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Cora Capital Advisors

Latest statistics and disclosures from Cora Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, LRGF, TCAF, VUG, EMXC, and represent 45.68% of Cora Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$30M), EMXC (+$12M), VEA (+$12M), VUG (+$7.8M), VTV, CNEQ, IBIT, NYF, VIG, VTEI.
Started 14 new stock positions in SLMT, CVX, NYF, GEV, CNEQ, IBIT, SCHG, SLV, TBIL, VLO. VTEI, PTON, TSM, GLD.
Reduced shares in these 10 stocks: TCAF, COWZ, LRGF, NOBL, HDV, JEPI, IHAK, JEPQ, IDGT, AGG.
Sold out of its positions in AstraZeneca, CDTX, AGG, IDGT, IYE, IEFA, IHAK, ORCL, CRM, SHOP. UNH, VGSH, VZ, WFC, ACN.
Cora Capital Advisors was a net buyer of stock by $54M.
Cora Capital Advisors has $302M in assets under management (AUM), dropping by 17.65%.
Central Index Key (CIK): 0001964530

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Positions held by Cora Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cora Capital Advisors

Cora Capital Advisors holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	12.2	$37M	+420%	62k	597.55	View chart
Ishares Tr U S Equity Factr (LRGF)	10.4	$31M	-8%	475k	66.00	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	9.2	$28M	-13%	783k	35.59	View chart
Vanguard Index Fds Growth Etf (VUG)	8.3	$25M	+45%	57k	436.79	View chart
Ishares Msci Emrg Chn (EMXC)	5.6	$17M	+234%	217k	78.66	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$15M	+48%	75k	196.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$12M	+4448%	185k	64.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.3	$10M	-25%	161k	62.56	View chart
Apple (AAPL)	2.9	$8.7M		34k	253.79	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	2.2	$6.7M		89k	75.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$6.2M	+19%	29k	215.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$6.2M		32k	191.81	View chart
Ishares Tr Future Ai & Tech (ARTY)	1.4	$4.1M	+10%	89k	46.53	View chart
Microsoft Corporation (MSFT)	1.2	$3.5M	+3%	9.5k	370.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.4M		6.0k	577.18	View chart
Amazon (AMZN)	1.1	$3.4M	+3%	16k	208.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$3.3M	-2%	36k	92.74	View chart
Vanguard World Health Car Etf (VHT)	1.1	$3.2M		12k	272.32	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.9	$2.8M	NEW	90k	31.12	View chart
NVIDIA Corporation (NVDA)	0.9	$2.8M	+6%	16k	174.40	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.6M	-2%	8.8k	294.17	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$2.2M	+11%	55k	40.19	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$2.2M		3.1k	697.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.9M	-3%	16k	124.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.8M	+4%	6.3k	286.87	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.8M		2.7k	650.33	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.7M	+6%	10k	169.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.7M	-3%	25k	67.53	View chart
Advanced Micro Devices (AMD)	0.5	$1.6M	+3%	7.9k	203.43	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$1.6M	-64%	15k	106.01	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.5M	+12%	20k	77.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.5M		2.3k	653.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$1.5M	-60%	11k	135.72	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$1.4M	NEW	36k	38.42	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$1.3M	NEW	24k	53.12	View chart
Eli Lilly & Co. (LLY)	0.4	$1.2M	+5%	1.3k	919.68	View chart
Meta Platforms Cl A (META)	0.4	$1.2M	+2%	2.2k	572.16	View chart
Procter & Gamble Company (PG)	0.4	$1.2M	-2%	8.5k	144.44	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.4	$1.2M	+14%	17k	71.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.2M		4.1k	287.58	View chart
Visa Com Cl A (V)	0.4	$1.1M		3.8k	302.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.1M		3.5k	320.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.1M	+30%	2.2k	479.20	View chart
M&T Bank Corporation (MTB)	0.4	$1.1M		5.1k	206.72	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$997k	+68%	19k	52.19	View chart
Ishares Ethereum Tr SHS (ETHA)	0.3	$963k	+522%	61k	15.83	View chart
Home Depot (HD)	0.3	$944k		2.9k	328.88	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$884k	NEW	8.8k	99.94	View chart
Vanguard World Energy Etf (VDE)	0.3	$874k	-4%	5.0k	173.03	View chart
Johnson & Johnson (JNJ)	0.3	$831k	-4%	3.4k	244.47	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.3	$826k	-7%	25k	32.60	View chart
RBB F/m Us Treasury (TBIL)	0.3	$770k	NEW	15k	49.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$762k		4.0k	191.91	View chart
Broadcom (AVGO)	0.2	$743k	+9%	2.4k	309.55	View chart
United Parcel Svcs CL B (UPS)	0.2	$678k		6.9k	98.38	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$675k	-44%	13k	50.37	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$665k		15k	43.13	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$654k		2.9k	224.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$644k		12k	54.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$606k	-74%	11k	56.68	View chart
Constellation Energy (CEG)	0.2	$603k	-10%	2.2k	279.28	View chart
Merck & Co (MRK)	0.2	$598k		5.0k	120.30	View chart
Exelon Corporation (EXC)	0.2	$597k		12k	49.02	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$588k		15k	40.14	View chart
