CURA WEALTH ADVISORS, LLC 13F Holdings
CIK 0002056729 · CHICAGO, IL
As of Sep 30, 2025, CURA WEALTH ADVISORS, LLC reported 126 positions worth $261.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ABBVIE INC | ABBV | Equity | 283,982 | $65.8M | 25.13% |
| FS KKR CAPITAL CORP | FSK | Financial Services | 2,495,696 | $37.3M | 14.24% |
| ABBOTT LABORATORIES | ABT | Healthcare | 227,251 | $30.4M | 11.63% |
| APOLLO COMMERCIAL REAL ESTATE FINANCE INC | ARI | Real Estate | 831,683 | $8.4M | 3.22% |
| MIDCAP FINANCIAL INVESTMENT CORP | MFIC | Financial Services | 617,918 | $7.4M | 2.83% |
| GRANITE POINT MORTGAGE TRUST INC | GPMT | Real Estate | 1,797,001 | $5.4M | 2.06% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 36,090 | $5.0M | 1.90% |
| ARES COMMERCIAL REAL ESTATE CORP | ACRE | Real Estate | 1,074,505 | $4.8M | 1.85% |
| VANECK JUNIOR GOLD MINERS ETF | GDXJ | — | 42,756 | $4.2M | 1.62% |
| BLACKROCK MUNIYILD QULT FD I | — | — | 362,000 | $4.2M | 1.61% |
| APPLE INC | AAPL | Technology | 15,757 | $4.0M | 1.53% |
| ACCENTURE PLC | ACN | Technology | 14,657 | $3.6M | 1.38% |
| NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | NEA | — | 308,000 | $3.5M | 1.34% |
| BLACKSTONE MORTGAGE TRUST INC | BXMT | Real Estate | 183,860 | $3.4M | 1.29% |
| MICROSOFT CORP | MSFT | Technology | 6,223 | $3.2M | 1.23% |
| GOLUB CAPITAL BDC INC | GBDC | Financial Services | 234,700 | $3.2M | 1.23% |
| NVIDIA CORP | NVDA | Technology | 7,127 | $3.2M | 1.21% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 28,229 | $2.8M | 1.09% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 27,390 | $2.5M | 0.94% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 7,019 | $2.3M | 0.88% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 11,902 | $2.2M | 0.83% |
| EATON VANCE MUN BD FD | — | — | 210,908 | $2.1M | 0.80% |
| ORACLE CORP | ORCL | Technology | 7,390 | $2.1M | 0.79% |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 3,081 | $2.0M | 0.75% |
| AMAZON.COM INC | AMZN | Equity | 7,906 |