Core Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Core Wealth Advisors, Inc.Investment ActivityCore Wealth Advisors, Inc. has $347.94 million in total holdings as of June 30, 2025.Core Wealth Advisors, Inc. owns shares of 73 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.21% of the portfolio was purchased this quarter.About 1.44% of the portfolio was sold this quarter.This quarter, Core Wealth Advisors, Inc. has purchased 69 new stocks and bought additional shares in 39 stocks.Core Wealth Advisors, Inc. sold shares of 17 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $114,071,202Vanguard S&P 500 ETF $22,646,228SPDR Portfolio S&P 500 ETF $19,863,272Invesco S&P 500 Top 50 ETF $18,832,591iShares Core MSCI EAFE ETF $17,228,245 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $387,682 Holding886364231 - TIDAL TRUST I $364,672 Holding316188606 - Fidelity Investment Grade Bond ETF $353,217 Holding46139W502 - Invesco Investment Grade Defensive ETF $350,475 Holding57636Q104 - Mastercard $331,569 Holding Largest Purchases this Quarter Innovator Defined Wealth Shield ETF 26,905 shares (about $863.11K)FT Vest Laddered Buffer ETF 24,896 shares (about $791.69K)Pacer Swan SOS Fund of Funds ETF 24,992 shares (about $761.76K)Capital Group Dividend Value ETF 17,996 shares (about $710.66K)Invesco S&P 500 Quality ETF 9,419 shares (about $671.20K) Largest Sales this Quarter Invesco S&P 500 Top 50 ETF 15,002 shares (about $781.60K)Caterpillar 1,978 shares (about $767.88K)Salesforce 1,508 shares (about $411.22K)Vanguard Tax-Exempt Bond ETF 8,042 shares (about $394.30K)Amazon.com 1,068 shares (about $234.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCore Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$114,071,202$166,401 ▲0.1%183,71932.8%ETFVOOVanguard S&P 500 ETF$22,646,228$129,511 ▼-0.6%39,8686.5%ETFSPLGSPDR Portfolio S&P 500 ETF$19,863,272$65,130 ▼-0.3%273,2605.7%ETFXLGInvesco S&P 500 Top 50 ETF$18,832,591$781,604 ▼-4.0%361,4705.4%ETFIEFAiShares Core MSCI EAFE ETF$17,228,245$41,490 ▲0.2%206,3765.0%ETFFIDELITY COVINGTON TRUST$17,187,701$70,711 ▲0.4%516,7684.9%ENHANCED INTLIJHiShares Core S&P Mid-Cap ETF$15,398,655$391,409 ▲2.6%248,2854.4%ETFKORPAmerican Century Diversified Corporate Bond ETF$15,122,215$119,181 ▲0.8%321,2714.3%ETFVOVanguard Mid-Cap ETF$14,345,012$166,500 ▲1.2%51,2634.1%ETFCGDVCapital Group Dividend Value ETF$10,627,575$710,661 ▲7.2%269,1213.1%ETFSPHQInvesco S&P 500 Quality ETF$9,859,556$671,199 ▲7.3%138,3602.8%ETFFLVAmerican Century Focused Large Cap Value ETF$9,465,471$377,338 ▲4.2%135,6342.7%ETFBUFRFT Vest Laddered Buffer ETF$5,319,504$791,693 ▲17.5%167,2801.5%ETFBALTInnovator Defined Wealth Shield ETF$5,220,828$863,112 ▲19.8%162,7441.5%ETFPSFFPacer Swan SOS Fund of Funds ETF$5,127,528$761,756 ▲17.4%168,2261.5%ETFAAPLApple$3,155,064$201,474 ▲6.8%15,3780.9%Computer and TechnologyAMZNAmazon.com$2,246,166$234,314 ▼-9.4%10,2380.6%Retail/WholesaleIBMInternational Business Machines$2,110,496$93,734 ▼-4.3%7,1600.6%Computer and TechnologyCATCaterpillar$2,078,870$767,881 ▼-27.0%5,3550.6%IndustrialsIJRiShares Core S&P Small-Cap ETF$1,966,676$25,246 ▼-1.3%17,9950.6%ETFSPYSPDR S&P 500 ETF Trust$1,883,704$141,479 ▲8.1%3,0490.5%FinanceSCHDSchwab US Dividend Equity ETF$1,673,279$100,434 ▲6.4%63,1430.5%ETFNVDANVIDIA$1,510,076$118,335 ▲8.5%9,5580.4%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,509,928$215,035 ▼-12.5%29,6530.4%ETFCRMSalesforce$1,474,708$411,217 ▼-21.8%5,4080.4%Computer and TechnologyMSFTMicrosoft$1,252,198$202,978 ▲19.3%2,5170.4%Computer and