DOSSIER · 13F-HR · Q2 2026

CORE WEALTH ADVISORS, LLC

$136M in tracked AUM across 35 positions as of Q2 2026.

CW
CIK 0002110114 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
35
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CORE WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$23M31K16.9%
02
JCPB
J P MORGAN EXCHANGE TRADED F
$21M443K15.3%
03
DYNF
BLACKROCK ETF TRUST
$9M134K6.7%
04
IVW
ISHARES TR
$9M63K6.4%
05
VTV
VANGUARD INDEX FDS
$8M36K5.8%
06
IEMG
ISHARES INC
$6M68K4.2%
07
MBB
ISHARES TR
$5M58K4.0%
08
BAI
BLACKROCK ETF TRUST
$5M97K3.8%
09
VGIT
VANGUARD SCOTTSDALE FDS
$5M86K3.7%
10
EFG
ISHARES TR
$5M41K3.7%

Filing history

2026Q2Jun 30
$136M 4.3%
35 positionsView →
2026Q1Mar 31
$130M 2.5%
33 positionsView →
2025Q4Dec 31
$127M
32 positionsView →