Universe · entity
Core Wealth Advisors, Inc.
Institutional manager (13F) · CIK 1770532
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $394M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $125M | 190,694 |
| 2 | VANGUARD INDEX FDS | $24M | 40,704 |
| 3 | CAPITAL GROUP DIVIDEND VALUE | $24M | 556,609 |
| 4 | SPDR SERIES TRUST | $22M | 281,336 |
| 5 | INVESCO EXCHANGE TRADED FD T | $21M | 389,962 |
| 6 | FIDELITY COVINGTON TRUST | $20M | 526,493 |
| 7 | ISHARES TR | $19M | 210,520 |
| 8 | ISHARES TR | $18M | 273,350 |
| 9 | VANGUARD INDEX FDS | $15M | 53,861 |
| 10 | INVESCO EXCHANGE TRADED FD T | $12M | 161,720 |
| 11 | AMERICAN CENTY ETF TR | $10M | 118,750 |
| 12 | AMERICAN CENTY ETF TR | $10M | 152,644 |
| 13 | FIRST TR EXCHNG TRADED FD VI | $6M | 171,415 |
| 14 | PACER FDS TR | $6M | 171,712 |
| 15 | INNOVATOR ETFS TRUST | $5M | 105,347 |
| 16 | AIM ETF PRODUCTS TRUST | $5M | 184,766 |
| 17 | APPLE INC | $5M | 18,518 |
| 18 | CATERPILLAR INC | $4M | 5,153 |
| 19 | SCHWAB STRATEGIC TR | $3M | 86,664 |
| 20 | ISHARES TR | $2M | 18,384 |
| 21 | NVIDIA CORPORATION | $2M | 12,424 |
| 22 | STATE STR SPDR S&P 500 ETF T | $2M | 3,293 |
| 23 | AMAZON COM INC | $2M | 10,055 |
| 24 | FIDELITY COVINGTON TRUST | $2M | 34,074 |
| 25 | VANGUARD SPECIALIZED FUNDS | $2M | 8,736 |
| 26 | PROSHARES TR | $2M | 21,005 |
| 27 | INTERNATIONAL BUSINESS MACHS | $2M | 6,894 |
| 28 | WISDOMTREE TR | $2M | 33,247 |
| 29 | ISHARES U S ETF TR | $2M | 30,293 |
| 30 | INVESCO EXCH TRD SLF IDX FD | $2M | 62,255 |
| 31 | AMERICAN CENTY ETF TR | $1M | 28,344 |
| 32 | J P MORGAN EXCHANGE TRADED F | $1M | 24,743 |
| 33 | ISHARES U S ETF TR | $1M | 24,821 |
| 34 | ISHARES TR | $1M | 12,594 |
| 35 | FIDELITY MERRIMACK STR TR | $1M | 27,961 |
| 36 | MICROSOFT CORP | $1M | 3,166 |
| 37 | EXXON MOBIL CORP | $1M | 6,805 |
| 38 | ISHARES TR | $1M | 5,339 |
| 39 | ISHARES TR | $1M | 4,510 |
| 40 | INNOVATOR ETFS TRUST | $1M | 31,185 |
| 41 | VANGUARD INDEX FDS | $1M | 3,580 |
| 42 | VANGUARD BD INDEX FDS | $1M | 21,339 |
| 43 | AMERICAN CENTY ETF TR | $881k | 17,593 |
| 44 | CHEVRON CORPORATION | $875k | 4,228 |
| 45 | ISHARES TR | $844k | 1,980 |
| 46 | J P MORGAN EXCHANGE TRADED F | $823k | 16,268 |
| 47 | ISHARES TR | $819k | 7,417 |
| 48 | ALPHABET INC | $814k | 2,837 |
| 49 | VANGUARD INSTL INDEX FD | $803k | 10,615 |
| 50 | JPMORGAN CHASE & CO | $770k | 2,617 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.