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
92 檔
42.8%
The Q3 2025 SEC filing reveals that Core Wealth Advisors, Inc. held a total portfolio value of $497.5M, covering 92 public equity positions.
In Q3 2025, Core Wealth Advisors, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 22 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 | 32.36% | -0.59% | +0.93% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.36% | -0.11% | -0.06% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 5.66% | +0.03% | +91.81% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.63% | -0.10% | +0.79% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 5.52% | -0.13% | +1.88% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 4.81% | -0.32% | +1.23% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.68% | -0.39% | -0.43% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.34% | -0.12% | +2.76% | |
| 9 | KORP | American Century Diversified | ETF-Other | 4.02% | — | +0.72% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.99% | -0.16% | +1.58% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.79% | +0.27% | +5.64% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.13% | +17.47% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.16% | -0.06% | -20.20% | |
| 14 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.09% | -0.09% | -21.59% | |
| 15 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.00% | -0.08% | — | |
| 16 | SPBU | Allizim Buf15 Uncpd Aloc ETF | ETF-Other | 0.99% | — | — | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.23% | -2.54% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.01% | -2.67% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.01% | +7.02% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | -0.01% | -2.45% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.24% | -3.06% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | — | +7.82% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.06% | +6.17% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | +0.07% | +30.39% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.34% | -0.05% | -13.00% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | — | +0.40% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.03% | +16.21% | |
| 28 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.32% | -0.02% | +2.97% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.29% | -0.01% | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | — | -0.66% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.29% | -0.01% | +0.77% | |
| 32 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.28% | -0.03% | +4.23% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.28% | -0.04% | +0.03% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.07% | -17.49% | |
| 35 | IHDG | Wisdomtree International Hed | ETF-Other | 0.27% | -0.03% | +4.07% | |
| 36 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.26% | -0.05% | — | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.25% | -0.04% | — | |
| 38 | TAXF | American Century Diver Muni | ETF-Other | 0.24% | -0.08% | -24.48% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | — | — | |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.23% | +0.06% | — | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.21% | -0.03% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.09% | +61.70% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.02% | +7.77% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | +0.10% | +35.16% | |
| 45 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.18% | +0.07% | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.18% | -0.02% | -30.78% | |
| 47 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.17% | — | -88.08% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.10% | -1.72% | |
| 49 | IIGD | Invesco Inv Grade Defensive | ETF-Other | 0.15% | +0.02% | +68.52% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +2.8% | +91.81% | Add |
| 2 | NVDA | Nvidia CORP | +0.2% | +7.82% | Add |
| 3 | MSFT | Microsoft CORP | +0.2% | +30.39% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +17.47% | Add |
| 5 | EFA | Ishares Msci Eafe ETF | +0.2% | +16.21% | Add |
| 6 | AVGO | Broadcom Inc | +0.1% | +7.77% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +61.70% | Add |
| 8 | CVX | Chevron CORP | +0.1% | — | Add |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +5.64% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.02% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +30.92% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | +28.67% | Add |
| 13 | NFLX | Netflix Inc | +0.1% | +5.44% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +35.16% | Add |
| 15 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +1.88% | Trim |
| 16 | FDVV | Fidelity High Dividend ETF | 0% | +2.97% | Add |
| 17 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.40% | Add |
| 18 | FENI | Fidelity Enhanced Intl ETF | -0.1% | +1.23% | Add |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +0.79% | Add |
| 20 | MRK | Merck & Co. Inc. | -0.1% | -18.03% | Trim |
| 21 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +2.76% | Add |
| 22 | VO | Vanguard Mid-cap ETF | -0.2% | +1.58% | Add |
| 23 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.06% | Trim |
| 24 | TAXF | American Century Diver Muni | -0.2% | -24.48% | Trim |
| 25 | JMST | JPM Ultra-short Muni Income | -0.2% | -13.00% | Trim |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -30.78% | Trim |
| 27 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -0.43% | Trim |
| 28 | CRM | Salesforce Inc | -0.3% | -17.49% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.4% | +0.93% | Add |
| 30 | KORP | American Century Diversified | -0.7% | +0.72% | Add |
| 31 | BALT | Inn Defined Wealth Shield | -1.2% | -88.08% | Trim |
| 32 | FLV | American Century Focused Lar | — | EXIT | Sold out |
| 33 | BUFF | Innovator Laddered Allocatio | — | NEW | New buy |
| 34 | SPBU | Allizim Buf15 Uncpd Aloc ETF | — | NEW | New buy |
| 35 | VGUS | Vanguard Ultra Shrt Treasury | — | NEW | New buy |
| 36 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 37 | IIGD | Invesco Inv Grade Defensive | — | NEW | New buy |
| 38 | FIGB | Fidelity Invest Grd Bnd ETF | — | NEW | New buy |
| 39 | ✓ | — | EXIT | Sold out | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 41 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 42 | ADBE | Adobe Inc | — | NEW | New buy |
| 43 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 44 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 45 | MA | Mastercard Inc - A | — | NEW | New buy |
| 46 | FPEI | First Trust Institutional Pr | — | NEW | New buy |
| 47 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | SDSI | Amer Cent Sh Dur Strat Inc | — | NEW | New buy |
| 50 | ORCL | Oracle CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Core Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $497.5M across 92 disclosed positions in Q3 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, CGDV) accounted for 42.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
BUFF
市值: $3.8M
Top Position Liquidated / Trimmed
FLV
前期市值: $9.1M
During Q3 2025, Core Wealth Advisors, Inc.'s top holdings by market value included IVV (32.4%)、VOO (6.4%)、CGDV (5.7%). The largest single position, IVV, represented 32.4% of total portfolio value.
In Q3 2025, Core Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 17 new buys, adding to 22 positions, trimming 9 holdings, and fully liquidating 2 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.