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CURA WEALTH ADVISORS, LLC
hedge fundUpdated 35 days agoManaged by Cura Wealth Advisors, Llc • Latest filing Q2 2026
Portfolio value
$234.3M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $226.1M |
| Q1 2025 | $247.1M |
| Q2 2025 | $250.1M |
| Q3 2025 | $261.7M |
| Q4 2025 | $263.8M |
| Q1 2026 | $223.5M |
| Q2 2026 | $234.3M |
Top holdings
140 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ABBV ABBVIE INC | $72.9M | 289.9K | 31.14% | — |
| 2 | F FSK FS KKR CAP CORP | $22.4M | 2.13M | 9.56% | — |
| 3 | A ABT ABBOTT LABORATORIES | $20.7M | 228.0K | 8.83% | — |
| 4 | V VGES VANGUARD INTL EQUITY INDEX F | $6.4M | 40.6K | 2.72% | — |
| 5 | M MFICL MIDCAP FINANCIAL INVSTMNT CO | $5.2M | 512.8K | 2.21% | — |
| 6 | A AAPL APPLE INC | $4.3M | 14.9K | 1.84% | — |
| 7 | A ACRE ARES COML REAL ESTATE CORP | $4.1M | 902.2K | 1.73% | — |
| 8 | H HODL VANECK ETF TRUST | $3.8M | 39.1K | 1.64% | — |
| 9 | V VGES VANGUARD INDEX FDS | $3.8M | 10.3K | 1.63% | — |
| 10 | N NEA NUVEEN AMT FREE QLTY MUN INC | $3.5M | 302.0K | 1.51% | — |
| 11 | E ETHA ISHARES TR | $3.1M | 31.0K | 1.33% | — |
| 12 | M MQY BLACKROCK MUNIYILD QULT FD I | $3.1M | 269.0K | 1.33% | — |
| 13 | A ARI APOLLO COML REAL ESTATE FIN | $2.9M | 275.8K | 1.26% | — |
| 14 | G GPMT-PA GRANITE PT MTG TR INC | $2.7M | 1.80M | 1.15% | — |
| 15 | E EIM EATON VANCE MUN BD FD | $2.5M | 254.1K | 1.08% | — |
| 16 | M MSFT MICROSOFT CORP | $2.5M | 6.6K | 1.05% | — |
| 17 | A AMZN ALPS ETF TR | $2.3M | 44.0K | 0.97% | — |
| 18 | N NVDA NVIDIA CORPORATION | $2M | 9.8K | 0.84% | — |
| 19 | E ETHA ISHARES TR | $1.9M | 2.6K | 0.82% | — |
| 20 | V VGES VANGUARD STAR FDS | $1.7M | 20.2K | 0.74% | — |