Data as of Q4 2025 (Dec 31, 2025)

CURA WEALTH ADVISORS, LLC

โ€ขCIK: 2056729โ€ขFiling: Q4 2025

**CURA WEALTH ADVISORS, LLC** manages $264M across a diversified portfolio of 141 positions. The fund exhibits significant concentration in healthcare and pharmaceutical names, notably holding ABBV at $64.4M and ABT at $28.6M. Top allocations also include FSK ($34.7M) and ARI ($8.0M), suggesting a focused, sector-tilted approach. This structure indicates a deep conviction in established healthcare leaders within its current mandate.

Total AUM
$263.8M
QoQ Performance
+1.5%
Positions
127
Top 10 Concentration
63.4%
Latest Filing
Q4 2025

Top Holdings Allocation

ABBV
FSK
ABT
ABBV24.4%
FSK13.2%
ABT10.8%
ARI3.0%
MFIC2.8%
VT2.1%
AAPL1.9%
GDXJ1.8%

๐Ÿ“ˆ Biggest Buys

AMZN
AMAZON COM INC
+60.6%
1.1% of portfolio
DUK
DUKE ENERGY CORP NEW
NEW
0.4% of portfolio
AMJB
JPMORGAN CHASE FINL CO LLC
NEW
0.4% of portfolio
AAPL
APPLE INC
+18.4%
1.9% of portfolio
AMLP
ALPS ETF TR
+45.3%
0.8% of portfolio

๐Ÿ“‰ Biggest Sells

FSK
FS KKR CAP CORP
-6.0%
13.2% of portfolio
MQY
BLACKROCK MUNIYILD QULT FD I
-25.1%
1.2% of portfolio
ACRE
ARES COML REAL ESTATE CORP
-15.6%
1.6% of portfolio
IDXX
IDEXX LABS INC
-32.2%
0.5% of portfolio
ABBV
ABBVIE INC
-0.8%
24.4% of portfolio

Sector Breakdown

Other49.9%
Healthcare36.2%
Technology8.0%
Consumer1.8%
ETF1.6%
Financial1.3%
Utilities0.5%
Industrial0.2%

๐Ÿšช Exited Positionssold since Q3 2025

PG
PROCTER AND GAMBLE CO
SOLD
$263.2K
T
AT&T INC
SOLD
$253.7K
VRT
VERTIV HOLDINGS CO
SOLD
$250.9K
BLW
BLACKROCK LTD DURATION INCOM
SOLD
$240.9K
SCHH
SCHWAB STRATEGIC TR
SOLD
$217.7K
+4 more exited positions

Changes from Q3 2025

NEW24 new positions
โ†‘70 increased
โ†“24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024