Core Wealth Management, Inc.

Business address
4600 Military Trail, Suite 215, Jupiter, FL, 33458
Top securities (13F)
DFAC, DFAX, DFCF, DFAR, DFIP, DFNM, NEE, AGG, DFEM, DUSB, GOOGL, MCD, AAPL, MSFT, BRKB, BRKA, AMZN, DFGR, NVDA, and DFSD
State of incorporation
FL
Fiscal year end
31 December
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Core Wealth Management, Inc. has filed 15 SEC EDGAR filings since 13 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-22918
N-PX Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-22918
13F-HR Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-22918
13F-HR Open Document Open Filing 30 Apr 2025 31 Mar 2025 028-22918
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-22918
13F-HR Open Document Open Filing 31 Oct 2024 30 Sep 2024 028-22918
N-PX Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-22918
13F-HR Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-22918
13F-HR Open Document Open Filing 22 Apr 2024 31 Mar 2024 028-22918
13F-HR Open Document Open Filing 02 Feb 2024 31 Dec 2023 028-22918
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-22918
13F-HR Open Document Open Filing 17 Jul 2023 30 Jun 2023 028-22918
13F-HR Open Document Open Filing 17 Apr 2023 31 Mar 2023 028-22918
13F-HR/A Open Document Open Filing 15 Feb 2023 31 Dec 2022 028-22918
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-22918