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KA

Kure Advisory Portfolio holdings

AUM $211M
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
+8.99%
1 Year Est. Return
+18.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$211M
AUM Growth
+$27.3M
Cap. Flow
+$13.6M
Cap. Flow %
6.46%
Top 10 Hldgs %
79.25%
Holding
67
New
11
Increased
28
Reduced
18
Closed
5

Top Buys

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.13M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$2.06M
3
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$1.75M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.06M
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$1.03M

Top Sells

Rank Stock Value
1
BP icon
BP
BP
+$241K
2
CVX icon
Chevron
CVX
+$236K
3
PSX icon
Phillips 66
PSX
+$213K
4
MDT icon
Medtronic
MDT
+$204K
5
COP icon
ConocoPhillips
COP
+$203K

Sector Composition

Rank Sector Weight
1 Miscellaneous 92.87%
2 Technology 3.03%
3 Financials 0.98%
4 Industrials 0.74%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAU icon
1
Dimensional US Core Equity Market ETF
DFAU
$12.9B
$32.6M 15.45%
630,484
+42,471
+7% +$2.13M
DFAI
2
Dimensional International Core Equity Market ETF
DFAI
$18.4B
$31.7M 15.01%
767,412
+42,599
+6% +$1.75M
BALT icon
3
Innovator Defined Wealth Shield ETF
BALT
$2.86B
$25.4M 12.04%
741,316
+30,269
+4% +$1.03M
VGSH icon
4
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
$16.2M 7.68%
278,531
+18,211
+7% +$1.06M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$13.5M 6.42%
91,325
+6,369
+7% +$874K
VUG icon
6
Vanguard Morningstar Growth ETF
VUG
$228B
$12.4M 5.88%
143,995
+24,427
+20% +$2.06M
DFAE icon
7
Dimensional Emerging Core Equity Market ETF
DFAE
$10.2B
$11.3M 5.34%
280,411
+13,739
+5% +$531K
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$112B
$10.9M 5.16%
342,987
+31,103
+10% +$987K
IAU icon
9
iShares Gold Trust
IAU
$65.7B
$6.63M 3.14%
87,752
-436
-0.5% -$37K
STIP icon
10
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
$6.6M 3.13%
64,627
+3,250
+5% +$335K
VCSH icon
11
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$5.61M 2.66%
70,994
+3,406
+5% +$269K
NEAR icon
12
iShares Short Maturity Bond ETF
NEAR
$5.05B
$5M 2.37%
98,616
+8,975
+10% +$455K
REZ icon
13
iShares Residential and Multisector Real Estate ETF
REZ
$849M
$4.62M 2.19%
48,828
+3,195
+7% +$287K
DFAC icon
14
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$3.81M 1.81%
85,906
+411
+0.5% +$17.6K
VNQ icon
15
Vanguard Real Estate ETF
VNQ
$38.3B
$3.78M 1.79%
39,189
+2,254
+6% +$215K
VBK icon
16
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.8B
$2.04M 0.97%
5,572
+1,432
+35% +$488K
AAPL icon
17
Apple
AAPL
$4.68T
$1.91M 0.9%
6,593
-168
-2% -$48.1K
NVDA icon
18
NVIDIA
NVDA
$5.59T
$1.2M 0.57%
6,007
-200
-3% -$41.1K
MSFT icon
19
Microsoft
MSFT
$3.72T
$1.05M 0.5%
2,822
+231
+9% +$93.5K
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.08T
$813K 0.39%
1,625
-95
-6% -$45.7K
CWI icon
21
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.92B
$641K 0.3%
15,762
– –
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.14T
$551K 0.26%
1,542
+4
+0.3% +$1.44K
AMZN icon
23
Amazon
AMZN
$2.77T
$525K 0.25%
2,204
-199
-8% -$50K
XOM icon
24
ExxonMobil
XOM
$659B
$523K 0.25%
3,825
+22
+0.6% +$3.29K
VOO icon
25
Vanguard S&P 500 ETF
VOO
$1.03T
$522K 0.25%
760
-19
-2% -$12.7K
1
2 3

Similar funds

MAM
McCarthy Asset Management Redwood Shores, California $211M AUM
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $211M AUM 31.97% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
IFPL
Investments & Financial Planning LLC Lexington, Kentucky $211M AUM 21.82% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
WCM
Wisconsin Capital Management Madison, Wisconsin $211M AUM 45.78% 1-Year Est. Return
AFC
Alpine Fox Capital Las Vegas, Nevada $211M AUM 226.72% 1-Year Est. Return
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $211M AUM

Kure Advisory's Q2 2026 Portfolio in Review

As of Q2 2026, Kure Advisory held 67 positions worth $211M, up 15% from $184M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Kure Advisory deployed $13.6M of net new capital in Q2 2026, opening 11 new positions and adding to 28 existing holdings. Its largest new stake was iShares S&P 500 Value ETF: 1,902 shares worth $432K.

By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Broadcom, an estimated $128K trimmed.

  • Kure Advisory's largest Q2 2026 buy was iShares S&P 500 Value ETF: 1,902 shares worth $432K.
  • Kure Advisory added most to Dimensional US Core Equity Market ETF in Q2 2026, an estimated $2.13M increase.
  • Kure Advisory's biggest Q2 2026 reduction was Broadcom, cutting an estimated $128K.
  • Kure Advisory fully exited BP in Q2 2026, selling an estimated $241K.
  • Kure Advisory's ten largest holdings make up 79% of its $211M portfolio in Q2 2026.
  • Kure Advisory opened 11 new positions and closed 5 in Q2 2026.
  • Kure Advisory's portfolio value rose 15% quarter-over-quarter to $211M.

Based on Kure Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.