What does Core Wealth Management, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Core Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$119M3.1M36.4%

DIMENSIONAL ETF TRUST

$81M2.4M24.9%

DIMENSIONAL ETF TRUST

$75M1.8M22.9%

DIMENSIONAL ETF TRUST

$11M485K3.5%

DIMENSIONAL ETF TRUST

$11M254K3.2%

DIMENSIONAL ETF TRUST

$7M138K2.0%

NEXTERA ENERGY INC

$3M32K0.9%

ISHARES TR

$2M24K0.7%

DIMENSIONAL ETF TRUST

$2M47K0.7%

DIMENSIONAL ETF TRUST

$2M49K0.5%

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