Core Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Core Wealth Advisors, LLCInvestment ActivityCore Wealth Advisors, LLC has $134.86 million in total holdings as of September 30, 2026.Core Wealth Advisors, LLC owns shares of 32 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 11.93% of the portfolio was purchased this quarter.About 11.65% of the portfolio was sold this quarter.This quarter, Core Wealth Advisors, LLC has purchased 35 new stocks and bought additional shares in 12 stocks.Core Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings J P MORGAN EXCHANGE TRADED F $24,692,157iShares Core S&P 500 ETF $23,613,770iShares U.S. Equity Factor Rotation Active ETF $9,196,384iShares S&P 500 Growth ETF $8,988,472Vanguard Value ETF $7,861,320 Largest New Holdings this Quarter 922042775 - Vanguard FTSE All-World ex-US ETF $4,114,680 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 108,012 shares (about $4.84M)Vanguard FTSE All-World ex-US ETF 49,592 shares (about $4.11M)BLACKROCK ETF TRUST 90,211 shares (about $3.28M)iShares National Muni Bond ETF 14,485 shares (about $1.46M)FIDELITY COVINGTON TRUST 21,795 shares (about $1.29M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 28,152 shares (about $2.28M)iShares MSCI EAFE Growth ETF 8,536 shares (about $1.02M)BLACKROCK ETF TRUST 21,395 shares (about $668.11K)BLACKROCK ETF TRUST 12,335 shares (about $582.09K)iShares MSCI EAFE Value ETF 1,881 shares (about $148.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCore Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJ P MORGAN EXCHANGE TRADED F$24,692,157$4,836,781 ▲24.4%551,41018.3%CORE PLUS BD ETFIVViShares Core S&P 500 ETF$23,613,770$95,733 ▲0.4%30,83317.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$9,196,384$92,185 ▼-1.0%132,7816.8%ETFIVWiShares S&P 500 Growth ETF$8,988,472$67,147 ▲0.8%63,1836.7%ETFVTVVanguard Value ETF$7,861,320$10,156 ▼-0.1%36,3825.8%ETFBLACKROCK ETF TRUST$6,114,831$3,279,169 ▲115.6%168,2214.5%ISHA IN CTRY ETFFIDELITY COVINGTON TRUST$4,891,097$1,287,208 ▲35.7%82,8163.6%FUN LAR COR ETFVGITVanguard Intermediate-Term Treasury ETF$4,870,780$4,929 ▼-0.1%85,9653.6%ETFVEUVanguard FTSE All-World ex-US ETF$4,114,680$4,114,680 ▲New Holding49,5923.1%ETFBLACKROCK ETF TRUST$4,005,397$582,089 ▼-12.7%84,8783.0%ISHA I IN TE ETFBLACKROCK ETF TRUST II$3,884,961$813,225 ▲26.5%77,5442.9%ISHA GLO USD ETFEFGiShares MSCI EAFE Growth ETF$3,833,565$1,022,859 ▼-21.1%31,9922.8%ETFTLHiShares 10-20 Year Treasury Bond ETF$3,714,570$17,420 ▲0.5%40,3012.8%ETFBLACKROCK ETF TRUST$3,684,313$22,425 ▲0.6%123,3862.7%ISHA SYST AL ETFIEMGiShares Core MSCI Emerging Markets ETF$3,270,174$2,284,812 ▼-41.1%40,2932.4%ETFBTHMBlackRock Future U.S. Themes ETF$2,886,791$37,119 ▼-1.3%65,6392.1%ETFMUBiShares National Muni Bond ETF$2,731,095$1,464,423 ▲115.6%27,0142.0%ETFDFIVDimensional International Value ETF$2,389,420$45,079 ▲1.9%42,7751.8%ETFBLACKROCK ETF TRUST$2,075,265$668,106 ▼-24.4%66,4571.5%ISHARES DEFENSEBARGraniteShares Gold Trust$1,344,424$3,027 ▼-0.2%32,8631.0%ETFQUALiShares MSCI USA Quality Factor ETF$1,168,512$25,779 ▼-2.2%5,2580.9%ETFISHARES TR$991,769$40,231 ▲4.2%21,3240.7%LONG TERM MUNISPYGSPDR Portfolio S&P 500 Growth ETF$795,789$58,829 ▼-6.9%6,4660.6%ETFEFViShares MSCI EAFE Value ETF$770,844$148,866 ▼-16.2%9,7400.6%ETFESGUiShares ESG Aware MSCI USA ETF$561,4490.0%3,3660.4%ETFHARTFORD FDS EXCHANGE TRADED$550,959$53,192 ▼-8.8%16,4070.4%STRAT INCOM ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$421,603$36,665 ▼-8.0%5,0020.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$387,0060.0%3,9060.3%ETFVOOVanguard S&P 500 ETF$312,049$701 ▲0.2%4450.2%ETFOEFiShares S&P 100 ETF$255,6120.0%6690.2%ETFXLKTechnology Select Sector SPDR Fund$247,2320.0%1,2630.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$236,1680.0%7,0900.2%ETFMBBiShares MBS ETF$0$5,452,197 ▼-100.0%00.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$0$3,714,906 ▼-100.0%00.0%ETFSCMBSchwab Municipal Bond ETF$0$1,288,521 ▼-100.0%00.0%ETFXARSPDR S&P Aerospace & Defense ETF$0$229,019 ▼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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