Core Wealth Advisors, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $128.67M | 33.4% |
| VANGUARD INDEX FDS | $25.12M | 6.5% |
| CAPITAL GROUP DIVIDEND VALUE | $23.20M | 6.0% |
| SPDR SERIES TRUST | $22.18M | 5.8% |
| INVESCO EXCHANGE TRADED FD T | $21.87M | 5.7% |
| FIDELITY COVINGTON TRUST | $18.95M | 4.9% |
| ISHARES TR | $18.50M | 4.8% |
| ISHARES TR | $17.76M | 4.6% |
| VANGUARD INDEX FDS | $15.26M | 4.0% |
| INVESCO EXCHANGE TRADED FD T | $10.83M | 2.8% |
| Apple Inc. | $4.96M | 1.3% |
| FIRST TR EXCHNG TRADED FD VI | $4.89M | 1.3% |
| PACER FDS TR | $4.56M | 1.2% |
| AIM ETF PRODUCTS TRUST | $4.19M | 1.1% |
| INNOVATOR ETFS TRUST | $4.12M | 1.1% |
| CATERPILLAR INC | $2.97M | 0.8% |
| Amazon.com Inc | $2.36M | 0.6% |
| ISHARES TR | $2.30M | 0.6% |
| SPDR S&P 500 ETF TR | $2.24M | 0.6% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.04M | 0.5% |
| NVIDIA Corp | $2.02M | 0.5% |
| SCHWAB STRATEGIC TR | $2.00M | 0.5% |
| MICROSOFT CORP | $1.46M | 0.4% |
| FIDELITY COVINGTON TRUST | $1.46M | 0.4% |
| VANGUARD SPECIALIZED FUNDS | $1.44M | 0.4% |
| WISDOMTREE TR | $1.34M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $1.31M | 0.3% |
| PROSHARES TR | $1.23M | 0.3% |
| ISHARES TR | $1.21M | 0.3% |
| Salesforce Inc | $1.14M | 0.3% |
| VANGUARD INDEX FDS | $1.13M | 0.3% |
| ISHARES TR | $1.12M | 0.3% |
| ISHARES TR | $1.12M | 0.3% |
| VANGUARD BD INDEX FDS | $1.06M | 0.3% |
| ISHARES TR | $953.9K | 0.2% |
| AMERICAN CENTY ETF TR | $938.4K | 0.2% |
| INVESCO EXCH TRD SLF IDX FD | $938.2K | 0.2% |
| ISHARES TR | $937.0K | 0.2% |
| FIDELITY MERRIMACK STR TR | $903.3K | 0.2% |
| INNOVATOR ETFS TRUST | $890.1K | 0.2% |
| ISHARES U S ETF TR | $883.6K | 0.2% |
| Alphabet Inc. | $839.4K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $823.3K | 0.2% |
| Broadcom Inc. | $817.9K | 0.2% |
| EXXON MOBIL CORP | $810.7K | 0.2% |
| VANGUARD INSTL INDEX FD | $799.1K | 0.2% |
| iShares MSCI UAE ETF | $793.9K | 0.2% |
| JPMORGAN CHASE & CO | $760.4K | 0.2% |
| ISHARES U S ETF TR | $694.8K | 0.2% |
| VANGUARD MUN BD FDS | $679.9K | 0.2% |