Core Wealth Advisors, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Core Wealth Advisors, Inc. reported 92 stock positions worth $383.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 32.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.4%) and Cap Group Dividend Value (CGDV, 5.7%). Compared with Q2 2025, it opened 22 new positions, sold out of 3, added to 38 and reduced 20. The biggest buy was Cap Group Dividend Value (CGDV, shares +92%) and the biggest sale an exit from American Century Focused Lar (FLV).

Most Recent 13F
Q2 2026
Location
LAKELAND, FL
CIK
0001770532
Portfolio Value
$383.5M (Q3 2025)
SEC Filing
0001770532-25-000009 ↗ filed Nov 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $294.3M Q1 2024 Q2 2024: $291.8M Q2 2024 Q3 2024: $311.8M Q3 2024 Q4 2024: $303.3M Q4 2024 Q1 2025: $314.3M Q1 2025 Q2 2025: $347.9M Q2 2025 Q3 2025: $383.5M $383.5M Q3 2025 Q4 2025: $385.4M Q4 2025 Q1 2026: $419.0M Q1 2026 Q2 2026: $497.5M Q2 2026

Holdings 92 stocks · $383.5M
IVV iShares Core S&P 500 ETF 32.36% 185,431 $124.1M Add +0.9%
VOO Vanguard S&P 500 ETF 6.36% 39,844 $24.4M Reduce -0.1%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 5.66% 516,194 $21.7M Add +91.8%
SPYM Ste STR SPDR PT S&P 500 ETF 5.63% 275,420 $21.6M Add +0.8%
XLG Invesco S&P 500 Top 50 ETF 5.52% 368,257 $21.2M Add +1.9%
FENI Fidelity Enhanced Intl ETF 4.81% 523,147 $18.5M Add +1.2%
IEFA iShares Core MSCI Eafe ETF 4.68% 205,479 $17.9M Reduce -0.4%
IJH iShares Core S&P Midcap ETF 4.34% 255,142 $16.7M Add +2.8%
KORP American Century Diversified 4.02% 323,576 $15.4M Add +0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.99% 52,073 $15.3M Add +1.6%
SPHQ Invesco S&P 500 Quality ETF 2.79% 146,164 $10.7M Add +5.6%
AAPL Apple Inc. 1.20% 18,064 $4.6M Add +17.5%
BUFR FT Vest Lad Buffervetf-Usd I 1.16% 133,484 $4.5M Reduce -20.2%
PSFF Pacer Swan Sos Fund of Funds 1.09% 131,905 $4.2M Reduce -21.6%
BUFF Innovator Laddered Allocatio 1.00% 78,704 $3.8M New
SPBU Allizim BUF15 Uncpd Aloc ETF 0.99% 136,758 $3.8M New
CAT Caterpillar Inc. 0.65% 5,219 $2.5M Reduce -2.5%
AMZN Amazon.com Inc. 0.57% 9,965 $2.2M Reduce -2.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 3,263 $2.2M Add +7.0%
IJR iShares Core S&P Small-Cap E 0.54% 17,554 $2.1M Reduce -2.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.51% 6,941 $2.0M Reduce -3.1%
NVDA Nvidia Corp. 0.50% 10,305 $1.9M Add +7.8%
SCHD Schwab US DVD Equity ETF 0.48% 67,042 $1.8M Add +6.2%
MSFT Microsoft Corp. 0.44% 3,282 $1.7M Add +30.4%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.34% 25,797 $1.3M Reduce -13.0%
