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Cura Wealth Advisors - Q2 2026 13F Filings

CU

Cura Wealth Advisors, LLC

CIK: 0002056729
Address: Illinois Chicago 180 North Stetson Ave Ste 3500
$234.27 M
Portfolio Value
140
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+4.84%
$234.27 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cura Wealth Advisors Q2 2026 Filing Summary

Cura Wealth Advisors, LLC filed its 13F report for Q2 2026 on August 06, 2026. The portfolio totaled 234.27 M reflecting a +4.84% change from the prior quarter, spanning 140 assets. The top 10 holdings comprised 62.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 20 new positions and 5 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Cura Wealth Advisors’s Q2 2026 Filing

Cura Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Cura Wealth Advisors reported a managed portfolio value of 234.27 M, consisting of 142 individual positions.

This page displays the raw filing documents. To see which stocks Cura Wealth Advisors bought or sold during Q2 2026, please visit Cura Wealth Advisors's Portfolio Analysis page.