Core Wealth Advisors, Inc. - Portfolio overview

Core Wealth Advisors, Inc. has 121 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 27.24%
2. VOO - VANGUARD INDEX FDS, 5.32%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 5.18%

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

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