CORE WEALTH ADVISORS, LLC
โขCIK: 2110114โขFiling: Q4 2025
**CORE WEALTH ADVISORS, LLC** manages $127M across a diversified portfolio of 32 positions. The strategy exhibits notable allocations to core market indices and sector ETFs, highlighted by a $15.4M position in JCPB and $11.3M in IVV. Further concentration is evident in VTV ($10.4M) and DYNF ($10.4M), suggesting a focus on established market segments. The remaining holdings include significant exposure to international and fixed-income assets, such as IEMG ($8.4M) and OEF ($7.4M).
Total AUM
$126.9M
QoQ Performance
N/A
Positions
13
Top 10 Concentration
70.6%
Latest Filing
Q4 2025
Top Holdings Allocation
JCPB
IVV
VTV
DYNF
IEMG
IVW
OEF
EFV
JCPB12.1%
IVV8.9%
VTV8.2%
DYNF8.2%
IEMG6.6%
IVW6.4%
OEF5.8%
EFV5.6%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.9%
ETF9.1%