CORA CAPITAL ADVISORS LLC

MARLTON, NJ · CIK 1964530 · 13F filing filed 2026-04-17

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

$302.0m reported value +17.7% vs Q4 2025

134positions

62.9%in top 10

14 new 55 added 38 reduced 15 sold out vs Q4 2025

Holdings, Q1 2026

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	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	61,582	$36.8m12.18%	12.18%	Added +49.7k	+49,748 420.4%
2	ISHARES TR U S EQUITY FACTR LRGF	LRGF	474,684	$31.3m10.37%	10.37%	Reduced -43.2k	-43,183 -8.3%
3	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	782,710	$27.9m9.22%	9.22%	Reduced -119.6k	-119,639 -13.3%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	57,102	$24.9m8.26%	8.26%	Added +17.9k	+17,938 45.8%
5	ISHARES INC MSCI EMRG CHN EMXC	EMXC	216,837	$17.1m5.65%	5.65%	Added +151.9k	+151,932 234.1%
6	VANGUARD INDEX FDS VALUE ETF VTV	VTV	75,208	$14.8m4.89%	4.89%	Added +24.4k	+24,450 48.2%
7	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	184,999	$11.9m3.92%	3.92%	Added +180.9k	+180,932 4448.8%
8	PACER FDS TR US CASH COWS 100 COWZ	COWZ	160,735	$10.1m3.33%	3.33%	Reduced -55.7k	-55,692 -25.7%
9	APPLE INC COM AAPL	AAPL	34,326	$8.7m2.88%	2.88%	Reduced -274	-274 -0.8%
10	ISHARES TR US SML CAP EQT SMLF	SMLF	89,134	$6.7m2.23%	2.23%	Added +352	+352 0.4%
11	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	28,880	$6.2m2.06%	2.06%	Added +4.7k	+4,707 19.5%
12	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	32,371	$6.2m2.06%	2.06%	Reduced -160	-160 -0.5%
13	ISHARES TR FUTURE AI & TECH ARTY	ARTY	88,481	$4.1m1.36%	1.36%	Added +8.6k	+8,559 10.7%
14	MICROSOFT CORP COM MSFT	MSFT	9,487	$3.5m1.16%	1.16%	Added +293	+293 3.2%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,968	$3.4m1.14%	1.14%	Reduced -68	-68 -1.1%
16	AMAZON COM INC COM AMZN	AMZN	16,359	$3.4m1.13%	1.13%	Added +511	+511 3.2%
17	ISHARES TR MSCI USA MIN VOL USMV	USMV	35,694	$3.3m1.10%	1.10%	Reduced -827	-827 -2.3%
18	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	11,894	$3.2m1.07%	1.07%	Unchanged
19	THE ALGER ETF TRUST CONCENTRATED EQT CNEQ	CNEQ	90,100	$2.8m0.93%	0.93%	New
20	NVIDIA CORPORATION COM NVDA	NVDA	15,799	$2.8m0.91%	0.91%	Added +992	+992 6.7%
21	JPMORGAN CHASE & CO COM JPM	JPM	8,831	$2.6m0.86%	0.86%	Reduced -192	-192 -2.1%
22	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	55,369	$2.2m0.74%	0.74%	Added +5.5k	+5,516 11.1%
23	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,136	$2.2m0.72%	0.72%	Added +6	+6 0.2%
24	ISHARES TR CORE S&P SCP ETF IJR	IJR	15,647	$1.9m0.64%	0.64%	Reduced -504	-504 -3.1%
25	ALPHABET INC CAP STK CL C GOOG	GOOG	6,258	$1.8m0.59%	0.59%	Added +259	+259 4.3%
26	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,727	$1.8m0.59%	0.59%	Reduced -3	-3 -0.1%
27	EXXON MOBIL CORP COM XOM	XOM	10,106	$1.7m0.57%	0.57%	Added +640	+640 6.8%
28	ISHARES TR CORE S&P MCP ETF IJH	IJH	24,546	$1.7m0.55%	0.55%	Reduced -761	-761 -3.0%
29	ADVANCED MICRO DEVICES INC COM AMD	AMD	7,902	$1.6m0.53%	0.53%	Added +289	+289 3.8%
30	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	14,768	$1.6m0.52%	0.52%	Reduced -26.7k	-26,730 -64.4%
31	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	19,925	$1.5m0.51%	0.51%	Added +2.2k	+2,194 12.4%
32	ISHARES TR CORE S&P500 ETF IVV	IVV	2,341	$1.5m0.51%	0.51%	Unchanged
