CORE WEALTH ADVISORS, LLC: 13F holdings
CIK 21101142026Q2
| Positions | 35 |
|---|
| Reported value | $135.7m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 35 (+2 vs prior quarter) |
|---|
| Reported value | $135.7m (+4.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 30,708 | $23.0m | 16.9% |
| JCPB J P MORGAN EXCHANGE TRADED F | 443,398 | $20.8m | 15.3% |
| DYNF BLACKROCK ETF TRUST | 134,112 | $9.1m | 6.7% |
| IWF ISHARES TR | 62,711 | $8.6m | 6.4% |
| VTV VANGUARD INDEX FDS | 36,429 | $7.9m | 5.8% |
| IEMG ISHARES INC | 68,445 | $5.7m | 4.2% |
| MBB ISHARES TR | 57,683 | $5.5m | 4.0% |
| BAI BLACKROCK ETF TRUST | 97,213 | $5.1m | 3.8% |
| VGIT VANGUARD SCOTTSDALE FDS | 86,052 | $5.1m | 3.7% |
| EFG ISHARES TR | 40,528 | $5.0m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110114")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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