CORA CAPITAL ADVISORS LLC — 13F Holdings & Portfolio

CIK 1964530 · latest 13F-HR filed 2026-04-17

CORA CAPITAL ADVISORS LLC manages $302.0M in 13F-reported U.S. long-equity assets across 134 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (12.18%), LRGF (10.37%), TCAF (9.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 15, added to 38, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$302.0M

Long-equity book

Holdings

134

Distinct positions

Period

2026-03-31

Filed 2026-04-17

Q/Q Activity

+14 / −15 / ↑38 / ↓33

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$29.4M +395.9%
  • ISHARES INC$12.3M +261.6%
  • VANGUARD TAX-MANAGED FDS$11.6M +4566.0%
  • VANGUARD INDEX FDS$5.8M +30.5%
  • VANGUARD INDEX FDS$5.1M +52.2%
Show all 38

Top Trims

  • T ROWE PRICE ETF INC-$6.6M -19.2%
  • ISHARES TR-$4.6M -12.9%
  • PACER FDS TR-$3.0M -22.8%
  • PROSHARES TR-$2.8M -63.7%
  • ISHARES TR-$1.9M -56.1%
Show all 33

New Positions

  • THE ALGER ETF TRUST$2.8M
  • ISHARES BITCOIN TRUST ETF$1.4M
  • ISHARES TR$1.3M
  • VANGUARD MUN BD FDS$883.6K
  • RBB FD INC$769.5K
Show all 14

Exited Positions

  • ISHARES TR$1.1M
  • ISHARES TR$886.7K
  • ISHARES TR$633.7K
  • ASTRAZENECA PLC$401.7K
  • VANGUARD SCOTTSDALE FDS$308.3K
Show all 15
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $36.8M 12.18% 61,582 SH
2 ISHARES TR LRGF 46434V282 $31.3M 10.37% 474,684 SH
3 T ROWE PRICE ETF INC TCAF 87283Q867 $27.9M 9.22% 782,710 SH
4 VANGUARD INDEX FDS VUG 922908736 $24.9M 8.26% 57,102 SH
5 ISHARES INC EMXC 46434G764 $17.1M 5.65% 216,837 SH
6 VANGUARD INDEX FDS VTV 922908744 $14.8M 4.89% 75,208 SH
7 VANGUARD TAX-MANAGED FDS VEA 921943858 $11.9M 3.92% 184,999 SH
8 PACER FDS TR COWZ 69374H881 $10.1M 3.33% 160,735 SH
9 APPLE INC AAPL 037833100 $8.7M 2.88% 34,326 SH
10 ISHARES TR SMLF 46434V290 $6.7M 2.23% 89,134 SH
11 VANGUARD SPECIALIZED FUNDS VIG 921908844 $6.2M 2.06% 28,880 SH
12 ISHARES TR QUAL 46432F339 $6.2M 2.06% 32,371 SH
13 ISHARES TR ARTY 46435U556 $4.1M 1.36% 88,481 SH
14 MICROSOFT CORP MSFT 594918104 $3.5M 1.16% 9,487 SH
15 INVESCO QQQ TR QQQ 46090E103 $3.4M 1.14% 5,968 SH
16 AMAZON COM INC AMZN 023135106 $3.4M 1.13% 16,359 SH
17 ISHARES TR USMV 46429B697 $3.3M 1.10% 35,694 SH
18 VANGUARD WORLD FD VHT 92204A504 $3.2M 1.07% 11,894 SH
19 THE ALGER ETF TRUST CNEQ 015564404 $2.8M 0.93% 90,100 SH
20 NVIDIA CORPORATION NVDA 67066G104 $2.8M 0.91% 15,799 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $2.6M 0.86% 8,831 SH
22 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $2.2M 0.74% 55,369 SH
23 VANGUARD WORLD FD VGT 92204A702 $2.2M 0.72% 3,136 SH
24 ISHARES TR IJR 464287804 $1.9M 0.64% 15,647 SH
25 ALPHABET INC GOOG 02079K107 $1.8M 0.59% 6,258 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.8M 0.59% 2,727 SH
27 EXXON MOBIL CORP XOM 30231G102 $1.7M 0.57% 10,106 SH
28 ISHARES TR IJH 464287507 $1.7M 0.55% 24,546 SH
29 ADVANCED MICRO DEVICES INC AMD 007903107 $1.6M 0.53% 7,902 SH
30 PROSHARES TR NOBL 74348A467 $1.6M 0.52% 14,768 SH
31 VANGUARD STAR FDS VXUS 921909768 $1.5M 0.51% 19,925 SH
32 ISHARES TR IVV 464287200 $1.5M 0.51% 2,341 SH
33 ISHARES TR HDV 46429B663 $1.5M 0.49% 10,796 SH
34 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.4M 0.46% 36,199 SH
35 ISHARES TR NYF 464288323 $1.3M 0.42% 23,700 SH
36 ELI LILLY & CO LLY 532457108 $1.2M 0.41% 1,343 SH
37 META PLATFORMS INC META 30303M102 $1.2M 0.41% 2,155 SH
38 PROCTER & GAMBLE CO PG 742718109 $1.2M 0.41% 8,470 SH
39 J P MORGAN EXCHANGE TRADED F JPEF 46654Q781 $1.2M 0.40% 16,970 SH
40 ALPHABET INC GOOGL 02079K305 $1.2M 0.39% 4,055 SH
41 VISA INC V 92826C839 $1.1M 0.38% 3,796 SH
42 VANGUARD INDEX FDS VTI 922908769 $1.1M 0.37% 3,493 SH
43 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.1M 0.36% 2,246 SH
44 M & T BK CORP MTB 55261F104 $1.1M 0.35% 5,143 SH
45 PIMCO ETF TR MUNI 72201R866 $996.5K 0.33% 19,094 SH
46 ISHARES ETHEREUM TR ETHA 46438R105 $962.5K 0.32% 60,804 SH
47 HOME DEPOT INC HD 437076102 $944.2K 0.31% 2,871 SH
48 VANGUARD MUN BD FDS VTEI 922907738 $883.6K 0.29% 8,841 SH
49 VANGUARD WORLD FD VDE 92204A306 $873.7K 0.29% 5,049 SH
50 JOHNSON & JOHNSON JNJ 478160104 $831.4K 0.28% 3,401 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-17 $302.0M 134 0001951757-26-000633
2025-12-31 2026-01-28 $256.7M 135 0001951757-26-000323