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Disclosery

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

Core Wealth Management, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-28, with 40 holding rows worth $326,347,188.

Accession
0001965150-26-000004
Filer
CIK 1965150
Filed
2026-04-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 40 entries on the cover page, a total value of $326,347,188 stated on the cover page (in dollars after the unit check, H1), rows summing to $326,347,188 with VALUE read as dollars as filed, 13F file number 028-22918. 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
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 23,054,577$118,700,875dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE2,394,043$81,325,647dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF1,771,320$74,785,117dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF485,351$11,478,545dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE253,735$10,585,819dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF138,331$6,630,203dollars as filed
NextEra Energy,Inc.65339F101COM32,378$3,007,295dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS24,077$2,390,124dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED46,795$2,372,974dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO48,622$1,679,890dollars as filed
Apple Inc037833100COM4,237$1,075,210dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,734$1,073,765dollars as filed
McDonalds Corporation580135101COM3,047$946,977dollars as filed
Dimensional Global Real Estate ETF25434V658COM35,129$933,729dollars as filed
Amazon.com, Inc023135106COM3,600$749,772dollars as filed
Berkshire Hathaway Inc084670702COM1,501$719,279dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$718,140dollars as filed
Microsoft Corp594918104COM1,526$564,879dollars as filed
NVIDIA Corp67066G104COM3,058$533,319dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF10,513$503,362dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY12,286$436,522dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK10,599$412,937dollars as filed
iShares S&P 500 Growth ETF464287309SHS3,017$341,253dollars as filed
Procter & Gamble Co742718109COM2,177$314,465dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS3,906$308,808dollars as filed
Johnson & Johnson478160104COM1,255$306,772dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,779$294,991dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF769$284,901dollars as filed
SPDR S&P Dividend ETF78464A763SHS1,937$282,686dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT6,048$272,886dollars as filed
Vanguard Growth922908736COM616$269,063dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU4,025$251,387dollars as filed
Vanguard Value ETF922908744SHS1,252$245,642dollars as filed
Vanguard S&P 500 ETF922908363COM401$239,618dollars as filed
SPDW78463X889COM5,001$228,296dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF1,177$225,760dollars as filed
VTI922908769COM683$219,113dollars as filed
EXXON MOBIL CORP30231G102COM1,262$214,111dollars as filed
General Electric Company369604301COM754$213,963dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS3,263$209,093dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965150-26-000004this filing2026-04-28acceptance time not in the bulk data set