Core Wealth Advisors

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

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Positions held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Core Wealth Advisors

Core Wealth Advisors holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 12.1 $15M 325k 47.35
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Ishares Tr Core S&p500 Etf (IVV) 8.9 $11M 16k 684.94
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Vanguard Index Fds Value Etf (VTV) 8.2 $10M 54k 190.99
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Blackrock Etf Trust Ishares Us Equit (DYNF) 8.2 $10M 171k 60.81
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Ishares Core Msci Emkt (IEMG) 6.6 $8.4M 125k 67.22
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Ishares Tr S&p 500 Grwt Etf (IVW) 6.4 $8.1M 65k 123.26
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Ishares Tr S&p 100 Etf (OEF) 5.8 $7.4M 22k 342.97
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Ishares Tr Eafe Value Etf (EFV) 5.6 $7.1M 100k 71.41
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Ishares Tr 10-20 Yr Trs Etf (TLH) 4.8 $6.1M 60k 101.67
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Ishares Tr Msci Usa Qlt Fct (QUAL) 4.1 $5.1M 26k 198.62
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Ishares Tr Mbs Etf (MBB) 3.8 $4.8M 51k 95.22
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Blackrock Etf Trust Ishares A I Inno (BAI) 3.3 $4.2M 127k 33.30
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Blackrock Etf Trust Ishares Us Thema (THRO) 3.0 $3.8M 99k 38.56
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Ishares Tr Msci Usa Mmentm (MTUM) 3.0 $3.8M 15k 250.31
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Hartford Fds Exchange Traded Strategic Income (HFSI) 3.0 $3.8M 106k 35.48
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Graniteshares Gold Tr Shs Ben Int (BAR) 2.5 $3.1M 74k 42.49
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Ishares Tr Core Intl Aggr (IAGG) 2.4 $3.0M 61k 50.01
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Spdr Series Trust State Street Spd (XAR) 1.3 $1.7M 7.1k 241.24
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Ishares Tr National Mun Etf (MUB) 1.3 $1.7M 16k 107.11
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Schwab Strategic Tr Mun Bd Etf (SCMB) 1.0 $1.3M 50k 25.76
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.0 $1.2M 18k 67.43
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Spdr Series Trust State Street Spd (SPYG) 0.7 $939k 8.8k 106.70
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Ishares Tr Eafe Grwth Etf (EFG) 0.5 $613k 5.4k 113.92
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Select Sector Spdr Tr State Street Tec (XLK) 0.4 $558k 3.9k 143.97
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $523k 8.7k 59.93
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $502k 3.4k 148.98
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Ishares Tr Systematic Bd Et (SYSB) 0.3 $415k 4.6k 89.76
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Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.2 $303k 6.2k 48.68
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Ishares Msci Emrg Chn (EMXC) 0.2 $290k 4.0k 72.68
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $277k 442.00 626.91
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $214k 4.2k 50.59
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $210k 7.1k 29.61
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Past Filings by Core Wealth Advisors

SEC 13F filings are viewable for Core Wealth Advisors going back to 2025