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Disclosed positions
CURA WEALTH ADVISORS, LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- ABBVIE INC
- Ticker
- ABBV
- Class
- COM
- Reported value
- $72,943,325
- Reported amount
- 289,872
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002056729-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ABBVIE INC | ABBV | COM | $72,943,325 | 289,872 | SH | None |
| FS KKR CAP CORP | FSK | COM | $22,390,841 | 2,132,461 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $20,687,340 | 227,985 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $6,378,034 | 40,637 | SH | None |
| MIDCAP FINANCIAL INVSTMNT CO | MFIC | COM NEW | $5,169,256 | 512,823 | SH | None |
| APPLE INC | AAPL | COM | $4,321,852 | 14,936 | SH | None |
| ARES COML REAL ESTATE CORP | ACRE | COM | $4,059,689 | 902,153 | SH | None |
| VANECK ETF TRUST | GDXJ | JUNIOR GOLD MINE | $3,841,230 | 39,096 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $3,817,007 | 10,315 | SH | None |
| NUVEEN AMT FREE QLTY MUN INC | NEA | COM | $3,545,480 | 302,000 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $3,124,897 | 31,041 | SH | None |
| BLACKROCK MUNIYILD QULT FD I | MQY | COM | $3,120,400 | 269,000 | SH | None |
| APOLLO COML REAL ESTATE FIN | ARI | COM | $2,945,896 | 275,833 | SH | None |
| GRANITE PT MTG TR INC | GPMT | COM STK | $2,701,842 | 1,801,228 | SH | None |
| EATON VANCE MUN BD FD | EIM | COM | $2,531,324 | 254,149 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,471,583 | 6,626 | SH | None |
| ALPS ETF TR | AMLP | ALERIAN MLP | $2,283,215 | 44,035 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,964,113 | 9,816 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,930,140 | 2,577 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $1,723,088 | 20,155 | SH | None |
| ACCENTURE PLC IRELAND | ACN | SHS CLASS A | $1,722,250 | 13,840 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,707,105 | 2,486 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,702,388 | 7,143 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,607,930 | 4,499 | SH | None |
| GOLUB CAP BDC INC | GBDC | COM | $1,548,176 | 120,200 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,494,844 | 2,987 | SH | None |
| NUVEEN QUALITY MUNCP INCOME | NAD | COM | $1,333,200 | 110,000 | SH | None |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | SHS REP COM UT | $1,242,241 | 27,290 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $1,157,158 | 39,319 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,099,369 | 1,472 | SH | None |
| KAYNE ANDERSON ENERGY INFRST | KYN | COM | $1,092,740 | 79,012 | SH | None |
| IDEXX LABS INC | IDXX | COM | $1,087,855 | 2,066 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $1,087,051 | 8,588 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,082,660 | 1,470 | SH | None |
| META PLATFORMS INC | META | CL A | $1,082,545 | 1,922 | SH | None |
| JPMORGAN CHASE FINL CO LLC | AMJB | CAL LKD 44 | $1,074,122 | 31,143 | SH | None |
| ORACLE CORP | ORCL | COM | $1,032,906 | 7,048 | SH | None |
| BP PLC | BP | SPONSORED ADR | $1,020,300 | 27,613 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $1,003,485 | 13,300 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $932,159 | 2,733 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $924,772 | 7,926 | SH | None |
| INTEL CORP | INTC | COM | $874,324 | 6,262 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $836,820 | 14,019 | SH | None |
| SHELL PLC | SHEL | SPON ADS | $824,328 | 10,631 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $807,978 | 25,273 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $782,343 | 6,121 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $766,898 | 3,020 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $732,374 | 8,502 | SH | None |
| ELI LILLY & CO | LLY | COM | $722,141 | 602 | SH | None |
| NEUBERGER MUN FD INC | NBH | COM | $717,400 | 68,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.