Arkolith/Funds/Cora Capital Advisors LLC

Cora Capital Advisors LLC

CIK 1964530
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Cora Capital Advisors LLC holds a focused book of 145 stocks worth $356.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Sei Exchange Traded Funds and trimmed Apple Inc. Their largest long position is Vanguard S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show CORA CAPITAL ADVISORS LLC's latest
holdings, largest changes, and filing provenance.
Opened
47
new positions
Added to
58
existing
Trimmed
40
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.9%
+12.1%/yr · since Oct '24
Their reported book
+21.5%
held from quarter-end
S&P 500
+32.5%
same window
$9K$10K$11K$12K$14KOct '24Feb '25Jun '25Nov '25Mar '26Jul '26
Cora Capital Advisors LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Cora Capital Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
63%
Top 20 holdings
76%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
8%
Financials
3%
Consumer Discretionary
2%
Health Care
1%
Industrials
1%
Utilities
1%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cora Capital Advisors LLC

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA79 / 80$166.9B
OSAIC HOLDINGS, INC.79 / 80$20.9B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$19.4B
Advisory Services Network, LLC79 / 80$2.2B
MORGAN STANLEY78 / 80$597.7B
LPL Financial LLC77 / 80$99.6B
Cetera Investment Advisers77 / 80$28.1B
Kestra Advisory Services, LLC77 / 80$10.0B

Ranked by how many of Cora Capital Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

