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Portfolio (Quarterly) Guide ↗

Kure Advisory, LLC

· CIK 0001986795
13F Portfolio $211M AUM 62 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 25 Added 15 Reduced 5 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAU DIMENSIONAL ETF TRUST 630,484.0 $32.6M 15.45% +42K +7.2% $51.69 +1.8%
2 DFAI DIMENSIONAL ETF TRUST 767,412.0 $31.7M 15.01% +43K +5.9% $41.25 +3.5%
3 BALT INNOVATOR ETFS TRUST 741,316.0 $25.4M 12.04% +30K +4.3% $34.27 +1.3%
4 VGSH VANGUARD SCOTTSDALE FDS 278,531.0 $16.2M 7.68% +18K +7.0% $58.20 -0.6%
5 IJR ISHARES TR 91,325.0 $13.5M 6.42% +6K +7.5% $148.31 -3.6%
6 VUG VANGUARD INDEX FDS 143,995.0 $12.4M 5.88% +124K +622.6% $86.14 +1.4%
7 DFAE DIMENSIONAL ETF TRUST 280,411.0 $11.3M 5.34% +14K +5.2% $40.21 -1.5%
8 SCHD SCHWAB STRATEGIC TR 342,987.0 $10.9M 5.16% +31K +10.0% $31.71 +9.8%
9 STIP ISHARES TR 64,627.0 $6.6M 3.13% +3K +5.3% $102.16 -1.4%
10 VCSH VANGUARD SCOTTSDALE FDS 70,994.0 $5.6M 2.66% +3K +5.0% $79.03 -1.2%
11 NEAR ISHARES U S ETF TR 98,616.0 $5.0M 2.37% +9K +10.0% $50.66 -0.8%
12 REZ ISHARES TR 48,828.0 $4.6M 2.19% +3K +7.0% $94.69 -0.4%
13 VNQ VANGUARD INDEX FDS 39,189.0 $3.8M 1.79% +2K +6.1% $96.43 -0.1%
14 VBK VANGUARD INDEX FDS 5,572.0 $2.0M 0.97% +1K +34.6% $365.71 -5.8%
15 MSFT MICROSOFT CORP Technology 2,822.0 $1.1M 0.50% +231.0 +8.9% $372.98 +34.3%
16 XOM EXXON MOBIL CORP Energy 3,825.0 $523K 0.25% +22.0 +0.6% $136.71 +20.4%
17 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 413.0 $386K 0.18% +29.0 +7.5% $934.53 +0.6%
18 HD HOME DEPOT INC Consumer Cyclical 1,073.0 $378K 0.18% +242.0 +29.1% $352.61 -9.3%
19 CMI CUMMINS INC Industrials 520.0 $371K 0.18% +20.0 +4.0% $713.44 -22.7%
20 SGOV ISHARES TR 3,588.0 $361K 0.17% +254.0 +7.6% $100.68 -0.3%
Page 1 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.2%
Technology 30.7%
Consumer Defensive 6.6%
Industrials 6.5%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 2.5%
Utilities 2.5%
Real Estate 1.4%
Healthcare 1.2%