL ETF TRUST	S&P 500 ODTE COV	$317K	0.1%	8,622 SH	New
SALESFORCE INC	COM	$271K	0.1%Prev: 0.1%	1,451 SH	Increased+453 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$512K	0.2%Prev: 0.1%	16,679 SH	Increased+4,738 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$993K	0.4%Prev: 0.3%	38,714 SH	Increased-40 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$258K	0.1%	4,215 SH	New
SHELL PLC	SPON ADS	$989K	0.4%Prev: 0.3%	10,636 SH	Increased+2,051 SH
SLB LIMITED	COM STK	$315K	0.1%	6,139 SH	New
SPDR GOLD TR	GOLD SHS	$347K	0.2%Prev: 0.1%	806 SH	Increased+3 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$299K	0.1%	4,000 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$939K	0.4%	1,443 SH	New
SUNCOR ENERGY INC NEW	COM	$424K	0.2%Prev: 0.1%	6,406 SH	Increased-142 SH
TEXAS INSTRS INC	COM	$244K	0.1%Prev: 0.1%	1,258 SH	Increased+125 SH
TSS INC DEL	COM	$130K	0.1%	10,000 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.2M	0.5%Prev: 0.3%	13,214 SH	Increased-900 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$4.5M	2.0%Prev: 1.0%	37,796 SH	Increased-6,675 SH
VANGUARD INDEX FDS	GROWTH ETF	$629K	0.3%Prev: 0.2%	1,440 SH	Increased+182 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.6%Prev: 0.3%	2,274 SH	Increased+594 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	1.4%Prev: 0.6%	9,778 SH	Increased+4,317 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$758K	0.3%Prev: 0.2%	14,016 SH	Increased+3,112 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$322K	0.1%Prev: 0.1%	3,911 SH	Increased-120 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.6M	2.5%Prev: 1.0%	40,260 SH	Increased+18,988 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$664K	0.3%Prev: 0.2%	6,055 SH	Increased+689 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$413K	0.2%Prev: 0.1%	1,922 SH	Increased+137 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	0.5%Prev: 0.2%	15,659 SH	Increased+8,024 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$409K	0.2%	6,386 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$578K	0.3%Prev: 0.1%	3,900 SH	Increased+2,000 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$282K	0.1%Prev: 0.1%	3,191 SH	Decreased-780 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$608K	0.3%Prev: 0.1%	6,450 SH	Increased+2,925 SH
VANGUARD WORLD FD	INF TECH ETF	$410K	0.2%Prev: 0.1%	588 SH	Increased
VERTEX PHARMACEUTICALS INC	COM	$339K	0.2%	760 SH	New
VERTIV HOLDINGS CO	COM CL A	$256K	0.1%	1,020 SH	New
VISA INC	COM CL A	$373K	0.2%Prev: 0.1%	1,235 SH	Increased+247 SH
WALMART INC	COM	$210K	0.1%	1,690 SH	New
WISDOMTREE TR	EUROPE HEDGED EQ	$313K	0.1%Prev: 0.1%	5,982 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $31.3M
AGNC INVT CORP — $192K
APOLLO COML REAL EST FIN INC — $8.1M
BIOGEN INC — $248K
BLACKROCK INC — $246K
BLACKROCK LTD DURATION INCOM — $1.3M
BLACKSTONE MTG TR INC — $3.8M
CHEVRON CORP NEW — $243K
DESIGNER BRANDS INC — $51K
ELEVANCE HEALTH INC — $274K
FISERV INC — $359K
GRAYSCALE BITCOIN MINI TR ET — $420K
GRAYSCALE ETHEREUM TRUST ETF — $484K
INTERNATIONAL BUSINESS MACHS — $275K
JPMORGAN CHASE & CO. — $388K
MASTERCARD INCORPORATED — $221K
NETFLIX INC — $210K
NEUBERGER BERMAN MUN FD INC — $686K
QUALCOMM INC — $420K
RITHM CAPITAL CORP — $1.6M
… and 5 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