Core Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Core Wealth Advisors, LLCInvestment ActivityCore Wealth Advisors, LLC has $130.06 million in total holdings as of March 31, 2026.Core Wealth Advisors, LLC owns shares of 33 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 16.18% of the portfolio was purchased this quarter.About 12.29% of the portfolio was sold this quarter.This quarter, Core Wealth Advisors, LLC has purchased 32 new stocks and bought additional shares in 15 stocks.Core Wealth Advisors, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $16,094,031iShares Core S&P 500 ETF $14,023,112Vanguard Value ETF $9,708,565iShares U.S. Equity Factor Rotation Active ETF $8,629,956iShares S&P 500 Growth ETF $7,949,823 Largest New Holdings this Quarter 316092360 - FIDELITY COVINGTON TRUST $2,918,937 Holding09290C699 - BLACKROCK ETF TRUST $2,563,121 Holding46438G448 - ISHARES TR $1,003,144 Holding Largest Purchases this Quarter iShares MSCI EAFE Growth ETF 37,864 shares (about $4.22M)Vanguard Intermediate-Term Treasury ETF 70,152 shares (about $4.18M)iShares Core S&P 500 ETF 5,032 shares (about $3.29M)FIDELITY COVINGTON TRUST 56,916 shares (about $2.92M)BLACKROCK ETF TRUST 78,335 shares (about $2.56M) Largest Sales this Quarter iShares S&P 100 ETF 20,429 shares (about $6.50M)GraniteShares Gold Trust 41,503 shares (about $1.91M)SPDR S&P Aerospace & Defense ETF 6,139 shares (about $1.56M)iShares U.S. Equity Factor Rotation Active ETF 22,429 shares (about $1.30M)Vanguard Value ETF 4,943 shares (about $969.82K) 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 PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$16,094,031$813,873 ▲5.3%341,84412.4%ETFIVViShares Core S&P 500 ETF$14,023,112$3,286,953 ▲30.6%21,46810.8%ETFVTVVanguard Value ETF$9,708,565$969,817 ▼-9.1%49,4837.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,629,956$1,304,919 ▼-13.1%148,3326.6%ETFIVWiShares S&P 500 Growth ETF$7,949,823$551,072 ▲7.4%70,2846.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,797,143$948,879 ▼-10.8%111,7876.0%ETFEFViShares MSCI EAFE Value ETF$7,445,260$47,361 ▲0.6%100,1385.7%ETFTLHiShares 10-20 Year Treasury Bond ETF$5,787,976$246,563 ▼-4.1%57,4664.5%ETFMBBiShares MBS ETF$5,096,726$266,145 ▲5.5%53,6783.9%ETFQUALiShares MSCI USA Quality Factor ETF$5,046,329$75,573 ▲1.5%26,3093.9%ETFEFGiShares MSCI EAFE Growth ETF$4,816,418$4,216,913 ▲703.4%43,2473.7%ETFVGITVanguard Intermediate-Term Treasury ETF$4,697,423$4,177,552 ▲803.6%78,8823.6%ETFBLACKROCK ETF TRUST$4,333,287$152,558 ▲3.6%131,5113.3%ISHARES A I INNOBTHMBlackRock Future U.S. Themes ETF$4,145,705$577,419 ▲16.2%114,4593.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$3,795,682$166,313 ▲4.6%15,8162.9%ETFIAGGiShares Core International Aggregate Bond ETF$3,217,522$181,445 ▲6.0%64,2992.5%ETFHARTFORD FDS EXCHANGE TRADED$2,935,819$740,751 ▼-20.1%84,5572.3%STRATEGIC INCOMEFIDELITY COVINGTON TRUST$2,918,937$2,918,937 ▲New Holding56,9162.2%FUNDAMENTAL LARGBLACKROCK ETF TRUST$2,563,121$2,563,121 ▲New Holding78,3352.0%ISHARES DEFENSEMUBiShares National Muni Bond ETF$1,676,533$16,772 ▲1.0%15,7941.3%ETFBARGraniteShares Gold Trust$1,486,632$1,914,534 ▼-56.3%32,2271.1%FinanceSCMBSchwab Municipal Bond ETF$1,281,5170.0%50,2951.0%ETFISHARES TR$1,003,144$1,003,144 ▲New Holding20,0910.8%LONG TERM MUNISPYGSPDR Portfolio S&P 500 Growth ETF$841,047$20,365 ▼-2.4%8,5900.6%ETFESGUiShares ESG Aware MSCI USA ETF$476,0200.0%3,3660.4%ManufacturingFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$440,105$28,213 ▲6.8%4,9450.3%ETFOEFiShares S&P 100 ETF$340,971$6,497,851 ▼-95.0%1,0720.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$309,920$3,776 ▼-1.2%3,9400.2%ManufacturingVOOVanguard S&P 500 ETF$264,769$598 ▲0.2%4430.2%ETFBLACKROCK ETF TRUST II$246,425$52,298 ▼-17.5%5,1360.2%ISHARES HIGH YIEXLKTechnology Select Sector SPDR Fund$238,556$276,698 ▼-53.7%1,7950.2%ETFXARSPDR S&P Aerospace & Defense ETF$235,439$1,559,180 ▼-86.9%9270.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$216,2450.0%7,0900.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$0$1,235,587 ▼-100.0%00.0%ETFJPSTJPMorgan Ultra-Short Income ETF$0$214,145 ▼-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 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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