CURA WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 234,275
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 140 | 234,275 | 13F-HR | CURA WEALTH ADVISORS, LLC |
| Q1 2026 | 5/8/2026 | 126 | 223,455 | 13F-HR | CURA WEALTH ADVISORS, LLC |
| Q4 2025 | 1/23/2026 | 141 | 263,811 | 13F-HR | CURA WEALTH ADVISORS, LLC |
| Q3 2025 | 11/14/2025 | 127 | 261,668 | 13F-HR | CURA WEALTH ADVISORS, LLC |
| Q2 2025 | 8/14/2025 | 116 | 250,081 | 13F-HR | CURA WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 193.3 K | 82.5% | 7.453 K | 0 | 7.453 K |
| ETFs | 40.98 K | 17.5% | 3.357 K | 0 | 3.357 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
234,275
Holdings
140
QoQ value change ($000)
10,820
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.