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Investment manager · 13F filer · SEC CIK 2110114
Core Wealth Advisors, LLC
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Reported value$135Mas of Sep 30, 2026
Positions32 1 new, 4 sold out
Top 10 weight72.9%JCPB alone is 18%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JCPBJ P Morgan Exchange Traded F
18.3%Added +24%
IVViShares Tr
17.5%
DYNFBlackRock ETF Trust
6.8%
IVWiShares Tr
6.7%
VTVVanguard Index FDS
5.8%
COROBlackRock ETF Trust
4.5%Added +116%
FFLCFidelity Covington Trust
3.6%Added +36%
VGITVanguard Scottsdale FDS
3.6%
VEUVanguard Intl Equity Index F
3.1%New
BAIBlackRock ETF Trust
3.0%Trimmed −13%
GGOVBlackRock ETF Trust II
2.9%Added +26%
EFGiShares Tr
2.8%Trimmed −21%
JCPBJ P Morgan Exchange Traded F
18.3%Added +24%
IVViShares Tr
17.5%
DYNFBlackRock ETF Trust
6.8%
IVWiShares Tr
6.7%
VTVVanguard Index FDS
5.8%
COROBlackRock ETF Trust
4.5%
FFLC3.6%
VGIT3.6%
VEU3.1%
BAI3.0%
GGOV2.9%
EFG2.8%
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
JCPB J P Morgan Exchange Traded F 18.3% Added +24%
IVV iShares Tr 17.5% Held
DYNF BlackRock ETF Trust 6.8% Held
IVW iShares Tr 6.7% Held
VTV Vanguard Index FDS 5.8% Held
CORO BlackRock ETF Trust 4.5% Added +116%
FFLC Fidelity Covington Trust 3.6% Added +36%
VGIT Vanguard Scottsdale FDS 3.6% Held
VEU Vanguard Intl Equity Index F 3.1% New
BAI BlackRock ETF Trust 3.0% Trimmed −13%
GGOV BlackRock ETF Trust II 2.9% Added +26%
EFG iShares Tr 2.8% Trimmed −21%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VEU $4.11M
arrow_upwardAdded
- CORO +116%
- MUB +116%
- FFLC +36%
- GGOV +26%
arrow_downwardTrimmed
- IEMG −41%
- IDEF −24%
- EFG −21%
- EFV −16%
remove_circleSold out
- MBB $5.45M
- MTUM $3.71M
- SCMB $1.29M
- XAR $229K
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