CURA WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$234,275
Net value change ($000)
+10,820 (4.8%)
New positions
21
Sold out positions
6
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ABBV 9,222 14.5%
VT 809 14.5%
VTI 680 21.7%
AAPL 618 16.7%
INTC 548 168.1%
MU 531 NEW
VXUS 516 42.8%
PANW 494 112.8%
NVDA 444 29.2%
VOO 348 25.6%
Top Reduces (Value $000, Stocks/ETFs)
ABT -2,889 -12.3%
MFIC -1,731 -25.1%
ARI -1,671 -36.2%
ACN -1,088 -38.7%
GDXJ -696 -15.3%
FSK -666 -2.9%
ACRE -287 -6.6%
PLTR -286 -23.6%
BP -278 -21.4%
CCL -218 -100.0%
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