account_balance
Investment manager · 13F filer · SEC CIK 1770532
Core Wealth Advisors, Inc.
Reported value$497Mas of Jun 30, 2026
Positions126 15 new, 3 sold out
Top 10 weight70.0%IVV alone is 29%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
29.1%
VOOVanguard Index FDS
5.7%
CGDVCapital Group Dividend Value
5.7%Added +3%
SPYMSPDR Series Trust
5.0%
XLGInvesco Exchange Traded Fd T
5.0%Added +3%
FENIFidelity Covington Trust
4.3%Added +2%
IJHiShares Tr
4.3%
IEFAiShares Tr
4.2%
VOVanguard Index FDS
3.5%
SPHQInvesco Exchange Traded Fd T
3.2%Added +8%
QINTAmerican Centy ETF Tr
2.2%
AVDEAmerican Centy ETF Tr
2.2%
IVViShares Tr
29.1%
VOOVanguard Index FDS
5.7%
CGDVCapital Group Dividend Value
5.7%+3%
SPYMSPDR Series Trust
5.0%
XLGInvesco Exchange Traded Fd T
5.0%+3%
FENIFidelity Covington Trust
4.3%
IJHiShares Tr
4.3%
IEFAiShares Tr
4.2%
VO3.5%
SPHQ
QINT
AVDE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 29.1% Held
VOO Vanguard Index FDS 5.7% Held
CGDV Capital Group Dividend Value 5.7% Added +3%
SPYM SPDR Series Trust 5.0% Held
XLG Invesco Exchange Traded Fd T 5.0% Added +3%
FENI Fidelity Covington Trust 4.3% Added +2%
IJH iShares Tr 4.3% Held
IEFA iShares Tr 4.2% Held
VO Vanguard Index FDS 3.5% Held
SPHQ Invesco Exchange Traded Fd T 3.2% Added +8%
QINT American Centy ETF Tr 2.2% Added +2%
AVDE American Centy ETF Tr 2.2% Held
What changed
Biggest moves since Mar 31, 2026
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