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: $234.3M140 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$20.7M	8.8%	227,985 SH	New
ABBVIE INC	COM	$72.9M	31.1%Prev: 23.2%	289,872 SH	Increased-22,603 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.7M	0.7%Prev: 1.7%	13,840 SH	Decreased-747 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.7%Prev: 0.3%	4,499 SH	Increased+480 SH
ALPHABET INC	CAP STK CL C	$677K	0.3%Prev: 0.1%	1,917 SH	Increased+567 SH
ALPS ETF TR	ALERIAN MLP	$2.3M	1.0%Prev: 0.5%	44,035 SH	Increased+17,735 SH
AMAZON COM INC	COM	$1.7M	0.7%Prev: 0.6%	7,143 SH	Increased+28 SH
AMPHENOL CORP	CL A	$335K	0.1%	1,900 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$315K	0.1%Prev: 0.1%	3,000 SH	Increased+600 SH
APOLLO COML REAL ESTATE FIN	COM	$2.9M	1.3%	275,833 SH	New
APPLE INC	COM	$4.3M	1.8%Prev: 1.2%	14,936 SH	Increased+457 SH
ARBUTUS BIOPHARMA CORP	COM	$72K	0.0%Prev: 0.0%	15,000 SH	Increased
ARES COML REAL ESTATE CORP	COM	$4.1M	1.7%Prev: 1.9%	902,153 SH	Decreased-79,071 SH
ARISTA NETWORKS INC	COM SHS	$297K	0.1%	1,748 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.6%	2,987 SH	New
BLACKROCK INC	COM	$217K	0.1%	226 SH	New
BLACKROCK MUNIYILD QULT FD I	COM	$3.1M	1.3%Prev: 1.6%	269,000 SH	Decreased-94,000 SH
BLACKSTONE INC	COM	$265K	0.1%Prev: 0.1%	2,252 SH	Decreased+176 SH
BLACKSTONE MORTGAGE TRUST IN	COM CL A	$546K	0.2%	32,200 SH	New
BOEING CO	COM	$254K	0.1%Prev: 0.1%	1,175 SH	Increased+36 SH
BP PLC	SPONSORED ADR	$1.0M	0.4%Prev: 0.4%	27,613 SH	Decreased-8,392 SH
BROADCOM INC	COM	$510K	0.2%	1,349 SH	New
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$497K	0.2%Prev: 0.2%	13,385 SH	Increased+20 SH
CARLYLE CREDIT INCOME FUND	SHS BEN INT	$100K	0.0%Prev: 0.1%	35,721 SH	Decreased
CARNIVAL CORP LTD	COMMON SHARES	$206K	0.1%	7,208 SH	New
CHEVRON CORPORATION	COM	$312K	0.1%	1,880 SH	New
CHUBB LIMITED	COM	$245K	0.1%	719 SH	New
COCA COLA CO	COM	$262K	0.1%	3,229 SH	New
COINBASE GLOBAL INC	COM CL A	$305K	0.1%Prev: 0.4%	2,087 SH	Decreased-913 SH
CONSTELLATION ENERGY CORP	COM	$286K	0.1%Prev: 0.2%	1,153 SH	Decreased-223 SH
CRESCENT ENERGY COMPANY	CL A COM	$100K	0.0%Prev: 0.0%	10,142 SH	Increased+142 SH
CROWDSTRIKE HLDGS INC	CL A	$225K	0.1%	295 SH	New
DOUBLELINE INCOME SOLUTIONS	COM	$190K	0.1%Prev: 0.1%	17,165 SH	Decreased-4,745 SH
DUKE ENERGY CORP NEW	COM NEW	$1.1M	0.5%	8,588 SH	New
EATON VANCE LIMITED DURATION	COM	$327K	0.1%Prev: 1.8%	34,912 SH	Decreased-402,550 SH
EATON VANCE MUN BD FD	COM	$2.5M	1.1%Prev: 0.8%	254,149 SH	Increased+41,418 SH
ELI LILLY & CO	COM	$722K	0.3%Prev: 0.1%	602 SH	Increased+180 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$279K	0.1%Prev: 0.1%	14,594 SH	Increased+3,182 SH
