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, LLC (CIK 2110114) reported $135.7M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($23.0M, 16.95%), JCPB ($20.8M, 15.34%), DYNF ($9.1M, 6.72%), IVW ($8.6M, 6.36%), VTV ($7.9M, 5.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.0M | 16.95% | 30,708 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $20.8M | 15.34% | 443,398 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $9.1M | 6.72% | 134,112 | Trimmed |
| 4 | IVW | ISHARES TR | $8.6M | 6.36% | 62,711 | Trimmed |
| 5 | VTV | VANGUARD INDEX FDS | $7.9M | 5.85% | 36,429 | Trimmed |
| 6 | IEMG | ISHARES INC | $5.7M | 4.18% | 68,445 | Trimmed |
| 7 | MBB | ISHARES TR | $5.5M | 4.02% | 57,683 | Added |
| 8 | BAI | BLACKROCK ETF TRUST | $5.1M | 3.78% | 97,213 | Trimmed |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $5.1M | 3.74% | 86,052 | Added |
| 10 | EFG | ISHARES TR | $5.0M | 3.72% | 40,528 | Trimmed |
| 11 | TLH | ISHARES TR | $4.0M | 2.97% | 40,112 | Trimmed |
| 12 | MTUM | ISHARES TR | $3.7M | 2.74% | 10,836 | Trimmed |
| 13 | FMIL | FIDELITY COVINGTON TRUST | $3.6M | 2.65% | 61,021 | Added |
| 14 | IALT | BLACKROCK ETF TRUST | $3.4M | 2.53% | 122,635 | New |
| 15 | GGOV | BLACKROCK ETF TRUST II | $3.1M | 2.27% | 61,312 | New |
| 16 | THRO | BLACKROCK ETF TRUST | $2.9M | 2.11% | 66,483 | Trimmed |
| 17 | CORO | BLACKROCK ETF TRUST | $2.9M | 2.10% | 78,010 | New |
| 18 | IDEF | BLACKROCK ETF TRUST | $2.8M | 2.06% | 87,852 | Added |
| 19 | DFIV | DIMENSIONAL ETF TRUST | $2.3M | 1.67% | 41,968 | New |
| 20 | MUB | ISHARES TR | $1.3M | 0.99% | 12,529 | Trimmed |
| 21 | BAR | GRANITESHARES GOLD TR | $1.3M | 0.96% | 32,937 | Added |
| 22 | SCMB | SCHWAB STRATEGIC TR | $1.3M | 0.95% | 49,904 | Trimmed |
| 23 | QUAL | ISHARES TR | $1.2M | 0.87% | 5,374 | Trimmed |
| 24 | LMUB | ISHARES TR | $1.0M | 0.77% | 20,459 | Added |
| 25 | EFV | ISHARES TR | $889,588 | 0.66% | 11,621 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30