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Core Wealth Advisors

Latest statistics and disclosures from Core Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, CGDV, SPLG, XLG, and represent 55.53% of Core Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CGDV (+$10M), BUFF, SPBU, IVV, VGUS, IWF, AAPL, CVX, SPHQ, IJH.
Started 22 new stock positions in IEMG, ET, VGUS, PNC, GOOGL, EVSD, GE, FPEI, VTES, NEE. META, VGT, VNQ, BUFF, SDSI, SPBU, HD, UNP, IWF, MMM, GLD, CVX.
Reduced shares in these 10 stocks: FLV (-$9.5M), BALT, PSFF, BUFR, American Centy Etf Tr, TAXF, VTEB, CRM, BWIN, JMST.
Sold out of its positions in American Centy Etf Tr, FLV, BWIN.
Core Wealth Advisors was a net buyer of stock by $13M.
Core Wealth Advisors has $384M in assets under management (AUM), dropping by 10.22%.
Central Index Key (CIK): 0001770532

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Portfolio Holdings for Core Wealth Advisors

Core Wealth Advisors holds 92 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	32.4	$124M		185k	669.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.4	$24M		40k	612.38	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	5.7	$22M	+91%	516k	42.03	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	5.6	$22M		275k	78.34	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	5.5	$21M		368k	57.52	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	4.8	$19M		523k	35.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.7	$18M		206k	87.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.3	$17M	+2%	255k	65.26	View chart
American Centy Etf Tr Diversifid Crp (KORP)	4.0	$15M		324k	47.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.0	$15M		52k	293.74	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.8	$11M	+5%	146k	73.29	View chart
Apple (AAPL)	1.2	$4.6M	+17%	18k	254.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.2	$4.5M	-20%	134k	33.42	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	1.1	$4.2M	-21%	132k	31.60	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.0	$3.8M	NEW	79k	48.86	View chart
Aim Etf Products Trust Allianzim Buf 15 (SPBU)	1.0	$3.8M	NEW	137k	27.70	View chart
Caterpillar (CAT)	0.6	$2.5M	-2%	5.2k	477.18	View chart
Amazon (AMZN)	0.6	$2.2M	-2%	10k	219.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.2M	+7%	3.3k	666.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.1M	-2%	18k	118.83	View chart
International Business Machines (IBM)	0.5	$2.0M	-3%	6.9k	282.18	View chart
NVIDIA Corporation (NVDA)	0.5	$1.9M	+7%	10k	186.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.8M	+6%	67k	27.30	View chart
Microsoft Corporation (MSFT)	0.4	$1.7M	+30%	3.3k	517.89	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$1.3M	-13%	26k	51.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.3M		5.8k	215.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M	+16%	13k	93.37	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$1.2M	+2%	22k	55.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M		3.6k	307.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.1M		4.5k	241.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.1M		5.4k	203.58	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$1.1M	+4%	13k	85.34	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$1.1M		21k	49.99	View chart
salesforce (CRM)	0.3	$1.1M	-17%	4.5k	237.00	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$1.0M	+4%	23k	46.08	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.3	$1.0M	NEW	13k	75.66	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$950k		8.6k	110.49	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$936k	-24%	19k	50.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$927k	NEW	2.0k	468.33	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$880k		17k	51.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$819k		16k	50.73	View chart
Exxon Mobil Corporation (XOM)	0.2	$751k	+61%	6.7k	112.75	View chart
Broadcom (AVGO)	0.2	$746k	+7%	2.3k	329.93	View chart
