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Disclosery

13F-HR filed by Core Wealth Advisors, Inc.

Core Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 73 holding rows worth $347,939,024.

Accession
0001770532-25-000005
Filer
CIK 1770532
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 73 entries on the cover page, a total value of $347,939,024 stated on the cover page (in dollars after the unit check, H1), rows summing to $347,939,024 with VALUE read as dollars as filed, 13F file number 028-20093. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS183,719$114,071,202dollars as filed
Vanguard S&P 500 ETF922908363COM39,868$22,646,228dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS273,260$19,863,272dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF361,470$18,832,591dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS206,376$17,228,245dollars as filed
Fidelity Enhanced International ETF31609A404SHS516,768$17,187,701dollars as filed
IJH464287507COM248,285$15,398,655dollars as filed
AMERICAN CENTY ETF TR025072109DIVERSIFID CRP321,271$15,122,215dollars as filed
Vanguard Mid-Cap ETF922908629SHS51,263$14,345,012dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT269,121$10,627,575dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY138,360$9,859,556dollars as filed
AMERICAN CENTY ETF TR025072794FOCUSED LRG CAP135,634$9,465,471dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED167,280$5,319,504dollars as filed
INNOVATOR ETFS TRUST45783Y855DEFINED WLT SHLD162,744$5,220,828dollars as filed
PACER FDS TR69374H568SWAN SOS FD OF168,226$5,127,528dollars as filed
Apple Inc037833100COM15,378$3,155,064dollars as filed
Amazon.com, Inc023135106COM10,238$2,246,166dollars as filed
International Business Machines Corporation459200101COM7,160$2,110,496dollars as filed
Caterpillar Inc.149123101COM5,355$2,078,870dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS17,995$1,966,676dollars as filed
SPY78462F103SHS3,049$1,883,704dollars as filed
SCHD808524797COM63,143$1,673,279dollars as filed
NVIDIA Corp67066G104COM9,558$1,510,076dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF29,653$1,509,928dollars as filed
Salesforce.com, Inc79466L302COM5,408$1,474,708dollars as filed
Microsoft Corp594918104COM2,517$1,252,198dollars as filed
AMERICAN CENTY ETF TR025072505DIVERSIFIED MU24,664$1,206,810dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS5,810$1,189,081dollars as filed
Fidelity High Dividend ETF316092840SHS21,344$1,110,316dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS21,191$1,056,690dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF5,342$1,037,482dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF3,580$1,021,374dollars as filed
ISHARES TR464287465MSCI EAFE ETF11,292$1,009,392dollars as filed
PROSHARES TR74347B680S&P MDCP 400 DIV12,176$992,755dollars as filed
iShares Russell 2000 ETF464287655SHS4,579$988,121dollars as filed
WISDOMTREE TR97717X594ITL HDG QTLY DIV21,830$983,438dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF19,531$957,605dollars as filed
iShares Short Treasury Bond ETF464288679SHS8,599$949,502dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF17,158$876,774dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF16,139$817,925dollars as filed
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF46431W838ETF13,808$694,128dollars as filed
Broadcom Inc.11135F101COM2,099$578,667dollars as filed
INNOVATOR ETFS TRUST45782C508US EQTY PWR BUF12,475$549,524dollars as filed
Netflix, Inc64110L106COM386$516,904dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF11,712$510,409dollars as filed
JPMorgan Chase & Co46625H100COM1,749$507,053dollars as filed
Visa Inc92826C839COM1,343$476,863dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,552$452,699dollars as filed
Costco Wholesale Corporation22160K105COM457$452,081dollars as filed
iShares Core Dividend Growth ETF46434V621SHS6,990$446,918dollars as filed
EXXON MOBIL CORP30231G102COM4,117$443,813dollars as filed
Walmart Inc.931142103COM4,342$424,522dollars as filed
AMERICAN CENTY ETF TR025072539QUALITY PREFER11,573$409,143dollars as filed
Berkshire Hathaway Inc084670702COM841$408,533dollars as filed
Procter & Gamble Co742718109COM2,545$405,418dollars as filed
Johnson & Johnson478160104COM2,558$390,731dollars as filed
ISHARES TR46428743220 YR TR BD ETF4,393$387,682dollars as filed
TIDAL TRUST I886364231FUND GRAN US ETF16,079$364,672dollars as filed
FIDELITY MERRIMACK STR TR316188606CMN8,174$353,217dollars as filed
INVESCO INVESTMENT GRADE DEFENSIVE ETF46139W502ETF14,195$350,475dollars as filed
Merck & Co.,Inc.58933Y105COM4,399$348,225dollars as filed
MasterCard, Inc57636Q104COM590$331,569dollars as filed
PepsiCo,Inc.713448108COM2,333$308,049dollars as filed
Tesla Motors, Inc88160R101COM899$285,576dollars as filed
Adobe Inc00724F101COM738$285,555dollars as filed
INNOVATOR ETFS TRUST45782C649US EQTY ULTRA B7,704$283,932dollars as filed
American Express Company025816109COM812$259,012dollars as filed
VTI922908769COM818$248,615dollars as filed
Lockheed Martin Corporation539830109COM500$231,570dollars as filed
Lowes Companies,Inc.548661107COM1,020$226,307dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U703FT VEST LADDERED8,105$215,269dollars as filed
THE BALDWIN INSURANCE GRP IN05589G102COM CL A4,915$210,400dollars as filed
Oracle Corporation68389X105COM949$207,480dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001770532-25-000005this filing2025-08-14acceptance time not in the bulk data set