CURA WEALTH ADVISORS, LLC: 13F holdings
CIK 20567292026Q2
| Positions | 140 |
|---|
| Reported value | $234.3m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 140 (+14 vs prior quarter) |
|---|
| Reported value | $234.3m (+4.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ABBV ABBVIE INC | 289,872 | $72.9m | 31.1% |
| FSK FS KKR CAP CORP | 2,132,461 | $22.4m | 9.6% |
| ABT ABBOTT LABORATORIES | 227,985 | $20.7m | 8.8% |
| ACWI VANGUARD INTL EQUITY INDEX F | 40,637 | $6.4m | 2.7% |
| MFIC MIDCAP FINANCIAL INVSTMNT CO | 512,823 | $5.2m | 2.2% |
| AAPL APPLE INC | 14,936 | $4.3m | 1.8% |
| ACRE ARES COML REAL ESTATE CORP | 902,153 | $4.1m | 1.7% |
| GDXJ VANECK ETF TRUST | 39,096 | $3.8m | 1.6% |
| VTI VANGUARD INDEX FDS | 10,315 | $3.8m | 1.6% |
| XNEAX NUVEEN AMT FREE QLTY MUN INC | 302,000 | $3.5m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056729")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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