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Core Wealth Management, Inc.

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13F filer, CIK 1965150, JUPITER, FL

Core Wealth Management, Inc. reported $326,347,188 across 40 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-28. Its ten largest share positions make up 95.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965150-26-000004

Period
2026-03-31
Reported value
$326M
Holdings
40
Top 10 weight
95.9%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFadded+57,400$2.42M
DUSBadded+24,962$1.27M
DFACadded+25,856$1M
DFIPadded+13,047$544K
XOMnew+1,262$214K

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
PANWexited-1,206-$222K
IWVreduced-595-$220K
MMMexited-1,281-$205K
DFAXreduced-4,867-$165K
AAPLreduced-314-$79.7K

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, Q1 2026

Share positions as resolved from 13F-HR 0001965150-26-000004, largest first. % of portfolio is the value over $326,347,188, 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; 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; 2026Q1: 3,054,577 shares 3,054,577$119M36.37%+25,856Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,394,043 shares 2,394,043$81.3M24.92%-4,867Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,771,320 shares 1,771,320$74.8M22.92%+57,400Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 485,351 shares 485,351$11.5M3.52%+7,454Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 253,735 shares 253,735$10.6M3.24%+13,047Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 138,331 shares 138,331$6.63M2.03%+587Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,378 shares 32,378$3.01M0.92%-826Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,077 shares 24,077$2.39M0.73%0Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 46,795 shares 46,795$2.37M0.73%+24,962Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 48,622 shares 48,622$1.68M0.51%-1,786Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,237 shares 4,237$1.08M0.33%-314Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,734 shares 3,734$1.07M0.33%-115Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,047 shares 3,047$947K0.29%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 35,129 shares 35,129$934K0.29%+7,103Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,600 shares 3,600$750K0.23%-21Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,647 shares; 2025Q2: 1,621 shares; 2025Q3: 1,571 shares; 2025Q4: 1,502 shares; 2026Q1: 1,501 shares 1,501$719K0.22%-1Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$718K0.22%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,526 shares 1,526$565K0.17%+34Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,058 shares 3,058$533K0.16%-4Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,513 shares 10,513$503K0.15%-2Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,286 shares; 2025Q4: 12,286 shares; 2026Q1: 12,286 shares 12,286$437K0.13%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,599 shares 10,599$413K0.13%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,017 shares 3,017$341K0.1%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,177 shares 2,177$314K0.1%+90Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,906 shares; 2026Q1: 3,906 shares 3,906$309K0.09%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares; 2026Q1: 1,255 shares 1,255$307K0.09%+37Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,779 shares; 2026Q1: 2,779 shares 2,779$295K0.09%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 769 shares 769$285K0.09%-595Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,937 shares 1,937$283K0.09%0Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,048 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares; 2026Q1: 6,048 shares 6,048$273K0.08%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616$269K0.08%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,025 shares 4,025$251K0.08%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares 1,252$246K0.08%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: 389 shares; 2026Q1: 401 shares 401$240K0.07%+12Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,001 shares; 2026Q1: 5,001 shares 5,001$228K0.07%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares 1,177$226K0.07%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,972 shares; 2025Q1: 2,000 shares; 2025Q2: 676 shares; 2025Q3: 667 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683$219K0.07%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares 1,262$214K0.07%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 761 shares; 2025Q4: 710 shares; 2026Q1: 754 shares 754$214K0.07%+44Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,263 shares; 2026Q1: 3,263 shares 3,263$209K0.06%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PANWPALO ALTO NETWORKS INC1,206$222Kshares
MMM3M CO1,281$205Kshares

How Q1 2026 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 0001965150-26-000004 base2026-04-28acceptance time not in the bulk data set