Core Wealth Advisors, Inc.: 13F holdings
CIK 17705322026Q2
| Positions | 126 |
|---|
| Reported value | $497.5m |
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| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 126 (+12 vs prior quarter) |
|---|
| Reported value | $497.5m (+18.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 193,554 | $145.0m | 29.1% |
| VOO VANGUARD INDEX FDS | 41,195 | $28.3m | 5.7% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 573,014 | $28.2m | 5.7% |
| SPYM SPDR SERIES TRUST | 285,284 | $25.1m | 5.0% |
| XLG INVESCO EXCHANGE TRADED FD T | 402,306 | $24.6m | 5.0% |
| FENI FIDELITY COVINGTON TRUST | 539,045 | $21.6m | 4.3% |
| IJH ISHARES TR | 276,572 | $21.3m | 4.3% |
| IEFA ISHARES TR | 214,314 | $20.7m | 4.2% |
| VO VANGUARD INDEX FDS | 218,118 | $17.6m | 3.5% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 174,879 | $15.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1770532")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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