JPMorgan Chase & Co. (JPM)	0.2	$746k	+35%	2.4k	315.43	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$697k		14k	50.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$677k	-30%	14k	50.07	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$637k	-88%	19k	32.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$611k		2.5k	243.55	View chart
Invesco Exch Trd Slf Idx Invt Grd Defsv (IIGD)	0.2	$594k	+68%	24k	24.82	View chart
Chevron Corporation (CVX)	0.2	$594k	NEW	3.8k	155.29	View chart
Visa Com Cl A (V)	0.2	$590k	+28%	1.7k	341.39	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.2	$583k	+63%	13k	43.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$571k		13k	45.80	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$558k		12k	47.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$540k	+37%	6.0k	89.37	View chart
Tesla Motors (TSLA)	0.1	$523k	+30%	1.2k	444.72	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$515k	+28%	21k	24.99	View chart
Netflix (NFLX)	0.1	$488k	+5%	407.00	1198.92	View chart
Costco Wholesale Corporation (COST)	0.1	$477k	+12%	515.00	925.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$476k		7.0k	68.08	View chart
Johnson & Johnson (JNJ)	0.1	$472k		2.5k	185.45	View chart
Wal-Mart Stores (WMT)	0.1	$460k	+2%	4.5k	103.06	View chart
Procter & Gamble Company (PG)	0.1	$451k	+15%	2.9k	153.65	View chart
Adobe Systems Incorporated (ADBE)	0.1	$423k	+62%	1.2k	352.78	View chart
Nextera Energy (NEE)	0.1	$422k	NEW	5.6k	75.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$397k	-6%	790.00	502.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$368k	NEW	1.0k	355.47	View chart
Mastercard Incorporated Cl A (MA)	0.1	$356k	+6%	626.00	568.83	View chart
Pepsi (PEP)	0.1	$324k		2.3k	140.44	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$310k	NEW	16k	19.34	View chart
Merck & Co (MRK)	0.1	$303k	-18%	3.6k	83.93	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$298k		7.7k	38.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$283k	NEW	3.1k	91.42	View chart
Lowe's Companies (LOW)	0.1	$280k	+9%	1.1k	251.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$277k	NEW	1.1k	243.10	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.1	$271k	NEW	5.2k	51.71	View chart
American Express Company (AXP)	0.1	$270k		812.00	332.16	View chart
Oracle Corporation (ORCL)	0.1	$267k		949.00	281.24	View chart
Lockheed Martin Corporation (LMT)	0.1	$255k	+2%	510.00	499.21	View chart
Ge Aerospace Com New (GE)	0.1	$247k	NEW	822.00	300.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$247k	NEW	331.00	746.63	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$243k	NEW	3.7k	65.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$239k	-11%	727.00	328.17	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	0.1	$233k	NEW	4.5k	51.41	View chart
Union Pacific Corporation (UNP)	0.1	$229k	NEW	970.00	236.37	View chart
Home Depot (HD)	0.1	$229k	NEW	565.00	405.19	View chart
Meta Platforms Cl A (META)	0.1	$225k	NEW	306.00	734.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$224k		8.1k	27.64	View chart
PNC Financial Services (PNC)	0.1	$218k	NEW	1.1k	200.93	View chart
3M Company (MMM)	0.1	$213k	NEW	1.4k	155.18	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$202k	NEW	2.0k	101.93	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$179k	NEW	10k	17.16	View chart

Past Filings by Core Wealth Advisors

SEC 13F filings are viewable for Core Wealth Advisors going back to 2019

Core Wealth Advisors 2025 Q3 filed Nov. 14, 2025
Core Wealth Advisors 2025 Q2 filed Aug. 14, 2025
Core Wealth Advisors 2025 Q1 filed May 15, 2025
Core Wealth Advisors 2024 Q4 filed Feb. 14, 2025
Core Wealth Advisors 2024 Q3 filed Nov. 13, 2024
Core Wealth Advisors 2024 Q2 filed Aug. 15, 2024
Core Wealth Advisors 2024 Q1 filed May 15, 2024
Core Wealth Advisors 2023 Q3 filed Nov. 13, 2023
Core Wealth Advisors 2023 Q2 filed Aug. 14, 2023
Core Wealth Advisors 2023 Q1 filed April 27, 2023
Core Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Core Wealth Advisors 2022 Q3 filed Nov. 10, 2022
Core Wealth Advisors 2022 Q2 filed Aug. 12, 2022
Core Wealth Advisors 2022 Q1 filed May 16, 2022
Core Wealth Advisors 2021 Q4 filed Feb. 14, 2022
Core Wealth Advisors 2021 Q3 filed Nov. 9, 2021

View all past filings

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