CORA CAPITAL ADVISORS LLC

CIK 0001964530 • 6 13F filings • Apr 11, 2025 – Jul 24, 2026

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Filer information

Filed by: CORA CAPITAL ADVISORS LLC, Chief Compliance Officer
Address: 4 EVES DRIVE, SUITE B100, MARLTON, NJ, 08053
Phone: (856) 513-8600
AUM: $256.7M

AUM over time

$356.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $256.7M135 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$381K	0.1%Prev: 0.1%	1,668 SH	Increased+225 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$235K	0.1%Prev: 0.1%	877 SH	Increased+2 SH
ADVANCED MICRO DEVICES INC	COM	$1.6M	0.6%Prev: 0.5%	7,613 SH	Increased-341 SH
AGNC INVT CORP	COM	$113K	0.0%Prev: 0.0%	10,575 SH	Increased
ALPHABET INC	CAP STK CL A	$1.3M	0.5%Prev: 0.4%	3,996 SH	Increased+544 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.7%Prev: 0.6%	5,999 SH	Increased+171 SH
AMAZON COM INC	COM	$3.7M	1.4%Prev: 1.4%	15,848 SH	Increased+765 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$337K	0.1%Prev: 0.2%	3,303 SH	Decreased-301 SH
AMERICAN WTR WKS CO INC NEW	COM	$201K	0.1%Prev: 0.1%	1,544 SH	Decreased+23 SH
AMGEN INC	COM	$356K	0.1%Prev: 0.1%	1,086 SH	Increased+27 SH
APPLE INC	COM	$9.4M	3.7%Prev: 3.7%	34,600 SH	Increased+329 SH
APPLIED MATLS INC	COM	$219K	0.1%	854 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$402K	0.2%Prev: 0.1%	4,370 SH	Increased+394 SH
BANK AMERICA CORP	COM	$420K	0.2%Prev: 0.1%	7,642 SH	Increased+972 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$866K	0.3%Prev: 0.3%	1,723 SH	Increased+276 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$216K	0.1%Prev: 0.1%	4,533 SH	Decreased+783 SH
BLACKSTONE INC	COM	$326K	0.1%Prev: 0.1%	2,116 SH	Decreased+52 SH
BROADCOM INC	COM	$759K	0.3%Prev: 0.2%	2,192 SH	Increased+615 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$235K	0.1%	6,778 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.2M	0.9%Prev: 0.4%	49,853 SH	Increased+26,209 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$261K	0.1%	8,821 SH	New
CIDARA THERAPEUTICS INC	COM NEW	$224K	0.1%	1,016 SH	New
CISCO SYS INC	COM	$409K	0.2%Prev: 0.1%	5,305 SH	Increased+243 SH
CITIGROUP INC	COM NEW	$295K	0.1%Prev: 0.1%	2,531 SH	Increased+273 SH
COMCAST CORP NEW	CL A	$329K	0.1%Prev: 0.1%	11,013 SH	Decreased+362 SH
CONSOLIDATED EDISON INC	COM	$312K	0.1%Prev: 0.1%	3,141 SH	Decreased+7 SH
CONSTELLATION ENERGY CORP	COM	$854K	0.3%Prev: 0.3%	2,418 SH	Increased-53 SH
COSTCO WHSL CORP NEW	COM	$311K	0.1%Prev: 0.1%	361 SH	Increased+56 SH
EATON CORP PLC	SHS	$217K	0.1%Prev: 0.1%	681 SH	Decreased+79 SH
ELI LILLY & CO	COM	$1.4M	0.5%Prev: 0.4%	1,277 SH	Increased+98 SH
