13F Filings History of Core Wealth Management, Inc.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$321,057,347
Signature - Title
Todd Schanel - Principal/CCO
Location
Jupiter, FL
Summary
This page shows a list of all the recent 13F filings made by Core Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Core Wealth Management, Inc. reported 41 stock holdings with total value $321,057,347 as of Q4 2025. Top holdings included DFAC, DFAX, DFCF, DFAR, and DFIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 41 $321,057,347 +$6,354,423 -$1,904,277 +$4,450,146 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 28 Jan 2026, 12:05
Q3 2025 34 $310,554,523 +$12,388,674 -$577,508 +$11,811,166 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 23 Oct 2025, 16:03
Q2 2025 31 $283,610,323 +$8,791,808 -$2,258,603 +$6,533,205 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 31 Jul 2025, 14:29
Q1 2025 31 $260,579,275 +$14,651,685 -$9,578,847 +$5,072,838 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 29 Apr 2025, 17:37
Q4 2024 29 $255,865,221 +$14,044,710 -$11,021,092 +$3,023,618 DFAC, DFAX, DFCF, AGG, DFAR 13F-HR 23 Jan 2025, 15:58
Q3 2024 28 $246,477,060 $0 $0 $0 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 31 Oct 2024, 10:24
Q2 2024 28 $246,477,060 +$16,164,891 -$722,475 +$15,442,416 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 25 Jul 2024, 16:45
Q1 2024 23 $230,552,682 +$21,240,210 -$9,653,943 +$11,586,267 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 22 Apr 2024, 16:12
Q4 2023 21 $209,434,306 +$10,665,922 -$11,902,939 -$1,237,017 DFAC, DFAX, DFCF, AGG, DFAR 13F-HR 02 Feb 2024, 16:00
Q3 2023 20 $193,383,302 +$6,343,904 -$2,426,901 +$3,917,003 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 18 Oct 2023, 20:04
Q2 2023 24 $196,973,190 +$8,184,881 -$728,450 +$7,456,431 DFAC, DFAX, DFCF, DFAR, DFIP 13F-HR 17 Jul 2023, 14:01
Q1 2023 20 $185,185,958 +$1,382,090 -$1,089,217 +$292,873 DFAC, DFAX, DFCF, DFIP, DFAR 13F-HR 17 Apr 2023, 12:56
Q4 2022 17 $177,051,849 $0 $0 $0 DFAC, DFAX, DFCF, DFIP, DFAR Restatement 14 Feb 2023, 18:00