Institutions / Core Wealth Advisors, LLC
Core Wealth Advisors, LLC
CIK 2110114 · Institution · as of Dec 31, 2025
Portfolio value
$126.95M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $15.37M | 12.1% |
| iShares Tr | $11.26M | 8.9% |
| Vanguard Index Fds | $10.39M | 8.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $10.38M | 8.2% |
| iShares Inc | $8.43M | 6.6% |
| iShares Tr | $8.06M | 6.4% |
| iShares Tr | $7.37M | 5.8% |
| iShares Tr | $7.11M | 5.6% |
| iShares Tr | $6.09M | 4.8% |
| iShares MSCI UAE ETF | $5.15M | 4.1% |
| iShares Tr | $4.84M | 3.8% |
| BlackRock ETF Trust | $4.23M | 3.3% |
| BlackRock ETF Trust | $3.80M | 3.0% |
| iShares MSCI UAE ETF | $3.79M | 3.0% |
| Hartford Fds Exchange Traded | $3.76M | 3.0% |
| Graniteshares Gold Tr | $3.13M | 2.5% |
| iShares Tr | $3.03M | 2.4% |
| SPDR Series Trust | $1.70M | 1.3% |
| iShares Tr | $1.67M | 1.3% |
| Schwab Strategic Tr | $1.30M | 1.0% |
| Vanguard Whitehall Fds | $1.24M | 1.0% |
| SPDR Series Trust | $938.7K | 0.7% |
| iShares Tr | $613.2K | 0.5% |
| Select Sector SPDR Tr | $558.2K | 0.4% |
| Vanguard Scottsdale Fds | $523.2K | 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.