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Kure Advisory, LLC Portfolio
$216.5M across 62 positions as of 2026-09-30, with 79% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.8%
-4.7% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.4% | +10.5% |
| Sep 30, 2024 to Dec 31, 2024 | -2.8% | +2.1% |
| Jun 30, 2024 to Sep 30, 2024 | +6.1% | +5.4% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFAUDimensional US Core Equity Market ETF | $33.4M | 15.4% | 637,601 |
| DFAIDimensional International Core Equity Market ETF | $32.3M | 14.9% | 779,406 |
| INNOVATOR ETFS TRUST | $26.9M | 12.4% | 768,852 |
| VGSHVanguard Short-Term Treasury ETF | $16.8M | 7.8% | 292,570 |
| VUGVanguard Growth ETF | $13.2M | 6.1% | 146,464 |
| IJRiShares Core S&P Small-Cap ETF | $12.5M | 5.8% | 91,856 |
| SCHDSchwab US Dividend Equity ETF | $11.5M | 5.3% | 352,119 |
| DFAEDimensional Emerging Core Equity Market ETF | $10.8M | 5.0% | 274,047 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $7.5M | 3.5% | 96,080 |
| STIPiShares 0-5 Year TIPS Bond ETF | $6.9M | 3.2% | 69,559 |
| VCSHVanguard Short-Term Corporate Bond ETF | $5.8M | 2.7% | 74,784 |
| NEARiShares Short Duration Bond Active ETF | $5.1M | 2.3% | 101,830 |
| REZiShares Residential and Multisector Real Estate ETF | $4.4M | 2.0% | 50,199 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $3.8M | 1.8% | 85,980 |
| VNQVanguard Real Estate ETF | $3.7M | 1.7% | 40,776 |
| AAPLApple Inc | $2.2M | 1.0% | 6,635 |
| VBKVanguard Small-Cap Growth ETF | $1.9M | 0.9% | 5,739 |
| MSFTMicrosoft Corp | $1.4M | 0.6% | 2,735 |
| NVDANVIDIA Corp | $1.4M | 0.6% | 6,045 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $1.1M | 0.5% | 9,040 |
| BRK.BBerkshire Hathaway Inc | $813.2K | 0.4% | 1,633 |
| PLTRPalantir Technologies Inc | $638.6K | 0.3% | 3,414 |
| CWIState Street SPDR MSCI ACWI ex-US ETF | $636.9K | 0.3% | 15,762 |
| XOMExxonmobil Holdings Corp | $629.8K | 0.3% | 3,870 |
| AMZNAmazon.com Inc | $562.9K | 0.3% | 2,259 |
| GOOGLAlphabet Inc | $532.7K | 0.2% | 1,548 |
| VOOVanguard S&P 500 ETF | $512.4K | 0.2% | 731 |
| MMM3M Co | $443.8K | 0.2% | 2,703 |
| AVGOBroadcom Inc | $389.8K | 0.2% | 1,110 |
| SGOViShares 0-3 Month Treasury Bond ETF | $380.2K | 0.2% | 3,776 |
| JPMJPMorgan Chase & Co | $368.2K | 0.2% | 1,113 |
| IVEiShares S&P 500 Value ETF | $358.4K | 0.2% | 1,570 |
| IWRiShares Russell Mid-Cap ETF | $355.9K | 0.2% | 3,335 |
| COSTCostco Wholesale Corp | $351.3K | 0.2% | 386 |
| MUMicron Technology Inc | $348.3K | 0.2% | 327 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $332.7K | 0.2% | 13,659 |
| USBUS Bancorp | $327.4K | 0.2% | 5,669 |
| CSCOCisco Systems Inc | $323.9K | 0.1% | 3,009 |
| WFCWells Fargo & Co | $323K | 0.1% | 4,035 |
| GOOGAlphabet Inc | $313.5K | 0.1% | 920 |
| HDHome Depot Inc | $301.8K | 0.1% | 1,061 |
| PSXPhillips 66 | $299.1K | 0.1% | 1,172 |
| VTVVanguard Value ETF | $289.4K | 0.1% | 1,339 |
| XELXcel Energy Inc | $274.3K | 0.1% | 3,891 |
| SLViShares Silver Trust | $270.4K | 0.1% | 4,961 |
| METAMeta Platforms Inc | $269.8K | 0.1% | 372 |
| PGProcter & Gamble Co | $268.6K | 0.1% | 1,849 |
| PECOPhillips Edison & Co Inc | $263.2K | 0.1% | 7,049 |
| JNJJohnson & Johnson | $253.6K | 0.1% | 958 |
| TRVTravelers Companies Inc | $249.2K | 0.1% | 699 |
| AMDAdvanced Micro Devices Inc | $248.4K | 0.1% | 406 |
| CATCaterpillar Inc | $233.5K | 0.1% | 288 |
| WMTWalmart Inc | $232.2K | 0.1% | 2,234 |
| BPBP PLC | $228.2K | 0.1% | 5,188 |
| FBNDFidelity Total Bond ETF | $220.3K | 0.1% | 5,087 |
| APHAmphenol Corp | $214.5K | 0.1% | 2,544 |
| PANWPalo Alto Networks Inc | $213K | 0.1% | 536 |
| TSLATesla Inc | $210K | 0.1% | 592 |
| CVXChevron Corp | $206.3K | 0.1% | 1,010 |
| COKECoca-Cola Consolidated Inc | $201.4K | 0.1% | 1,064 |
| VERRA MOBILITY CORP | $39.1K | 0.0% | 12,603 |
| PLAYBOY INC | $19.1K | 0.0% | 18,596 |
Quarter ending 2026-09-30.
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