145 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$43.5M63.3K
12.2%
+2.8%
Added · +2K sh
2Ishares TR
U S EQUITY FACTR
$36.6M483.9K
10.3%
+1.9%
Added · +9K sh
3T Rowe Price Exchange-Traded
CAP APPRECIATION
$33.0M803.9K
9.3%
+2.7%
Added · +21K sh
4Vanguard Index FDS
GROWTH ETF
$29.9M346.6K
8.4%
+507%
Added · +290K sh
5Ishares Inc
MSCI EMRG CHN
$22.5M220.2K
6.3%
+1.5%
Added · +3K sh
6Vanguard Index FDS
VALUE ETF
$16.6M76.2K
4.7%
+1.3%
Added · +977 sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$13.8M193.5K
3.9%
+4.6%
Added · +9K sh
8Pacer FDS TR
US CASH COWS 100
$10.2M163.2K
2.8%
+1.5%
Added · +2K sh
9Apple Inc
COM
$9.8M33.9K
2.8%
−1.2%
Reduced · −418 sh
10Ishares TR
US SML CAP EQT
$7.9M88.7K
2.2%
−0.5%
Reduced · −424 sh
11Ishares TR
MSCI USA QLT FCT
$7.1M32.2K
2.0%
−0.7%
Reduced · −214 sh
12Vanguard Specialized Funds
DIV APP ETF
$7.1M29.8K
2.0%
+3.2%
Added · +936 sh
13Ishares TR
FUTU AI TECH ETF
$6.9M91.1K
1.9%
+3.0%
Added · +3K sh
14Invesco QQQ TR
UNIT SER 1
$4.5M6.1K
1.3%
+1.6%
Added · +93 sh
15Advanced Micro Devices Inc
COM
$4.3M7.4K
1.2%
−6.9%
Reduced · −545 sh
16Amazon Com Inc
COM
$4.0M16.6K
1.1%
+1.4%
Added · +231 sh
17The Alger ETF Trust
CONCENTRATED EQT
$3.9M93.7K
1.1%
+4.0%
Added · +4K sh
18Vanguard World FD
HEALTH CAR ETF
$3.6M12.1K
1.0%
+2.1%
Added · +248 sh
19Microsoft Corp
COM
$3.5M9.5K
1.0%
~0%
Added · +4 sh
20Ishares TR
MSCI USA MIN ETF
$3.4M35.6K
1.0%
−0.2%
Reduced · −78 sh
21Capital Group Growth ETF
SHS CREAT UNIT
$3.0M64.2K
0.9%
+16%
Added · +9K sh
22Vanguard World FD
INF TECH ETF
$3.0M25.1K
0.8%
+700%
Added · +22K sh
23Nvidia Corporation
COM
$2.9M14.5K
0.8%
−8.2%
Reduced · −1K sh
24JPMorgan Chase & Co
COM
$2.8M8.6K
0.8%
−2.1%
Reduced · −183 sh
25Ishares TR
CORE S&P SCP ETF
$2.2M15.0K
0.6%
−4.1%
Reduced · −648 sh
26Alphabet Inc
CAP STK CL C
$2.1M6.0K
0.6%
−3.7%
Reduced · −233 sh
27State STR SPDR S&P 500 ETF T
TR UNIT
$2.0M2.7K
0.6%
~0%
Reduced · −1 sh
28Ishares TR
CORE S&P MCP ETF
$1.9M24.4K
0.5%
−0.6%
Reduced · −150 sh
29Ishares TR
CORE S&P500 ETF
$1.8M2.3K
0.5%
Held
30J P Morgan Exchange Traded F
EQUITY FOCUS ETF
$1.7M21.4K
0.5%
+26%
Added · +4K sh
31Vanguard Star FDS
VG TL INTL STK F
$1.7M20.0K
0.5%
+0.2%
Added · +47 sh
32Eli Lilly & Co
COM
$1.7M1.4K
0.5%
+5.7%
Added · +77 sh
33Proshares TR
S&P 500 DV ARIST
$1.6M29.4K
0.5%
+99%
Added · +15K sh
34Sei Exchange Traded Funds
HIGH YIELD BOND
$1.6M62.9K
0.4%
New
New position
35Ishares TR
CORE HIGH DV ETF
$1.5M54.0K
0.4%
+400%
Added · +43K sh
36Alphabet Inc
CAP STK CL A
$1.4M4.1K
0.4%
~0%
Reduced · −2 sh
37Ishares Bitcoin Trust ETF
SHS BEN INT
$1.4M41.6K
0.4%
+15%
Added · +5K sh
38Vanguard Index FDS
TOTAL STK MKT
$1.3M3.5K
0.4%
+0.2%
Added · +7 sh
39Exxon Mobil Corp
COM
$1.3M9.3K
0.4%
−8.4%
Reduced · −846 sh
40Visa Inc
COM CL A
$1.3M3.6K
0.4%
−3.9%
Reduced · −149 sh
41Procter & Gamble Co
COM
$1.2M8.5K
0.3%
~0%
Added · +1 sh
42Meta Platforms Inc
CL A
$1.2M2.2K
0.3%
+1.2%
Added · +25 sh
43M & T BK Corp
COM
$1.2M5.1K
0.3%
−0.1%
Reduced · −7 sh
44Berkshire Hathaway Inc Del
CL B NEW
$1.1M2.3K
0.3%
+0.6%
Added · +14 sh
45Home Depot Inc
COM
$1.0M2.9K
0.3%
~0%
Added · +1 sh
46Pacer FDS TR
METAURUS CAP 400
$911K20.2K
0.3%
+38%
Added · +6K sh
47Broadcom Inc
COM
$906K2.4K
0.3%
~0%
Reduced · −1 sh
48Vanguard Mun BD FDS
INTERMEDIATE TRM
$893K8.8K
0.3%
Held
49Sei Exchange Traded Funds
SELE INTL EQ ETF
$888K25.0K
0.2%
−1.3%
Reduced · −332 sh
50Johnson & Johnson
COM
$859K3.4K
0.2%
−0.6%
Reduced · −20 sh
Showing 50 of 145 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026145$356.3M13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026134$302.0M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026135$256.7M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025116$235.1M13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025111$224.6M13F-HR
Q1 2025Mar 31, 2025Apr 11, 2025107$208.6M13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025105$207.4M13F-HR
Q3 2024Sep 30, 2024Oct 7, 2024102$202.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.