Cura Wealth Advisors, LLC filed its 13F report for Q1 2026 on May 08, 2026. The portfolio totaled 223.45 M reflecting a -15.30% change from the prior quarter, spanning 126 assets. The top 10 holdings comprised 64.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 27 complete exits.
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Cura Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/08/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Cura Wealth Advisors reported a managed portfolio value of 223.45 M, consisting of 126 individual positions.
This page displays the raw filing documents. To see which stocks Cura Wealth Advisors bought or sold during Q1 2026, please visit Cura Wealth Advisors's Portfolio Analysis page.