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Core Wealth Management, Inc.

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13F filer, CIK 1965150, JUPITER, FL

Core Wealth Management, Inc. reported $321,057,347 across 41 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-28. Its ten largest share positions make up 95.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965150-26-000002

Period
2025-12-31
Reported value
$321M
Holdings
41
Top 10 weight
95.6%
New
7
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFadded+81,838$3.48M
DFIPadded+9,592$399K
AAPLadded+1,187$323K
SPTMnew+3,906$322K
MUBnew+2,779$298K

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
DFAXreduced-20,039-$656K
DFACreduced-12,114-$480K
NEEreduced-2,525-$203K
DUSBreduced-3,036-$154K
AGGreduced-788-$78.7K

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, Q4 2025

Share positions as resolved from 13F-HR 0001965150-26-000002, largest first. % of portfolio is the value over $321,057,347, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032,546 shares; 2024Q4: 2,952,458 shares; 2025Q1: 2,948,489 shares; 2025Q2: 2,992,083 shares; 2025Q3: 3,040,835 shares; 2025Q4: 3,028,721 shares 3,028,721$120M37.35%-12,114Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262,878 shares; 2024Q4: 2,290,539 shares; 2025Q1: 2,330,280 shares; 2025Q2: 2,399,324 shares; 2025Q3: 2,418,949 shares; 2025Q4: 2,398,910 shares 2,398,910$78.5M24.46%-20,039Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349,572 shares; 2024Q4: 1,208,441 shares; 2025Q1: 1,421,585 shares; 2025Q2: 1,516,839 shares; 2025Q3: 1,632,082 shares; 2025Q4: 1,713,920 shares 1,713,920$72.9M22.72%+81,838Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,296 shares; 2024Q4: 454,417 shares; 2025Q1: 447,978 shares; 2025Q2: 457,903 shares; 2025Q3: 468,720 shares; 2025Q4: 477,897 shares 477,897$10.9M3.41%+9,177Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,301 shares; 2024Q4: 201,570 shares; 2025Q1: 209,407 shares; 2025Q2: 222,731 shares; 2025Q3: 231,096 shares; 2025Q4: 240,688 shares 240,688$10M3.12%+9,592Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,899 shares; 2024Q4: 89,948 shares; 2025Q1: 117,759 shares; 2025Q2: 110,149 shares; 2025Q3: 138,159 shares; 2025Q4: 137,744 shares 137,744$6.64M2.07%-415Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,075 shares; 2024Q4: 24,313 shares; 2025Q1: 24,214 shares; 2025Q2: 24,418 shares; 2025Q3: 35,729 shares; 2025Q4: 33,204 shares 33,204$2.67M0.83%-2,525Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 120,049 shares; 2025Q1: 29,320 shares; 2025Q2: 26,689 shares; 2025Q3: 24,865 shares; 2025Q4: 24,077 shares 24,077$2.4M0.75%-788Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,107 shares; 2024Q4: 46,116 shares; 2025Q1: 51,728 shares; 2025Q2: 44,264 shares; 2025Q3: 49,687 shares; 2025Q4: 50,408 shares 50,408$1.67M0.52%+721Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 2,611 shares; 2025Q3: 3,364 shares; 2025Q4: 4,551 shares 4,551$1.24M0.39%+1,187Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,341 shares; 2025Q1: 4,207 shares; 2025Q2: 4,246 shares; 2025Q3: 4,089 shares; 2025Q4: 3,849 shares 3,849$1.2M0.38%-240Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,372 shares; 2024Q4: 11,559 shares; 2025Q1: 22,698 shares; 2025Q2: 23,283 shares; 2025Q3: 24,869 shares; 2025Q4: 21,833 shares 21,833$1.11M0.34%-3,036Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,098 shares; 2025Q1: 3,083 shares; 2025Q2: 3,043 shares; 2025Q3: 3,052 shares; 2025Q4: 3,047 shares 3,047$931K0.29%-5Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,337 shares; 2025Q3: 3,419 shares; 2025Q4: 3,621 shares 3,621$836K0.26%+202Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,647 shares; 2025Q2: 1,621 shares; 2025Q3: 1,571 shares; 2025Q4: 1,502 shares 1,502$755K0.24%-69Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1$755K0.24%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,599 shares; 2024Q4: 13,891 shares; 2025Q1: 19,994 shares; 2025Q2: 22,191 shares; 2025Q3: 26,469 shares; 2025Q4: 28,026 shares 28,026$740K0.23%+1,557Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,590 shares; 2025Q2: 1,444 shares; 2025Q3: 1,549 shares; 2025Q4: 1,492 shares 1,492$722K0.22%-57Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,706 shares; 2025Q3: 3,004 shares; 2025Q4: 3,062 shares 3,062$571K0.18%+58Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,406 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares; 2025Q4: 1,364 shares 1,364$528K0.16%-13Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 13,380 shares; 2025Q1: 17,337 shares; 2025Q2: 13,299 shares; 2025Q3: 11,510 shares; 2025Q4: 10,515 shares 10,515$504K0.16%-995Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,286 shares; 2025Q4: 12,286 shares 12,286$423K0.13%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,553 shares; 2025Q1: 10,730 shares; 2025Q2: 10,679 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares 10,599$404K0.13%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,099 shares; 2025Q1: 3,099 shares; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,017 shares 3,017$372K0.12%-82Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,906 shares 3,906$322K0.1%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 616 shares 616$301K0.09%+181Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,340 shares; 2025Q1: 1,331 shares; 2025Q2: 1,359 shares; 2025Q3: 2,110 shares; 2025Q4: 2,087 shares 2,087$299K0.09%-23Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,779 shares 2,779$298K0.09%newTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,048 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares 6,048$283K0.09%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 1,937 shares 1,937$270K0.08%-361Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares 1,218$252K0.08%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: 389 shares 389$244K0.08%-68Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,098 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares 4,025$240K0.07%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares 1,252$239K0.07%newTimeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,177 shares 1,177$234K0.07%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,972 shares; 2025Q1: 2,000 shares; 2025Q2: 676 shares; 2025Q3: 667 shares; 2025Q4: 683 shares 683$229K0.07%+16Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares 1,206$222K0.07%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,001 shares 5,001$222K0.07%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 761 shares; 2025Q4: 710 shares 710$219K0.07%-51Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,281 shares 1,281$205K0.06%newTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,263 shares 3,263$204K0.06%newTimeline

How Q4 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 0001965150-26-000002 base2026-01-28acceptance time not in the bulk data set