CURA WEALTH ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
127
Total value ($000)
$261,668
Net value change ($000)
+11,587 (4.6%)
New positions
26
Sold out positions
6
Turnover %
16.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ABT 30,438 NEW
ABBV 7,751 13.4%
VT 2,011 67.9%
BRK-B 1,387 NEW
GPMT 1,339 33.0%
GDXJ 1,235 41.2%
GOOGL 1,043 NEW
AAPL 1,041 35.0%
COIN 1,012 NEW
NVDA 559 74.3%
Top Reduces (Value $000, Stocks/ETFs)
EVV -3,895 -86.8%
PLTR -1,547 -41.6%
MFIC -1,538 -17.2%
RITM -1,249 -100.0%
BLW -1,109 -82.1%
ACN -746 -17.1%
GBDC -448 -12.2%
OXLC -383 -100.0%
NKE -330 -30.0%
XLE -235 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,866 (0.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type