EQUINOR ASA	SPONSORED ADR	$224K	0.1%	7,120 SH	New
EVERGY INC	COM	$389K	0.2%	4,497 SH	New
EXXON MOBIL CORP	COM	$444K	0.2%Prev: 0.1%	3,251 SH	Increased+820 SH
FS KKR CAP CORP	COM	$22.4M	9.6%Prev: 14.9%	2,132,461 SH	Decreased+340,349 SH
GE AEROSPACE	COM NEW	$279K	0.1%Prev: 0.1%	745 SH	Increased-39 SH
GE VERNOVA INC	COM	$294K	0.1%	250 SH	New
GOLUB CAP BDC INC	COM	$1.5M	0.7%Prev: 1.5%	120,200 SH	Decreased-129,700 SH
GRANITE PT MTG TR INC	COM STK	$2.7M	1.2%Prev: 1.6%	1,801,228 SH	Decreased+160,793 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$1.2M	0.5%Prev: 0.9%	27,290 SH	Decreased-100 SH
GRAYSCALE ETHEREUM STAKING E	SHS	$377K	0.2%	29,550 SH	New
HIMS & HERS HEALTH INC	COM CL A	$225K	0.1%Prev: 0.1%	6,502 SH	Decreased+502 SH
HOME DEPOT INC	COM	$375K	0.2%Prev: 0.1%	1,063 SH	Increased+47 SH
HOWMET AEROSPACE INC	COM	$373K	0.2%Prev: 0.1%	1,386 SH	Increased+48 SH
IDEXX LABS INC	COM	$1.1M	0.5%Prev: 0.8%	2,066 SH	Decreased-1,799 SH
INTEL CORP	COM	$874K	0.4%	6,262 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$208K	0.1%Prev: 0.1%	740 SH	Decreased-45 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$494K	0.2%Prev: 0.2%	2,321 SH	Decreased-926 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.5%Prev: 0.3%	1,470 SH	Increased+59 SH
ISHARES TR	0-3 MTH TREASURY	$3.1M	1.3%	31,041 SH	New
ISHARES TR	CORE S&P500 ETF	$1.9M	0.8%Prev: 0.6%	2,577 SH	Increased+9 SH
ISHARES TR	GL CLEAN ENE ETF	$366K	0.2%Prev: 0.1%	17,850 SH	Increased-2,650 SH
ISHARES TR	GLOBAL ENERG ETF	$211K	0.1%	4,300 SH	New
ISHARES TR	MSCI ACWI ETF	$324K	0.1%	2,065 SH	New
ISHARES TR	RUSSELL 2000 ETF	$277K	0.1%	921 SH	New
ISHARES TR	US AER DEF ETF	$296K	0.1%	1,220 SH	New
JOHNSON & JOHNSON	COM	$767K	0.3%Prev: 0.1%	3,020 SH	Increased+632 SH
JPMORGAN CHASE & CO	COM	$662K	0.3%	2,021 SH	New
JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$1.1M	0.5%	31,143 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$1.1M	0.5%Prev: 0.4%	79,012 SH	Increased-35 SH
KEEL INFRASTRUCTURE CORP	COM SHS	$57K	0.0%	10,000 SH	New
KINDER MORGAN INC DEL	COM	$808K	0.3%Prev: 0.3%	25,273 SH	Decreased-2,975 SH
KKR REAL ESTATE FIN TR INC	COM	$689K	0.3%Prev: 0.3%	100,757 SH	Decreased+10,457 SH
LINDE PLC	SHS	$322K	0.1%Prev: 0.1%	621 SH	Increased+131 SH
LOCKHEED MARTIN CORP	COM	$200K	0.1%	393 SH	New
MARKEL GROUP INC	COM	$203K	0.1%	104 SH	New
MCDONALDS CORP	COM	$250K	0.1%Prev: 0.1%	924 SH	Decreased+12 SH
MERCK & CO INC	COM	$342K	0.1%	2,665 SH	New
META PLATFORMS INC	CL A	$1.1M	0.5%Prev: 0.3%	1,922 SH	Increased+762 SH
MICRON TECHNOLOGY INC	COM	$531K	0.2%	460 SH	New
