Core Wealth Management, Inc. - Portfolio overview

Core Wealth Management, Inc. has 41 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Utilities and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 36.35%
2. DFAX - DIMENSIONAL ETF TRUST, 24.90%
3. DFCF - DIMENSIONAL ETF TRUST, 22.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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