We are live on ! Find out more
KA

Kure Advisory Portfolio holdings

AUM $184M
1-Year Est. Return 16.02%
This Fund
S&P 500
This Quarter Est. Return
+5.85%
1 Year Est. Return
+16.02%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$162M
AUM Growth
+$11.1M
Cap. Flow
+$2.62M
Cap. Flow %
1.62%
Top 10 Hldgs %
82.36%
Holding
49
New
3
Increased
20
Reduced
19
Closed
3

Top Buys

1
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$928K
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$336K
3
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$320K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$315K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$258K

Top Sells

1
AAPL icon
Apple
AAPL
+$244K
2
SBAC icon
SBA Communications
SBAC
+$239K
3
T icon
AT&T
T
+$200K
4
IAU icon
iShares Gold Trust
IAU
+$152K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$141K

Sector Composition

1 Technology 2.74%
2 Financials 0.85%
3 Consumer Discretionary 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAU icon
1
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$25.6M 15.79%
558,961
+4,687
+0.8% +$207K
DFAI
2
Dimensional International Core Equity Market ETF
DFAI
$17B
$24.2M 14.96%
666,851
+9,060
+1% +$320K
BALT icon
3
Innovator Defined Wealth Shield ETF
BALT
$2.67B
$24.1M 14.87%
734,071
+28,572
+4% +$928K
VGSH icon
4
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$13.2M 8.16%
224,576
+5,369
+2% +$315K
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$9.42M 5.81%
79,235
+2,050
+3% +$236K
VUG icon
6
Vanguard Growth ETF
VUG
$221B
$8.9M 5.5%
111,390
-666
-0.6% -$50.9K
DFAE icon
7
Dimensional Emerging Core Equity Market ETF
DFAE
$9.14B
$7.97M 4.92%
252,729
+4,976
+2% +$150K
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$100B
$7.58M 4.68%
277,818
+12,300
+5% +$336K
IAU icon
9
iShares Gold Trust
IAU
$62.4B
$6.73M 4.15%
92,427
-2,333
-2% -$152K
STIP icon
10
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$5.68M 3.51%
54,970
+2,505
+5% +$258K
VCSH icon
11
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$4.85M 3%
60,722
+1,567
+3% +$125K
REZ icon
12
iShares Residential and Multisector Real Estate ETF
REZ
$905M
$3.39M 2.09%
39,886
+1,371
+4% +$114K
DFAC icon
13
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$3.17M 1.96%
82,216
+798
+1% +$29.8K
VNQ icon
14
Vanguard Real Estate ETF
VNQ
$39.6B
$2.91M 1.8%
31,842
+1,300
+4% +$118K
AAPL icon
15
Apple
AAPL
$4.89T
$1.35M 0.84%
5,313
-1,081
-17% -$244K
VBK icon
16
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$1.1M 0.68%
3,690
+237
+7% +$68.4K
NVDA icon
17
NVIDIA
NVDA
$5.02T
$1M 0.62%
5,361
-76
-1% -$13.2K
MSFT icon
18
Microsoft
MSFT
$2.98T
$873K 0.54%
1,686
-116
-6% -$59.2K
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.06T
$812K 0.5%
1,615
+116
+8% +$56.2K
MMM icon
20
3M
MMM
$84.4B
$760K 0.47%
4,897
+1,283
+36% +$198K
PLTR icon
21
Palantir
PLTR
$322B
$626K 0.39%
3,433
+106
+3% +$17.2K
CWI icon
22
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.72B
$550K 0.34%
15,762
– –
FBND icon
23
Fidelity Total Bond ETF
FBND
$26.9B
$459K 0.28%
9,929
-1,100
-10% -$50.5K
VOO icon
24
Vanguard S&P 500 ETF
VOO
$974B
$457K 0.28%
746
-27
-3% -$15.9K
AMZN icon
25
Amazon
AMZN
$2.69T
$431K 0.27%
1,964
-165
-8% -$37.3K
1
2

Similar funds

IFPL
Investments & Financial Planning LLC Lexington, Kentucky $184M AUM 17.7% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $183M AUM 14.81% 1-Year Est. Return
MIM
Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return
EFIC
Eliot Finkel Investment Counsel Beverly Hills, California $184M AUM 33.43% 1-Year Est. Return
SWMG
Sard Wealth Management Group Atlanta, Georgia $184M AUM 11.26% 1-Year Est. Return
AAM
Ameraudi Asset Management New York $184M AUM 15.4% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Kure Advisory's Q3 2025 Portfolio in Review

As of Q3 2025, Kure Advisory held 49 positions worth $162M, up 7.4% from $151M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Kure Advisory's Q3 2025 filing shows 3 new, 20 increased, 19 reduced and 3 closed positions. Its largest new stake was Carvana: 2,870 shares worth $217K. The largest sale was Apple, an estimated $244K.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, up from 2.7% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Kure Advisory's largest Q3 2025 buy was Carvana: 2,870 shares worth $217K.
  • Kure Advisory added most to Innovator Defined Wealth Shield ETF in Q3 2025, an estimated $928K increase.
  • Kure Advisory's biggest Q3 2025 reduction was Apple, cutting an estimated $244K.
  • Kure Advisory fully exited SBA Communications in Q3 2025, selling an estimated $239K.
  • Kure Advisory's ten largest holdings make up 82% of its $162M portfolio in Q3 2025.
  • Kure Advisory opened 3 new positions and closed 3 in Q3 2025.
  • Kure Advisory's portfolio value rose 7.4% quarter-over-quarter to $162M.

Based on Kure Advisory's 13F filing for Q3 2025, filed 8 Oct 2025.