Core Wealth Management, Inc. Top Holdings and 13F Report (2026) About Core Wealth Management, Inc.Investment ActivityCore Wealth Management, Inc. has $326.35 million in total holdings as of March 31, 2026.Core Wealth Management, Inc. owns shares of 40 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 1.81% of the portfolio was purchased this quarter.About 0.33% of the portfolio was sold this quarter.This quarter, Core Wealth Management, Inc. has purchased 41 new stocks and bought additional shares in 12 stocks.Core Wealth Management, Inc. sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $118,700,875Dimensional World ex U.S. Core Equity 2 ETF $81,325,647Dimensional Core Fixed Income ETF $74,785,117Dimensional US Real Estate ETF $11,478,545Dimensional Inflation-Protected Securities ETF $10,585,819 Largest New Holdings this Quarter 30231G102 - ExxonMobil $214,111 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 57,400 shares (about $2.42M)DIMENSIONAL ETF TRUST 24,962 shares (about $1.27M)Dimensional U.S. Core Equity 2 ETF 25,856 shares (about $1.00M)Dimensional Inflation-Protected Securities ETF 13,047 shares (about $544.32K)ExxonMobil 1,262 shares (about $214.11K) Largest Sales this Quarter iShares Russell 3000 ETF 595 shares (about $220.44K)Dimensional World ex U.S. Core Equity 2 ETF 4,867 shares (about $165.33K)Apple 314 shares (about $79.68K)NextEra Energy 826 shares (about $76.72K)Dimensional Emerging Markets Core Equity 2 ETF 1,786 shares (about $61.71K) 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$118,700,875$1,004,764 ▲0.9%3,054,57736.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$81,325,647$165,332 ▼-0.2%2,394,04324.9%ETFDFCFDimensional Core Fixed Income ETF$74,785,117$2,423,428 ▲3.3%1,771,32022.9%ETFDFARDimensional US Real Estate ETF$11,478,545$176,287 ▲1.6%485,3513.5%ETFDFIPDimensional Inflation-Protected Securities ETF$10,585,819$544,321 ▲5.4%253,7353.2%ETFDFNMDimensional National Municipal Bond ETF$6,630,203$28,135 ▲0.4%138,3312.0%ETFNEENextEra Energy$3,007,295$76,720 ▼-2.5%32,3780.9%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$2,390,1240.0%24,0770.7%FinanceDIMENSIONAL ETF TRUST$2,372,974$1,265,823 ▲114.3%46,7950.7%ULTRASHORT FIXEDDFEMDimensional Emerging Markets Core Equity 2 ETF$1,679,890$61,706 ▼-3.5%48,6220.5%ETFAAPLApple$1,075,210$79,683 ▼-6.9%4,2370.3%Computer and TechnologyGOOGLAlphabet$1,073,765$33,070 ▼-3.0%3,7340.3%Computer and TechnologyMCDMcDonald's$946,9770.0%3,0470.3%Retail/WholesaleDFGRDimensional Global Real Estate ETF$933,729$188,798 ▲25.3%35,1290.3%ETFAMZNAmazon.com$749,772$4,374 ▼-0.6%3,6000.2%Retail/WholesaleBRK.BBerkshire Hathaway$719,279$479 ▼-0.1%1,5010.2%FinanceBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceMSFTMicrosoft$564,879$12,586 ▲2.3%1,5260.2%Computer and TechnologyNVDANVIDIA$533,319$698 ▼-0.1%3,0580.2%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$503,362$96 ▼0.0%10,5130.2%ETFDFICDimensional International Core Equity 2 ETF$436,5220.0%12,2860.1%ETFDFAIDimensional International Core Equity Market ETF$412,9370.0%10,5990.1%ETFIVWiShares S&P 500 Growth ETF$341,2530.0%3,0170.1%ETFPGProcter & Gamble$314,465$13,000 ▲4.3%2,1770.1%Consumer StaplesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$308,8080.0%3,9060.1%ETFJNJJohnson & Johnson$306,772$9,044 ▲3.0%1,2550.1%MedicalMUBiShares National Muni Bond ETF$294,9910.0%2,7790.1%ETFIWViShares Russell 3000 ETF$284,901$220,437 ▼-43.6%7690.1%ETFSDYSPDR S&P Dividend ETF$282,6860.0%1,9370.1%ETFDFAUDimensional US Core Equity Market ETF$272,8860.0%6,0480.1%ETFVUGVanguard Growth ETF$269,0630.0%6160.1%ETFDFATDimensional U.S. Targeted Value ETF$251,3870.0%4,0250.1%ETFVTVVanguard Value ETF$245,6420.0%1,2520.1%ETFVOOVanguard S&P 500 ETF$239,618$7,171 ▲3.1%4010.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$228,2960.0%5,0010.1%ETFQUALiShares MSCI USA Quality Factor ETF$225,7600.0%1,1770.1%ETFVTIVanguard Total Stock Market ETF$219,1130.0%6830.1%ETFXOMExxonMobil$214,111$214,111 ▲New Holding1,2620.1%EnergyGEGE Aerospace$213,963$12,486 ▲6.2%7540.1%AerospaceVEAVanguard FTSE Developed Markets ETF$209,0930.0%3,2630.1%ETFPANWPalo Alto Networks$0$222,145 ▼-100.0%00.0%Computer and TechnologyMMM3M$0$205,088 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing 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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