13F Filings History of CORE WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$126,946,641
Signature - Title
Leila Shaver - COUNSEL
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by CORE WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CORE WEALTH ADVISORS, LLC reported 32 stock holdings with total value $126,946,641 as of Q4 2025. Top holdings included JCPB, IVV, VTV, DYNF, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 32 $126,946,641 $0 $0 $0 JCPB, IVV, VTV, DYNF, IEMG Restatement 10 Feb 2026, 12:11