MICROSOFT CORP	COM	$2.5M	1.1%Prev: 1.2%	6,626 SH	Decreased+736 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$5.2M	2.2%Prev: 3.6%	512,823 SH	Decreased-196,136 SH
MONSTER BEVERAGE CORP NEW	COM	$261K	0.1%	2,716 SH	New
NEUBERGER HIGH YIELD ST FD I	COM	$77K	0.0%	12,282 SH	New
NEUBERGER MUN FD INC	COM	$717K	0.3%	68,000 SH	New
NEXTERA ENERGY INC	COM	$221K	0.1%	2,519 SH	New
NIKE INC	CL B	$472K	0.2%Prev: 0.4%	11,488 SH	Decreased-3,987 SH
NORTHERN TR CORP	COM	$677K	0.3%Prev: 0.2%	3,897 SH	Increased-378 SH
NOVARTIS AG	SPONSORED ADR	$292K	0.1%Prev: 0.1%	1,863 SH	Increased-43 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$3.5M	1.5%Prev: 1.3%	302,000 SH	Increased-6,000 SH
NUVEEN QUALITY MUNCP INCOME	COM	$1.3M	0.6%Prev: 0.5%	110,000 SH	Increased
NVIDIA CORPORATION	COM	$2.0M	0.8%Prev: 0.3%	9,816 SH	Increased+5,055 SH
OKTA INC	CL A	$341K	0.1%	2,500 SH	New
ONEOK INC NEW	COM	$222K	0.1%	2,558 SH	New
ORACLE CORP	COM	$1.0M	0.4%Prev: 0.9%	7,048 SH	Decreased-2,944 SH
OXFORD LANE CAP CORP	COM	$90K	0.0%Prev: 0.2%	10,247 SH	Decreased-80,991 SH
PALANTIR TECHNOLOGIES INC	CL A	$925K	0.4%Prev: 1.5%	7,926 SH	Decreased-19,349 SH
PALO ALTO NETWORKS INC	COM	$932K	0.4%Prev: 0.2%	2,733 SH	Increased-67 SH
PFIZER INC	COM	$509K	0.2%Prev: 0.2%	21,140 SH	Increased+5,378 SH
PIMCO DYNAMIC INCOME FD	SHS	$527K	0.2%Prev: 0.3%	31,559 SH	Decreased-3,847 SH
PIMCO ETF TR	MULTISECTOR BD	$291K	0.1%	10,989 SH	New
PUTNAM ETF TRUST	FRAN MU HI YI ET	$241K	0.1%	20,283 SH	New
ROUNDHILL ETF TRUST	S&P 500 ODTE COV	$337K	0.1%Prev: 0.2%	8,622 SH	Decreased
RUBRIK INC.	CL A	$328K	0.1%Prev: 0.1%	4,090 SH	Increased+890 SH
S&P GLOBAL INC	COM SHS	$210K	0.1%	516 SH	New
SALESFORCE INC	COM	$212K	0.1%Prev: 0.1%	1,351 SH	Decreased+353 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$541K	0.2%Prev: 0.2%	17,049 SH	Increased+518 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.2M	0.5%Prev: 0.4%	39,319 SH	Increased+565 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$330K	0.1%	6,216 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$259K	0.1%	5,702 SH	New
SHELL PLC	SPON ADS	$824K	0.4%Prev: 0.2%	10,631 SH	Increased+2,046 SH
SLB LIMITED	COM STK	$285K	0.1%	6,139 SH	New
SPDR GOLD TR	GOLD SHS	$297K	0.1%Prev: 0.1%	807 SH	Increased+4 SH
SPDR INDEX SHS FDS	ST STR NAT ETF	$269K	0.1%	4,000 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.5%	1,472 SH	New
SUNCOR ENERGY INC NEW	COM	$344K	0.1%Prev: 0.1%	6,406 SH	Increased-142 SH
TESLA INC	COM	$256K	0.1%Prev: 0.1%	608 SH	Increased-151 SH
TEXAS INSTRS INC	COM	$414K	0.2%Prev: 0.1%	1,388 SH	Increased+202 SH
TRANSDIGM GROUP INC	COM	$218K	0.1%Prev: 0.1%	164 SH	Decreased-69 SH
