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Disclosery

13F-HR/A filed by CORE WEALTH ADVISORS, LLC

CORE WEALTH ADVISORS, LLC filed this 13F-HR/A for the quarter ended 2025-12-31, filed 2026-02-10, with 32 holding rows worth $126,946,641.

Accession
0002110114-26-000002
Filer
CIK 2110114
Filed
2026-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, amendment of type restatement, 32 entries on the cover page, a total value of $126,946,641 stated on the cover page (in dollars after the unit check, H1), rows summing to $126,946,641 with VALUE read as dollars as filed, 13F file number 028-26169. 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
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF324,557$15,367,765dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS16,436$11,257,674dollars as filed
Vanguard Value ETF922908744SHS54,426$10,394,822dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT170,761$10,383,976dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS125,391$8,428,783dollars as filed
iShares S&P 500 Growth ETF464287309SHS65,412$8,062,683dollars as filed
ISHARES TR464287101S&P 100 ETF21,501$7,374,198dollars as filed
iShares MSCI EAFE Value ETF464288877SHS99,501$7,105,366dollars as filed
ISHARES TR46428865310-20 YR TRS ETF59,914$6,091,456dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF25,915$5,147,237dollars as filed
iShares MBS ETF464288588SHS50,875$4,844,318dollars as filed
BLACKROCK ETF TRUST09290C780ISHA I IN TE ETF126,881$4,225,137dollars as filed
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF98,517$3,798,816dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS15,123$3,785,438dollars as filed
HARTFORD FDS EXCHANGE TRADED41653L875STRAT INCOM ETF105,892$3,757,048dollars as filed
GRANITESHARES GOLD TR38748G101SHS BEN INT73,730$3,132,788dollars as filed
ISHARES TR46435G672CORE INTL AGGR60,673$3,034,257dollars as filed
SPDR S&P Aerospace & Defense ETF78464A631SHS7,066$1,704,602dollars as filed
ISHARES TR464288414NATIONAL MUN ETF15,636$1,674,772dollars as filed
SCHWAB STRATEGIC TR808524649MUN BD ETF50,295$1,295,599dollars as filed
VANGUARD WHITEHALL FDS921946885COM18,324$1,235,587dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS8,798$938,747dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF5,383$613,231dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,877$558,172dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS8,730$523,189dollars as filed
ISHARES TR46435G425COM3,366$501,467dollars as filed
ISHARES SYSTEMATIC BOND ETF46435U796COM4,628$415,409dollars as filed
BLACKROCK ETF TRUST092528843ISHARES HIGH YIE6,226$303,082dollars as filed
ISHARES INC46434G764MSCI EMRG CHN3,988$289,848dollars as filed
Vanguard S&P 500 ETF922908363COM442$277,094dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF4,233$214,145dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF7,090$209,935dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002110114-26-000001 superseded2026-02-10acceptance time not in the bulk data set
13F-HR/A 0002110114-26-000002this filing2026-02-10acceptance time not in the bulk data set