33	ISHARES TR CORE HIGH DV ETF HDV	HDV	10,796	$1.5m0.49%	0.49%	Reduced -16.7k	-16,652 -60.7%
34	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	36,199	$1.4m0.46%	0.46%	New
35	ISHARES TR NEW YORK MUN ETF NYF	NYF	23,700	$1.3m0.42%	0.42%	New
36	ELI LILLY & CO COM LLY	LLY	1,343	$1.2m0.41%	0.41%	Added +66	+66 5.2%
37	META PLATFORMS INC CL A META	META	2,155	$1.2m0.41%	0.41%	Added +62	+62 3.0%
38	PROCTER AND GAMBLE CO COM PG	PG	8,470	$1.2m0.41%	0.41%	Reduced -217	-217 -2.5%
39	J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF JPEF	JPEF	16,970	$1.2m0.40%	0.40%	Added +2.2k	+2,193 14.8%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,055	$1.2m0.39%	0.39%	Added +59	+59 1.5%
41	VISA INC COM CL A V	V	3,796	$1.1m0.38%	0.38%	Reduced -5	-5 -0.1%
42	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,493	$1.1m0.37%	0.37%	Added +17	+17 0.5%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,246	$1.1m0.36%	0.36%	Added +523	+523 30.4%
44	M & T BK CORP COM MTB	MTB	5,143	$1.1m0.35%	0.35%	Added +12	+12 0.2%
45	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	19,094	$996.5k0.33%	0.33%	Added +7.8k	+7,767 68.6%
46	ISHARES ETHEREUM TR SHS ETHA	ETHA	60,804	$962.5k0.32%	0.32%	Added +51.0k	+51,033 522.3%
47	HOME DEPOT INC COM HD	HD	2,871	$944.2k0.31%	0.31%	Reduced -53	-53 -1.8%
48	VANGUARD MUN BD FDS INTERMEDIATE TRM VTEI	VTEI	8,841	$883.6k0.29%	0.29%	New
49	VANGUARD WORLD FD ENERGY ETF VDE	VDE	5,049	$873.7k0.29%	0.29%	Reduced -249	-249 -4.7%
50	JOHNSON & JOHNSON COM JNJ	JNJ	3,401	$831.4k0.28%	0.28%	Reduced -146	-146 -4.1%
51	SEI EXCHANGE TRADED FUNDS SELECT INTL EQUI SEIE	SEIE	25,353	$826.4k0.27%	0.27%	Reduced -2.0k	-2,029 -7.4%
52	RBB FD INC US TREAS 3 MNTH TBIL	TBIL	15,434	$769.5k0.25%	0.25%	New
53	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,971	$762.1k0.25%	0.25%	Added +1	+1 0.0%
54	BROADCOM INC COM AVGO	AVGO	2,399	$742.6k0.25%	0.25%	Added +207	+207 9.4%
55	UNITED PARCEL SERVICE INC CL B UPS	UPS	6,896	$678.4k0.22%	0.22%	Added +22	+22 0.3%
56	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	13,400	$675.0k0.22%	0.22%	Reduced -10.9k	-10,950 -45.0%
57	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	15,422	$665.1k0.22%	0.22%	Reduced -290	-290 -1.9%
58	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	2,912	$654.0k0.22%	0.22%	Unchanged
59	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	11,906	$643.5k0.21%	0.21%	Unchanged
60	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	10,698	$606.4k0.20%	0.20%	Reduced -31.8k	-31,765 -74.8%
61	CONSTELLATION ENERGY CORP COM CEG	CEG	2,160	$603.2k0.20%	0.20%	Reduced -258	-258 -10.7%
62	MERCK & CO INC COM MRK	MRK	4,970	$597.9k0.20%	0.20%	Added +96	+96 2.0%
63	EXELON CORP COM EXC	EXC	12,172	$596.7k0.20%	0.20%	Added +75	+75 0.6%
64	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	14,658	$588.4k0.19%	0.19%	Unchanged
65	RTX CORPORATION COM RTX	RTX	3,022	$583.0k0.19%	0.19%	Added +28	+28 0.9%
66	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	11,554	$576.4k0.19%	0.19%	Added +7.4k	+7,374 176.4%
67	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	4,522	$519.6k0.17%	0.17%	Unchanged
68	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,746	$501.4k0.17%	0.17%	Reduced -220	-220 -11.2%
69	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	2,485	$492.4k0.16%	0.16%	Unchanged
