Core Wealth Advisors, Inc.

CIK 0001770532 • 6 13F filings • May 15, 2025 – Aug 11, 2026

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Filer information

Filed by: Core Wealth Advisors, Inc., CCO
Address: 124 SOUTH FLORIDA AVENUE, SUITE 4, LAKELAND, FL, 33801
Phone: 8639044745
AUM: $385.4M

AUM over time

$497.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $385.4M93 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$219K	0.1%Prev: 0.1%	1,370 SH	Increased
ADOBE INC	COM	$237K	0.1%Prev: 0.1%	676 SH	Decreased-522 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM BUF 15	$4.2M	1.1%Prev: 1.0%	148,776 SH	Increased+12,018 SH
ALPHABET INC	CAP STK CL A	$358K	0.1%Prev: 0.1%	1,145 SH	Increased+6 SH
ALPHABET INC	CAP STK CL C	$839K	0.2%Prev: 0.2%	2,675 SH	Increased+167 SH
AMAZON COM INC	COM	$2.4M	0.6%Prev: 0.6%	10,225 SH	Increased+260 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$938K	0.2%Prev: 0.2%	18,626 SH	Increased
AMERICAN CENTY ETF TR	SHORT DURTN STRG	$601K	0.2%Prev: 0.1%	11,653 SH	Increased+6,407 SH
APPLE INC	COM	$5.0M	1.3%Prev: 1.2%	18,255 SH	Increased+191 SH
BANK AMERICA CORP	COM	$250K	0.1%	4,539 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$397K	0.1%Prev: 0.1%	790 SH	Decreased
BROADCOM INC	COM	$818K	0.2%Prev: 0.2%	2,363 SH	Increased+101 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$23.2M	6.0%Prev: 5.7%	531,587 SH	Increased+15,393 SH
CATERPILLAR INC	COM	$3.0M	0.8%Prev: 0.6%	5,191 SH	Increased-28 SH
CHEVRON CORP NEW	COM	$644K	0.2%Prev: 0.2%	4,228 SH	Increased+406 SH
COSTCO WHSL CORP NEW	COM	$404K	0.1%Prev: 0.1%	469 SH	Decreased-46 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$172K	0.0%Prev: 0.0%	10,409 SH	Decreased
EXXON MOBIL CORP	COM	$811K	0.2%Prev: 0.2%	6,737 SH	Increased+80 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$19.0M	4.9%Prev: 4.8%	518,092 SH	Increased-5,055 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.5M	0.4%Prev: 0.3%	25,690 SH	Increased+3,712 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$903K	0.2%Prev: 0.2%	20,800 SH	Increased+7,407 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$312K	0.1%Prev: 0.1%	16,108 SH	Increased+82 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$5.1M	1.3%Prev: 1.2%	150,895 SH	Increased+9,306 SH
GE AEROSPACE	COM NEW	$272K	0.1%Prev: 0.1%	882 SH	Increased+60 SH
GLOBAL X FDS	US INFR DEV ETF	$560K	0.1%Prev: 0.1%	11,712 SH	Increased
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$655K	0.2%Prev: 0.2%	19,545 SH	Increased+152 SH
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$4.1M	1.1%Prev: 1.0%	82,572 SH	Increased+3,868 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$890K	0.2%	24,147 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$587K	0.2%Prev: 0.1%	12,475 SH	Increased
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$303K	0.1%Prev: 0.1%	7,704 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$2.0M	0.5%Prev: 0.5%	6,891 SH	Increased-50 SH
INVESCO EXCH TRD SLF IDX FD	INVT GRD DEFSV	$938K	0.2%Prev: 0.2%	37,761 SH	Increased+13,839 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$21.9M	5.7%Prev: 5.5%	368,872 SH	Increased+615 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$10.8M	2.8%Prev: 2.8%	144,326 SH	Increased-1,838 SH
ISHARES INC	CORE MSCI EMKT	$224K	0.1%Prev: 0.1%	3,331 SH	Decreased-362 SH
ISHARES TR	20 YR TR BD ETF	$794K	0.2%Prev: 0.1%	9,108 SH	Increased+3,070 SH
ISHARES TR	CORE DIV GRWTH	$480K	0.1%Prev: 0.1%	6,917 SH	Increased-73 SH
ISHARES TR	CORE MSCI EAFE	$18.5M	4.8%Prev: 4.7%	206,766 SH	Increased+1,287 SH
ISHARES TR	CORE S&P MCP ETF	$17.8M	4.6%Prev: 4.3%	269,144 SH	Increased+14,002 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	0.6%Prev: 0.5%	19,118 SH	Increased+1,564 SH
ISHARES TR	CORE S&P500 ETF	$128.7M	33.4%Prev: 32.4%	187,849 SH	Increased+2,418 SH
ISHARES TR	EUROPE ETF	$430K	0.1%	6,262 SH	New
ISHARES TR	MSCI EAFE ETF	$1.2M	0.3%Prev: 0.3%	12,594 SH	Decreased-528 SH
ISHARES TR	MSCI EMG MKT ETF	$260K	0.1%	4,753 SH	New
