Core Wealth Management, Inc. Top Holdings and 13F Report (2025) About Core Wealth Management, Inc.Investment ActivityCore Wealth Management, Inc. has $260.58 million in total holdings as of March 31, 2025.Core Wealth Management, Inc. owns shares of 31 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 5.62% of the portfolio was purchased this quarter.About 3.68% of the portfolio was sold this quarter.This quarter, Core Wealth Management, Inc. has purchased 29 new stocks and bought additional shares in 10 stocks.Core Wealth Management, Inc. sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $97,270,660Dimensional World ex U.S. Core Equity 2 ETF $61,053,332Dimensional Core Fixed Income ETF $59,791,866Dimensional US Real Estate ETF $10,648,435Dimensional Inflation-Protected Securities ETF $8,818,351 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $877,159 Holding084670108 - Berkshire Hathaway $798,442 Holding892672106 - Tradeweb Markets $222,690 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 213,144 shares (about $8.96M)Dimensional National Municipal Bond ETF 27,811 shares (about $1.32M)Dimensional World ex U.S. Core Equity 2 ETF 39,741 shares (about $1.04M)Berkshire Hathaway 1,647 shares (about $877.16K)Berkshire Hathaway 1 shares (about $798.44K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 90,729 shares (about $8.97M)Dimensional US Real Estate ETF 6,439 shares (about $153.06K)Dimensional U.S. Core Equity 2 ETF 3,969 shares (about $130.94K)Dimensional International Core Equity Market ETF 823 shares (about $25.70K)Alphabet 134 shares (about $20.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCore Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$97,270,660$130,937 ▼-0.1%2,948,48937.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$61,053,332$1,041,214 ▲1.7%2,330,28023.4%ETFDFCFDimensional Core Fixed Income ETF$59,791,866$8,964,837 ▲17.6%1,421,58522.9%ETFDFARDimensional US Real Estate ETF$10,648,435$153,055 ▼-1.4%447,9784.1%ETFDFIPDimensional Inflation-Protected Securities ETF$8,818,351$330,024 ▲3.9%209,4073.4%ETFDFNMDimensional National Municipal Bond ETF$5,601,794$1,322,969 ▲30.9%117,7592.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,900,334$8,974,911 ▼-75.6%29,3201.1%FinanceNEENextEra Energy$1,716,530$7,018 ▼-0.4%24,2140.7%UtilitiesDFEMDimensional Emerging Markets Core Equity 2 ETF$1,368,723$148,494 ▲12.2%51,7280.5%ETFDIMENSIONAL ETF TRUST$1,151,470$565,082 ▲96.4%22,6980.4%ULTRASHORT FIXEDMCDMcDonald's$963,037$4,686 ▼-0.5%3,0830.4%Retail/WholesaleBRK.BBerkshire Hathaway$877,159$877,159 ▲New Holding1,6470.3%FinanceDFSDDimensional Short-Duration Fixed Income ETF$823,854$188,037 ▲29.6%17,3370.3%ETFBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.3%FinanceAAPLApple$656,9160.0%2,9570.3%Computer and TechnologyGOOGLAlphabet$650,570$20,722 ▼-3.1%4,2070.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$649,1830.0%10,7020.2%ETFAMZNAmazon.com$633,5660.0%3,3300.2%Retail/WholesaleMSFTMicrosoft$596,870$24,776 ▲4.3%1,5900.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$549,680$7,696 ▲1.4%2,0000.2%ETFDFGRDimensional Global Real Estate ETF$525,042$160,265 ▲43.9%19,9940.2%ETFIWViShares Russell 3000 ETF$437,260$9,209 ▼-2.1%1,3770.2%ETFDFAIDimensional International Core Equity Market ETF$335,098$25,702 ▼-7.1%10,7300.1%ETFSDYSPDR S&P Dividend ETF$311,7930.0%2,2980.1%ETFIVWiShares S&P 500 Growth ETF$287,6800.0%3,0990.1%ETFNVDANVIDIA$286,1230.0%2,6400.1%Computer and TechnologyPGProcter & Gamble$226,829$1,534 ▼-0.7%1,3310.1%Consumer StaplesTWTradeweb Markets$222,690$222,690 ▲New Holding1,5000.1%FinanceDFATDimensional U.S. Targeted Value ETF$207,2690.0%4,0250.1%ETFPANWPalo Alto Networks$205,4510.0%1,2040.1%Computer and TechnologyCHPTChargePoint$13,2680.0%21,9310.0%Auto/Tires/TrucksCPKChesapeake Utilities$0$251,073 ▼-100.0%00.0%UtilitiesShowing 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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