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CIK: 0001770532
Total reported value
$497.5M
$497.5M
114 檔
43.3%
According to the latest 13F quarterly dataset, Core Wealth Advisors, Inc. managed an equity portfolio of $497.5M at the end of Q1 2026, spanning 114 distinct U.S. exchange-listed positions.
In Q1 2026, Core Wealth Advisors, Inc. displayed an active expansion posture, initiating 23 new positions and adding to 54 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 | 29.73% | -0.59% | +1.51% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.80% | -0.11% | +1.63% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 5.65% | +0.03% | +4.71% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.14% | -0.10% | +1.74% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 5.08% | -0.13% | +5.72% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 4.67% | -0.32% | +1.62% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.55% | -0.39% | +1.82% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.41% | -0.12% | +1.56% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.69% | -0.16% | +2.43% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.90% | +0.27% | +12.05% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 2.40% | -0.23% | — | |
| 12 | QINT | American Century Qlty Diver | ETF-Other | 2.38% | -0.21% | — | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.38% | -0.06% | +20.05% | |
| 14 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.31% | -0.09% | +21.69% | |
| 15 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.24% | -0.08% | +27.58% | |
| 16 | SPBU | Allizim Buf15 Uncpd Aloc ETF | ETF-Other | 1.20% | — | +24.19% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.13% | +1.44% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 0.87% | +0.23% | -0.73% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.06% | +18.89% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | -0.01% | -3.84% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | — | +14.93% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.01% | +0.27% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.01% | -1.66% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.45% | -0.02% | +32.64% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | — | +32.97% | |
| 26 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.43% | -0.03% | +43.33% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.24% | +0.04% | |
| 28 | IHDG | Wisdomtree International Hed | ETF-Other | 0.38% | -0.03% | +20.84% | |
| 29 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.37% | +0.06% | +75.20% | |
| 30 | IIGD | Invesco Inv Grade Defensive | ETF-Other | 0.37% | +0.02% | +64.87% | |
| 31 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-Other | 0.35% | +0.02% | +143.23% | |
| 32 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.30% | -0.05% | -3.93% | |
| 33 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.30% | +0.07% | +79.76% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.03% | — | |
| 35 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-Other | 0.29% | -0.01% | +34.43% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.07% | +4.70% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.09% | +1.01% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | -0.01% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | — | -0.57% | |
| 40 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.26% | +0.02% | +29.15% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.26% | -0.01% | — | |
| 42 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.25% | -0.04% | -0.00% | |
| 43 | TAXF | American Century Diver Muni | ETF-Other | 0.21% | -0.08% | -5.55% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.03% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | — | — | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.20% | -0.03% | -0.04% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.20% | -0.04% | -14.35% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.10% | +6.06% | |
| 49 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.19% | -0.05% | +0.25% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | +0.10% | +10.89% |
According to official SEC Form 13F filings, Core Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $497.5M across 114 disclosed positions in Q1 2026.
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 43.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVDE
市值: $10.1M
Top Position Liquidated / Trimmed
BAC
前期市值: $249.7K
During Q1 2026, Core Wealth Advisors, Inc.'s top holdings by market value included IVV (29.7%)、VOO (5.8%)、CGDV (5.7%). The largest single position, IVV, represented 29.7% of total portfolio value.
In Q1 2026, Core Wealth Advisors, Inc. made 96 total portfolio adjustments, initiating 23 new buys, adding to 54 positions, trimming 16 holdings, and fully liquidating 3 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.
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