TRISALUS LIFE SCIENCES INC	COM	$36K	0.0%	10,000 SH	New
TSS INC DEL	COM	$123K	0.1%	10,008 SH	New
UNITEDHEALTH GROUP INC	COM	$228K	0.1%	548 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.0M	0.4%Prev: 0.3%	13,300 SH	Increased-814 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$3.8M	1.6%Prev: 1.2%	39,096 SH	Increased-5,275 SH
VANGUARD INDEX FDS	GROWTH ETF	$732K	0.3%Prev: 0.2%	8,502 SH	Increased+7,209 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.7%Prev: 0.4%	2,486 SH	Increased+540 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.8M	1.6%Prev: 0.9%	10,315 SH	Increased+2,707 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$837K	0.4%Prev: 0.3%	14,019 SH	Increased+79 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$346K	0.1%Prev: 0.1%	3,911 SH	Increased-123 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$6.4M	2.7%Prev: 1.2%	40,637 SH	Increased+17,593 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$782K	0.3%Prev: 0.2%	6,121 SH	Increased+884 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$434K	0.2%Prev: 0.1%	1,835 SH	Increased+50 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.7M	0.7%Prev: 0.2%	20,155 SH	Increased+12,920 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$500K	0.2%Prev: 0.1%	7,022 SH	Increased+2,673 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$616K	0.3%Prev: 0.1%	3,900 SH	Increased+2,000 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$298K	0.1%Prev: 0.1%	3,196 SH	Increased+20 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$633K	0.3%Prev: 0.1%	6,450 SH	Increased+2,925 SH
VANGUARD WORLD FD	INF TECH ETF	$562K	0.2%Prev: 0.2%	4,704 SH	Increased+4,116 SH
VERTEX PHARMACEUTICALS INC	COM	$399K	0.2%Prev: 0.1%	803 SH	Increased+228 SH
VERTIV HOLDINGS CO	COM CL A	$326K	0.1%Prev: 0.1%	973 SH	Increased-767 SH
VISA INC	COM CL A	$404K	0.2%Prev: 0.1%	1,177 SH	Increased+193 SH
WELLS FARGO & CO	COM	$222K	0.1%	2,691 SH	New
WISDOMTREE TR	EUROPE HEDGED EQ	$341K	0.1%Prev: 0.1%	5,982 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $31.7M
AGNC INVT CORP — $184K
APOLLO COML REAL EST FIN INC — $8.3M
ARES MANAGEMENT CORPORATION — $212K
AT&T INC — $254K
BLACKROCK LTD DURATION INCOM — $1.4M
BLACKSTONE MTG TR INC — $3.6M
CARNIVAL CORP — $228K
CHEVRON CORP NEW — $208K
DESIGNER BRANDS INC — $34K
EMERSON ELEC CO — $209K
GRAYSCALE BITCOIN MINI TR ET — $534K
GRAYSCALE ETHEREUM TRUST ETF — $663K
ISHARES TR — $2.9M
JPMORGAN CHASE & CO. — $458K
MEDTRONIC PLC — $210K
NETFLIX INC — $303K
NEUBERGER BERMAN HIGH YIELD — $93K
NEUBERGER BERMAN MUN FD INC — $649K
RITHM CAPITAL CORP — $1.2M
… 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