13F Insight
DOSSIER · 13F-HR · Q3 2026

Core Wealth Management, Inc.

$336M in tracked AUM across 32 positions as of Q3 2026.

CW
CIK 0001965150 · last filed Sep 30, 2026
Total AUM
$336M
as of Q3 2026
Holdings
32
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Core Wealth Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$129M2.9M38.3%02
DFAX
DIMENSIONAL ETF TRUST
$83M2.3M24.8%03
DFCF
DIMENSIONAL ETF TRUST
$73M1.8M21.9%04
DFIP
DIMENSIONAL ETF TRUST
$13M324K3.8%05
DFAR
DFA INVT DIMENSIONS GROUP IN
$12M508K3.7%06
DFNM
DIMENSIONAL ETF TRUST
$6M138K1.9%07
DXIV
DIMENSIONAL ETF TRUST
$2M33K0.7%08
DFEM
DIMENSIONAL ETF TRUST
$2M47K0.6%09
AGG
ISHARES TR
$2M18K0.5%10
AAPL
APPLE INC
$2M5K0.4%

Filing history

2026Q3Sep 30
$336M▼ 5.6%
32 positionsView →2026Q2Jun 30
$356M▲ 9.0%
42 positionsView →2026Q1Mar 31
$326M▲ 1.6%
40 positionsView →2025Q4Dec 31
$321M▲ 3.4%
41 positionsView →2025Q3Sep 30
$311M▲ 9.5%
34 positionsLocked2025Q2Jun 30
$284M▲ 8.8%
31 positionsLocked2025Q1Mar 31
$261M▲ 1.8%
31 positionsLocked2024Q4Dec 31
$256M▲ 3.8%
29 positionsLocked2024Q3Sep 30
$246M— 0.0%
28 positionsLocked2024Q2Jun 30
$246M▲ 6.9%
28 positionsLocked2024Q1Mar 31
$231M▲ 10.1%
23 positionsLocked2023Q4Dec 31
$209M▲ 8.3%
21 positionsLocked
Showing 12 of 16