EXELON CORP	COM	$527K	0.2%Prev: 0.2%	12,097 SH	Decreased+157 SH
EXXON MOBIL CORP	COM	$1.1M	0.4%Prev: 0.4%	9,466 SH	Increased+585 SH
GE AEROSPACE	COM NEW	$293K	0.1%Prev: 0.1%	950 SH	Increased+116 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$675K	0.3%Prev: 0.3%	15,712 SH	Increased
HOME DEPOT INC	COM	$1.0M	0.4%Prev: 0.5%	2,924 SH	Decreased+99 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$518K	0.2%Prev: 0.2%	4,522 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$761K	0.3%Prev: 0.4%	3,970 SH	Decreased-550 SH
INVESCO QQQ TR	UNIT SER 1	$3.7M	1.4%Prev: 1.5%	6,036 SH	Increased
ISHARES ETHEREUM TR	SHS	$219K	0.1%	9,771 SH	New
ISHARES INC	CORE MSCI EMKT	$235K	0.1%	3,497 SH	New
ISHARES INC	MSCI EMRG CHN	$4.7M	1.8%Prev: 1.7%	64,905 SH	Increased+5,310 SH
ISHARES TR	CORE 80/20 AGGRE	$235K	0.1%Prev: 0.1%	2,625 SH	Increased+8 SH
ISHARES TR	CORE HIGH DV ETF	$3.3M	1.3%Prev: 1.4%	27,448 SH	Increased+1,222 SH
ISHARES TR	CORE MSCI EAFE	$291K	0.1%	3,254 SH	New
ISHARES TR	CORE MSCI TOTAL	$223K	0.1%Prev: 0.1%	2,632 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$1.7M	0.7%Prev: 0.7%	25,307 SH	Increased+292 SH
ISHARES TR	CORE S&P SCP ETF	$1.9M	0.8%Prev: 0.9%	16,151 SH	Decreased-806 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.6%Prev: 0.7%	2,341 SH	Increased
ISHARES TR	CORE US AGGBD ET	$634K	0.2%	6,345 SH	New
ISHARES TR	CYBERSECURITY	$1.1M	0.4%Prev: 0.5%	22,049 SH	Decreased+748 SH
ISHARES TR	ESG MSCI USA ETF	$372K	0.1%Prev: 0.1%	6,453 SH	Increased+2,725 SH
ISHARES TR	ESG SELECT SCRE	$254K	0.1%	4,825 SH	New
ISHARES TR	FUTURE AI & TECH	$3.9M	1.5%Prev: 1.5%	79,922 SH	Increased+5,253 SH
ISHARES TR	IBONDS DEC 26	$320K	0.1%Prev: 0.1%	12,500 SH	Decreased
ISHARES TR	IBONDS DEC 27	$241K	0.1%Prev: 0.1%	9,500 SH	Decreased-1,500 SH
ISHARES TR	MSCI EAFE ETF	$451K	0.2%	4,695 SH	New
ISHARES TR	MSCI USA MIN VOL	$3.4M	1.3%Prev: 1.5%	36,521 SH	Decreased-29 SH
ISHARES TR	MSCI USA QLT FCT	$6.5M	2.5%Prev: 2.7%	32,531 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$238K	0.1%Prev: 0.1%	1,740 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$240K	0.1%Prev: 0.1%	974 SH	Increased+70 SH
ISHARES TR	S&P 500 VAL ETF	$260K	0.1%Prev: 0.1%	1,227 SH	Increased
ISHARES TR	U S EQUITY FACTR	$36.0M	14.0%Prev: 14.6%	517,867 SH	Increased+20,812 SH
ISHARES TR	U.S. ENERGY ETF	$261K	0.1%Prev: 0.1%	5,500 SH	Increased
ISHARES TR	US DIGITAL INFRA	$887K	0.3%Prev: 0.4%	10,432 SH	Increased+324 SH
ISHARES TR	US HOME CONS ETF	$342K	0.1%Prev: 0.2%	3,547 SH	Decreased
ISHARES TR	US SML CAP EQT	$6.6M	2.6%Prev: 2.7%	88,782 SH	Increased+2,449 SH
