Core Wealth Management, Inc.

Est. AUM

$326.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$118.7M	3054577	36.37%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$81.3M	2394043	24.92%	SOLE
3	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$74.8M	1771320	22.92%	SOLE
4	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$11.5M	485351	3.52%	SOLE
5	DIMENSIONAL ETF TRUST	INFLATION PROTE	$10.6M	253735	3.24%	SOLE
6	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$6.6M	138331	2.03%	SOLE
7	NEXTERA ENERGY INC	COM	$3.0M	32378	0.92%	SOLE
8	ISHARES TR	CORE US AGGBD ET	$2.4M	24077	0.73%	SOLE
9	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$2.4M	46795	0.73%	SOLE
10	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.7M	48622	0.51%	SOLE
11	APPLE INC	COM	$1.1M	4237	0.33%	SOLE
12	ALPHABET INC	CAP STK CL A	$1.1M	3734	0.33%	SOLE
13	MCDONALDS CORP	COM	$947K	3047	0.29%	SOLE
14	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$934K	35129	0.29%	SOLE
15	AMAZON COM INC	COM	$750K	3600	0.23%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$719K	1501	0.22%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.22%	SOLE
18	MICROSOFT CORP	COM	$565K	1526	0.17%	SOLE
19	NVIDIA CORPORATION	COM	$533K	3058	0.16%	SOLE
20	DIMENSIONAL ETF TRUST	SHORT DURATION F	$503K	10513	0.15%	SOLE
21	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$437K	12286	0.13%	SOLE
22	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$413K	10599	0.13%	SOLE
23	ISHARES TR	S&P 500 GRWT ETF	$341K	3017	0.10%	SOLE
24	PROCTER & GAMBLE CO	COM	$314K	2177	0.10%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$309K	3906	0.09%	SOLE
26	JOHNSON & JOHNSON	COM	$307K	1255	0.09%	SOLE
27	ISHARES TR	NATIONAL MUN ETF	$295K	2779	0.09%	SOLE
28	ISHARES TR	RUSSELL 3000 ETF	$285K	769	0.09%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$283K	1937	0.09%	SOLE
30	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$273K	6048	0.08%	SOLE
31	VANGUARD INDEX FDS	GROWTH ETF	$269K	616	0.08%	SOLE
32	DIMENSIONAL ETF TRUST	US TARGETED VLU	$251K	4025	0.08%	SOLE
33	VANGUARD INDEX FDS	VALUE ETF	$246K	1252	0.08%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$240K	401	0.07%	SOLE
35	SPDR INDEX SHS FDS	STATE STREET SPD	$228K	5001	0.07%	SOLE
36	ISHARES TR	MSCI USA QLT FCT	$226K	1177	0.07%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$219K	683	0.07%	SOLE
38	GE AEROSPACE	COM NEW	$214K	754	0.07%	SOLE
39	EXXON MOBIL CORP	COM	$214K	1262	0.07%	SOLE
40	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$209K	3263	0.06%	SOLE

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