Cura Wealth Advisors, LLC Portfolio Holdings

Cura Wealth Advisors, LLC

  • $264 Billion
  • Q4 2025

Cura Wealth Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $264 Billion distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $64.4B, Fs Kkr Capital Corp with a value of $34.7B, Abbott Laboratories with a value of $28.6B, Apollo Commercial Real Estate Finance, Inc. with a value of $7.97B, and Apollo Investment Corp with a value of $7.34B.

Examining the 13F form we can see an increase of $2.14B in the current position value, from $262B to 264B.

Cura Wealth Advisors, LLC is based out at Chicago, IL

Below you can find more details about Cura Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $264 Billion
Healthcare: $98.5 Billion
Financial Services: $64.3 Billion
ETFs: $34.6 Billion
Technology: $21.5 Billion
Real Estate: $21.3 Billion
Consumer Cyclical: $5.25 Billion
Energy: $4.14 Billion
Communication Services: $3.92 Billion
Other: $5.17 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.16B
$3.59 Billion 1.36% of portfolio
187,510
Q4 2025 Added 1.99%
$2.37B
$3.36 Billion 1.27% of portfolio
247,700
Q4 2025 Added 5.54%
$7.35B
$211 Million 0.08% of portfolio
6,512
Q4 2025 Added 8.53%

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $264 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 24 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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