Core Wealth Advisors, Inc.
CIK 1770532
13F filing for Q2 2026・No. 3,901
- Holdings
- US$497.48M
- Quarter change
- +US$78.45M
- Entries
- 126
- Net bought (estimate)
- +US$27.14M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 3
- Cut 14
- Added 77
- Corporate actions 0
- Unchanged 20
Largest holdings
126 stocks worth US$497.48M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 193,554 | US$144.95M | 29.14% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 41,195 | US$28.29M | 5.69% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 573,014 | US$28.24M | 5.68% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 285,284 | US$25.07M | 5.04% |
| INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 | Added | 402,306 | US$24.63M | 4.95% |
| FIDELITY COVINGTON TRUSTENHANCED INTL | Added | 539,045 | US$21.63M | 4.35% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 276,572 | US$21.33M | 4.29% |
| ISHARES TRCORE MSCI EAFE | Added | 214,314 | US$20.7M | 4.16% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 218,118 | US$17.57M | 3.53% |
| INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | Added | 174,879 | US$15.76M | 3.17% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.