Core Wealth Advisors, Inc.
•CIK: 1770532•Filing: Q4 2025
**Core Wealth Advisors, Inc.** manages $385M across a portfolio of 94 positions, exhibiting a clear focus on core market exposure. The fund's largest allocation is to IVV, representing $128.7M, followed by VOO at $25.1M, signaling a strong commitment to broad U.S. equity indices. Significant tactical weight is also evident in sector-specific plays, notably CGDV ($23.2M) and SPYM ($22.2M), suggesting an active overlay to foundational market holdings.
Total AUM
$385.4M
QoQ Performance
+0.5%
Positions
66
Top 10 Concentration
78.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VOO
CGDV
SPYM
XLG
IVV33.4%
VOO6.5%
CGDV6.0%
SPYM5.8%
XLG5.7%
FENI4.9%
IEFA4.8%
IJH4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.4%
ETF40.5%
Technology3.7%
Consumer1.1%
Industrial1.0%
Financial0.5%
Healthcare0.3%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑45 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023