Institutional Fund
Cora Capital Advisors LLC
Marlton, NJCIK 19645305 filings on record
Portfolio Value
$302.05M
Q1 2026
Holdings
134
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+17.7%
from $256.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds12.2%
- Ishares Tr10.4%
- T Rowe Price ETF Inc9.2%
- Vanguard Index Fds8.3%
- Ishares Inc5.6%
- Vanguard Index Fds4.9%
- Other49.4%
Portfolio Holdings
134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 61.6K | $36.80M | 12.2% | +49.7K | Added |
| 2 | Ishares Tr | 474.7K | $31.33M | 10.4% | −43.2K | Reduced |
| 3 | T Rowe Price ETF Inc | 782.7K | $27.86M | 9.2% | −119.6K | Reduced |
| 4 | Vanguard Index Fds | 57.1K | $24.94M | 8.3% | +17.9K | Added |
| 5 | Ishares Inc | 216.8K | $17.06M | 5.6% | +151.9K | Added |
| 6 | Vanguard Index Fds | 75.2K | $14.76M | 4.9% | +24.4K | Added |
| 7 | Vanguard Tax-Managed Fds | 185.0K | $11.85M | 3.9% | +180.9K | Added |
| 8 | Pacer Fds Tr | 160.7K | $10.06M | 3.3% | −55.7K | Reduced |
| 9 | Apple Inc | 34.3K | $8.71M | 2.9% | −274 | Reduced |
| 10 | Ishares Tr | 89.1K | $6.73M | 2.2% | +352 | Added |
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