CoreCap Advisors, LLC - Portfolio overview

CoreCap Advisors, LLC has 3141 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 4.98%
2. SPYG - STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF, 4.73%
3. BND - VANGUARD TOTAL BOND MARKET ETF, 3.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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