CORA CAPITAL ADVISORS LLC

MARLTON, NJ · CIK 1964530 · 13F filing filed 2026-01-28

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$722.9m
Staff13 · 8 in investment roles
Main clients (by assets)High net worth individuals 71%, Individuals 20%, Pension plans 8%
Websitecoracap.com
Form ADV · 2026-03-23SEC adviser record

$256.7m reported value +9.2% vs Q3 2025

135positions

57.5%in top 10

21 new 75 added 14 reduced 2 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR U S EQUITY FACTR LRGF	LRGF	517,867	$36.0m14.01%	14.01%	Added +20.8k	+20,812 4.2%
2	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	902,349	$34.5m13.43%	13.43%	Added +52.6k	+52,612 6.2%
3	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	39,164	$19.1m7.44%	7.44%	Added +1.3k	+1,274 3.4%
4	PACER FDS TR US CASH COWS 100 COWZ	COWZ	216,427	$13.0m5.07%	5.07%	Added +918	+918 0.4%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	50,758	$9.7m3.78%	3.78%	Added +727	+727 1.4%
6	APPLE INC COM AAPL	AAPL	34,600	$9.4m3.66%	3.66%	Added +329	+329 1.0%
7	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,834	$7.4m2.89%	2.89%	Added +728	+728 6.6%
8	ISHARES TR US SML CAP EQT SMLF	SMLF	88,782	$6.6m2.59%	2.59%	Added +2.4k	+2,449 2.8%
9	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	32,531	$6.5m2.52%	2.52%	Unchanged
10	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	24,173	$5.3m2.07%	2.07%	Added +627	+627 2.7%
11	ISHARES INC MSCI EMRG CHN EMXC	EMXC	64,905	$4.7m1.84%	1.84%	Added +5.3k	+5,310 8.9%
12	MICROSOFT CORP COM MSFT	MSFT	9,194	$4.4m1.73%	1.73%	Added +518	+518 6.0%
13	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	41,498	$4.3m1.68%	1.68%	Added +1.9k	+1,932 4.9%
14	ISHARES TR FUTURE AI & TECH ARTY	ARTY	79,922	$3.9m1.50%	1.50%	Added +5.3k	+5,253 7.0%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,036	$3.7m1.44%	1.44%	Unchanged
16	AMAZON COM INC COM AMZN	AMZN	15,848	$3.7m1.42%	1.42%	Added +765	+765 5.1%
17	ISHARES TR MSCI USA MIN VOL USMV	USMV	36,521	$3.4m1.34%	1.34%	Reduced -29	-29 -0.1%
18	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	11,894	$3.4m1.33%	1.33%	Unchanged
19	ISHARES TR CORE HIGH DV ETF HDV	HDV	27,448	$3.3m1.30%	1.30%	Added +1.2k	+1,222 4.7%
20	JPMORGAN CHASE & CO COM JPM	JPM	9,023	$2.9m1.13%	1.13%	Added +404	+404 4.7%
21	NVIDIA CORPORATION COM NVDA	NVDA	14,807	$2.8m1.08%	1.08%	Added +2.1k	+2,111 16.6%
22	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	42,463	$2.4m0.95%	0.95%	Reduced -2.2k	-2,182 -4.9%
23	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,130	$2.4m0.92%	0.92%	Unchanged
24	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	49,853	$2.2m0.86%	0.86%	Added +26.2k	+26,209 110.8%
25	ISHARES TR CORE S&P SCP ETF IJR	IJR	16,151	$1.9m0.76%	0.76%	Reduced -806	-806 -4.8%
26	ALPHABET INC CAP STK CL C GOOG	GOOG	5,999	$1.9m0.73%	0.73%	Added +171	+171 2.9%
27	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,730	$1.9m0.73%	0.73%	Added +745	+745 37.5%
28	ISHARES TR CORE S&P MCP ETF IJH	IJH	25,307	$1.7m0.65%	0.65%	Added +292	+292 1.2%
29	ADVANCED MICRO DEVICES INC COM AMD	AMD	7,613	$1.6m0.64%	0.64%	Reduced -341	-341 -4.3%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	2,341	$1.6m0.62%	0.62%	Unchanged
