13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001770532
Total reported value
$497.5M
$497.5M
73 檔
38.7%
As reported in its official Q2 2025 Form 13F filing, Core Wealth Advisors, Inc.'s tracked investment portfolio stood at $497.5M with 73 total positions.
In Q2 2025, Core Wealth Advisors, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 32.78% | -0.59% | +0.15% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.51% | -0.11% | -0.57% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.71% | -0.10% | -0.33% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 5.41% | -0.13% | -3.98% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.95% | -0.39% | +0.24% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 4.94% | -0.32% | +0.41% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.43% | -0.12% | +2.61% | |
| 8 | KORP | American Century Diversified | ETF-Other | 4.35% | — | +0.79% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.12% | -0.16% | +1.17% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 3.05% | +0.03% | +7.17% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.83% | +0.27% | +7.30% | |
| 12 | FLV | American Century Focused Lar | ETF-Other | 2.72% | — | +4.15% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.53% | -0.06% | +17.49% | |
| 14 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.50% | — | +19.81% | |
| 15 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.47% | -0.09% | +17.45% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.13% | +6.82% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.01% | -9.45% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | +0.24% | -4.25% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.23% | -26.97% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | -0.01% | -1.27% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.01% | +8.12% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.06% | +6.39% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | — | +8.50% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.43% | -0.05% | -12.47% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.42% | -0.07% | -21.80% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | +0.07% | +19.35% | |
| 27 | TAXF | American Century Diver Muni | ETF-Other | 0.35% | -0.08% | -12.02% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.34% | — | +11.52% | |
| 29 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.32% | -0.02% | +9.50% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.30% | -0.04% | +19.95% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.30% | -0.01% | +0.04% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.29% | -0.01% | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.03% | +77.41% | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.29% | -0.03% | +13.83% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | — | -0.63% | |
| 36 | IHDG | Wisdomtree International Hed | ETF-Other | 0.28% | -0.03% | +11.46% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.28% | -0.02% | -29.17% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.27% | -0.04% | +5.56% | |
| 39 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.25% | +0.06% | — | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.24% | -0.03% | — | |
| 41 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.20% | +0.07% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.02% | +71.91% | |
| 43 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.16% | -0.01% | — | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.15% | -0.02% | +62.87% | |
| 45 | PAVE | Global X US Infrastructure | ETF-Other | 0.15% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | +0.10% | -1.30% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | +0.02% | +67.46% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.10% | +0.08% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.01% | +59.23% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.13% | +0.32% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +0.2% | +7.17% | Add |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +17.49% | Add |
| 3 | PSFF | Pacer Swan Sos Fund Of Funds | +0.2% | +17.45% | Add |
| 4 | BALT | Inn Defined Wealth Shield | +0.1% | +19.81% | Add |
| 5 | NVDA | Nvidia CORP | +0.1% | +8.50% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +0.1% | +77.41% | Add |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +7.30% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | +19.35% | Add |
| 9 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | New buy |
| 10 | AVGO | Broadcom Inc | +0.1% | +71.91% | Add |
| 11 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | NEW | New buy |
| 12 | FIGB | Fidelity Invest Grd Bnd ETF | +0.1% | NEW | New buy |
| 13 | IIGD | Invesco Inv Grade Defensive | +0.1% | NEW | New buy |
| 14 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 15 | NFLX | Netflix Inc | +0.1% | +62.87% | Add |
| 16 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 17 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +0.41% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 19 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.1% | NEW | New buy |
| 20 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | +0.1% | +67.46% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +8.12% | Add |
| 23 | COST | Costco Wholesale CORP | 0% | +59.23% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +80.52% | Add |
| 25 | IBM | Intl Business Machines CORP | 0% | -4.25% | Trim |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | +11.52% | Add |
| 27 | VUSB | Vanguard Ultra Short Bond Et | 0% | +19.95% | Add |
| 28 | FDVV | Fidelity High Dividend ETF | 0% | +9.50% | Add |
| 29 | IHDG | Wisdomtree International Hed | 0% | +11.46% | Add |
| 30 | IEFA | Ishares Core Msci Eafe ETF | — | +0.24% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +0.15% | Add |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -0.33% | Trim |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.57% | Trim |
| 34 | VO | Vanguard Mid-cap ETF | -0.1% | +1.17% | Add |
| 35 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +2.61% | Add |
| 36 | ✓ | -0.1% | -25.82% | Trim | |
| 37 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 38 | JAJL | Innovator Edp ETF - 6m Ja/jy | -0.1% | EXIT | Sold out |
| 39 | ZJUL | Innovator Edp ETF 1 Yr July | -0.1% | EXIT | Sold out |
| 40 | SAIA | Saia Inc | -0.1% | EXIT | Sold out |
| 41 | TAXF | American Century Diver Muni | -0.1% | -12.02% | Trim |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | -3.98% | Trim |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -35.86% | Trim |
| 44 | JMST | JPM Ultra-short Muni Income | -0.1% | -12.47% | Trim |
| 45 | VTES | Vanguard Sh Term Tax-ex Bond | -0.1% | EXIT | Sold out |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -29.17% | Trim |
| 47 | CRM | Salesforce Inc | -0.2% | -21.80% | Trim |
| 48 | CAT | Caterpillar Inc | -0.2% | -26.97% | Trim |
| 49 | FLV | American Century Focused Lar | -0.2% | +4.15% | Add |
| 50 | KORP | American Century Diversified | -0.4% | +0.79% | Add |
According to official SEC Form 13F filings, Core Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $497.5M across 73 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, SPYM) accounted for 38.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
TLT
市值: $387.7K
Top Position Liquidated / Trimmed
VTES
前期市值: $398.9K
During Q2 2025, Core Wealth Advisors, Inc.'s top holdings by market value included IVV (32.8%)、VOO (6.5%)、SPYM (5.7%). The largest single position, IVV, represented 32.8% of total portfolio value.
In Q2 2025, Core Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 11 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.