CORE WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$130,060
Net value change ($000)
+3,113 (2.5%)
New positions
3
Sold out positions
2
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 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)
EFG 4,203 685.6%
VGIT 4,174 798.1%
FFLC 2,919 NEW
IVV 2,765 24.6%
IDEF 2,563 NEW
LMUB 1,003 NEW
JCPB 726 4.7%
THRO 347 9.1%
EFV 340 4.8%
MBB 253 5.2%
Top Reduces (Value $000, Stocks/ETFs)
OEF -7,033 -95.4%
DYNF -1,754 -16.9%
BAR -1,646 -52.5%
XAR -1,470 -86.2%
VWOB -1,236 -100.0%
HFSI -821 -21.9%
VTV -686 -6.6%
IEMG -632 -7.5%
XLK -319 -57.2%
TLH -303 -5.0%
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