Core Wealth Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Lakeland, FL
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
92
Total value ($000)
$383,500
Net value change ($000)
+35,561 (10.2%)
New positions
22
Sold out positions
3
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGDV 11,068 104.1%
IVV 10,038 8.8%
BUFF 3,845 NEW
SPBU 3,789 NEW
XLG 2,349 12.5%
VOO 1,754 7.7%
SPYM 1,713 8.6%
AAPL 1,445 45.8%
FENI 1,269 7.4%
IJH 1,252 8.1%
Top Reduces (Value $000, Stocks/ETFs)
FLV -9,465 -100.0%
BALT -4,585 -87.8%
PSFF -960 -18.7%
BUFR -859 -16.1%
CRM -418 -28.3%
AMERICAN CENTURY ETF TRUST -409 -100.0%
VTEB -281 -29.3%
TAXF -271 -22.5%
BWIN -210 -100.0%
JMST -193 -12.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type