Institutional Fund
Cura Wealth Advisors, LLC
Chicago, ILCIK 20567295 filings on record
Portfolio Value
$223.45M
Q1 2026
Holdings
125
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-15.3%
from $263.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Abbvie Inc28.5%
- Abbott Labs10.6%
- Fs Kkr Cap Corp10.3%
- Midcap Financial Invstmnt Co3.1%
- Vanguard Intl Equity Index F2.5%
- Apollo Coml Real Est Fin Inc2.1%
- Other43.0%
Portfolio Holdings
125 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Abbvie Inc | 293.0K | $63.72M | 28.5% | +11.2K | Added |
| 2 | Abbott Labs | 229.6K | $23.58M | 10.6% | +1.8K | Added |
| 3 | Fs Kkr Cap Corp | 2.26M | $23.06M | 10.3% | −80.4K | Reduced |
| 4 | Midcap Financial Invstmnt Co | 613.9K | $6.90M | 3.1% | −28.0K | Reduced |
| 5 | Vanguard Intl Equity Index F | 40.3K | $5.57M | 2.5% | +182 | Added |
| 6 | Apollo Coml Real Est Fin Inc | 437.2K | $4.62M | 2.1% | −386.0K | Reduced |
| 7 | Vaneck ETF Trust | 37.8K | $4.54M | 2.0% | −2.9K | Reduced |
| 8 | Ares Coml Real Estate Corp | 905.6K | $4.35M | 1.9% | −1.5K | Reduced |
| 9 | Apple Inc | 14.6K | $3.70M | 1.7% | −4.1K | Reduced |
| 10 | Nuveen Amt Free Qlty Mun Inc | 302.0K | $3.39M | 1.5% | −5.0K | Reduced |
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