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Core Wealth Advisors, Inc.

All holdings · as of Dec 31, 2025

94 positions

CompanyClassValueShares% of portfolio
Energy Transfer LPETMLP$171.6K10,4090.0%
VANGUARD WELLINGTON FD—$201.0K1,9790.1%
VANGUARD INDEX FDS—$218.5K2,4690.1%
3M CO—$219.3K1,3700.1%
ISHARES INC—$223.9K3,3310.1%
Union Pacific Corp—$224.4K9700.1%
The PNC Financial Services Group, Inc.—$226.3K1,0840.1%
FIRST TR EXCHNG TRADED FD VI—$228.9K8,1050.1%
ADOBE INC.—$236.6K6760.1%
LOCKHEED MARTIN CORP—$242.3K5010.1%
VANGUARD INDEX FDS—$243.7K7270.1%
VANGUARD WORLD FD—$249.5K3310.1%
BANK OF AMERICA CORP /DE—$249.7K4,5390.1%
Meta Platforms Inc—$252.2K3820.1%
Mastercard Inc—$258.1K4520.1%
ISHARES TR—$260.0K4,7530.1%
LOWES COMPANIES INC—$262.6K1,0890.1%
GENERAL ELECTRIC CO—$271.7K8820.1%
T ROWE PRICE ETF INC—$283.9K6,2860.1%
INNOVATOR ETFS TRUST—$303.0K7,7040.1%
PROCTER & GAMBLE Co—$306.1K2,1360.1%
T ROWE PRICE ETF INC—$310.7K6,9080.1%
FIRST TR EXCH TRADED FD III—$312.3K16,1080.1%
PEPSICO INC—$323.8K2,2560.1%
SPDR GOLD TR—$340.8K8600.1%
Alphabet Inc.—$358.4K1,1450.1%
Netflix Inc—$370.0K3,9460.1%
Merck & Co., Inc.—$375.6K3,5680.1%
Warren E. Buffett—$397.1K7900.1%
COSTCO WHOLESALE CORP /NEW—$404.5K4690.1%
ISHARES TR—$429.6K6,2620.1%
Visa Inc—$433.9K1,2370.1%
ISHARES TR—$480.2K6,9170.1%
MORGAN STANLEY ETF TRUST—$495.8K9,6390.1%
TIDAL TRUST I—$510.0K20,5990.1%
Walmart Inc.—$510.0K4,5780.1%
NEXTERA ENERGY INC—$518.9K6,4640.1%
GLOBAL X FDS—$559.7K11,7120.1%
Tesla Inc—$570.7K1,2690.1%
INNOVATOR ETFS TRUST—$586.6K12,4750.2%
AMERICAN CENTY ETF TR—$601.0K11,6530.2%
JOHNSON & JOHNSON—$607.3K2,9350.2%
CHEVRON CORP—$644.4K4,2280.2%
INNOVATOR ETFS TRUST—$655.0K19,5450.2%
VANGUARD MUN BD FDS—$679.9K13,5190.2%
ISHARES U S ETF TR—$694.8K13,8080.2%
JPMORGAN CHASE & CO—$760.4K2,3600.2%
iShares MSCI UAE ETF—$793.9K9,1080.2%
VANGUARD INSTL INDEX FD—$799.1K10,5890.2%
EXXON MOBIL CORP—$810.7K6,7370.2%
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