CURA WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$223,455
Net value change ($000)
-40,356 (-15.3%)
New positions
12
Sold out positions
28
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VXUS 614 103.5%
VTI 602 23.7%
BP 339 35.3%
VYM 305 111.7%
EQNR 300 NEW
GNR 299 NEW
VYMI 291 91.8%
XLE 258 NEW
VRT 256 NEW
IXC 248 NEW
Top Reduces (Value $000, Stocks/ETFs)
FSK -11,678 -33.6%
ABT -4,974 -17.4%
ARI -3,352 -42.1%
BXMT -2,968 -82.7%
GBDC -1,839 -54.7%
GPMT -1,785 -39.3%
AMZN -1,542 -52.6%
AAPL -1,370 -27.0%
MSFT -1,074 -32.4%
ACN -981 -25.9%
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