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Kure Advisory, LLC
Kure Advisory, LLC is an SEC-registered investment adviser headquartered in Minneapolis, Minnesota. The firm provides financial planning, consulting, and investment management services through written agreements. It operates as a privately owned, independent business and focuses on custom-tailored retirement and investment advice for individual clients. The firm leverages a team with over 100 years of combined experience. Kure Advisory specializes in building long-term relationships, offering knowledgeable guidance, and maintaining confidentiality at every stage. The company primarily serves individuals seeking personalized planning for lasting income and retirement security.
Investment Strategy
Kure Advisory, LLC uses a personalized approach by developing custom investment and retirement plans tailored to the individual goals and risk tolerance of clients. The firm selects from a broad universe of investments, remaining independent from proprietary products to focus solely on clients’ best interests. Its philosophy centers on trust, integrity, and lasting relationships, aiming to create long-term income streams and reliable retirement solutions. Kure Advisory's process involves ongoing support, team collaboration, and a high level of client confidentiality throughout every engagement.
Latest 13F Filing Activity
Kure Advisory, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 46 equity positions with a total 13F market value of $162M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Innovator Etfs Trust among other positions. Kure Advisory, LLC reduced exposure to Schwab Strategic TR, Vanguard Scottsdale FDS, Medtronic PLC among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 15.79% | $25.6M | 558,961 | $38.80 | $45.76 | +$2.1M |
D DFAI | DIMENSIONAL ETF TRUST | 14.96% | $24.2M | 666,851 | $31.47 | $36.35 | +$1.5M |
B BALT | INNOVATOR ETFS TRUST | 14.87% | $24.1M | 734,071 | $31.55 | $32.82 | +$1.5M |
V VGSH | VANGUARD SCOTTSDALE FDS | 8.16% | $13.2M | 224,576 | $58.70 | $58.85 | +$331.3K |
I IJR | ISHARES TR | 5.81% | $9.4M | 79,235 | $105.45 | $118.83 | +$979.9K |
Industry Allocation
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