VIG Vanguard Dividend Apprec ETF 0.33% 5,833 $1.3M Add +0.4%
EFA iShares MSCI Eafe ETF 0.32% 13,122 $1.2M Add +16.2%
FDVV Fidelity High Dividend ETF 0.32% 21,978 $1.2M Add +3.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.29% 3,580 $1.1M No change
IWM iShares Russell 2000 ETF 0.29% 4,549 $1.1M Reduce -0.7%
IWD iShares Russell 1000 Value E 0.29% 5,383 $1.1M Add +0.8%
REGL Prshrs S&P Mid 400 DVD Arist 0.28% 12,691 $1.1M Add +4.2%
VUSB Vanguard Ultra Short Bond Et 0.28% 21,197 $1.1M Add +0.0%
CRM Salesforce Inc. 0.28% 4,462 $1.1M Reduce -17.5%
IHDG Wisdomtree International Hed 0.27% 22,718 $1.0M Add +4.1%
VGUS Vanguard Ultra SHRT Treasury 0.26% 13,244 $1.0M New
SHV iShares 0-1 Year Treasury Bo 0.25% 8,599 $950K No change
TAXF American Century Diver Muni 0.24% 18,626 $936K Reduce -24.5%
IWF iShares Russell 1000 Growth 0.24% 1,980 $927K New
NEAR iShares SH Dba ETF Usd Inc. 0.23% 17,158 $880K No change
JPST JPMorgan Ultra-Short Income 0.21% 16,139 $819K No change
XOM Exxon Mobil Corp. 0.20% 6,657 $751K Add +61.7%
AVGO Broadcom Inc. 0.19% 2,262 $746K Add +7.8%
JPM JPMorgan Chase & Co. 0.19% 2,364 $746K Add +35.2%
MEAR Ishrs Short Mat Muni Act ETF 0.18% 13,808 $697K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.18% 13,519 $677K Reduce -30.8%
BALT Inn Defined Wealth Shield 0.17% 19,393 $636K Reduce -88.1%
GOOG Alphabet Inc. Class C 0.16% 2,508 $611K Reduce -1.7%
IIGD Invesco Inv Grade Defensive 0.15% 23,922 $594K Add +68.5%
CVX Chevron Corp. 0.15% 3,822 $594K New
V Visa Inc. Class A 0.15% 1,728 $590K Add +28.7%
FIGB Fidelity Invest GRD BND ETF 0.15% 13,393 $583K Add +63.9%
PJAN Innovator U.S. Equity Power 0.15% 12,475 $571K No change
PAVE Global X US Infrastructure 0.15% 11,712 $558K No change
TLT iShares 20+ Year Treasury BD 0.14% 6,038 $540K Add +37.5%
TSLA Tesla Inc. 0.14% 1,177 $523K Add +30.9%
GRNY Fundstr Gran SH US LRG Cap 0.13% 20,599 $515K Add +28.1%
NFLX Netflix Inc. 0.13% 407 $488K Add +5.4%
COST Costco Wholesale Corp. 0.12% 515 $477K Add +12.7%
DGRO iShares Core Dividend Growth 0.12% 6,990 $476K No change
JNJ Johnson & Johnson 0.12% 2,545 $472K Reduce -0.5%
WMT Walmart Inc. 0.12% 4,460 $460K Add +2.7%
PG The Procter & Gamble Co. 0.12% 2,932 $451K Add +15.2%
ADBE Adobe Inc. 0.11% 1,198 $423K Add +62.3%
NEE Nextera Energy Inc. 0.11% 5,586 $422K New
BRK.B Berkshire Hathaway Inc. Class B 0.10% 790 $397K Reduce -6.1%
GLD SPDR Gold Shares 0.10% 1,036 $368K New
MA Mastercard Inc. Class A 0.09% 626 $356K Add +6.1%
PEP Pepsico Inc. 0.08% 2,308 $324K Reduce -1.1%
FPEI First Trust Institutional PR 0.08% 16,026 $310K New
MRK Merck & Co. Inc. 0.08% 3,606 $303K Reduce -18.0%
