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: $419.0M113 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$207K	0.0%	852 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM BUF 15	$5.0M	1.2%	184,766 SH	New
ALPHABET INC	CAP STK CL A	$374K	0.1%	1,302 SH	New
ALPHABET INC	CAP STK CL C	$814K	0.2%Prev: 0.1%	2,837 SH	Increased+287 SH
AMAZON COM INC	COM	$2.1M	0.5%Prev: 0.7%	10,055 SH	Decreased-1,251 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$881K	0.2%Prev: 0.4%	17,593 SH	Decreased-10,441 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$10.1M	2.4%	118,750 SH	New
AMERICAN CENTY ETF TR	QUALITY DIVRSFED	$10.0M	2.4%	152,644 SH	New
AMERICAN CENTY ETF TR	SHORT DURTN STRG	$1.5M	0.3%	28,344 SH	New
APPLE INC	COM	$4.7M	1.1%Prev: 1.0%	18,518 SH	Increased+4,122 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$475K	0.1%Prev: 0.1%	992 SH	Increased+281 SH
BROADCOM INC	COM	$751K	0.2%Prev: 0.1%	2,427 SH	Increased+1,206 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$23.7M	5.7%Prev: 2.8%	556,609 SH	Increased+305,484 SH
CATERPILLAR INC	COM	$3.7M	0.9%Prev: 0.8%	5,153 SH	Increased-2,180 SH
CHEVRON CORPORATION	COM	$875K	0.2%	4,228 SH	New
CISCO SYS INC	COM	$311K	0.1%	4,004 SH	New
COCA COLA CO	COM	$302K	0.1%	3,965 SH	New
COSTCO WHOLESALE CORPORATION	COM	$508K	0.1%	510 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$201K	0.0%	10,409 SH	New
EXXON MOBIL CORP	COM	$1.2M	0.3%Prev: 0.1%	6,805 SH	Increased+4,129 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$19.6M	4.7%Prev: 4.9%	526,493 SH	Increased+11,851 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.9M	0.4%Prev: 0.3%	34,074 SH	Increased+14,582 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$1.2M	0.3%	27,961 SH	New
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$490K	0.1%	25,804 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$6.2M	1.5%Prev: 1.3%	186,604 SH	Increased+44,220 SH
GABELLI EQUITY TR INC	COM	$206K	0.0%	36,747 SH	New
GABELLI UTIL TR	COM	$209K	0.0%	34,623 SH	New
GE AEROSPACE	COM NEW	$446K	0.1%	1,572 SH	New
GLOBAL X FDS	S&P 500 COVERED	$426K	0.1%	10,892 SH	New
GLOBAL X FDS	US INFR DEV ETF	$595K	0.1%Prev: 0.1%	11,712 SH	Increased
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$406K	0.1%	8,121 SH	New
GOLDMAN SACHS GROUP INC	COM	$228K	0.1%	269 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$757K	0.2%Prev: 1.4%	22,626 SH	Decreased-113,213 SH
INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$225K	0.1%	10,937 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$5.2M	1.2%	105,347 SH	New
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$492K	0.1%	14,787 SH	New
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$1.1M	0.3%	31,185 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$679K	0.2%Prev: 0.2%	14,728 SH	Increased+2,253 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$298K	0.1%Prev: 0.1%	7,704 SH	Decreased-2,956 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.7M	0.4%Prev: 0.6%	6,894 SH	Decreased-584 SH
INVESCO EXCH TRD SLF IDX FD	INVT GRD DEFSV	$1.5M	0.4%	62,255 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$21.3M	5.1%Prev: 5.5%	389,962 SH	Increased+13,490 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$12.2M	2.9%Prev: 2.7%	161,720 SH	Increased+32,779 SH
ISHARES INC	CORE MSCI EMKT	$232K	0.1%	3,331 SH	New
ISHARES TR	0-3 MNTH TREASRY	$557K	0.1%	5,530 SH	New
ISHARES TR	0-5YR HI YL CP	$361K	0.1%	8,532 SH	New
ISHARES TR	20 YR TR BD ETF	$516K	0.1%	5,948 SH	New
ISHARES TR	20+ YEAR TR BD	$423K	0.1%	18,721 SH	New
ISHARES TR	CORE DIV GRWTH	$485K	0.1%Prev: 0.1%	6,917 SH	Increased-73 SH
ISHARES TR	CORE MSCI EAFE	$19.1M	4.5%Prev: 5.0%	210,520 SH	Increased+4,641 SH
ISHARES TR	CORE S&P MCP ETF	$18.5M	4.4%Prev: 4.5%	273,350 SH	Increased+31,376 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	0.5%Prev: 0.6%	18,384 SH	Increased+158 SH
ISHARES TR	CORE S&P500 ETF	$124.6M	29.7%Prev: 32.8%	190,694 SH	Increased+7,243 SH
ISHARES TR	EUROPE ETF	$425K	0.1%	6,262 SH	New
ISHARES TR	MSCI EAFE ETF	$1.2M	0.3%Prev: 0.2%	12,594 SH	Increased+6,229 SH
ISHARES TR	MSCI EMG MKT ETF	$270K	0.1%	4,753 SH	New
ISHARES TR	RUS 1000 GRW ETF	$844K	0.2%	1,980 SH	New
ISHARES TR	RUS 1000 VAL ETF	$1.1M	0.3%Prev: 0.3%	5,339 SH	Increased-1 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.3%Prev: 0.3%	4,510 SH	Increased-98 SH
