Core Wealth Management, Inc.
All 13F Filings
- Location
- Jupiter, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 321,057
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 312.4 K | 97.3% | 10.22 K | 0 | 10.22 K |
| ETFs | 8.617 K | 2.7% | 281 | 0 | 281 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
321,057
Holdings
41
QoQ value change ($000)
10,502
(3.4%)
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.