TechnologyTAXFAmerican Century Diversified Municipal Bond ETF$1,206,810$164,894 ▼-12.0%24,6640.3%ETFVIGVanguard Dividend Appreciation ETF$1,189,081$122,797 ▲11.5%5,8100.3%ETFFDVVFidelity High Dividend ETF$1,110,316$96,341 ▲9.5%21,3440.3%ETFVUSBVanguard Ultra-Short Bond ETF$1,056,690$175,774 ▲20.0%21,1910.3%ETFIWDiShares Russell 1000 Value ETF$1,037,482$388 ▲0.0%5,3420.3%ETFVVVanguard Large-Cap ETF$1,021,3740.0%3,5800.3%ETFEFAiShares MSCI EAFE ETF$1,009,392$440,425 ▲77.4%11,2920.3%FinanceREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$992,755$120,588 ▲13.8%12,1760.3%ETFIWMiShares Russell 2000 ETF$988,121$6,258 ▼-0.6%4,5790.3%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$983,438$101,137 ▲11.5%21,8300.3%FinanceVTEBVanguard Tax-Exempt Bond ETF$957,605$394,299 ▼-29.2%19,5310.3%ETFSHViShares Short Treasury Bond ETF$949,502$50,020 ▲5.6%8,5990.3%ETFNEARiShares Short Duration Bond Active ETF$876,7740.0%17,1580.3%ETFJPSTJPMorgan Ultra-Short Income ETF$817,9250.0%16,1390.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$694,1280.0%13,8080.2%ETFAVGOBroadcom$578,667$242,053 ▲71.9%2,0990.2%Computer and TechnologyPJANInnovator U.S. Equity Power Buffer ETF - January$549,5240.0%12,4750.2%ETFNFLXNetflix$516,904$199,530 ▲62.9%3860.1%Consumer DiscretionaryPAVEGlobal X U.S. Infrastructure Development ETF$510,4090.0%11,7120.1%ETFJPMJPMorgan Chase & Co.$507,053$6,668 ▼-1.3%1,7490.1%FinanceVVisa$476,863$192,094 ▲67.5%1,3430.1%Business ServicesGOOGAlphabet$452,699$355 ▲0.1%2,5520.1%Computer and TechnologyCOSTCostco Wholesale$452,081$168,170 ▲59.2%4570.1%Retail/WholesaleDGROiShares Core Dividend Growth ETF$446,9180.0%6,9900.1%ETFXOMExxon Mobil$443,813$155,340 ▲53.8%4,1170.1%EnergyWMTWalmart$424,522$7,724 ▲1.9%4,3420.1%Retail/WholesaleQPFFAmerican Century Quality Preferred ETF$409,143$142,403 ▼-25.8%11,5730.1%ETFBRK.BBerkshire Hathaway$408,533$63,150 ▲18.3%8410.1%FinancePGProcter & Gamble$405,418$139,706 ▲52.6%2,5450.1%Consumer StaplesJNJJohnson & Johnson$390,731$174,286 ▲80.5%2,5580.1%MedicalTLTiShares 20+ Year Treasury Bond ETF$387,682$387,682 ▲New Holding4,3930.1%ETFTIDAL TRUST I$364,672$364,672 ▲New Holding16,0790.1%FUNDSTRAT GRANNYFIGBFidelity Investment Grade Bond ETF$353,217$353,217 ▲New Holding8,1740.1%ETFIIGDInvesco Investment Grade Defensive ETF$350,475$350,475 ▲New Holding14,1950.1%ETFMRKMerck & Co., Inc.$348,225$194,655 ▼-35.9%4,3990.1%MedicalMAMastercard$331,569$331,569 ▲New Holding5900.1%Business ServicesPEPPepsiCo$308,049$11,355 ▲3.8%2,3330.1%Consumer StaplesTSLATesla$285,576$27,319 ▲10.6%8990.1%Auto/Tires/TrucksADBEAdobe$285,555$285,555 ▲New Holding7380.1%Computer and TechnologyUSEPInnovator U.S. Equity Ultra Buffer ETF - September$283,932$108,944 ▼-27.7%7,7040.1%ETFAXPAmerican Express$259,0120.0%8120.1%FinanceVTIVanguard Total Stock Market ETF$248,615$248,615 ▲New Holding8180.1%ETFLMTLockheed Martin$231,570$2,779 ▼-1.2%5000.1%AerospaceLOWLowe's Companies$226,307$5,547 ▲2.5%1,0200.1%Retail/WholesaleBUFDFT Vest Laddered Deep Buffer ETF$215,269$215,269 ▲New Holding8,1050.1%ETFBRPThe Baldwin Insurance Group$210,400$17,337 ▲9.0%4,9150.1%FinanceORCLOracle$207,480$207,480 ▲New Holding9490.1%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$0$398,924 ▼-100.0%00.0%ETFSAIASaia$0$244,601 ▼-100.0%00.0%TransportationCVXChevron$0$211,838 ▼-100.0%00.0%EnergyINNOVATOR ETFS TRUST$0$210,350 ▼-100.0%00.0%EQUITY DEFINED PINNOVATOR ETFS TRUST$0$207,682 ▼-100.0%00.0%EQUITY DEFINED PShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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