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 Management, Inc. (CIK 1965150) reported $326.3M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($118.7M, 36.37%), DFAX ($81.3M, 24.92%), DFCF ($74.8M, 22.92%), DFAR ($11.5M, 3.52%), DFIP ($10.6M, 3.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $118.7M | 36.37% | 3.1M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $81.3M | 24.92% | 2.4M | Trimmed |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $74.8M | 22.92% | 1.8M | Added |
| 4 | DFAR | DIMENSIONAL ETF TRUST | $11.5M | 3.52% | 485,351 | Added |
| 5 | DFIP | DIMENSIONAL ETF TRUST | $10.6M | 3.24% | 253,735 | Added |
| 6 | DFNM | DIMENSIONAL ETF TRUST | $6.6M | 2.03% | 138,331 | Added |
| 7 | NEE | NEXTERA ENERGY INC | $3.0M | 0.92% | 32,378 | Trimmed |
| 8 | AGG | ISHARES TR | $2.4M | 0.73% | 24,077 | Hold |
| 9 | DUSB | DIMENSIONAL ETF TRUST | $2.4M | 0.73% | 46,795 | Added |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $1.7M | 0.51% | 48,622 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $1.1M | 0.33% | 3,734 | Trimmed |
| 12 | AAPL | APPLE INC | $1.1M | 0.33% | 4,237 | Trimmed |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $933,729 | 0.29% | 35,129 | Added |
| 14 | MCD | MCDONALDS CORP | $946,977 | 0.29% | 3,047 | Hold |
| 15 | AMZN | AMAZON COM INC | $749,772 | 0.23% | 3,600 | Trimmed |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.22% | 1 | Hold |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $719,279 | 0.22% | 1,501 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $564,879 | 0.17% | 1,526 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $533,319 | 0.16% | 3,058 | Trimmed |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $503,362 | 0.15% | 10,513 | Trimmed |
| 21 | DFIC | DIMENSIONAL ETF TRUST | $436,522 | 0.13% | 12,286 | Hold |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $412,937 | 0.13% | 10,599 | Hold |
| 23 | IVW | ISHARES TR | $341,253 | 0.10% | 3,017 | Hold |
| 24 | PG | PROCTER & GAMBLE CO | $314,465 | 0.10% | 2,177 | Added |
| 25 | IWV | ISHARES TR | $284,901 | 0.09% | 769 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31