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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
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
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$2.13M
2
+$2.06M
3
+$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
+$241K
2
+$236K
3
+$213K
4
MDT icon
Medtronic
MDT
+$204K
5
COP icon
ConocoPhillips
COP
+$203K

Sector Composition

Rank Sector Weight
1 Technology 3.03%
2 Financials 0.98%
3 Industrials 0.74%
4 Consumer Staples 0.65%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAU icon
1
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$32.6M 15.45%
630,484
+42,471
DFAI
2
Dimensional International Core Equity Market ETF
DFAI
$18B
$31.7M 15.01%
767,412
+42,599
BALT icon
3
Innovator Defined Wealth Shield ETF
BALT
$2.8B
$25.4M 12.04%
741,316
+30,269
VGSH icon
4
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$16.2M 7.68%
278,531
+18,211
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$113B
$13.5M 6.42%
91,325
+6,369
VUG icon
6
Vanguard Morningstar Growth ETF
VUG
$229B
$12.4M 5.88%
143,995
+24,427
DFAE icon
7
Dimensional Emerging Core Equity Market ETF
DFAE
$9.82B
$11.3M 5.34%
280,411
+13,739
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$107B
$10.9M 5.16%
342,987
+31,103
IAU icon
9
iShares Gold Trust
IAU
$65.4B
$6.63M 3.14%
87,752
-436
STIP icon
10
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$6.6M 3.13%
64,627
+3,250
VCSH icon
11
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$5.61M 2.66%
70,994
+3,406
NEAR icon
12
iShares Short Maturity Bond ETF
NEAR
$4.88B
$5M 2.37%
98,616
+8,975
REZ icon
13
iShares Residential and Multisector Real Estate ETF
REZ
$848M
$4.62M 2.19%
48,828
+3,195
DFAC icon
14
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$3.81M 1.81%
85,906
+411
VNQ icon
15
Vanguard Real Estate ETF
VNQ
$38.6B
$3.78M 1.79%
39,189
+2,254
VBK icon
16
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$2.04M 0.97%
5,572
+1,432
AAPL icon
17
Apple
AAPL
$4.41T
$1.91M 0.9%
6,593
-168
NVDA icon
18
NVIDIA
NVDA
$5.43T
$1.2M 0.57%
6,007
-200
MSFT icon
19
Microsoft
MSFT
$3.66T
$1.05M 0.5%
2,822
+231
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.09T
$813K 0.39%
1,625
-95
CWI icon
21
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.87B
$641K 0.3%
15,762
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.2T
$551K 0.26%
1,542
+4
AMZN icon
23
Amazon
AMZN
$2.88T
$525K 0.25%
2,204
-199
XOM icon
24
ExxonMobil
XOM
$657B
$523K 0.25%
3,825
+22
VOO icon
25
Vanguard S&P 500 ETF
VOO
$1.03T
$522K 0.25%
760
-19
1
2 3

Similar funds

UI
Unconventional Investor Portsmouth, New Hampshire $211M AUM 14.16% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $211M AUM
CWWM
Curry Webb Wealth Management Indianapolis, Indiana $212M AUM
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
AFC
AFT Forsyth & Company West Palm Beach, Florida $212M AUM 27.94% 1-Year Est. Return
CHA
Cooper/Haims Advisors Victor, New York $212M AUM 12.19% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

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 Technology at 3% of assets, up from 2.6% a quarter earlier, followed by Financials and Industrials.

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.