Cura Wealth Advisors, LLC holds a focused book of 140 stocks worth $234.3M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Abbvie Inc. Their largest long position is Abbvie Inc at 31% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cura Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $563.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $165.3B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $98.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.4B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $416.2B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $153.8B |
| LPL Financial LLC | 79 / 80 | $83.7B |
| UBS Group AG | 78 / 80 | $152.0B |
Ranked by how many of Cura Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Abbvie Inc COM | $72.9M | 289.9K | 31.1% | ▼−1.1% Reduced · −3K sh | |
| 2 | FS KKR Cap Corp COM | $22.4M | 2.13M | 9.6% | ▼−5.8% Reduced · −132K sh | |
| 3 | Abbott Laboratories COM | $20.7M | 228.0K | 8.8% | ▼−0.7% Reduced · −2K sh | |
| 4 | Vanguard Intl Equity Index F TT WRLD ST ETF | $6.4M | 40.6K | 2.7% | ▲+0.9% Added · +377 sh | |
| 5 | Midcap Financial Invstmnt Co COM NEW | $5.2M | 512.8K | 2.2% | ▼−16% Reduced · −101K sh | |
| 6 | Apple Inc COM | $4.3M | 14.9K | 1.8% | ▲+2.3% Added · +342 sh | |
| 7 | Ares Coml Real Estate Corp COM | $4.1M | 902.2K | 1.7% | ▼−0.4% Reduced · −3K sh | |
| 8 | Vaneck ETF Trust JUNIOR GOLD MINE | $3.8M | 39.1K | 1.6% | ▲+3.4% Added · +1K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $3.8M | 10.3K | 1.6% | ▲+5.5% Added · +537 sh | |
| 10 | Nuveen Amt Free Qlty Mun Inc COM | $3.5M | 302.0K | 1.5% | —Held | |
| 11 | Ishares TR 0-3 MTH TREASURY | $3.1M | 31.0K | 1.3% | ▲+5.2% Added · +2K sh | |
| 12 | BlackRock Muniyild Qult FD I COM | $3.1M | 269.0K | 1.3% | ▼−0.4% Reduced · −1K sh | |
| 13 | Apollo Coml Real Estate Fin COM | $2.9M | 275.8K | 1.3% | ▼−37% Reduced · −161K sh | |
| 14 | Granite PT MTG TR Inc COM STK | $2.7M | 1.80M | 1.2% | ▼−5.5% Reduced · −104K sh | |
| 15 | Eaton Vance Mun BD FD COM | $2.5M | 254.1K | 1.1% | —Held | |
| 16 | Microsoft Corp COM | $2.5M | 6.6K | 1.1% | ▲+9.6% Added · +580 sh | |
| 17 | ALPS ETF TR ALERIAN MLP | $2.3M | 44.0K | 1.0% | ▲+2.8% Added · +1K sh | |
| 18 | Nvidia Corporation COM | $2.0M | 9.8K | 0.8% | ▲+13% Added · +1K sh | |
| 19 | Ishares TR CORE S&P500 ETF | $1.9M | 2.6K | 0.8% | ▼−0.1% Reduced · −2 sh | |
| 20 | Vanguard Star FDS VG TL INTL STK F | $1.7M | 20.2K | 0.7% | ▲+29% Added · +4K sh | |
| 21 | Accenture PLC Ireland SHS CLASS A | $1.7M | 13.8K | 0.7% | ▼−2.3% Reduced · −330 sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $1.7M | 2.5K | 0.7% | ▲+9.3% Added · +212 sh | |
| 23 | Amazon Com Inc COM | $1.7M | 7.1K | 0.7% | ▲+7.1% Added · +473 sh | |
| 24 | Alphabet Inc CAP STK CL A | $1.6M | 4.5K | 0.7% | ▲+1.2% Added · +52 sh | |
| 25 | Golub Cap BDC Inc COM | $1.5M | 120.2K | 0.7% | —Held | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 3.0K | 0.6% | ▲+2.4% Added · +71 sh | |
| 27 | Nuveen Quality Muncp Income COM | $1.3M | 110.0K | 0.6% | —Held | |
| 28 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $1.2M | 27.3K | 0.5% | —Held | |
| 29 | Schwab Strategic TR US LRG CAP ETF | $1.2M | 39.3K | 0.5% | ▲+1.6% Added · +605 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.5% | ▲+2.0% Added · +29 sh | |
| 31 | Kayne Anderson Energy Infrst COM | $1.1M | 79.0K | 0.5% | ▲~0% Added · +9 sh | |
| 32 | Idexx Labs Inc COM | $1.1M | 2.1K | 0.5% | ▼−1.1% Reduced · −22 sh | |
| 33 | Duke Energy Corp New COM NEW | $1.1M | 8.6K | 0.5% | ▼−0.3% Reduced · −25 sh | |
| 34 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.5K | 0.5% | ▲+2.9% Added · +41 sh | |
| 35 | Meta Platforms Inc CL A | $1.1M | 1.9K | 0.5% | ▲+2.7% Added · +50 sh | |
| 36 | JPMorgan Chase Finl Co LLC CAL LKD 44 | $1.1M | 31.1K | 0.5% | ▼−1.6% Reduced · −500 sh | |
| 37 | Oracle Corp COM | $1.0M | 7.0K | 0.4% | ▼−1.3% Reduced · −95 sh | |
| 38 | BP PLC SPONSORED ADR | $1.0M | 27.6K | 0.4% | —Held | |
| 39 | Vaneck ETF Trust GOLD MINERS ETF | $1.0M | 13.3K | 0.4% | ▲+0.7% Added · +86 sh | |
| 40 | Palo Alto Networks Inc COM | $932K | 2.7K | 0.4% | ▲+0.1% Added · +2 sh | |
| 41 | Palantir Technologies Inc CL A | $925K | 7.9K | 0.4% | ▼−4.3% Reduced · −354 sh | |
| 42 | Intel Corp COM | $874K | 6.3K | 0.4% | ▼−15% Reduced · −1K sh | |
| 43 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $837K | 14.0K | 0.4% | ▲~0% Added · +3 sh | |
| 44 | Shell PLC SPON ADS | $824K | 10.6K | 0.4% | ▼~0% Reduced · −5 sh | |
| 45 | Kinder Morgan Inc Del COM | $808K | 25.3K | 0.3% | ▲+2.6% Added · +651 sh | |
| 46 | Vanguard Scottsdale FDS VNG RUS1000GRW | $782K | 6.1K | 0.3% | ▲+1.1% Added · +66 sh | |
| 47 | Johnson & Johnson COM | $767K | 3.0K | 0.3% | ▲+1.0% Added · +29 sh | |
| 48 | Vanguard Index FDS GROWTH ETF | $732K | 8.5K | 0.3% | ▲+490% Added · +7K sh | |
| 49 | Eli Lilly & Co COM | $722K | 602 | 0.3% | ▲+5.6% Added · +32 sh | |
| 50 | Neuberger Mun FD Inc COM | $717K | 68.0K | 0.3% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056729/holdings"
Use Arkolith to show CURA WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 140 | $234.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 126 | $223.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 141 | $263.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 127 | $261.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 116 | $250.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 105 | $247.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 96 | $226.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.