13F Filings History of CURA WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$263,811,281
Signature - Title
Nandan Shah - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by CURA WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CURA WEALTH ADVISORS, LLC reported 141 stock holdings with total value $263,811,281 as of Q4 2025. Top holdings included ABBV, FSK, ABT, ARI, and MFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 141 $263,811,281 +$17,547,902 -$8,599,335 +$8,948,567 ABBV, FSK, ABT, ARI, MFIC 13F-HR 23 Jan 2026, 16:50
Q3 2025 126 $259,802,509 +$55,274,899 -$21,336,490 +$33,938,409 ABBV, FSK, ABT, ARI, MFIC 13F-HR 14 Nov 2025, 15:03
Q2 2025 106 $214,767,285 +$12,624,692 -$45,020,948 -$32,396,256 ABBV, FSK, MFIC, ARI, ACRE 13F-HR 14 Aug 2025, 15:33
Q1 2025 105 $247,122,327 +$19,424,838 -$9,584,282 +$9,840,556 ABBV, FSK, ABT, MFIC, ARI 13F-HR 15 May 2025, 14:51
Q4 2024 96 $226,100,670 $0 $0 $0 ABBV, FSK, ABT, EVV, PLTR 13F-HR 14 Feb 2025, 15:22