Core Wealth Advisors, Inc.
All 13F Filings
- Location
- Lakeland, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 497,478
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 126 | 497,478 | 13F-HR | Core Wealth Advisors, Inc. |
| Q1 2026 | 5/15/2026 | 114 | 419,027 | 13F-HR | Core Wealth Advisors, Inc. |
| Q4 2025 | 2/17/2026 | 94 | 385,403 | 13F-HR | Core Wealth Advisors, Inc. |
| Q3 2025 | 11/14/2025 | 92 | 383,500 | 13F-HR | Core Wealth Advisors, Inc. |
| Q2 2025 | 8/14/2025 | 73 | 347,939 | 13F-HR | Core Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 115.3 K | 23.2% | 16.71 K | 0 | 16.71 K |
| ETFs | 382.1 K | 76.8% | 61.74 K | 0 | 61.74 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
497,478
Holdings
126
QoQ value change ($000)
78,451
(18.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.