Corecap Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$2.94B
Q ending 2026-03-31
Prior quarter
$2.86B
Q ending 2025-12-31
Change
+2.6% QoQ · +29.4% YoY
Positions
2,937
reported holdings

Largest positions

Top 100 of 2,937 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Total Stock Market EtfVTIShares$148.3M462K
State Street Spdr Portfolio S&P 50SPYGShares$140.9M1.4M
Vanguard Total Bond Market EtfBNDShares$102.3M1.4M
Vanguard S&P 500 EtfVOOShares$93.0M156K
State Street Technology Select SecXLKShares$76.2M573K
State Street Spdr Portfolio S&P 50SPYVShares$67.6M1.2M
Invesco S&P 500 Equal Weight EtfRSPShares$60.6M316K
Invesco Qqq Trust Series IQQQShares$55.6M96K
Schwab U.S. Small-Cap EtfSCHAShares$46.4M1.6M
Goldman Sachs Marketbeta U.S. EquiGSUSShares$44.0M491K
Apple Inc ComAAPLShares$41.8M165K
Nvidia Corporation ComNVDAShares$41.7M239K
Ishares Core S&P 500 EtfIVVShares$31.6M48K
State Street Spdr S&P 500 EtfSPYShares$28.4M44K
Amazon Com Inc ComAMZNShares$24.9M120K
State Street Spdr S&P HomebuildersXHBShares$23.5M238K
Ishares S&P 500 Value EtfIVEShares$22.5M106K
Vanguard Growth EtfVUGShares$21.9M50K
State Street Spdr Portfolio Short SPSBShares$21.8M724K
State Street Spdr Portfolio CorporSPBOShares$21.1M727K
Goldman Sachs Activebeta InternatiGSIEShares$20.8M482K
State Street Spdr Portfolio S&P 50SPYMShares$20.5M268K
Spdr Gold Minishares Trust Of BeneGLDMShares$19.9M214K
State Street Energy Select Sector XLEShares$19.8M323K
Ishares Russell 2000 EtfIWMShares$19.4M78K
Vanguard Ftse Developed Markets EtVEAShares$18.7M291K
Avantis U.S. Equity EtfAVUSShares$17.0M153K
Spdr Gold SharesGLDShares$17.0M39K
Ishares Core S&P Mid-Cap EtfIJHShares$16.8M249K
Vanguard Value EtfVTVShares$16.4M84K
Tr Activebeta Us Large Cap Equity GSLCShares$16.0M128K
Ishares S&P Small-Cap 600 Value EtIJSShares$15.7M133K
Ishares Core S&P Small Cap EtfIJRShares$15.6M126K
Ishares S&P Mid-Cap 400 Growth EtfIJKShares$14.7M146K
Innovator Defined Wealth Shield EtBALTShares$14.2M424K
Vanguard Mid-Cap EtfVOShares$14.0M49K
Vanguard Total International StockVXUSShares$13.6M176K
Vanguard Information Technology EtVGTShares$13.4M19K
Schwab U.S. Large-Cap EtfSCHXShares$13.3M518K
State Street Financial Select SectXLFShares$12.9M262K
Vanguard Tax-Exempt Bond EtfVTEBShares$12.9M258K
Ishares S&P 500 Growth EtfIVWShares$12.8M113K
Tesla Inc ComTSLAShares$12.7M34K
Goldman Sachs Equal Weight U.S. LaGSEWShares$12.5M147K
State Street Communication ServiceXLCShares$12.3M111K
Microsoft Corp ComMSFTShares$12.1M33K
Broadcom Inc ComAVGOShares$12.0M39K
Vanguard Total Corporate Bond EtfVTCShares$11.9M155K
Ishares Broad Usd High Yield CorpoUSHYShares$11.6M316K
Johnson & Johnson ComJNJShares$11.5M47K
Avantis Short-Term Fixed Income EtAVSFShares$10.9M233K
Innovator U.S. Equity Power BufferPOCTShares$10.8M250K
State Street Spdr S&P Aerospace & XARShares$10.7M42K
Vanguard High Dividend Yield IndexVYMShares$10.5M71K
Vanguard Ftse Emerging Markets EtfVWOShares$10.3M191K
Ishares U.S. Equity Factor RotatioDYNFShares$9.8M169K
Flexshares Morningstar Global UpstGUNRShares$9.6M174K
Alphabet Inc Cap Stk Cl AGOOGLShares$9.5M33K
Ishares Msci Eafe Value EtfEFVShares$9.4M126K
Meta Platforms Inc Cl AMETAShares$9.4M16K
State Street Spdr S&P SemiconductoXSDShares$9.3M29K
Ishares Msci Emerging Markets EtfEEMShares$9.3M163K
Abbvie Inc ComABBVShares$9.2M42K
Ipath Bloomberg Commodity Index ToDJPShares$9.2M191K
Jpmorgan Chase & Co ComJPMShares$9.1M31K
State Street Spdr Bloomberg 1-3 MoBILShares$9.1M99K
State Street Utilities Select SectXLUShares$8.9M194K
Tjx Cos Inc New ComTJXShares$8.8M55K
First Trust Smith Unconstrained BoUCONShares$8.8M357K
Ishares Msci Usa Quality Factor EtQUALShares$8.8M46K
Caterpillar Inc ComCATShares$8.8M12K
Innovator U.S. Equity Power BufferPJULShares$8.7M190K
Corning Inc ComGLWShares$8.7M64K
Ishares 5-10 Year Investment GradeIGIBShares$8.6M163K
Ishares 10 Year Investment Grade CIGLBShares$8.6M172K
Alphabet Inc Cap Stk Cl CGOOGShares$8.5M30K
Innovator U.S. Equity Power BufferPJUNShares$8.2M197K
Pimco Enhanced Low Duration ActiveLDURShares$8.2M86K
Kensington Credit Opportunities EtKAMOShares$8.0M323K
Schwab U.S. Large-Cap Growth EtfSCHGShares$7.9M271K
Philip Morris Intl Inc ComPMShares$7.9M48K
Uber Technologies Inc ComUBERShares$7.6M105K
International Business Machs ComIBMShares$7.5M31K
Fundstrat Granny Shots Us Large CaGRNYShares$7.4M311K
Altria Group Inc ComMOShares$7.2M110K
Netflix Inc. ComNFLXShares$7.2M75K
Procter & Gamble Co ComPGShares$7.0M48K
Merck & Co Inc ComMRKShares$7.0M58K
Cummins Inc ComCMIShares$6.9M13K
Avantis International Equity EtfAVDEShares$6.8M80K
Innovator U.S. Equity Power BufferPJANShares$6.8M147K
Invesco Ultra Short Duration EtfGSYShares$6.6M132K
American Elec Pwr Co Inc ComAEPShares$6.6M50K
Leuthold Select Industries EtfLSTShares$6.5M162K
Innovator U.S. Equity Power BufferPAUGShares$6.5M151K
Ishares Core Msci Emerging MarketsIEMGShares$6.4M92K
Goldman Sachs Activebeta Emerging GEMShares$6.4M148K
Energy Transfer L P Com Ut Ltd PtnETShares$6.4M332K
Avantis U.S. Large Cap Equity EtfAVLCShares$6.3M82K
Innovator U.S. Equity Power BufferPMARShares$6.3M141K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.