CURA WEALTH ADVISORS, LLC
RIA/Wealth
CURA WEALTH ADVISORS, LLC is a RIA/Wealth based in Chicago, IL led by Frederick Maximilian Kort, reporting $491.4M in AUM as of Q3 2025 with 39% Healthcare concentration, 67% concentrated in top 10 holdings, and 25% allocation to ABBV.
CEOFrederick Maximilian Kort
- Portfolio Value
- $259.8M
- Positions
- 126
- Top Holding
- ABBV at 25.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CURA WEALTH ADVISORS, LLC's portfolio (66.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $65.8M | 25.31% | -$6.6M Sold | 0.02% 284.0K shares | |
Asset Management Financial Services | $37.3M | 14.34% | +$10.5M Bought | 0.89% 2.5M shares | |
Medical - Devices Healthcare | $30.4M | 11.72% | +$30.4M Bought | 0.01% 227.3K shares | |
REIT - Mortgage Real Estate | $8.4M | 3.24% | -$239.2K Sold | 0.60% 831.7K shares | |
Asset Management Financial Services | $7.4M | 2.85% | -$1.1M Sold | 0.66% 617.9K shares | |
REIT - Mortgage Real Estate | $5.4M | 2.08% | +$469.7K Bought | 3.79% 1.8M shares | |
ETF ETF | $5.0M | 1.91% | +$1.8M Bought | — 36.1K shares | |
REIT - Mortgage Real Estate | $4.8M | 1.87% | +$420.7K Bought | 1.95% 1.1M shares | |
ETF ETF | $4.2M | 1.63% | -$159.9K Sold | — 42.8K shares | |
Unknown Unknown | $4.2M | 1.62% | -$11.7K Sold | — 362.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CURA WEALTH ADVISORS, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for CURA WEALTH ADVISORS, LLC
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