Core Wealth Management, Inc.
All 13F Filings
- Location
- Jupiter, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 326,347
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 40 | 326,347 | 13F-HR | Core Wealth Management, Inc. |
| Q4 2025 | 1/28/2026 | 41 | 321,057 | 13F-HR | Core Wealth Management, Inc. |
| Q3 2025 | 10/23/2025 | 34 | 310,555 | 13F-HR | Core Wealth Management, Inc. |
| Q2 2025 | 7/31/2025 | 31 | 283,610 | 13F-HR | Core Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.44 K | 3.2% | 0 | 302 K | -302 K |
| ETFs | 315.9 K | 96.8% | 307.3 K | 0 | 307.3 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
326,347
Holdings
40
QoQ value change ($000)
5,290
(1.6%)
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.