Core Wealth Management, Inc. Top Holdings and 13F Report (2026) About Core Wealth Management, Inc.Investment ActivityCore Wealth Management, Inc. has $335.66 million in total holdings as of September 30, 2026.Core Wealth Management, Inc. owns shares of 32 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 4.56% of the portfolio was purchased this quarter.About 9.17% of the portfolio was sold this quarter.This quarter, Core Wealth Management, Inc. has purchased 42 new stocks and bought additional shares in 3 stocks.Core Wealth Management, Inc. sold shares of 18 stocks and completely divested from 13 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $128,645,209Dimensional World ex U.S. Core Equity 2 ETF $83,311,083Dimensional Core Fixed Income ETF $73,435,591Dimensional Inflation-Protected Securities ETF $12,645,795DFA INVT DIMENSIONS GROUP IN $12,282,309 Largest New Holdings this Quarter 25239Y147 - DFA INVT DIMENSIONS GROUP IN $12,282,309 Holding25434V542 - DIMENSIONAL ETF TRUST $2,388,644 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $205,391 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 508,374 shares (about $12.28M)DIMENSIONAL ETF TRUST 33,171 shares (about $2.39M)Dimensional Inflation-Protected Securities ETF 8,411 shares (about $328.53K)EXXONMOBIL HOLDINGS CORP 1,262 shares (about $205.39K)Apple 319 shares (about $106.24K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 96,550 shares (about $4.29M)Dimensional World ex U.S. Core Equity 2 ETF 62,741 shares (about $2.32M)Dimensional Core Fixed Income ETF 53,646 shares (about $2.15M)NextEra Energy 14,762 shares (about $1.12M)DIMENSIONAL ETF TRUST 21,755 shares (about $1.10M) 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$128,645,209$4,291,648 ▼-3.2%2,894,15538.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$83,311,083$2,322,672 ▼-2.7%2,250,43424.8%ETFDFCFDimensional Core Fixed Income ETF$73,435,591$2,152,277 ▼-2.8%1,830,39921.9%ETFDFIPDimensional Inflation-Protected Securities ETF$12,645,795$328,534 ▲2.7%323,7533.8%ETFDFA INVT DIMENSIONS GROUP IN$12,282,309$12,282,309 ▲New Holding508,3743.7%REAL ESTATE SECUDFNMDimensional National Municipal Bond ETF$6,352,495$579,286 ▼-8.4%138,0081.9%ETFDIMENSIONAL ETF TRUST$2,388,644$2,388,644 ▲New Holding33,1710.7%INTL VEC EQU ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,869,422$8,301 ▼-0.4%47,0650.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,681,016$595,224 ▼-26.1%17,7810.5%ETFAAPLApple$1,506,297$106,237 ▲7.6%4,5230.4%TechnologyDIMENSIONAL ETF TRUST$1,373,072$1,098,407 ▼-44.4%27,1950.4%ULTR FIX INC ETFNEENextEra Energy$1,326,505$1,118,069 ▼-45.7%17,5140.4%UtilitiesGOOGLAlphabet$972,733$262,538 ▼-21.3%2,8270.3%Communication ServicesDFGRDimensional Global Real Estate ETF$963,656$4,490 ▼-0.5%35,6250.3%ETFBRK.ABerkshire Hathaway$747,0050.0%10.2%FinanceMCDMcDonald's$700,672$2,540 ▼-0.4%3,0340.2%Consumer DiscretionaryMSFTMicrosoft$543,674$190,799 ▼-26.0%1,0600.2%TechnologyPANWPalo Alto Networks$479,156$795 ▲0.2%1,2060.1%TechnologyDFICDimensional International Core Equity 2 ETF$462,0760.0%12,2860.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$439,021$22,446 ▼-4.9%9,4470.1%ETFIVWiShares S&P 500 Growth ETF$429,1980.0%3,0170.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$359,5470.0%3,9060.1%ETFIWViShares Russell 3000 ETF$328,316$3,451 ▼-1.0%7610.1%ETFJNJJohnson & Johnson$311,599$20,385 ▼-6.1%1,1770.1%HealthcarePGProcter & Gamble$308,058$14,676 ▼-4.5%2,1200.1%Consumer StaplesAMZNAmazon.com$306,455$601,449 ▼-66.2%1,2300.1%Consumer DiscretionaryMUBiShares National Muni Bond ETF$280,9570.0%2,7790.1%ETFDFATDimensional U.S. Targeted Value ETF$267,4480.0%4,0250.1%ETFQUALiShares MSCI USA Quality Factor ETF$254,020$7,556 ▼-2.9%1,1430.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$251,1000.0%5,0010.1%ETFSDYSPDR S&P Dividend ETF$235,2470.0%1,6060.1%ETFEXXONMOBIL HOLDINGS CORP$205,391$205,391 ▲New Holding1,2620.1%COM SHSDFARDimensional US Real Estate ETF$0$13,199,858 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$750,585 ▼-100.0%00.0%FinanceNVDANVIDIA$0$608,478 ▼-100.0%00.0%TechnologyDFAIDimensional International Core Equity Market ETF$0$506,344 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$316,306 ▼-100.0%00.0%ETFDFAUDimensional US Core Equity Market ETF$0$312,621 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$292,898 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$283,653 ▼-100.0%00.0%ETFGEGE Aerospace$0$282,166 ▼-100.0%00.0%IndustrialsVTIVanguard Total Stock Market ETF$0$252,737 ▼-100.0%00.0%ETFGE VERNOVA INC$0$246,721 ▼-100.0%00.0%COMVEAVanguard FTSE Developed Markets ETF$0$232,489 ▼-100.0%00.0%ETFMMM3M$0$215,340 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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