StockDriftsStockDriftsTop 50 Cura Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | 31.14% | 289.9K | $72.9M | -1.06%(-3.11K) | $189.28(+31.72%) | 2026-06-30 | |
| FSK | FS KKR CAP CORP | 9.56% | 2.13M | $22.4M | -5.85%(-132.47K) | $19.92(-39.30%) | 2026-06-30 | |
| ABT | ABBOTT LABORATORIES | 8.83% | 228.0K | $20.7M | -0.72%(-1.64K) | $113.66(-3.33%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.72% | 40.6K | $6.4M | +0.94%(+377) | $125.79(+28.32%) | 2026-06-30 | |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 2.21% | 512.8K | $5.2M | -16.47%(-101.09K) | $13.14(-26.28%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.84% | 14.9K | $4.3M | +2.34%(+342) | $238.00(+28.86%) | 2026-06-30 | |
| ACRE | ARES COML REAL ESTATE CORP | 1.73% | 902.2K | $4.1M | -0.38%(-3.45K) | $6.00(-21.61%) | 2026-06-30 | |
| GDXJ | VANECK ETF TRUST | 1.64% | 39.1K | $3.8M | +3.44%(+1.30K) | $47.89(+148.77%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.63% | 10.3K | $3.8M | +5.49%(+537) | $301.00(+26.92%) | 2026-06-30 | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 1.51% | 302.0K | $3.5M | +0.00%(+0) | $11.62(-2.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -0.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.27% |
Cura Wealth Advisors LLC reports $234.27M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are ABBV (31.1%), FSK (9.6%) and ABT (8.8%). The top 20 holdings account for 73.38% of reported assets. Its disclosed equity book has returned -0.58% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cura Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056729). View Cura Wealth Advisors LLC’s 13F filings on SEC