Core Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Lakeland, FL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$419,027
Net value change ($000)
+33,624 (8.7%)
New positions
23
Sold out positions
3
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVDE 10,075 NEW
QINT 9,989 NEW
SPHQ 1,328 12.3%
BUFF 1,088 26.4%
PSFF 940 20.6%
BUFR 897 18.3%
SDSI 853 141.9%
SPBU 832 19.9%
IJH 695 3.9%
CAT 677 22.8%
Top Reduces (Value $000, Stocks/ETFs)
IVV -4,102 -3.2%
VOO -795 -3.2%
SPYM -649 -2.9%
XLG -595 -2.7%
CRM -589 -51.8%
IBM -370 -18.1%
MSFT -290 -19.8%
TLT -278 -35.0%
AMZN -266 -11.3%
AAPL -263 -5.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type