Cura Wealth Advisors, LLC
Cura Wealth Advisors, LLC reported 142 holdings worth US$234M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Cura Wealth Advisors, LLC reported 142 holdings worth US$234M as of Jun 30, 2026. Largest: Abbvie Inc., Fs Kkr Capital Corp. and Abbott Laboratories. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 142
- Value as reported
- US$234M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Abbvie Inc. | 290K | US$72.9M | 31.1% |
| Fs Kkr Capital Corp. | 2.13M | US$22.4M | 9.6% |
| Abbott Laboratories | 228K | US$20.7M | 8.8% |
| Midcap Financial Investment Corporation | 513K | US$5.17M | 2.2% |
| Apple Inc | 14,936 | US$4.32M | 1.8% |
| Ares Commercial Real Estate Corporation | 902K | US$4.06M | 1.7% |
| Apollo Commercial Real Estate Finance, Inc | 276K | US$2.95M | 1.3% |
| Granite Point Mortgage Trust Inc. | 1.8M | US$2.7M | 1.2% |
| Microsoft Corp. | 6,626 | US$2.47M | 1.1% |
| Alphabet Inc (google) Class C | 6,394 | US$2.29M | 0.98% |
| Nvidia Corporation | 9,816 | US$1.96M | 0.84% |
| Amazon.com, Inc. | 7,143 | US$1.7M | 0.73% |
| Golub Capital Bdc, Inc. | 120K | US$1.55M | 0.66% |
| Berkshire Hathaway Inc. | 2,987 | US$1.49M | 0.64% |
| Idexx Laboratories, Inc. | 2,066 | US$1.09M | 0.46% |
| Duke Energy Corporation (holding Company) | 8,588 | US$1.09M | 0.46% |
| Meta Platforms, Inc. | 1,922 | US$1.08M | 0.46% |
| Oracle Corporation | 7,048 | US$1.03M | 0.44% |
| Bp Plc | 27,613 | US$1.02M | 0.44% |
| Palo Alto Networks, Inc. | 2,733 | US$932K | 0.40% |
| Palantir Technologies Inc. | 7,926 | US$925K | 0.39% |
| Intel Corporation | 6,262 | US$874K | 0.37% |
| Shell Plc | 10,631 | US$824K | 0.35% |
| Kinder Morgan, Inc. | 25,273 | US$808K | 0.34% |
| Johnson & Johnson | 3,020 | US$767K | 0.33% |
| Eli Lilly And Company | 602 | US$722K | 0.31% |
| Kkr Real Estate Finance Trust Inc. | 101K | US$689K | 0.29% |
| Northern Trust Corporation | 3,897 | US$677K | 0.29% |
| Jp Morgan Chase & Co. | 2,021 | US$662K | 0.28% |
| Blackstone Mortgage Trust, Inc. | 32,200 | US$546K | 0.23% |
| Micron Technology, Inc. | 460 | US$531K | 0.23% |
| Broadcom Inc. | 1,349 | US$510K | 0.22% |
| Pfizer, Inc. | 21,140 | US$509K | 0.22% |
| Brookfield Renewable Corporation | 13,385 | US$497K | 0.21% |
| Nike, Inc. | 11,488 | US$472K | 0.20% |
| Exxon Mobil Corporation | 3,251 | US$444K | 0.19% |
| Texas Instruments Incorporated | 1,388 | US$414K | 0.18% |
| Visa Inc. | 1,177 | US$404K | 0.17% |
| Vertex Pharmaceuticals Incorporated | 803 | US$399K | 0.17% |
| Evergy, Inc. | 4,497 | US$389K | 0.17% |
| Home Depot, Inc. (the) | 1,063 | US$375K | 0.16% |
| Howmet Aerospace Inc. | 1,386 | US$373K | 0.16% |
| Suncor Energy Inc. | 6,406 | US$344K | 0.15% |
| Merck & Company, Inc. | 2,665 | US$342K | 0.15% |
| Okta, Inc. | 2,500 | US$341K | 0.15% |
| Amphenol Corporation | 1,900 | US$335K | 0.14% |
| Rubrik, Inc. | 4,090 | US$328K | 0.14% |
| Vertiv Holdings, Llc | 973 | US$326K | 0.14% |
| Chevron Corporation | 1,880 | US$312K | 0.13% |
| Coinbase Global, Inc. | 2,087 | US$305K | 0.13% |
| Arista Networks, Inc. | 1,748 | US$297K | 0.13% |
| Ge Vernova Inc. | 250 | US$294K | 0.13% |
| Novartis Ag | 1,863 | US$292K | 0.12% |
| Constellation Energy Corporation | 1,153 | US$286K | 0.12% |
| Energy Transfer Lp | 14,594 | US$279K | 0.12% |
| Ge Aerospace | 745 | US$279K | 0.12% |
| Blackstone Inc. | 2,252 | US$265K | 0.11% |
| Coca-cola Company (the) | 3,229 | US$262K | 0.11% |
| Monster Beverage Corporation | 2,716 | US$261K | 0.11% |
| Tesla, Inc. | 608 | US$256K | 0.11% |
| Boeing Company (the) | 1,175 | US$254K | 0.11% |
| Mcdonald's Corporation | 924 | US$250K | 0.11% |
| Unitedhealth Group Incorporated | 548 | US$228K | 0.10% |
| Hims & Hers Health, Inc. | 6,502 | US$225K | 0.10% |
| Crowdstrike Holdings, Inc. | 295 | US$225K | 0.10% |
| Equinor Asa | 7,120 | US$224K | 0.10% |
| Oneok, Inc. | 2,558 | US$222K | 0.09% |
| Wells Fargo & Company | 2,691 | US$222K | 0.09% |
| Nextera Energy, Inc. | 2,519 | US$221K | 0.09% |
| Transdigm Group Inc. | 164 | US$218K | 0.09% |
| Blackrock, Inc. | 226 | US$217K | 0.09% |
| Salesforce, Inc. | 1,351 | US$212K | 0.09% |
| International Business Machines Corporation | 740 | US$208K | 0.09% |
| Carnival Corporation Ltd. | 7,208 | US$206K | 0.09% |
| Markel Group Inc. | 104 | US$203K | 0.09% |
| Lockheed Martin Corporation | 393 | US$200K | 0.09% |
| Tss, Inc. | 10,008 | US$123K | 0.05% |
| Crescent Energy Company | 10,142 | US$99,594 | 0.04% |
| Arbutus Biopharma Corporation | 15,000 | US$72,000 | 0.03% |
| Keel Infrastructure Corp. | 10,000 | US$57,400 | 0.02% |
| Trisalus Life Sciences, Inc. | 10,000 | US$35,600 | 0.02% |
| Enterprise Products Partners L.p. | 0 | US$0 | 0.00% |
| Morgan Stanley Direct Lending Fund | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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