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Core Wealth Management, Inc.

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13F filer, CIK 1965150, JUPITER, FL

Core Wealth Management, Inc. reported $283,610,323 across 31 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 96.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965150-25-000006

Period
2025-06-30
Reported value
$284M
Holdings
31
Top 10 weight
96.58%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFadded+95,254$4.03M
DFAXadded+69,044$2.03M
DFACadded+43,594$1.56M
DFIPadded+13,324$557K
DFAUnew+6,048$256K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEUexited-10,702-$649K
VTIreduced-1,324-$402K
DFNMreduced-7,610-$361K
AGGreduced-2,631-$261K
DFEMreduced-7,464-$222K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001965150-25-000006, largest first. % of portfolio is the value over $283,610,323, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032,546 shares; 2024Q4: 2,952,458 shares; 2025Q1: 2,948,489 shares; 2025Q2: 2,992,083 shares 2,992,083$107M37.81%+43,594Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262,878 shares; 2024Q4: 2,290,539 shares; 2025Q1: 2,330,280 shares; 2025Q2: 2,399,324 shares 2,399,324$70.5M24.85%+69,044Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349,572 shares; 2024Q4: 1,208,441 shares; 2025Q1: 1,421,585 shares; 2025Q2: 1,516,839 shares 1,516,839$64.1M22.6%+95,254Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,296 shares; 2024Q4: 454,417 shares; 2025Q1: 447,978 shares; 2025Q2: 457,903 shares 457,903$10.7M3.79%+9,925Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,301 shares; 2024Q4: 201,570 shares; 2025Q1: 209,407 shares; 2025Q2: 222,731 shares 222,731$9.31M3.28%+13,324Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,899 shares; 2024Q4: 89,948 shares; 2025Q1: 117,759 shares; 2025Q2: 110,149 shares 110,149$5.22M1.84%-7,610Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 120,049 shares; 2025Q1: 29,320 shares; 2025Q2: 26,689 shares 26,689$2.65M0.93%-2,631Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,075 shares; 2024Q4: 24,313 shares; 2025Q1: 24,214 shares; 2025Q2: 24,418 shares 24,418$1.7M0.6%+204Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,107 shares; 2024Q4: 46,116 shares; 2025Q1: 51,728 shares; 2025Q2: 44,264 shares 44,264$1.31M0.46%-7,464Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,372 shares; 2024Q4: 11,559 shares; 2025Q1: 22,698 shares; 2025Q2: 23,283 shares 23,283$1.18M0.42%+585Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,098 shares; 2025Q1: 3,083 shares; 2025Q2: 3,043 shares 3,043$889K0.31%-40Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,647 shares; 2025Q2: 1,621 shares 1,621$787K0.28%-26Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,341 shares; 2025Q1: 4,207 shares; 2025Q2: 4,246 shares 4,246$748K0.26%+39Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,337 shares 3,337$732K0.26%+7Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares 1$729K0.26%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,590 shares; 2025Q2: 1,444 shares 1,444$718K0.25%-146Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 13,380 shares; 2025Q1: 17,337 shares; 2025Q2: 13,299 shares 13,299$638K0.23%-4,038Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,599 shares; 2024Q4: 13,891 shares; 2025Q1: 19,994 shares; 2025Q2: 22,191 shares 22,191$595K0.21%+2,197Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 2,611 shares 2,611$536K0.19%-346Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,406 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares 1,377$483K0.17%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,706 shares 2,706$428K0.15%+66Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,553 shares; 2025Q1: 10,730 shares; 2025Q2: 10,679 shares 10,679$369K0.13%-51Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,099 shares; 2025Q1: 3,099 shares; 2025Q2: 3,099 shares 3,099$341K0.12%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares 2,298$312K0.11%0Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,048 shares 6,048$256K0.09%newTimeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares 1,204$246K0.09%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,098 shares 4,098$221K0.08%+73Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500$220K0.08%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,340 shares; 2025Q1: 1,331 shares; 2025Q2: 1,359 shares 1,359$217K0.08%+28Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,972 shares; 2025Q1: 2,000 shares; 2025Q2: 676 shares 676$205K0.07%-1,324Timeline
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 21,931 shares; 2025Q1: 21,931 shares; 2025Q2: 21,931 shares 21,931$15.4K0.01%0

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VEUVANGUARD INTL EQUITY INDEX F10,702$649Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965150-25-000006 base2025-07-31acceptance time not in the bulk data set