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
94 檔
44.4%
As reported in its official Q4 2025 Form 13F filing, Core Wealth Advisors, Inc.'s tracked investment portfolio stood at $497.5M with 94 total positions.
In Q4 2025, Core Wealth Advisors, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 30 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 | 33.38% | -0.59% | +1.30% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.52% | -0.11% | +0.52% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 6.02% | +0.03% | +2.98% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.76% | -0.10% | +0.40% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 5.67% | -0.13% | +0.17% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 4.92% | -0.32% | -0.97% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.80% | -0.39% | +0.63% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.61% | -0.12% | +5.49% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.96% | -0.16% | +0.98% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.81% | +0.27% | -1.26% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.13% | +1.06% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.27% | -0.06% | +6.97% | |
| 13 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.18% | -0.09% | +6.97% | |
| 14 | SPBU | Allizim Buf15 Uncpd Aloc ETF | ETF-Other | 1.09% | — | +8.79% | |
| 15 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.07% | -0.08% | +4.91% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | +0.23% | -0.54% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.01% | +2.61% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | -0.01% | +8.91% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.01% | +0.64% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | +0.24% | -0.72% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | — | +4.90% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.06% | +8.73% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | +0.07% | -7.86% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.38% | -0.02% | +16.89% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | — | +12.63% | |
| 26 | IHDG | Wisdomtree International Hed | ETF-Other | 0.35% | -0.03% | +21.11% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.34% | -0.05% | -0.16% | |
| 28 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.32% | -0.03% | +15.48% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.31% | -0.03% | -4.02% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.30% | -0.07% | -3.81% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.29% | -0.01% | — | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.29% | -0.01% | -0.82% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | — | -0.29% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.28% | -0.04% | +0.67% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.25% | -0.04% | +0.71% | |
| 36 | TAXF | American Century Diver Muni | ETF-Other | 0.24% | -0.08% | — | |
| 37 | IIGD | Invesco Inv Grade Defensive | ETF-Other | 0.24% | +0.02% | +57.85% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | — | — | |
| 39 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-Other | 0.23% | -0.01% | +55.30% | |
| 40 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.23% | +0.02% | — | |
| 41 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.23% | +0.06% | +0.78% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.10% | +6.66% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.21% | -0.03% | +0.84% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.02% | +4.47% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.09% | +1.20% | |
| 46 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.21% | -0.05% | -20.05% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.21% | -0.12% | EXIT | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | +0.10% | -0.17% | |
| 49 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.18% | +0.07% | — | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.18% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | +1.30% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.4% | +2.98% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +5.49% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | +0.52% | Add |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +0.17% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.40% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.63% | Add |
| 8 | CAT | Caterpillar Inc | +0.1% | -0.54% | Trim |
| 9 | FENI | Fidelity Enhanced Intl ETF | +0.1% | -0.97% | Trim |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +6.97% | Add |
| 11 | SPBU | Allizim Buf15 Uncpd Aloc ETF | +0.1% | +8.79% | Add |
| 12 | PSFF | Pacer Swan Sos Fund Of Funds | +0.1% | +6.97% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +1.06% | Add |
| 14 | IIGD | Invesco Inv Grade Defensive | +0.1% | +57.85% | Add |
| 15 | SDSI | Amer Cent Sh Dur Strat Inc | +0.1% | +122.13% | Add |
| 16 | FIGB | Fidelity Invest Grd Bnd ETF | +0.1% | +55.30% | Add |
| 17 | IHDG | Wisdomtree International Hed | +0.1% | +21.11% | Add |
| 18 | BUFF | Innovator Laddered Allocatio | +0.1% | +4.91% | Add |
| 19 | EVSD | Eaton Vance Shrt Dur Inc | +0.1% | +113.02% | Add |
| 20 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +50.84% | Add |
| 21 | FDVV | Fidelity High Dividend ETF | +0.1% | +16.89% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +6.66% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.1% | +8.91% | Add |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +12.63% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | +2.61% | Add |
| 26 | SCHD | Schwab US Dvd Equity ETF | 0% | +8.73% | Add |
| 27 | REGL | Prshrs S&p Mid 400 Dvd Arist | 0% | +15.48% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +15.32% | Add |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -1.26% | Trim |
| 30 | NEE | Nextera Energy Inc | 0% | +15.72% | Add |
| 31 | NVDA | Nvidia CORP | 0% | +4.90% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | -0.72% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +0.53% | Add |
| 34 | MA | Mastercard Inc - A | 0% | -27.80% | Trim |
| 35 | NFLX | Netflix Inc | 0% | +869.53% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | -28.41% | Trim |
| 37 | PG | Procter & Gamble Co/the | 0% | -27.15% | Trim |
| 38 | VGUS | Vanguard Ultra Shrt Treasury | -0.1% | -20.05% | Trim |
| 39 | ADBE | Adobe Inc | -0.1% | -43.57% | Trim |
| 40 | MSFT | Microsoft CORP | -0.1% | -7.86% | Trim |
| 41 | KORP | American Century Diversified | — | EXIT | Sold out |
| 42 | SFLR | Innovator Eqty Mgd Floor ETF | — | NEW | New buy |
| 43 | IEV | Ishares Europe ETF | — | NEW | New buy |
| 44 | TDVG | T Rowe Price Dividend Growth | — | NEW | New buy |
| 45 | TEQI | T Rowe Price Equity Income E | — | NEW | New buy |
| 46 | AXP | American Express Co | — | EXIT | Sold out |
| 47 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 48 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 49 | BAC | Bank Of America CORP | — | NEW | New buy |
| 50 | HD | Home Depot Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Core Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $497.5M across 94 disclosed positions in Q4 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 44.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SFLR
市值: $890.1K
Top Position Liquidated / Trimmed
KORP
前期市值: $15.4M
During Q4 2025, Core Wealth Advisors, Inc.'s top holdings by market value included IVV (33.4%)、VOO (6.5%)、CGDV (6.0%). The largest single position, IVV, represented 33.4% of total portfolio value.
In Q4 2025, Core Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 30 positions, trimming 10 holdings, and fully liquidating 4 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.