31	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	26,956	$1.6m0.61%	0.61%	Reduced -1.1k	-1,067 -3.8%
32	META PLATFORMS INC CL A META	META	2,093	$1.4m0.54%	0.54%	Added +446	+446 27.1%
33	ELI LILLY & CO COM LLY	LLY	1,277	$1.4m0.53%	0.53%	Added +98	+98 8.3%
34	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	17,731	$1.3m0.52%	0.52%	Added +312	+312 1.8%
35	VISA INC COM CL A V	V	3,801	$1.3m0.52%	0.52%	Added +107	+107 2.9%
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,996	$1.3m0.49%	0.49%	Added +544	+544 15.8%
37	PROCTER AND GAMBLE CO COM PG	PG	8,687	$1.2m0.48%	0.48%	Added +131	+131 1.5%
38	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	24,350	$1.2m0.48%	0.48%	Added +4.0k	+3,960 19.4%
39	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,476	$1.2m0.45%	0.45%	Added +72	+72 2.1%
40	EXXON MOBIL CORP COM XOM	XOM	9,466	$1.1m0.44%	0.44%	Added +585	+585 6.6%
41	J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF JPEF	JPEF	14,777	$1.1m0.43%	0.43%	Added +4.6k	+4,578 44.9%
42	ISHARES TR CYBERSECURITY IHAK	IHAK	22,049	$1.1m0.41%	0.41%	Added +748	+748 3.5%
43	M & T BK CORP COM MTB	MTB	5,131	$1.0m0.40%	0.40%	Added +16	+16 0.3%
44	HOME DEPOT INC COM HD	HD	2,924	$1.0m0.39%	0.39%	Added +99	+99 3.5%
45	SEI EXCHANGE TRADED FUNDS SELECT INTL EQUI SEIE	SEIE	27,382	$890.8k0.35%	0.35%	Added +4.9k	+4,872 21.6%
46	ISHARES TR US DIGI REAL ETF IDGT	IDGT	10,432	$886.7k0.35%	0.35%	Added +324	+324 3.2%
47	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,723	$866.1k0.34%	0.34%	Added +276	+276 19.1%
48	CONSTELLATION ENERGY CORP COM CEG	CEG	2,418	$854.3k0.33%	0.33%	Reduced -53	-53 -2.1%
49	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,970	$760.6k0.30%	0.30%	Reduced -550	-550 -12.2%
50	BROADCOM INC COM AVGO	AVGO	2,192	$758.7k0.30%	0.30%	Added +615	+615 39.0%
51	JOHNSON & JOHNSON COM JNJ	JNJ	3,547	$734.0k0.29%	0.29%	Added +373	+373 11.8%
52	UNITED PARCEL SERVICE INC CL B UPS	UPS	6,874	$681.8k0.27%	0.27%	Reduced -3.1k	-3,122 -31.2%
53	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	15,712	$674.7k0.26%	0.26%	Unchanged
54	VANGUARD WORLD FD ENERGY ETF VDE	VDE	5,298	$667.2k0.26%	0.26%	Reduced -180	-180 -3.3%
55	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	11,906	$640.0k0.25%	0.25%	Reduced -185	-185 -1.5%
56	ISHARES TR CORE US AGGBD ET AGG	AGG	6,345	$633.7k0.25%	0.25%	New
57	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	14,658	$622.7k0.24%	0.24%	Unchanged
58	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	2,912	$615.1k0.24%	0.24%	Reduced -180	-180 -5.8%
59	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	11,327	$593.6k0.23%	0.23%	Unchanged
60	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,966	$570.5k0.22%	0.22%	Added +309	+309 18.6%
61	TESLA INC COM TSLA	TSLA	1,259	$566.2k0.22%	0.22%	Added +280	+280 28.6%
62	RTX CORPORATION COM RTX	RTX	2,994	$549.1k0.21%	0.21%	Added +637	+637 27.0%
63	EXELON CORP COM EXC	EXC	12,097	$527.3k0.21%	0.21%	Added +157	+157 1.3%
64	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	4,522	$517.8k0.20%	0.20%	Unchanged