USEP Innovator U.S. Equity Ultra 0.08% 7,704 $298K No change
VNQ Vanguard Real Estate ETF 0.07% 3,098 $283K New
LOW Lowe's Cos Inc. 0.07% 1,113 $280K Add +9.1%
GOOGL Alphabet Inc. Class A 0.07% 1,139 $277K New
SDSI Amer Cent SH Dur Strat Inc. 0.07% 5,246 $271K New
AXP American Express Co. 0.07% 812 $270K No change
ORCL Oracle Corp. 0.07% 949 $267K No change
LMT Lockheed Martin Corp. 0.07% 510 $255K Add +2.0%
GE General Electric filed as GE AEROSPACE 0.06% 822 $247K New
VGT Vanguard Info Tech ETF 0.06% 331 $247K New
IEMG iShares Core MSCI Emerging 0.06% 3,693 $243K New
VTI VG Morningstar TS MKT ETF-US 0.06% 727 $239K Reduce -11.1%
EVSD Eaton Vance SHRT Dur Inc. 0.06% 4,525 $233K New
UNP Union Pacific Corp. 0.06% 970 $229K New
HD Home Depot Inc. 0.06% 565 $229K New
META Meta Platforms Inc. Class A 0.06% 306 $225K New
BUFD FT VST Lad Deep Buf ETF-Usdi 0.06% 8,105 $224K No change
PNC PNC Financial Services Group 0.06% 1,084 $218K New
MMM 3M Co. 0.06% 1,370 $213K New
VTES Vanguard SH Term Tax-Ex Bond 0.05% 1,979 $202K New
ET Energy Transfer LP 0.05% 10,409 $179K New

Portfolio Sells Q2 2025 → Q3 2025
FLV American Century Focused Lar Sold out 0.00% −2.72
BALT Inn Defined Wealth Shield Reduce -88.1% 0.17% −1.33
PSFF Pacer Swan Sos Fund of Funds Reduce -21.6% 1.09% −0.39
BUFR FT Vest Lad Buffervetf-Usd I Reduce -20.2% 1.16% −0.37
IEFA iShares Core MSCI Eafe ETF Reduce -0.4% 4.68% −0.27
CRM Salesforce Inc. Reduce -17.5% 0.28% −0.15
VOO Vanguard S&P 500 ETF Reduce -0.1% 6.36% −0.15
QPFF American Century Qual Pref Sold out 0.00% −0.12
TAXF American Century Diver Muni Reduce -24.5% 0.24% −0.10
VTEB Vanguard Tax-Exempt Bond ETF Reduce -30.8% 0.18% −0.10
IBM Intl Business Machines Corp. Reduce -3.1% 0.51% −0.10
JMST JPM Ultra-Short Muni Income Reduce -13.0% 0.34% −0.09
AMZN Amazon.com Inc. Reduce -2.7% 0.57% −0.07
BWIN Baldwin Insurance Group Inc./ Sold out 0.00% −0.06
IJR iShares Core S&P Small-Cap E Reduce -2.5% 0.54% −0.02
MRK Merck & Co. Inc. Reduce -18.0% 0.08% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.1% 0.10% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -11.1% 0.06% −0.01
PEP Pepsico Inc. Reduce -1.1% 0.08% −0.00
IWM iShares Russell 2000 ETF Reduce -0.7% 0.29% +0.00
JNJ Johnson & Johnson Reduce -0.5% 0.12% +0.01
GOOG Alphabet Inc. Class C Reduce -1.7% 0.16% +0.03
CAT Caterpillar Inc. Reduce -2.5% 0.65% +0.05

Portfolio Buys Q2 2025 → Q3 2025
CGDV Cap Group Dividend Value Add +91.8% 5.66% +2.60
BUFF Innovator Laddered Allocatio New 1.00% +1.00
SPBU Allizim BUF15 Uncpd Aloc ETF New 0.99% +0.99
AAPL Apple Inc. Add +17.5% 1.20% +0.29
