ETF Holders

CURA Wealth Advisors, LLC ETF holdings

Chicago, IL

Reported $42.8M in 41 ETFs in its Form 13F for June 30, 2026.

ETF value
$42.8M
ETFs held
41
Change from prior quarter
+8.2%
With price moves
ETFs as a share of its 13F
18.3%
of $234.3M

Top 10 of 41 ETF holdings

TickerFundValueSharesChange
VTVanguard Total World Stock ETF$6.4M40,637+377 shares
GDXJVanEck Junior Gold Miners ETF$3.8M39,096+1,300 shares
VTIVanguard Morningstar Total Stock Market ETF$3.8M10,315+537 shares
SGOViShares 0-3 Month Treasury Bond ETF$3.1M31,041+1,532 shares
AMLPAlerian MLP ETF$2.3M44,035+1,185 shares
IVViShares Core S&P 500 ETF$1.9M2,577−2 shares
VXUSVanguard Total International Stock ETF$1.7M20,155+4,496 shares
VOOVanguard S&P 500 ETF$1.7M2,486+212 shares
GBTCGrayscale Bitcoin Trust ETF$1.2M27,290No change
SCHXSchwab U.S. Large-Cap ETF$1.2M39,319+605 shares
31 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056729. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does CURA Wealth Advisors, LLC own?

CURA Wealth Advisors, LLC reported 41 ETF positions worth $42.8M in its Form 13F for June 30, 2026. The largest was VT, at $6.4M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.