CURA WEALTH ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$263,811
Net value change ($000)
+2,143 (0.8%)
New positions
24
Sold out positions
9
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AMZN 1,195 68.8%
AAPL 1,062 26.5%
DUK 1,002 NEW
JPM 946 NEW
VT 680 13.7%
AMLP 631 45.6%
GOOGL 584 56.0%
LLY 496 113.8%
NVDA 456 34.8%
AVGO 440 148.6%
Top Reduces (Value $000, Stocks/ETFs)
FSK -2,526 -6.8%
ABT -1,888 -6.2%
ABBV -1,359 -2.1%
MQY -1,155 -27.4%
GPMT -844 -15.7%
ORCL -628 -30.2%
GBTC -587 -23.9%
IDXX -555 -28.2%
ACRE -510 -10.5%
ARI -456 -5.4%
Instrument mix + QoQ Δ (ex-options)
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