1y return−2.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $103 against $127 in the S&P 500.2
Cura Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ABBVAbbvie Inc | $72.9M | 31.1% | −1.1% |
| FSKFs Kkr Cap Corp | $22.4M | 9.6% | −5.8% |
| ABTAbbott Laboratories | $20.7M | 8.8% | |
| VTVanguard Intl Equity Index F | $6.4M | 2.7% | |
| MFICMidcap Financial Invstmnt Co | $5.2M | 2.2% | −16.5% |
| AAPLApple Inc | $4.3M | 1.8% | +2.3% |
| ACREAres Coml Real Estate Corp | $4.1M | 1.7% | |
| GDXJVaneck Etf Trust | $3.8M | 1.6% | +3.4% |
| VTIVanguard Index Fds | $3.8M | 1.6% | +5.5% |
| XNEAXNuveen Amt Free Qlty Mun Inc | $3.5M | 1.5% | |
| SGOVIshares Tr | $3.1M | 1.3% | +5.2% |
| MQYBlackrock Muniyild Qult Fd I | $3.1M | 1.3% | |
| ARIApollo Coml Real Estate Fin | $2.9M | 1.3% | −36.9% |
| Granite Pt Mtg Tr IncCUSIP 38741L107 | $2.7M | 1.2% | −5.5% |
| EIMEaton Vance Mun Bd Fd | $2.5M | 1.1% | |
| MSFTMicrosoft Corp | $2.5M | 1.1% | +9.6% |
| AMLPAlps Etf Tr | $2.3M | 1.0% | +2.8% |
| NVDANvidia Corporation | $2.0M | 0.8% | +12.6% |
| IVVIshares Tr | $1.9M | 0.8% | |
| VXUSVanguard Star Fds | $1.7M | 0.7% | +28.7% |
| Accenture PLC IrelandCUSIP G1151C101 | $1.7M | 0.7% | −2.3% |
| VOOVanguard Index Fds | $1.7M | 0.7% | +9.3% |
| AMZNAmazon Com Inc | $1.7M | 0.7% | +7.1% |
| GOOGLAlphabet Inc | $1.6M | 0.7% | +1.2% |
| GBDCGolub Cap Bdc Inc | $1.5M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GDXJVaneck Etf Trust | December 31, 2024 | +129.8% | $3.8M |
| GDXVaneck Etf Trust | December 31, 2024 | +122.5% | $1.0M |
| PANWPalo Alto Networks Inc | December 31, 2024 | +87.4% | $932K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $2.0M |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $1.6M |
| VXUSVanguard Star Fds | December 31, 2024 | +45.1% | $1.7M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $1.1M |
| ABBVAbbvie Inc | December 31, 2024 | +41.6% | $72.9M |
| VTVanguard Intl Equity Index F | December 31, 2024 | +33.6% | $6.4M |
| VTIVanguard Index Fds | December 31, 2024 | +27.7% | $3.8M |
Sold off last quarter
- Carnival CorpCUSIP 143658300 was $218K
- Medtronic PLCCUSIP G5960L103 was $212K
- WMTWalmart Inc was $210K
- BITWBitwise 10 Crypto Index Etf was $205K
- EPDEnterprise Prods Partners L was $203K
- MSDLMorgan Stanley Direct Lendin was $142K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.3% | +14.8% |
| March 31, 2026 | −9.6% | −4.6% |
| December 31, 2025 | −1.8% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +0.6% | +10.5% |
| March 31, 2025 | +4.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cura Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056729&type=13F-HR&dateb=&owner=include&count=40CIK 2056729
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056729/000205672926000003/Filed August 6, 2026 · accession 0002056729-26-000003