VGUS Vanguard Ultra SHRT Treasury New 0.26% +0.26
IWF iShares Russell 1000 Growth New 0.24% +0.24
CVX Chevron Corp. New 0.15% +0.15
XLG Invesco S&P 500 Top 50 ETF Add +1.9% 5.52% +0.11
NEE Nextera Energy Inc. New 0.11% +0.11
GLD SPDR Gold Shares New 0.10% +0.10
MSFT Microsoft Corp. Add +30.4% 0.44% +0.08
FPEI First Trust Institutional PR New 0.08% +0.08
VNQ Vanguard Real Estate ETF New 0.07% +0.07
GOOGL Alphabet Inc. Class A New 0.07% +0.07
SDSI Amer Cent SH Dur Strat Inc. New 0.07% +0.07
XOM Exxon Mobil Corp. Add +61.7% 0.20% +0.07
NVDA Nvidia Corp. Add +7.8% 0.50% +0.07
GE General Electric New 0.06% +0.06
VGT Vanguard Info Tech ETF New 0.06% +0.06
IEMG iShares Core MSCI Emerging New 0.06% +0.06
EVSD Eaton Vance SHRT Dur Inc. New 0.06% +0.06
UNP Union Pacific Corp. New 0.06% +0.06
HD Home Depot Inc. New 0.06% +0.06
META Meta Platforms Inc. Class A New 0.06% +0.06
PNC PNC Financial Services Group New 0.06% +0.06
MMM 3M Co. New 0.06% +0.06
TSLA Tesla Inc. Add +30.9% 0.14% +0.05
IIGD Invesco Inv Grade Defensive Add +68.5% 0.15% +0.05
VTES Vanguard SH Term Tax-Ex Bond New 0.05% +0.05
FIGB Fidelity Invest GRD BND ETF Add +63.9% 0.15% +0.05
JPM JPMorgan Chase & Co. Add +35.2% 0.19% +0.05
ET Energy Transfer LP New 0.05% +0.05
EFA iShares MSCI Eafe ETF Add +16.2% 0.32% +0.03
GRNY Fundstr Gran SH US LRG Cap Add +28.1% 0.13% +0.03
TLT iShares 20+ Year Treasury BD Add +37.5% 0.14% +0.03
AVGO Broadcom Inc. Add +7.8% 0.19% +0.03
ADBE Adobe Inc. Add +62.3% 0.11% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +7.0% 0.57% +0.03
V Visa Inc. Class A Add +28.7% 0.15% +0.02
LOW Lowe's Cos Inc. Add +9.1% 0.07% +0.01
PG The Procter & Gamble Co. Add +15.2% 0.12% +0.00
FDVV Fidelity High Dividend ETF Add +3.0% 0.32% +0.00
LMT Lockheed Martin Corp. Add +2.0% 0.07% −0.00
WMT Walmart Inc. Add +2.7% 0.12% −0.00
MA Mastercard Inc. Class A Add +6.1% 0.09% −0.00
REGL Prshrs S&P Mid 400 DVD Arist Add +4.2% 0.28% −0.00
SCHD Schwab US DVD Equity ETF Add +6.2% 0.48% −0.00
COST Costco Wholesale Corp. Add +12.7% 0.12% −0.01
IHDG Wisdomtree International Hed Add +4.1% 0.27% −0.01
IWD iShares Russell 1000 Value E Add +0.8% 0.29% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 126$497.5MIVV, VOO, CGDV, SPYM, XLG
Q1 2026 114$419.0MIVV, VOO, CGDV, SPYM, XLG
Q4 2025 94$385.4MIVV, VOO, CGDV, SPYM, XLG
Q3 2025 92$383.5MIVV, VOO, CGDV, SPYM, XLG
Q2 2025 73$347.9MIVV, VOO, SPYM, XLG, IEFA
Q1 2025 69$314.3MIVV, VOO, SPYM, XLG, IEFA
Q4 2024 60$303.3MIVV, VOO, SPYM, XLG, IJH
Q3 2024 58$311.8MIVV, VOO, TLT, SPYM, XLG
Q2 2024 55$291.8MIVV, VOO, SPYM, XLG, IEFA
Q1 2024 260$294.3MIVV, VOO, MOAT, SPYM, IEFA