Core Wealth Advisors, Inc.

Est. AUM

$418.5M

13F long equity, this entity only

Positions

113

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$124.6M	190694	29.77%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.3M	40704	5.81%	SOLE
3	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$23.7M	556609	5.66%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$21.5M	281336	5.15%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$21.3M	389962	5.08%	SOLE
6	FIDELITY COVINGTON TRUST	ENHANCED INTL	$19.6M	526493	4.68%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$19.1M	210520	4.55%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$18.5M	273350	4.41%	SOLE
9	VANGUARD INDEX FDS	MID CAP ETF	$15.5M	53861	3.70%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$12.2M	161720	2.91%	SOLE
11	AMERICAN CENTY ETF TR	INTL EQT ETF	$10.1M	118750	2.41%	SOLE
12	AMERICAN CENTY ETF TR	QUALITY DIVRSFED	$10.0M	152644	2.39%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$5.8M	171415	1.38%	SOLE
14	PACER FDS TR	SWAN SOS FD OF	$5.5M	171712	1.31%	SOLE
15	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$5.2M	105347	1.24%	SOLE
16	AIM ETF PRODUCTS TRUST	ALLIANZIM BUF 15	$5.0M	184766	1.20%	SOLE
17	APPLE INC	COM	$4.7M	18518	1.12%	SOLE
18	CATERPILLAR INC	COM	$3.7M	5153	0.87%	SOLE
19	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.7M	86664	0.64%	SOLE
20	ISHARES TR	CORE S&P SCP ETF	$2.3M	18384	0.55%	SOLE
21	NVIDIA CORPORATION	COM	$2.2M	12424	0.52%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	3293	0.51%	SOLE
23	AMAZON COM INC	COM	$2.1M	10055	0.50%	SOLE
24	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.9M	34074	0.45%	SOLE
25	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	8736	0.45%	SOLE
26	PROSHARES TR	S&P MDCP 400 DIV	$1.8M	21005	0.43%	SOLE
27	INTERNATIONAL BUSINESS MACHS	COM	$1.7M	6894	0.40%	SOLE
28	WISDOMTREE TR	ITL HDG QTLY DIV	$1.6M	33247	0.38%	SOLE
29	ISHARES U S ETF TR	SHORT DURATION B	$1.5M	30293	0.37%	SOLE
30	INVESCO EXCH TRD SLF IDX FD	INVT GRD DEFSV	$1.5M	62255	0.37%	SOLE
31	AMERICAN CENTY ETF TR	SHORT DURTN STRG	$1.5M	28344	0.35%	SOLE
32	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.3M	24743	0.30%	SOLE
33	ISHARES U S ETF TR	SHORT MATURITY M	$1.2M	24821	0.30%	SOLE
34	ISHARES TR	MSCI EAFE ETF	$1.2M	12594	0.29%	SOLE
35	FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$1.2M	27961	0.29%	SOLE
36	MICROSOFT CORP	COM	$1.2M	3166	0.28%	SOLE
37	EXXON MOBIL CORP	COM	$1.2M	6805	0.28%	SOLE
38	ISHARES TR	RUS 1000 VAL ETF	$1.1M	5339	0.27%	SOLE
39	ISHARES TR	RUSSELL 2000 ETF	$1.1M	4510	0.27%	SOLE
40	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$1.1M	31185	0.26%	SOLE
41	VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	3580	0.26%	SOLE
42	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.1M	21339	0.25%	SOLE
43	AMERICAN CENTY ETF TR	DIVERSIFIED MU	$881K	17593	0.21%	SOLE
44	CHEVRON CORPORATION	COM	$875K	4228	0.21%	SOLE
45	ISHARES TR	RUS 1000 GRW ETF	$844K	1980	0.20%	SOLE
46	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$823K	16268	0.20%	SOLE
47	ISHARES TR	TRUST ISHARE 0-1	$819K	7417	0.20%	SOLE
48	ALPHABET INC	CAP STK CL C	$814K	2837	0.19%	SOLE
49	VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$803K	10615	0.19%	SOLE
50	JPMORGAN CHASE & CO	COM	$770K	2617	0.18%	SOLE

1–50 of 113

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.