Core Wealth Advisors, Inc.

1. Portfolio Overview

Core Wealth Advisors, Inc. manages a portfolio with a total market value of approximately $152.24 million as of September 30, 2025. The portfolio consists of 49 holdings, reflecting a diversified approach that leans heavily on exchange-traded funds (ETFs) while maintaining a selection of individual equities.

The most striking feature of this reporting period is the dramatic reduction in portfolio size, with total assets declining by 56.2% (a decrease of ap...