ISHARES TR	TRUST ISHARE 0-1	$819K	0.2%	7,417 SH	New
ISHARES U S ETF TR	SHORT DURATION B	$1.5M	0.4%Prev: 0.3%	30,293 SH	Increased+13,135 SH
ISHARES U S ETF TR	SHORT MATURITY M	$1.2M	0.3%Prev: 0.2%	24,821 SH	Increased+11,013 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$823K	0.2%Prev: 0.3%	16,268 SH	Increased+129 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.3M	0.3%Prev: 0.5%	24,743 SH	Decreased-9,133 SH
JOHNSON & JOHNSON	COM	$598K	0.1%Prev: 0.1%	2,445 SH	Increased+1,028 SH
JPMORGAN CHASE & CO	COM	$770K	0.2%	2,617 SH	New
LAM RESEARCH CORP	COM NEW	$209K	0.0%	976 SH	New
LOCKHEED MARTIN CORP	COM	$303K	0.1%Prev: 0.1%	501 SH	Increased-5 SH
LOWES COS INC	COM	$257K	0.1%Prev: 0.1%	1,089 SH	Increased+94 SH
MASTERCARD INCORPORATED	CL A	$281K	0.1%	562 SH	New
MERCK & CO INC	COM	$626K	0.1%Prev: 0.2%	5,206 SH	Increased-1,652 SH
META PLATFORMS INC	CL A	$241K	0.1%	422 SH	New
MICROSOFT CORP	COM	$1.2M	0.3%Prev: 0.3%	3,166 SH	Increased+1,057 SH
MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$244K	0.1%	4,784 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$398K	0.1%	8,054 SH	New
NEOS ETF TRUST	REAL ESTATE HIGH	$397K	0.1%	8,388 SH	New
NETFLIX INC.	COM	$332K	0.1%	3,451 SH	New
NEXTERA ENERGY INC	COM	$606K	0.1%	6,520 SH	New
NVIDIA CORPORATION	COM	$2.2M	0.5%Prev: 0.3%	12,424 SH	Increased+3,615 SH
PACER FDS TR	METAURUS CAP 400	$359K	0.1%	8,945 SH	New
PACER FDS TR	SWAN SOS FD OF	$5.5M	1.3%Prev: 1.3%	171,712 SH	Increased+28,478 SH
PEPSICO INC	COM	$363K	0.1%Prev: 0.1%	2,335 SH	Increased+88 SH
PNC FINL SVCS GROUP INC	COM	$226K	0.1%	1,084 SH	New
PROCTER & GAMBLE CO	COM	$335K	0.1%	2,317 SH	New
PROSHARES TR	S&P 500 HIGH INC	$397K	0.1%	9,162 SH	New
PROSHARES TR	S&P MDCP 400 DIV	$1.8M	0.4%Prev: 0.3%	21,005 SH	Increased+10,308 SH
SALESFORCE INC	COM	$548K	0.1%Prev: 0.6%	2,938 SH	Decreased-3,978 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.7M	0.6%Prev: 0.5%	86,664 SH	Increased+27,311 SH
SPDR GOLD TR	GOLD SHS	$370K	0.1%	860 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$21.5M	5.1%	281,336 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	0.5%	3,293 SH	New
T ROWE PRICE ETF INC	PRICE DIV GRWT	$308K	0.1%	6,908 SH	New
T ROWE PRICE ETF INC	PRICE EQT INCOME	$241K	0.1%	5,346 SH	New
TESLA INC	COM	$621K	0.1%Prev: 0.1%	1,671 SH	Increased+858 SH
THE BALDWIN INSURANCE GRP IN	COM CL A	$207K	0.0%Prev: 0.1%	9,424 SH	Increased+4,914 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$492K	0.1%	20,599 SH	New
UNION PAC CORP	COM	$242K	0.1%	999 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.1M	0.3%Prev: 0.3%	21,339 SH	Increased+3,673 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.3%Prev: 0.3%	3,580 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$15.5M	3.7%Prev: 4.2%	53,861 SH	Increased+3,193 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.3M	5.8%Prev: 6.6%	40,704 SH	Increased+608 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$233K	0.1%	727 SH	New
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$803K	0.2%	10,615 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$629K	0.2%Prev: 0.4%	12,601 SH	Decreased-14,972 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$646K	0.2%	11,043 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.4%Prev: 0.3%	8,736 SH	Increased+3,526 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$200K	0.0%Prev: 0.1%	1,979 SH	Decreased-1,990 SH
VANGUARD WORLD FD	INF TECH ETF	$231K	0.1%	331 SH	New
VIRTUS DIVIDEND INTEREST & P	COM	$217K	0.1%	17,203 SH	New
VISA INC	COM CL A	$388K	0.1%Prev: 0.1%	1,285 SH	Increased+483 SH
VOYA GLBL EQTY DIV & PREM OP	COM	$204K	0.0%	35,777 SH	New
WALMART INC	COM	$657K	0.2%Prev: 0.1%	5,289 SH	Increased+1,026 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$1.6M	0.4%Prev: 0.3%	33,247 SH	Increased+13,662 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $14.9M
AMERICAN CENTY ETF TR — $9.1M
AMERICAN CENTY ETF TR — $552K
AMERICAN EXPRESS CO — $218K
CHEVRON CORP NEW — $212K
COSTCO WHSL CORP NEW — $272K
INNOVATOR ETFS TRUST — $418K
ISHARES TR — $900K
JPMORGAN CHASE & CO. — $435K
NETFLIX INC — $221K
PROCTER AND GAMBLE CO — $284K
SAIA INC — $245K
SPDR S&P 500 ETF TR — $1.6M
SPDR SER TR — $18.0M

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