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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, SPYM, XLG, and represent 51.40% of Core Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVDE (+$10M), QINT (+$10M), IVV, SPHQ, XLG, BUFF, CGDV, PSFF, SPBU, BUFR.
Started 23 new stock positions in QDPL, TLTW, XYLD, SHYG, BWIN, IYRI, LRCX, VGSH, QFLR, AVDE. DDFL, IGD, QINT, GAB, SGOV, KO, GUT, GS, ISPY, GPIX, CSCO, SPYI, NFJ.
Reduced shares in these 10 stocks: TLT, CRM, BAC, EVSD, , VNQ, SHV, JNJ, IJR, TAXF.
Sold out of its positions in BAC, MMM, VNQ.
Core Wealth Advisors was a net buyer of stock by $44M.
Core Wealth Advisors has $419M in assets under management (AUM), dropping by 8.72%.
Central Index Key (CIK): 0001770532

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Portfolio Holdings for Core Wealth Advisors

Core Wealth Advisors holds 114 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	29.7	$125M		191k	653.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.8	$24M		41k	597.55	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	5.7	$24M	+4%	557k	42.54	View chart
Spdr Series Trust State Street Spd (SPYM)	5.1	$22M		281k	76.54	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	5.1	$21M	+5%	390k	54.55	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	4.7	$20M		527k	37.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.5	$19M		211k	90.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$19M		273k	67.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.7	$16M	+2%	54k	287.18	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.9	$12M	+12%	162k	75.19	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$10M	NEW	119k	84.84	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	2.4	$10M	NEW	153k	65.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.4	$5.8M	+20%	171k	33.77	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	1.3	$5.5M	+21%	172k	32.04	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.2	$5.2M	+27%	105k	49.41	View chart
Aim Etf Products Trust Allianzim Buf 15 (SPBU)	1.2	$5.0M	+24%	185k	27.17	View chart
Apple (AAPL)	1.1	$4.7M		19k	253.79	View chart
Caterpillar (CAT)	0.9	$3.7M		5.2k	708.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$2.7M	+18%	87k	30.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.3M	-3%	18k	124.31	View chart
NVIDIA Corporation (NVDA)	0.5	$2.2M	+14%	12k	174.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.1M		3.3k	650.29	View chart
Amazon (AMZN)	0.5	$2.1M		10k	208.28	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$1.9M	+32%	34k	55.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.9M	+32%	8.7k	215.07	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.4	$1.8M	+43%	21k	86.41	View chart
International Business Machines (IBM)	0.4	$1.7M		6.9k	242.39	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$1.6M	+20%	33k	48.15	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.4	$1.5M	+75%	30k	50.84	View chart
Invesco Exch Trd Slf Idx Invt Grd Defsv (IIGD)	0.4	$1.5M	+64%	62k	24.60	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.3	$1.5M	+143%	28k	51.29	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$1.3M	-3%	25k	50.98	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$1.2M	+79%	25k	50.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		13k	97.13	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.3	$1.2M	+34%	28k	43.04	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M	+4%	3.2k	370.20	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.2M		6.8k	169.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.1M		5.3k	213.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.1M		4.5k	248.01	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.3	$1.1M	+29%	31k	35.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M		3.6k	298.85	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$1.1M		21k	49.79	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$881k	-5%	18k	50.05	View chart
Chevron Corporation (CVX)	0.2	$875k		4.2k	206.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$844k		2.0k	426.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$823k		16k	50.61	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$819k	-14%	7.4k	110.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$814k	+6%	2.8k	286.86	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.2	$803k		11k	75.66	View chart
JPMorgan Chase & Co. (JPM)	0.2	$770k	+10%	2.6k	294.16	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$757k	+15%	23k	33.47	View chart
