Notify me when Core Wealth Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 94 | $385,402,531 | +$11,008,896 | -$17,742,602 | -$6,733,706 | IVV, VOO, CGDV, SPYM, XLG | 13F-HR | 17 Feb 2026, 13:31 |
| Q3 2025 | 92 | $383,500,008 | +$31,886,746 | -$18,570,144 | +$13,316,602 | IVV, VOO, CGDV, SPLG, XLG | 13F-HR | 14 Nov 2025, 11:34 |
| Q2 2025 | 73 | $347,939,024 | +$11,152,121 | -$5,017,967 | +$6,134,154 | IVV, VOO, SPLG, XLG, IEFA | 13F-HR | 14 Aug 2025, 12:53 |
| Q1 2025 | 69 | $314,332,285 | +$40,438,658 | -$18,522,575 | +$21,916,083 | IVV, VOO, SPLG, XLG, IEFA | 13F-HR | 15 May 2025, 16:32 |
| Q4 2024 | 60 | $303,291,023 | +$19,436,958 | -$29,356,903 | -$9,919,945 | IVV, VOO, SPLG, XLG, IJH | 13F-HR | 14 Feb 2025, 12:43 |
| Q3 2024 | 58 | $311,834,868 | +$25,380,523 | -$20,782,567 | +$4,597,956 | IVV, VOO, TLT, SPLG, XLG | 13F-HR | 13 Nov 2024, 14:51 |
| Q2 2024 | 55 | $291,809,284 | +$31,693,336 | -$36,114,977 | -$4,421,641 | IVV, VOO, SPLG, XLG, IEFA | 13F-HR | 15 Aug 2024, 09:39 |
| Q1 2024 | 260 | $294,299,820 | +$33,145,504 | -$18,582,817 | +$14,562,687 | IVV, VOO, MOAT, SPLG, IEFA | 13F-HR | 15 May 2024, 13:31 |
| Q4 2023 | 261 | $272,182,953 | +$26,055,088 | -$20,655,509 | +$5,399,579 | IVV, VOO, MOAT, SPLG, IEFA | 13F-HR | 14 Feb 2024, 10:01 |
| Q3 2023 | 239 | $244,439,106 | +$35,436,062 | -$32,017,217 | +$3,418,845 | IVV, VOO, MOAT, OMFL, IEFA | 13F-HR | 13 Nov 2023, 09:45 |
| Q2 2023 | 235 | $249,165,827 | +$46,182,264 | -$58,760,580 | -$12,578,316 | IVV, VOO, IGSB, EZU, SHY | 13F-HR | 14 Aug 2023, 16:04 |
| Q1 2023 | 259 | $250,706,955 | +$50,841,248 | -$38,197,377 | +$12,643,871 | IVV, VOO, COWZ, EZU, SPLG | 13F-HR | 27 Apr 2023, 10:40 |
| Q4 2022 | 258 | $228,628,559 | +$59,575,073 | -$17,794,979 | +$41,780,094 | IVV, VOO, IEFA, COWZ, ONEY | 13F-HR | 14 Feb 2023, 14:00 |
| Q3 2022 | 216 | $171,557,000 | +$30,227,217 | -$11,443,317 | +$18,783,900 | IVV, IEFA, PALC, COWZ, ALTL | 13F-HR | 10 Nov 2022, 17:07 |
| Q2 2022 | 214 | $162,589,000 | +$41,969,095 | -$33,601,900 | +$8,367,195 | IVV, IEFA, ALTL, PALC, COWZ | 13F-HR | 12 Aug 2022, 15:16 |
| Q1 2022 | 191 | $178,272,000 | +$56,917,639 | -$39,545,750 | +$17,371,889 | IVV, IEFA, IJH, IJR, ALTL | 13F-HR | 16 May 2022, 13:14 |
| Q4 2021 | 206 | $167,437,000 | +$13,984,077 | -$6,757,328 | +$7,226,749 | IVV, EDOW, FLV, IJH, IJR | 13F-HR | 14 Feb 2022, 10:53 |
| Q3 2021 | 189 | $150,764,000 | +$24,411,634 | -$13,956,659 | +$10,454,975 | IVV, EDOW, FLV, IJH, IJR | 13F-HR | 09 Nov 2021, 14:35 |
| Q2 2021 | 182 | $149,923,000 | +$43,421,572 | -$13,250,222 | +$30,171,350 | IVV, IJR, IJH, EDOW, FLV | 13F-HR | 03 Aug 2021, 09:51 |
| Q1 2021 | 176 | $113,399,000 | +$22,028,437 | -$26,617,129 | -$4,588,692 | IVV, IJH, IJR, AAXJ, EDOW | 13F-HR | 04 May 2021, 12:49 |
| Q4 2020 | 176 | $111,934,000 | +$10,254,192 | -$14,377,018 | -$4,122,826 | IVV, IJR, IJH, QQQ, SWAN | 13F-HR | 05 Feb 2021, 14:23 |
| Q3 2020 | 160 | $106,817,000 | +$15,440,141 | -$28,201,528 | -$12,761,387 | IVV, QQQ, IJH, IJR, SWAN | 13F-HR | 12 Nov 2020, 09:53 |
| Q2 2020 | 126 | $113,529,000 | +$17,946,782 | -$58,376,687 | -$40,429,905 | IVV, QQQ, IJH, IJR, EFAV | 13F-HR | 31 Jul 2020, 15:39 |
| Q1 2020 | 148 | $131,327,000 | +$29,024,276 | -$48,987,849 | -$19,963,573 | IVV, EFAV, QQQ, IVW, IJH | 13F-HR | 29 Apr 2020, 13:55 |
| Q4 2019 | 130 | $174,113,000 | $0 | $0 | $0 | IVV, EFAV, RSP, QQQ, IJH | 13F-HR | 14 Feb 2020, 14:23 |