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CIK: 0002110114
Total reported value
$135.7M
$135.7M
32 檔
41.1%
According to the latest 13F quarterly dataset, Core Wealth Advisors, LLC managed an equity portfolio of $135.7M at the end of Q4 2025, spanning 32 distinct U.S. exchange-listed positions.
During Q4 2025, Core Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 12.11% | +2.97% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.87% | +6.17% | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.19% | -1.61% | — | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.18% | +0.08% | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.64% | -1.82% | — | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.35% | +0.25% | — | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.81% | -0.08% | — | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.60% | -5.06% | — | |
| 9 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 4.80% | -1.48% | — | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.05% | -3.01% | — | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 3.82% | +0.10% | — | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.33% | +0.45% | — | |
| 13 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.99% | -1.08% | — | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.98% | -0.18% | — | |
| 15 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 2.96% | -1.79% | — | |
| 16 | BAR | Graniteshares Gold Trust | ETF-Commodities | 2.47% | -0.18% | — | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.39% | -2.47% | EXIT | |
| 18 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.34% | -0.01% | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.32% | -0.30% | — | |
| 20 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.02% | -0.04% | — | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.97% | — | — | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | -0.04% | — | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.48% | +0.02% | — | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | — | — | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.41% | +0.13% | — | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.40% | +0.04% | — | |
| 27 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.33% | +0.02% | — | |
| 28 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.24% | -0.19% | EXIT | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.23% | +0.05% | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.02% | — | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | — | — | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.17% | +0.01% | — |
According to official SEC Form 13F filings, Core Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $135.7M across 32 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JCPB, IVV, VTV) accounted for 41.1% of total reported equity market value during Q4 2025.
During Q4 2025, Core Wealth Advisors, LLC's top holdings by market value included JCPB (12.1%)、IVV (8.9%)、VTV (8.2%). The largest single position, JCPB, represented 12.1% of total portfolio value.
In Q4 2025, Core Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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