J P MORGAN EXCHANGE TRADED F	EQUITY FOCUS ETF	$1.1M	0.4%Prev: 0.3%	14,777 SH	Increased+4,578 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.4M	0.9%Prev: 1.1%	42,463 SH	Decreased-2,182 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.6M	0.6%Prev: 0.7%	26,956 SH	Decreased-1,067 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.2M	0.5%Prev: 0.4%	24,350 SH	Increased+3,960 SH
JOHNSON & JOHNSON	COM	$734K	0.3%Prev: 0.3%	3,547 SH	Increased+373 SH
JPMORGAN CHASE & CO.	COM	$2.9M	1.1%Prev: 1.2%	9,023 SH	Increased+404 SH
LINKBANCORP INC	COM	$123K	0.0%Prev: 0.0%	14,864 SH	Increased
M & T BK CORP	COM	$1.0M	0.4%Prev: 0.4%	5,131 SH	Increased+16 SH
MCDONALDS CORP	COM	$327K	0.1%Prev: 0.1%	1,069 SH	Increased+49 SH
MERCK & CO INC	COM	$513K	0.2%Prev: 0.2%	4,874 SH	Increased+241 SH
META PLATFORMS INC	CL A	$1.4M	0.5%Prev: 0.5%	2,093 SH	Increased+446 SH
MICRON TECHNOLOGY INC	COM	$222K	0.1%	776 SH	New
MICROSOFT CORP	COM	$4.4M	1.7%Prev: 1.9%	9,194 SH	Decreased+518 SH
NETFLIX INC	COM	$209K	0.1%Prev: 0.1%	2,229 SH	Increased+2,061 SH
NEXTERA ENERGY INC	COM	$231K	0.1%Prev: 0.1%	2,881 SH	Increased+82 SH
NVIDIA CORPORATION	COM	$2.8M	1.1%Prev: 1.0%	14,807 SH	Increased+2,111 SH
OCUGEN INC	COM	$41K	0.0%Prev: 0.0%	30,143 SH	Increased+6,500 SH
ORACLE CORP	COM	$239K	0.1%Prev: 0.1%	1,225 SH	Decreased+124 SH
PACER FDS TR	GLOBL CASH ETF	$249K	0.1%Prev: 0.1%	6,038 SH	Increased+350 SH
PACER FDS TR	METAURUS CAP 400	$623K	0.2%Prev: 0.3%	14,658 SH	Increased
PACER FDS TR	US CASH COWS 100	$13.0M	5.1%Prev: 5.3%	216,427 SH	Increased+918 SH
PGIM ETF TR	ACTIVE AGGREGATE	$319K	0.1%Prev: 0.1%	7,463 SH	Decreased
PGIM ETF TR	TOTAL RETURN BON	$266K	0.1%Prev: 0.1%	6,327 SH	Decreased
PIMCO ETF TR	INTER MUN BD ACT	$594K	0.2%Prev: 0.3%	11,327 SH	Increased
PRINCIPAL FINANCIAL GROUP IN	COM	$212K	0.1%	2,401 SH	New
PROCTER AND GAMBLE CO	COM	$1.2M	0.5%Prev: 0.6%	8,687 SH	Decreased+131 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$333K	0.1%	5,087 SH	New
PROSHARES TR	S&P 500 DV ARIST	$4.3M	1.7%Prev: 1.7%	41,498 SH	Increased+1,932 SH
REGENERON PHARMACEUTICALS	COM	$204K	0.1%	264 SH	New
RTX CORPORATION	COM	$549K	0.2%Prev: 0.2%	2,994 SH	Increased+637 SH
SALESFORCE INC	COM	$203K	0.1%	765 SH	New
SEI EXCHANGE TRADED FUNDS	DBI MULTI-STRGY	$387K	0.2%	15,534 SH	New
SEI EXCHANGE TRADED FUNDS	SELECT EMERGING	$344K	0.1%Prev: 0.1%	11,038 SH	Increased+2,015 SH
SEI EXCHANGE TRADED FUNDS	SELECT INTL EQUI	$891K	0.3%Prev: 0.3%	27,382 SH	Increased+4,872 SH
SEI EXCHANGE TRADED FUNDS	SELECT SMALL CAP	$346K	0.1%Prev: 0.1%	12,378 SH	Increased+1,856 SH
SHOPIFY INC	CL A SUB VTG SHS	$212K	0.1%	1,316 SH	New
SINCLAIR INC	CL A	$191K	0.1%Prev: 0.1%	12,460 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$1.9M	0.7%Prev: 0.6%	2,730 SH	Increased+745 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$34.5M	13.4%Prev: 13.6%	902,349 SH	Increased+52,612 SH
