CORE WEALTH ADVISORS, LLC - Portfolio overview

CORE WEALTH ADVISORS, LLC has 33 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 12.37%
2. IVV - ISHARES TR, 10.78%
3. VTV - VANGUARD INDEX FDS, 7.46%

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

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