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Nandan Shah

Cura Wealth Advisors, Llc

Assets Managed
$223.455M
Holdings
126
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-15.29%(2Q avg: -7.23%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cura Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Cura Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 223.455M in assets, with a quarterly growth rate of -15.29% and a 2-quarter average growth rate of -7.23%. The portfolio is managed by Nandan Shah, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ABBV
Abbvie Inc
Recent Activity
Increased 3.96%
28.52%
$63.721M
292,983 shares@ $217.5 avg price
ABT
Abbott Laboratories
Recent Activity
Increased 0.77%
10.56%
$23.576M
229,627 shares@ $102.67 avg price
FSK
Fs Kkr Capital Corp
Recent Activity
Decreased -3.42%
10.32%
$23.057M
2.265M shares@ $10.18 avg price
MFIC
Midcap Financial Investment
Recent Activity
Decreased -4.36%
3.09%
$6.9M
613,918 shares@ $11.24 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 0.46%
2.5%
$5.569M
40,260 shares@ $138.32 avg price
ARI
Apollo Commercial Real Estat
Recent Activity
Decreased -46.88%
2.07%
$4.617M
437,233 shares@ $10.56 avg price
GDXJ
Vaneck Junior Gold Miners
Recent Activity
Decreased -7.07%
2.04%
$4.537M
37,796 shares@ $120.05 avg price
ACRE
Ares Commercial Real Estate
Recent Activity
Decreased -0.16%
1.95%
$4.347M
905,601 shares@ $4.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -21.8%
1.66%
$3.704M
14,594 shares@ $253.79 avg price
XNEAX
Nuveen Amt-fr Qlty Muni Inc
Recent Activity
Decreased -1.62%
1.52%
$3.391M
302,000 shares@ $11.23 avg price

1-10 of 126