Cura Wealth Advisors, LLC reported 88 positions worth $179.18M for the quarter ended Jun 30, 2026, up 3.9% on the prior quarter. It opened 17 new positions, added to 31, trimmed 26 and exited 4. Its largest holding is AbbVie Inc. at 40.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +460 | – | $530.95K | 0.296% |
| OKTA Okta, Inc. | +2,500 | – | $341.13K | 0.19% |
| RBRK Rubrik, Inc. | +4,090 | – | $328.35K | 0.183% |
| GEV GE Vernova Inc. | +250 | – | $293.82K | 0.164% |
| GE General Electric Co | +745 | – | $278.58K | 0.155% |
| MNST Monster Beverage Corp | +5,432 | – | $261.03K | 0.146% |
| TSLA Tesla, Inc. | +608 | – | $255.76K | 0.143% |
| UNH Unitedhealth Group Inc | +548 | – | $227.59K | 0.127% |
| HIMS Hims & Hers Health, Inc. | +6,502 | – | $225.44K | 0.126% |
| CRWD CrowdStrike Holdings, Inc. | +1,180 | – | $225.35K | 0.126% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ARI Apollo Commercial Real Estate Finance, Inc. | -161.4K | -36.9% | $1.72M | 1.64% |
| FSK FS KKR Capital Corp | -132.5K | -5.8% | $1.39M | 12.5% |
| MFIC MidCap Financial Investment Corp | -101.1K | -16.5% | $1.02M | 2.88% |
| ABBV AbbVie Inc. | -3,111 | -1.1% | $782.85K | 40.71% |
| MDT Medtronic plc | -2,443 | -100.0% | $211.69K | Exited |
| WMT Walmart Inc. | -1,690 | -100.0% | $210.06K | Exited |
| EPD Enterprise Products Partners L.P. | -5,361 | -100.0% | $202.86K | Exited |
| INTC Intel Corp | -1,122 | -15.2% | $156.66K | 0.488% |
| GPMT Granite Point Mortgage Trust Inc. | -103.9K | -5.5% | $155.78K | 1.51% |
| ABT Abbott Laboratories | -1,642 | -0.7% | $148.99K | 11.55% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +460 | $530.95K | 0.296% |
| OKTA Okta, Inc. | +2,500 | $341.13K | 0.19% |
| RBRK Rubrik, Inc. | +4,090 | $328.35K | 0.183% |
| GEV GE Vernova Inc. | +250 | $293.82K | 0.164% |
| GE General Electric Co | +745 | $278.58K | 0.155% |
| MNST Monster Beverage Corp | +5,432 | $261.03K | 0.146% |
| TSLA Tesla, Inc. | +608 | $255.76K | 0.143% |
| UNH Unitedhealth Group Inc | +548 | $227.59K | 0.127% |
| HIMS Hims & Hers Health, Inc. | +6,502 | $225.44K | 0.126% |
| CRWD CrowdStrike Holdings, Inc. | +1,180 | $225.35K | 0.126% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABBV AbbVie Inc. | Healthcare | 289.9K | $72.94M | 40.71% | -3,111 | -1.1% | Reduced | 0.02% |
| 2 | FSK FS KKR Capital Corp | Financial Services | 2.13M | $22.39M | 12.5% | -132.5K | -5.8% | Reduced | 0.76% |
| 3 | ABT Abbott Laboratories | Healthcare | 228.0K | $20.69M | 11.55% | -1,642 | -0.7% | Reduced | 0.01% |
| 4 | MFIC MidCap Financial Investment Corp | Financial Services | 512.8K | $5.17M | 2.88% | -101.1K | -16.5% | Reduced | 0.62% |
| 5 | AAPL Apple Inc. | Technology | 14.9K | $4.32M | 2.41% | +342 | +2.3% | Added | 0% |
| 6 | ACRE Ares Commercial Real Estate Corp | Financial Services | 902.2K | $4.06M | 2.27% | -3,448 | -0.4% | Reduced | 1.63% |
| 7 | ARI Apollo Commercial Real Estate Finance, Inc. | Financial Services | 275.8K | $2.95M | 1.64% | -161.4K | -36.9% | Reduced | 0.21% |
| 8 | GPMT Granite Point Mortgage Trust Inc. | Financial Services | 1.80M | $2.70M | 1.51% | -103.9K | -5.5% | Reduced | 3.74% |
| 9 | MSFT Microsoft Corp | Technology | 6,626 | $2.47M | 1.38% | +580 | +9.6% | Added | 0% |
| 10 | NVDA Nvidia Corp | Technology | 9,816 | $1.96M | 1.1% | +1,101 | +12.6% | Added | 0% |
| 11 | ACN Accenture plc | Industrials | 13.8K | $1.72M | 0.961% | -330 | -2.3% | Reduced | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 7,143 | $1.70M | 0.95% | +473 | +7.1% | Added | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 4,499 | $1.61M | 0.897% | +52 | +1.2% | Added | 0% |
| 14 | GBDC GOLUB CAPITAL BDC, Inc. | Financial Services | 120.2K | $1.55M | 0.864% | 0 | 0.0% | Unchanged | 0.05% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,987 | $1.49M | 0.834% | +71 | +2.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Cura Wealth Advisors.
As of its Q2 2026 13F filing, Cura Wealth Advisors, LLC’s five largest positions were AbbVie Inc. (ABBV) at 40.7%, FS KKR Capital Corp (FSK) at 12.5%, Abbott Laboratories (ABT) at 11.5%, MidCap Financial Investment Corp (MFIC) at 2.9%, Apple Inc. (AAPL) at 2.4% of the reported portfolio.
Cura Wealth Advisors, LLC reported a 13F portfolio worth $179.18M across 88 positions for Q2 2026. That is up 3.9% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($530.95K), Okta, Inc. ($341.13K), Rubrik, Inc. ($328.35K). It opened 17 new positions.
Its largest sales by value were Apollo Commercial Real Estate Finance, Inc. ($1.72M), FS KKR Capital Corp ($1.39M), MidCap Financial Investment Corp ($1.02M). It exited 4 positions entirely.
From the Form 13F-HR reports Cura Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.