Raytheon Technologies Corp (RTX)	0.2	$583k		3.0k	192.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$576k	+176%	12k	49.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$520k		4.5k	114.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$501k	-11%	1.7k	287.20	View chart
Vanguard World Utilities Etf (VPU)	0.2	$492k		2.5k	198.14	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$488k	-67%	8.8k	55.52	View chart
Tesla Motors (TSLA)	0.2	$457k	-2%	1.2k	371.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$456k		4.7k	97.13	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$443k		5.0k	89.33	View chart
Cisco Systems (CSCO)	0.1	$420k	+2%	5.4k	77.59	View chart
Wal-Mart Stores (WMT)	0.1	$408k	-5%	3.3k	124.29	View chart
Abbvie (ABBV)	0.1	$408k	+12%	1.9k	217.50	View chart
Uber Technologies (UBER)	0.1	$407k		5.7k	71.93	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$402k		4.4k	91.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$402k		1.5k	261.92	View chart
Sei Exchange Traded Funds Dbi Multi-strgy (QALT)	0.1	$398k		16k	25.30	View chart
Amgen (AMGN)	0.1	$385k		1.1k	351.89	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$384k	NEW	5.6k	68.14	View chart
Tri-Continental Corporation (TY)	0.1	$379k		12k	31.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$365k		3.3k	110.47	View chart
Bank of America Corporation (BAC)	0.1	$358k	-3%	7.3k	48.75	View chart
Consolidated Edison (ED)	0.1	$357k		3.2k	113.18	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$356k		6.5k	55.20	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.1	$356k		11k	32.75	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.1	$342k		12k	27.63	View chart
McDonald's Corporation (MCD)	0.1	$338k		1.1k	310.80	View chart
Costco Wholesale Corporation (COST)	0.1	$337k	-6%	338.00	996.44	View chart
Comcast Corp Cl A (CMCSA)	0.1	$322k		11k	28.71	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$321k		3.5k	90.55	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$320k		13k	25.63	View chart
Micron Technology (MU)	0.1	$318k	+21%	941.00	338.01	View chart
Pgim Etf Tr Active Aggregate (PAB)	0.1	$307k	-2%	7.2k	42.33	View chart
Citigroup Com New (C)	0.1	$296k	+3%	2.6k	113.41	View chart
Applied Materials (AMAT)	0.1	$290k		850.00	341.67	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$279k		6.0k	46.24	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$277k	+35%	359.00	772.64	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$277k	+5%	6.7k	41.51	View chart
Nextera Energy (NEE)	0.1	$272k		2.9k	92.88	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$269k		5.1k	52.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$265k	NEW	615.00	430.29	View chart
TJX Companies (TJX)	0.1	$262k		1.6k	159.66	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$260k		8.8k	29.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$259k		1.2k	211.15	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$257k	+8%	5.2k	49.22	View chart
Eaton Corp SHS (ETN)	0.1	$255k	+4%	712.00	357.67	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$253k	+51%	6.9k	36.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$245k	NEW	725.00	337.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$245k		2.1k	114.99	View chart
Ge Vernova (GEV)	0.1	$242k	NEW	277.00	872.90	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$242k		9.5k	25.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$242k		974.00	248.00	View chart
Ge Aerospace Com New (GE)	0.1	$241k	-10%	850.00	283.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$241k	+8%	1.9k	128.12	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$232k		2.6k	88.48	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$230k	-5%	3.3k	69.75	View chart
Chevron Corporation (CVX)	0.1	$229k	NEW	1.1k	206.95	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$228k		2.6k	86.64	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$226k		6.8k	33.37	View chart
Valero Energy Corporation (VLO)	0.1	$220k	NEW	892.00	247.08	View chart
Principal Financial (PFG)	0.1	$216k		2.4k	90.11	View chart
American Water Works (AWK)	0.1	$212k		1.6k	136.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$212k		1.4k	148.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$207k	NEW	7.1k	29.13	View chart
Netflix (NFLX)	0.1	$204k	-4%	2.1k	96.15	View chart
Sinclair Cl A (SBGI)	0.1	$161k		13k	12.94	View chart
Linkbancorp (LNKB)	0.0	$124k		15k	8.34	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$106k		11k	10.03	View chart
Ocugen (OCGN)	0.0	$81k	+48%	45k	1.81	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$43k	NEW	10k	4.29	View chart
Brera Holdings Com Cl B New (SLMT)	0.0	$7.8k	NEW	10k	0.78	View chart

Past Filings by Cora Capital Advisors

SEC 13F filings are viewable for Cora Capital Advisors going back to 2022

Cora Capital Advisors 2026 Q1 filed April 17, 2026
Cora Capital Advisors 2025 Q4 filed Jan. 28, 2026
Cora Capital Advisors 2025 Q3 filed Nov. 7, 2025
Cora Capital Advisors 2025 Q2 filed July 15, 2025
Cora Capital Advisors 2025 Q1 filed April 11, 2025
Cora Capital Advisors 2024 Q4 filed Jan. 21, 2025
Cora Capital Advisors 2024 Q3 filed Oct. 7, 2024
Cora Capital Advisors 2024 Q2 filed Aug. 2, 2024
Cora Capital Advisors 2024 Q1 filed April 18, 2024
Cora Capital Advisors 2023 Q4 filed Feb. 5, 2024
Cora Capital Advisors 2023 Q3 filed Oct. 10, 2023
Cora Capital Advisors 2023 Q2 filed July 18, 2023
Cora Capital Advisors 2023 Q1 filed May 4, 2023
Cora Capital Advisors 2022 Q4 filed Feb. 13, 2023

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