Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. reported 126 positions worth $497.5M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (29.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $145.0M | 29.14% | 193,554 | — | — | |
| ▸ 2 | VOO | SH | $28.3M | 5.69% | 41,195 | — | — | |
| ▸ 3 | CGDV | SH | $28.2M | 5.68% | 573,014 | — | — | |
| ▸ 4 | SPYM | SH | $25.1M | 5.04% | 285,284 | — | — | |
| ▸ 5 | XLG | SH | $24.6M | 4.95% | 402,306 | — | — | |
| ▸ 6 | FENI | SH | $21.6M | 4.35% | 539,045 | — | — | |
| ▸ 7 | IJH | SH | $21.3M | 4.29% | 276,572 | — | — | |
| ▸ 8 | IEFA | SH | $20.7M | 4.16% | 214,314 | — | — | |
| ▸ 9 | VO | SH | $17.6M | 3.53% | 218,118 | — | — | |
| ▸ 10 | SPHQ | SH | $15.8M | 3.17% | 174,879 | — | — |
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Frequently Asked Questions
What stocks does Core Wealth Advisors, Inc. hold as of Q2 2026?
Core Wealth Advisors, Inc. reported 126 positions worth $497.5M in its Q2 2026 13F filing. Largest positions: IVV (29.1%), VOO (5.7%), CGDV (5.7%), SPYM (5.0%) and XLG (5.0%).
What did Core Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Core Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.