ISHARES TR	RUS 1000 GRW ETF	$937K	0.2%Prev: 0.2%	1,980 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$1.1M	0.3%Prev: 0.3%	5,339 SH	Increased-44 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.3%Prev: 0.3%	4,536 SH	Increased-13 SH
ISHARES TR	TRUST ISHARE 0-1	$954K	0.2%	8,660 SH	New
ISHARES U S ETF TR	SHORT DURATION B	$884K	0.2%Prev: 0.2%	17,291 SH	Increased+133 SH
ISHARES U S ETF TR	SHORT MATURITY M	$695K	0.2%Prev: 0.2%	13,808 SH	Decreased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$823K	0.2%Prev: 0.2%	16,274 SH	Increased+135 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.3M	0.3%Prev: 0.3%	25,756 SH	Decreased-41 SH
JOHNSON & JOHNSON	COM	$607K	0.2%Prev: 0.1%	2,935 SH	Increased+390 SH
JPMORGAN CHASE & CO.	COM	$760K	0.2%Prev: 0.2%	2,360 SH	Increased-4 SH
LOCKHEED MARTIN CORP	COM	$242K	0.1%Prev: 0.1%	501 SH	Decreased-9 SH
LOWES COS INC	COM	$263K	0.1%Prev: 0.1%	1,089 SH	Decreased-24 SH
MASTERCARD INCORPORATED	CL A	$258K	0.1%Prev: 0.1%	452 SH	Decreased-174 SH
MERCK & CO INC	COM	$376K	0.1%Prev: 0.1%	3,568 SH	Increased-38 SH
META PLATFORMS INC	CL A	$252K	0.1%Prev: 0.1%	382 SH	Increased+76 SH
MICROSOFT CORP	COM	$1.5M	0.4%Prev: 0.4%	3,024 SH	Decreased-258 SH
MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$496K	0.1%Prev: 0.1%	9,639 SH	Increased+5,114 SH
NETFLIX INC	COM	$370K	0.1%Prev: 0.1%	3,946 SH	Decreased+3,539 SH
NEXTERA ENERGY INC	COM	$519K	0.1%Prev: 0.1%	6,464 SH	Increased+878 SH
NVIDIA CORPORATION	COM	$2.0M	0.5%Prev: 0.5%	10,810 SH	Increased+505 SH
PACER FDS TR	SWAN SOS FD OF	$4.6M	1.2%Prev: 1.1%	141,104 SH	Increased+9,199 SH
PEPSICO INC	COM	$324K	0.1%Prev: 0.1%	2,256 SH	Decreased-52 SH
PNC FINL SVCS GROUP INC	COM	$226K	0.1%Prev: 0.1%	1,084 SH	Increased
PROCTER AND GAMBLE CO	COM	$306K	0.1%Prev: 0.1%	2,136 SH	Decreased-796 SH
PROSHARES TR	S&P MDCP 400 DIV	$1.2M	0.3%Prev: 0.3%	14,655 SH	Increased+1,964 SH
SALESFORCE INC	COM	$1.1M	0.3%Prev: 0.3%	4,292 SH	Increased-170 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.0M	0.5%Prev: 0.5%	72,896 SH	Increased+5,854 SH
SPDR GOLD TR	GOLD SHS	$341K	0.1%Prev: 0.1%	860 SH	Decreased-176 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	0.6%Prev: 0.6%	3,284 SH	Increased+21 SH
SPDR SERIES TRUST	STATE STREET SPD	$22.2M	5.8%	276,516 SH	New
T ROWE PRICE ETF INC	PRICE DIV GRWT	$311K	0.1%	6,908 SH	New
T ROWE PRICE ETF INC	PRICE EQT INCOME	$284K	0.1%	6,286 SH	New
TESLA INC	COM	$571K	0.1%Prev: 0.1%	1,269 SH	Increased+92 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$510K	0.1%Prev: 0.1%	20,599 SH	Decreased
UNION PAC CORP	COM	$224K	0.1%Prev: 0.1%	970 SH	Decreased
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.1M	0.3%Prev: 0.3%	21,340 SH	Increased+143 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.3%Prev: 0.3%	3,580 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$15.3M	4.0%Prev: 4.0%	52,582 SH	Decreased+509 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$218K	0.1%Prev: 0.1%	2,469 SH	Decreased-629 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$25.1M	6.5%Prev: 6.4%	40,052 SH	Increased+208 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$244K	0.1%Prev: 0.1%	727 SH	Increased
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$799K	0.2%Prev: 0.3%	10,589 SH	Decreased-2,655 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$680K	0.2%Prev: 0.2%	13,519 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.4%Prev: 0.3%	6,570 SH	Increased+737 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$201K	0.1%Prev: 0.1%	1,979 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$250K	0.1%Prev: 0.1%	331 SH	Increased
VISA INC	COM CL A	$434K	0.1%Prev: 0.2%	1,237 SH	Decreased-491 SH
WALMART INC	COM	$510K	0.1%Prev: 0.1%	4,578 SH	Increased+118 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$1.3M	0.3%Prev: 0.3%	27,513 SH	Increased+4,795 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $15.4M
AMERICAN EXPRESS CO — $270K
HOME DEPOT INC — $229K
ISHARES TR — $950K
ORACLE CORP — $267K
SPDR SERIES TRUST — $21.6M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001770532-26-000002	$385.4M	View
Nov 14, 2025	Q3 2025	13F-HR	0001770532-25-000009	$383.5M	View
Aug 11, 2026	Q2 2026