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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$414B
$64.4 Billion 24.41% of portfolio
281,826
Q4 2025 Reduced 0.76%
$0
$34.7 Billion 13.17% of portfolio
2,345,376
Q4 2025 Reduced 6.02%
$228B
$28.6 Billion 10.82% of portfolio
227,873
Q4 2025 Added 0.27%
$1.39B
$7.97 Billion 3.02% of portfolio
823,233
Q4 2025 Reduced 1.02%
$893M
$7.34 Billion 2.78% of portfolio
641,918
Q4 2025 Added 3.88%
$0
$5.65 Billion 2.14% of portfolio
40,078
Q4 2025 Added 11.05%
$4.3T
$5.07 Billion 1.92% of portfolio
18,664
Q4 2025 Added 18.45%
$0
$4.63 Billion 1.75% of portfolio
40,673
Q4 2025 Reduced 4.87%
$144M
$4.55 Billion 1.72% of portfolio
1,894,666
Q4 2025 Added 5.43%
$268M
$4.34 Billion 1.64% of portfolio
907,074
Q4 2025 Reduced 15.58%
$152B
$3.79 Billion 1.44% of portfolio
14,131
Q4 2025 Reduced 3.59%
$3.16B
$3.59 Billion 1.36% of portfolio
187,510
Q4 2025 Added 1.99%
$0
$3.57 Billion 1.35% of portfolio
307,000
Q4 2025 Reduced 0.32%
$2.37B
$3.36 Billion 1.27% of portfolio
247,700
Q4 2025 Added 5.54%
$3.78T
$3.31 Billion 1.26% of portfolio
6,848
Q4 2025 Added 10.04%
$0
$3.06 Billion 1.16% of portfolio
271,000
Q4 2025 Reduced 25.14%
$0
$2.91 Billion 1.1% of portfolio
29,019
Q4 2025 Added 2.8%
$0
$2.53 Billion 0.96% of portfolio
7,560
Q4 2025 Added 7.71%
$0
$2.38 Billion 0.9% of portfolio
244,149
Q4 2025 Added 15.76%
$0
$2.01 Billion 0.76% of portfolio
42,825
Q4 2025 Added 45.27%
$51.1B
$1.87 Billion 0.71% of portfolio
27,390
Q4 2024 New
$342B
$1.81 Billion 0.69% of portfolio
10,187
Q4 2025 Reduced 14.41%
$0
$1.77 Billion 0.67% of portfolio
2,579
Q4 2025 Added 0.43%
$465B
$1.77 Billion 0.67% of portfolio
9,472
Q4 2025 Added 34.79%
$1.65T
$1.63 Billion 0.62% of portfolio
5,199
Q4 2025 Added 21.19%
$662B
$1.53 Billion 0.58% of portfolio
3,042
Q4 2025 Added 10.3%
$593B
$1.45 Billion 0.55% of portfolio
7,440
Q4 2025 Added 0.68%
$57.4B
$1.41 Billion 0.54% of portfolio
2,088
Q4 2025 Reduced 32.23%
$0
$1.4 Billion 0.53% of portfolio
2,237
Q4 2025 Added 6.47%
$1.37T
$1.36 Billion 0.51% of portfolio
2,057
Q4 2025 Added 55.36%
$0
$1.32 Billion 0.5% of portfolio
110,000
Q1 2025 Reduced 11.59%
$0
$1.13 Billion 0.43% of portfolio
13,214
Q3 2025 Reduced 6.38%
$0
$1.04 Billion 0.4% of portfolio
38,754
Q4 2024 New
$96.4B
$1 Billion 0.38% of portfolio
8,545
Q4 2025 New
$0
$978 Million 0.37% of portfolio
78,993
Q4 2025 Added 0.01%
$0
$973 Million 0.37% of portfolio
1,426
Q4 2025 Added 0.92%
Jpmorgan Chase Finl CO LLC
-
$946 Million 0.36% of portfolio
-
Q4 2025 New
$112B
$959 Million 0.36% of portfolio
27,613
Q4 2025 Added 0.19%
$971B
$932 Million 0.35% of portfolio
867
Q4 2025 Added 51.84%
$0
$918 Million 0.35% of portfolio
1,495
Q4 2025 Added 5.36%
$881B
$816 Million 0.31% of portfolio
2,531
Q4 2025 Added 35.35%
$574M
$828 Million 0.31% of portfolio
100,672
Q4 2025 Added 2.0%
$270B
$783 Million 0.3% of portfolio
10,653
Q4 2025 Reduced 0.11%
Grayscale Ethereum Trust ETF
-
$775 Million 0.29% of portfolio
-
Q1 2025 Added 0.95%
$0
$753 Million 0.29% of portfolio
14,016
Q4 2025 Added 0.43%
$139B
$736 Million 0.28% of portfolio
2,125
Q4 2025 Added 136.9%
$79.2B
$735 Million 0.28% of portfolio
11,532
Q4 2025 Added 4.53%
$0
$718 Million 0.27% of portfolio
5,894
Q4 2025 Added 10.5%
$61.6B
$677 Million 0.26% of portfolio
24,622
Q4 2025 Reduced 3.12%

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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