65	MERCK & CO INC COM MRK	MRK	4,874	$513.0k0.20%	0.20%	Added +241	+241 5.2%
66	UBER TECHNOLOGIES INC COM UBER	UBER	5,662	$462.6k0.18%	0.18%	Reduced -6	-6 -0.1%
67	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	2,485	$459.8k0.18%	0.18%	Added +75	+75 3.1%
68	ISHARES TR MSCI EAFE ETF EFA	EFA	4,695	$450.9k0.18%	0.18%	New
69	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	4,964	$437.2k0.17%	0.17%	Unchanged
70	BANK AMERICA CORP COM BAC	BAC	7,642	$420.3k0.16%	0.16%	Added +972	+972 14.6%
71	CISCO SYS INC COM CSCO	CSCO	5,305	$408.7k0.16%	0.16%	Added +243	+243 4.8%
72	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		4,370	$401.7k0.16%	0.16%	Added +394	+394 9.9%
73	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,534	$395.7k0.15%	0.15%	Unchanged
74	TRI CONTL CORP COM TY	TY	11,981	$391.3k0.15%	0.15%	Added +706	+706 6.3%
75	WALMART INC COM WMT	WMT	3,486	$388.4k0.15%	0.15%	Added +427	+427 14.0%
76	SEI EXCHANGE TRADED FUNDS DBI MULTI-STRGY QALT	QALT	15,534	$387.3k0.15%	0.15%	New
77	ABBVIE INC COM ABBV	ABBV	1,668	$381.1k0.15%	0.15%	Added +225	+225 15.6%
78	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	4,385	$376.1k0.15%	0.15%	Unchanged
79	ISHARES TR ESG MSCI USA ETF USXF	USXF	6,453	$371.6k0.14%	0.14%	Added +2.7k	+2,725 73.1%
80	AMGEN INC COM AMGN	AMGN	1,086	$355.5k0.14%	0.14%	Added +27	+27 2.5%
81	SEI EXCHANGE TRADED FUNDS SELECT SMALL CAP SEIS	SEIS	12,378	$345.9k0.13%	0.13%	Added +1.9k	+1,856 17.6%
82	SEI EXCHANGE TRADED FUNDS SELECT EMERGING SEEM	SEEM	11,038	$343.6k0.13%	0.13%	Added +2.0k	+2,015 22.3%
83	ISHARES TR US HOME CONS ETF ITB	ITB	3,547	$341.6k0.13%	0.13%	Unchanged
84	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	3,303	$336.8k0.13%	0.13%	Reduced -301	-301 -8.3%
85	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	5,087	$333.2k0.13%	0.13%	New
86	COMCAST CORP NEW CL A CMCSA	CMCSA	11,013	$329.2k0.13%	0.13%	Added +362	+362 3.4%
87	MCDONALDS CORP COM MCD	MCD	1,069	$326.8k0.13%	0.13%	Added +49	+49 4.8%
88	BLACKSTONE INC COM BX	BX	2,116	$326.2k0.13%	0.13%	Added +52	+52 2.5%
89	ISHARES TR IBONDS DEC 26 IBMO	IBMO	12,500	$320.5k0.12%	0.12%	Unchanged
90	PGIM ETF TR ACTIVE AGGREGATE PAB	PAB	7,463	$319.0k0.12%	0.12%	Unchanged
91	CONSOLIDATED EDISON INC COM ED	ED	3,141	$312.0k0.12%	0.12%	Added +7	+7 0.2%
92	COSTCO WHSL CORP NEW COM COST	COST	361	$311.3k0.12%	0.12%	Added +56	+56 18.4%
93	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	5,250	$308.3k0.12%	0.12%	Unchanged
94	CITIGROUP INC COM NEW C	C	2,531	$295.3k0.12%	0.12%	Added +273	+273 12.1%
95	GE AEROSPACE COM NEW GE	GE	950	$292.6k0.11%	0.11%	Added +116	+116 13.9%
96	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,254	$291.1k0.11%	0.11%	New
97	PGIM ETF TR TOTAL RETURN BON PTRB	PTRB	6,327	$266.0k0.10%	0.10%	Unchanged
98	ISHARES TR U.S. ENERGY ETF IYE	IYE	5,500	$261.4k0.10%	0.10%	Unchanged
99	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	8,821	$260.7k0.10%	0.10%	New
100	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,227	$260.2k0.10%	0.10%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
ISHARES TR		10,825	$290.0k10.8k shares
SERVICENOW INC NOW	NOW	1,260	$231.9k1.3k shares