CORE WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 135,712
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 8/4/2026 | 35 | 135,712 | 13F-HR | CORE WEALTH ADVISORS, LLC |
| Q1 2026 | 4/28/2026 | 33 | 130,060 | 13F-HR | CORE WEALTH ADVISORS, LLC |
| Q4 2025 | 2/10/2026 | 32 | 126,947 | 13F-HR/A - RESTATEMENT | CORE WEALTH ADVISORS, LLC |
| Q4 2025 | 2/10/2026 | 570 | 164,162 | 13F-HR | CORE WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.302 K | 1.0% | 0 | 3.104 K | -3.104 K |
| ETFs | 134.4 K | 99.0% | 8.755 K | 0 | 8.755 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
135,712
Holdings
35
QoQ value change ($000)
5,652
(4.3%)
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.