CURA WEALTH ADVISORS, LLC

CIK 0002056729 · Q2 2026

13F Equity AUM

$234.3M

+4.8% QoQ

Positions

140

+15 QoQ

AUM Rank

#5,763

Top 66%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 54.5%Top 10: 62.8%Top 20: 73.4%

ABBV31.1%

FSK9.6%

ABT8.8%

VT2.7%

MFIC2.2%

AAPL1.8%

ACRE1.7%

GDXJ1.6%

VTI1.6%

XNEAX1.5%

Others (130)37.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare42.0%

Financial Services38.5%

Technology7.6%

Real Estate4.7%

Energy2.1%

Other5.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 140Median: 0.17%Avg: 0.71%

0–0.5%

112(21.3%)

0.5–1%

12(8.7%)

1–3%

13(20.5%)

3–5%

0(0.0%)

5%+

3(49.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 140vs 20 funds

0%Low

140

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New21Increased55Decreased32Exited7

New Positions

MU0.2%

+460

OKTA0.1%

+3K

RBRK0.1%

+4K

GEV0.1%

+250

GE0.1%

+745

PYLD0.1%

+11K

XLU0.1%

+6K

TSLA0.1%

+608

MNST0.1%

+3K

CRWD0.1%

+295

Increased

VUG0.3%

+7K(+490%)

VXUS0.7%

+4K(+29%)

VGT0.2%

+4K(+700%)

XLE0.1%

+2K(+47%)

SGOV1.3%

+2K(+5%)

GDXJ1.6%

+1K(+3%)

AMLP1.0%

+1K(+3%)

PFE0.2%

+1K(+6%)

NVDA0.8%

+1K(+13%)

KMI0.3%

+651(+3%)

Decreased

ARI1.3%

-161,400(-37%)

FSK9.6%

-132,473(-6%)

GPMT1.1%

-103,850(-5%)

MFIC2.2%

-101,095(-16%)

ACRE1.7%

-3,448(-0%)

ABBV31.1%

-3,111(-1%)

ABT8.8%

-1,642(-1%)

RSP0.2%

-1,265(-35%)

ICLN0.2%

-1,150(-6%)

INTC0.4%

-1,122(-15%)

Exited

-8,438

-1,690

-4,595

-2,443

-5,361

-10,200

-90

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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