Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Core Wealth Advisors, Inc. (CIK 1770532) reported $419.0M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($124.6M, 29.73%), VOO ($24.3M, 5.80%), CGDV ($23.7M, 5.65%), SPLG ($21.5M, 5.14%), XLG ($21.3M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $124.6M | 29.73% | 190,694 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $24.3M | 5.80% | 40,704 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.7M | 5.65% | 556,609 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $21.5M | 5.14% | 281,336 | Added |
| 5 | XLG | INVESCO EXCHANGE TRADED FD T | $21.3M | 5.08% | 389,962 | Added |
| 6 | FENI | FIDELITY COVINGTON TRUST | $19.6M | 4.67% | 526,493 | Added |
| 7 | IEFA | ISHARES TR | $19.1M | 4.55% | 210,520 | Added |
| 8 | IJH | ISHARES TR | $18.5M | 4.41% | 273,350 | Added |
| 9 | VO | VANGUARD INDEX FDS | $15.5M | 3.69% | 53,861 | Added |
| 10 | SPHQ | INVESCO EXCHANGE TRADED FD T | $12.2M | 2.90% | 161,720 | Added |
| 11 | AVDE | AMERICAN CENTY ETF TR | $10.1M | 2.40% | 118,750 | New |
| 12 | QINT | AMERICAN CENTY ETF TR | $10.0M | 2.38% | 152,644 | New |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.8M | 1.38% | 171,415 | Added |
| 14 | PSFF | PACER FDS TR | $5.5M | 1.31% | 171,712 | Added |
| 15 | BUFF | INNOVATOR ETFS TRUST | $5.2M | 1.24% | 105,347 | Added |
| 16 | SPBU | AIM ETF PRODUCTS TRUST | $5.0M | 1.20% | 184,766 | Added |
| 17 | AAPL | APPLE INC | $4.7M | 1.12% | 18,518 | Added |
| 18 | CAT | CATERPILLAR INC | $3.7M | 0.87% | 5,153 | Trimmed |
| 19 | SCHD | SCHWAB STRATEGIC TR | $2.7M | 0.63% | 86,664 | Added |
| 20 | IJR | ISHARES TR | $2.3M | 0.55% | 18,384 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $2.2M | 0.52% | 12,424 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 0.51% | 3,293 | Added |
| 23 | AMZN | AMAZON COM INC | $2.1M | 0.50% | 10,055 | Trimmed |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $1.9M | 0.45% | 34,074 | Added |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 0.45% | 8,736 | Added |
Source: SEC Form 13F filings · as of 2026-03-31