70	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	8,796	$488.4k0.16%	0.16%	Reduced -18.2k	-18,160 -67.4%
71	TESLA INC COM TSLA	TSLA	1,230	$457.3k0.15%	0.15%	Reduced -29	-29 -2.3%
72	ISHARES TR MSCI EAFE ETF EFA	EFA	4,695	$456.0k0.15%	0.15%	Unchanged
73	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	4,964	$443.4k0.15%	0.15%	Unchanged
74	CISCO SYS INC COM CSCO	CSCO	5,412	$419.9k0.14%	0.14%	Added +107	+107 2.0%
75	WALMART INC COM WMT	WMT	3,284	$408.2k0.14%	0.14%	Reduced -202	-202 -5.8%
76	ABBVIE INC COM ABBV	ABBV	1,876	$408.0k0.14%	0.14%	Added +208	+208 12.5%
77	UBER TECHNOLOGIES INC COM UBER	UBER	5,654	$406.7k0.13%	0.13%	Reduced -8	-8 -0.1%
78	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	4,385	$402.4k0.13%	0.13%	Unchanged
79	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,534	$401.8k0.13%	0.13%	Unchanged
80	SEI EXCHANGE TRADED FUNDS DBI MULTI-STRGY QALT	QALT	15,738	$398.1k0.13%	0.13%	Added +204	+204 1.3%
81	AMGEN INC COM AMGN	AMGN	1,095	$385.3k0.13%	0.13%	Added +9	+9 0.8%
82	ISHARES SILVER TR ISHARES SLV	SLV	5,639	$384.2k0.13%	0.13%	New
83	TRI CONTL CORP COM TY	TY	11,981	$378.5k0.13%	0.13%	Unchanged
84	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	3,303	$364.9k0.12%	0.12%	Unchanged
85	BANK AMERICA CORP COM BAC	BAC	7,346	$358.1k0.12%	0.12%	Reduced -296	-296 -3.9%
86	CONSOLIDATED EDISON INC COM ED	ED	3,151	$356.6k0.12%	0.12%	Added +10	+10 0.3%
87	ISHARES TR ESG MSCI USA ETF USXF	USXF	6,453	$356.2k0.12%	0.12%	Unchanged
88	SEI EXCHANGE TRADED FUNDS SELECT EMERGING SEEM	SEEM	10,856	$355.5k0.12%	0.12%	Reduced -182	-182 -1.6%
89	SEI EXCHANGE TRADED FUNDS SELECT SMALL CAP SEIS	SEIS	12,376	$341.9k0.11%	0.11%	Reduced -2	-2 -0.0%
90	MCDONALDS CORP COM MCD	MCD	1,086	$337.5k0.11%	0.11%	Added +17	+17 1.6%
91	COSTCO WHSL CORP NEW COM COST	COST	338	$336.8k0.11%	0.11%	Reduced -23	-23 -6.4%
92	COMCAST CORP NEW CL A CMCSA	CMCSA	11,231	$322.4k0.11%	0.11%	Added +218	+218 2.0%
93	ISHARES TR US HOME CONS ETF ITB	ITB	3,547	$321.2k0.11%	0.11%	Unchanged
94	ISHARES TR IBONDS DEC 26 IBMO	IBMO	12,500	$320.4k0.11%	0.11%	Unchanged
95	MICRON TECHNOLOGY INC COM MU	MU	941	$318.1k0.11%	0.11%	Added +165	+165 21.3%
96	PGIM ETF TR ACTIVE AGGREGATE PAB	PAB	7,249	$306.9k0.10%	0.10%	Reduced -214	-214 -2.9%
97	CITIGROUP INC COM NEW C	C	2,609	$295.9k0.10%	0.10%	Added +78	+78 3.1%
98	APPLIED MATLS INC COM AMAT	AMAT	850	$290.4k0.10%	0.10%	Reduced -4	-4 -0.5%
99	PACER FDS TR GLOBL CASH ETF GCOW	GCOW	6,038	$279.2k0.09%	0.09%	Unchanged
100	REGENERON PHARMACEUTICALS COM REGN	REGN	359	$277.4k0.09%	0.09%	Added +95	+95 36.0%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ISHARES TR IHAK	IHAK	22,049	$1.1m22.0k shares
ISHARES TR IDGT	IDGT	10,432	$886.7k10.4k shares
ISHARES TR AGG	AGG	6,345	$633.7k6.3k shares
ASTRAZENECA PLC		2,185	$401.7k2.2k shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	5,250	$308.3k5.2k shares
ISHARES TR IEFA	IEFA	3,254	$291.1k3.3k shares
ISHARES TR IYE	IYE	5,500	$261.4k5.5k shares
ORACLE CORP ORCL	ORCL	1,225	$238.8k1.2k shares
ACCENTURE PLC IRELAND ACN	ACN	877	$235.3k877 shares
CIDARA THERAPEUTICS INC CDTX	CDTX	1,016	$224.4k1.0k shares
WELLS FARGO CO NEW WFC	WFC	2,389	$222.7k2.4k shares
SHOPIFY INC SHOP	SHOP	1,316	$211.8k1.3k shares
UNITEDHEALTH GROUP INC UNH	UNH	628	$207.3k628 shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,998	$203.6k5.0k shares
SALESFORCE INC CRM	CRM	765	$202.7k765 shares