Cura Wealth Advisors
Cura Wealth Advisors reported 140 stocks worth $234M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are ABBV (31.1%), FSK (9.6%) and ABT (8.8%). Compared with Q1 2026, the fund opened new positions in MU, OKTA and RBRK, added to VT, AAPL and GDXJ, trimmed ABBV, FSK and ABT and sold out of MDT, WMT and BITW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ABBV Abbvie Inc | $72.9M | 31.1% | 290K | −3,111 (−1%) | 7 of 7 | |
| 2 |  FSK FS KKR | $22.4M | 9.6% | 2.1M | −132K (−6%) | 7 of 7 | |
| 3 |  ABT Abbott Labs | $20.7M | 8.8% | 228K | −1,642 (−1%) | 6 of 7 | |
| 4 |  VT Vanguard Total World | $6.4M | 2.7% | 41K | +377 (+1%) | 7 of 7 | |
| 5 |  MFIC Midcap Financial Invstmnt Corp Com New | $5.2M | 2.2% | 513K | −101K (−16%) | 7 of 7 | |
| 6 |  AAPL Apple Inc | $4.3M | 1.8% | 15K | +342 (+2%) | 7 of 7 | |
| 7 |  ACRE Ares Coml Real Estate Corp | $4.1M | 1.7% | 902K | −3,448 (−0%) | 7 of 7 | |
| 8 |  GDXJ Vaneck Junior Gold | $3.8M | 1.6% | 39K | +1,300 (+3%) | 7 of 7 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $3.8M | 1.6% | 10K | +537 (+5%) | 7 of 7 | |
| 10 |  NEA Nuveen Amt Free Qlty Mun Incme Com | $3.5M | 1.5% | 302K | No change | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CARNIVAL CORP COMMON PAIRED STOCK | $218K | 8,438 |
 MDT Medtronic PLC F | $212K | 2,443 |
 WMT Walmart Inc | $210K | 1,690 |
 BITW Bitwise 10 Crypto Index ETF | $205K | 4,595 |
 EPD Enterprise Products | $203K | 5,361 |
🔒 Free account: see all 6.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cura Wealth Advisors 13F FAQ
What does Cura Wealth Advisors own?
Cura Wealth Advisors reported 140 stocks worth $234M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are ABBV (31.1%), FSK (9.6%) and ABT (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Cura Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 51 added to, 30 trimmed and 6 sold out. New positions include MU, OKTA and RBRK. It sold all of MDT, WMT and BITW.
When will Cura Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cura Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $234M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.