Broadcom (AVGO)	0.2	$751k	+2%	2.4k	309.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$679k	+18%	15k	46.13	View chart
Wal-Mart Stores (WMT)	0.2	$657k	+15%	5.3k	124.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$647k	NEW	11k	58.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$629k	-6%	13k	49.89	View chart
Merck & Co (MRK)	0.1	$626k	+45%	5.2k	120.29	View chart
Tesla Motors (TSLA)	0.1	$621k	+31%	1.7k	371.82	View chart
Nextera Energy (NEE)	0.1	$606k		6.5k	92.88	View chart
Johnson & Johnson (JNJ)	0.1	$598k	-16%	2.4k	244.42	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$595k		12k	50.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$557k	NEW	5.5k	100.66	View chart
salesforce (CRM)	0.1	$548k	-31%	2.9k	186.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$516k	-34%	5.9k	86.69	View chart
Costco Wholesale Corporation (COST)	0.1	$508k	+8%	510.00	996.95	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$492k	NEW	15k	33.30	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$492k		21k	23.87	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$490k	+60%	26k	19.00	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$485k		6.9k	70.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$475k	+25%	992.00	479.20	View chart
Ge Aerospace Com New (GE)	0.1	$446k	+78%	1.6k	283.77	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$426k	NEW	11k	39.13	View chart
Ishares Tr Europe Etf (IEV)	0.1	$425k		6.3k	67.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$425k	+87%	15k	28.00	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$424k	NEW	19k	22.62	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$406k	NEW	8.1k	50.04	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$398k	NEW	8.1k	49.37	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$397k	NEW	9.2k	43.35	View chart
Neos Etf Trust Real Estate High (IYRI)	0.1	$397k	NEW	8.4k	47.29	View chart
Visa Com Cl A (V)	0.1	$388k	+3%	1.3k	302.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$374k	+13%	1.3k	287.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$370k		860.00	430.29	View chart
Pepsi (PEP)	0.1	$363k	+3%	2.3k	155.29	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$361k	NEW	8.5k	42.31	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$359k	NEW	8.9k	40.14	View chart
Procter & Gamble Company (PG)	0.1	$335k	+8%	2.3k	144.43	View chart
Netflix (NFLX)	0.1	$332k	-12%	3.5k	96.15	View chart
Cisco Systems (CSCO)	0.1	$311k	NEW	4.0k	77.59	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$308k		6.9k	44.63	View chart
Lockheed Martin Corporation (LMT)	0.1	$303k		501.00	604.39	View chart
Coca-Cola Company (KO)	0.1	$302k	NEW	4.0k	76.05	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$298k		7.7k	38.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$281k	+24%	562.00	499.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$270k		4.8k	56.79	View chart
Lowe's Companies (LOW)	0.1	$257k		1.1k	236.28	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	0.1	$244k	-50%	4.8k	50.94	View chart
Union Pacific Corporation (UNP)	0.1	$242k	+2%	999.00	242.62	View chart
Meta Platforms Cl A (META)	0.1	$241k	+10%	422.00	572.13	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.1	$241k	-14%	5.3k	45.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$233k		727.00	320.81	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$232k		3.3k	69.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$231k		331.00	697.72	View chart
Goldman Sachs (GS)	0.1	$228k	NEW	269.00	845.99	View chart
PNC Financial Services (PNC)	0.1	$226k		1.1k	208.09	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.1	$225k	NEW	11k	20.54	View chart
Nfj Dividend Interest (NFJ)	0.1	$217k	NEW	17k	12.61	View chart
Gabelli Utility Trust (GUT)	0.0	$210k	NEW	35k	6.05	View chart
Lam Research Corp Com New (LRCX)	0.0	$209k	NEW	976.00	213.66	View chart
Adobe Systems Incorporated (ADBE)	0.0	$207k	+26%	852.00	243.11	View chart
The Baldwin Insurance Grp In Com Cl A (BWIN)	0.0	$207k	NEW	9.4k	21.94	View chart
Gabelli Equity Trust (GAB)	0.0	$206k	NEW	37k	5.60	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$204k	NEW	36k	5.70	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$201k		10k	19.30	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$200k		2.0k	101.14	View chart

Past Filings by Core Wealth Advisors

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

Core Wealth Advisors 2026 Q1 filed May 18, 2026
Core Wealth Advisors 2025 Q4 filed Feb. 17, 2026
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

View all past filings

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