TESLA INC	COM	$566K	0.2%Prev: 0.2%	1,259 SH	Increased+280 SH
TJX COS INC NEW	COM	$248K	0.1%	1,611 SH	New
TRI CONTL CORP	COM	$391K	0.2%Prev: 0.2%	11,981 SH	Increased+706 SH
UBER TECHNOLOGIES INC	COM	$463K	0.2%Prev: 0.2%	5,662 SH	Decreased-6 SH
UNITED PARCEL SERVICE INC	CL B	$682K	0.3%Prev: 0.4%	6,874 SH	Decreased-3,122 SH
UNITEDHEALTH GROUP INC	COM	$207K	0.1%Prev: 0.1%	628 SH	Decreased+15 SH
VANECK ETF TRUST	GOLD MINERS ETF	$376K	0.1%Prev: 0.1%	4,385 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$19.1M	7.4%Prev: 7.7%	39,164 SH	Increased+1,274 SH
VANGUARD INDEX FDS	MID CAP ETF	$571K	0.2%Prev: 0.2%	1,966 SH	Increased+309 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.4M	2.9%Prev: 2.9%	11,834 SH	Increased+728 SH
VANGUARD INDEX FDS	SMALL CP ETF	$396K	0.2%Prev: 0.2%	1,534 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.5%Prev: 0.5%	3,476 SH	Increased+72 SH
VANGUARD INDEX FDS	VALUE ETF	$9.7M	3.8%Prev: 4.0%	50,758 SH	Increased+727 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$640K	0.2%Prev: 0.3%	11,906 SH	Decreased-185 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$210K	0.1%	4,180 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$308K	0.1%Prev: 0.1%	5,250 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.3M	2.1%Prev: 2.2%	24,173 SH	Increased+627 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	0.5%Prev: 0.5%	17,731 SH	Increased+312 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$254K	0.1%	4,067 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$205K	0.1%Prev: 0.1%	1,428 SH	Increased
VANGUARD WORLD FD	CONSUM STP ETF	$615K	0.2%Prev: 0.3%	2,912 SH	Decreased-180 SH
VANGUARD WORLD FD	ENERGY ETF	$667K	0.3%Prev: 0.3%	5,298 SH	Decreased-180 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$3.4M	1.3%Prev: 1.3%	11,894 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$2.4M	0.9%Prev: 1.0%	3,130 SH	Increased
VANGUARD WORLD FD	UTILITIES ETF	$460K	0.2%Prev: 0.2%	2,485 SH	Increased+75 SH
VERIZON COMMUNICATIONS INC	COM	$204K	0.1%Prev: 0.1%	4,998 SH	Decreased+193 SH
VISA INC	COM CL A	$1.3M	0.5%Prev: 0.5%	3,801 SH	Increased+107 SH
WALMART INC	COM	$388K	0.2%Prev: 0.1%	3,486 SH	Increased+427 SH
WELLS FARGO CO NEW	COM	$223K	0.1%	2,389 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$437K	0.2%Prev: 0.2%	4,964 SH	Increased

Sold (vs prior filing)

ISHARES TR — $290K
SERVICENOW INC — $232K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001951757-26-000323	$256.7M	View
Nov 7, 2025	Q3 2025	13F-HR	0001951757-25-001343	$235.1M	View
Jul 24, 2026	Q2 2026