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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
MMM icon
26
3M
MMM
$86.8B
$438K 0.21%
2,707
-256
-9% -$38.8K
IVE icon
27
iShares S&P 500 Value ETF
IVE
$50.1B
$432K 0.2%
+1,902
New +$425K
AVGO icon
28
Broadcom
AVGO
$1.69T
$420K 0.2%
1,111
-319
-22% -$128K
FBND icon
29
Fidelity Total Bond ETF
FBND
$28.1B
$406K 0.19%
8,929
-1,000
-10% -$45.6K
PLTR icon
30
Palantir
PLTR
$419B
$403K 0.19%
3,456
-52
-1% -$7.09K
COST icon
31
Costco
COST
$406B
$386K 0.18%
413
+29
+8% +$28.9K
HD icon
32
Home Depot
HD
$320B
$378K 0.18%
1,073
+242
+29% +$78.7K
CMI icon
33
Cummins
CMI
$76.9B
$371K 0.18%
520
+20
+4% +$13.2K
MU icon
34
Micron Technology
MU
$1.13T
$371K 0.18%
+321
New +$241K
IWR icon
35
iShares Russell Mid-Cap ETF
IWR
$56.9B
$368K 0.17%
3,335
– –
SGOV icon
36
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$361K 0.17%
3,588
+254
+8% +$25.5K
JPM icon
37
JPMorgan Chase
JPM
$954B
$361K 0.17%
1,103
-271
-20% -$84.2K
CSCO icon
38
Cisco
CSCO
$431B
$350K 0.17%
+2,982
New +$312K
SPAB icon
39
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.2B
$348K 0.17%
13,648
-9
-0.1% -$230
USB icon
40
US Bancorp
USB
$99B
$341K 0.16%
5,649
-21
-0.4% -$1.18K
WFC icon
41
Wells Fargo
WFC
$272B
$331K 0.16%
4,002
+38
+1% +$3.05K
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.1T
$320K 0.15%
907
+5
+0.6% +$1.79K
XEL icon
43
Xcel Energy
XEL
$47.2B
$312K 0.15%
3,889
+936
+32% +$74.7K
CAT icon
44
Caterpillar
CAT
$372B
$305K 0.14%
+286
New +$251K
PECO icon
45
Phillips Edison & Co
PECO
$5.03B
$293K 0.14%
7,040
+10
+0.1% +$399
VTV icon
46
Vanguard Morningstar Value ETF
VTV
$193B
$292K 0.14%
1,339
– –
PG icon
47
Procter & Gamble
PG
$340B
$274K 0.13%
1,871
+267
+17% +$38.9K
WMT icon
48
Walmart Inc
WMT
$851B
$265K 0.13%
2,343
-394
-14% -$48.9K
SLV icon
49
iShares Silver Trust
SLV
$32B
$265K 0.13%
4,961
– –
TSLA icon
50
Tesla
TSLA
$1.39T
$258K 0.12%
614
-85
-12% -$33.8K
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.