Institutions / Core Wealth Advisors, Inc.

Core Wealth Advisors, Inc.

CIK 1770532 · Institution · as of Dec 31, 2025

Portfolio value

$385.40M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 94 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$128.67M	187,849	33.4%
Vanguard Index Fds	—	$25.12M	40,052	6.5%
Capital Group Dividend Value	—	$23.20M	531,587	6.0%
SPDR Series Trust	—	$22.18M	276,516	5.8%
Invesco Exchange Traded Fd T	—	$21.87M	368,872	5.7%
Fidelity Covington Trust	—	$18.95M	518,092	4.9%
iShares Tr	—	$18.50M	206,766	4.8%
iShares Tr	—	$17.76M	269,144	4.6%
Vanguard Index Fds	—	$15.26M	52,582	4.0%
Invesco Exchange Traded Fd T	—	$10.83M	144,326	2.8%
Apple Inc.	—	$4.96M	18,255	1.3%
First Tr Exchng Traded Fd VI	—	$4.89M	142,790	1.3%
Pacer Fds Tr	—	$4.56M	141,104	1.2%
Aim ETF Products Trust	—	$4.19M	148,776	1.1%
Innovator Etfs Trust	—	$4.12M	82,572	1.1%
Caterpillar Inc	—	$2.97M	5,191	0.8%
Amazon.com Inc	—	$2.36M	10,225	0.6%
iShares Tr	—	$2.30M	19,118	0.6%
SPDR S&P 500 ETF Tr	—	$2.24M	3,284	0.6%
International Business Machines Corp	—	$2.04M	6,891	0.5%
NVIDIA Corp	—	$2.02M	10,810	0.5%
Schwab Strategic Tr	—	$2.00M	72,896	0.5%
Microsoft Corp	—	$1.46M	3,024	0.4%
Fidelity Covington Trust	—	$1.46M	25,690	0.4%
Vanguard Specialized Funds	—	$1.44M	6,570	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.