Core Wealth Advisors, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Core Wealth Advisors, Inc. reported 114 stock positions worth $419.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.8%) and Cap Group Dividend Value (CGDV, 5.7%). Compared with Q4 2025, it opened 23 new positions, sold out of 3, added to 54 and reduced 16. The biggest buy was a new position in Avantis International Equity (AVDE) and the biggest sale Salesforce (CRM, shares −32%).

Most Recent 13F
Q2 2026
Location
LAKELAND, FL
CIK
0001770532
Portfolio Value
$419.0M (Q1 2026)
SEC Filing
0001770532-26-000003 ↗ filed May 18, 2026

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 Q3 2025 Q4 2025: $385.4M Q4 2025 Q1 2026: $419.0M $419.0M Q1 2026 Q2 2026: $497.5M Q2 2026

Holdings 114 stocks · $419.0M
IVV iShares Core S&P 500 ETF 29.73% 190,694 $124.6M Add +1.5%
VOO Vanguard S&P 500 ETF 5.80% 40,704 $24.3M Add +1.6%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 5.65% 556,609 $23.7M Add +4.7%
SPYM Ste STR SPDR PT S&P 500 ETF 5.14% 281,336 $21.5M Add +1.7%
XLG Invesco S&P 500 Top 50 ETF 5.08% 389,962 $21.3M Add +5.7%
FENI Fidelity Enhanced Intl ETF 4.67% 526,493 $19.6M Add +1.6%
IEFA iShares Core MSCI Eafe ETF 4.55% 210,520 $19.1M Add +1.8%
IJH iShares Core S&P Midcap ETF 4.41% 273,350 $18.5M Add +1.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.69% 53,861 $15.5M Add +2.4%
SPHQ Invesco S&P 500 Quality ETF 2.90% 161,720 $12.2M Add +12.1%
AVDE Avantis International Equity 2.40% 118,750 $10.1M New
QINT American Century QLTY Diver 2.38% 152,644 $10.0M New
BUFR FT Vest Lad Buffervetf-Usd I 1.38% 171,415 $5.8M Add +20.1%
PSFF Pacer Swan Sos Fund of Funds 1.31% 171,712 $5.5M Add +21.7%
BUFF Innovator Laddered Allocatio 1.24% 105,347 $5.2M Add +27.6%
SPBU Allizim BUF15 Uncpd Aloc ETF 1.20% 184,766 $5.0M Add +24.2%
AAPL Apple Inc. 1.12% 18,518 $4.7M Add +1.4%
CAT Caterpillar Inc. 0.87% 5,153 $3.7M Reduce -0.7%
SCHD Schwab US DVD Equity ETF 0.63% 86,664 $2.7M Add +18.9%
IJR iShares Core S&P Small-Cap E 0.55% 18,384 $2.3M Reduce -3.8%
NVDA Nvidia Corp. 0.52% 12,424 $2.2M Add +14.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.51% 3,293 $2.1M Add +0.3%
AMZN Amazon.com Inc. 0.50% 10,055 $2.1M Reduce -1.7%
FDVV Fidelity High Dividend ETF 0.45% 34,074 $1.9M Add +32.6%
VIG Vanguard Dividend Apprec ETF 0.45% 8,736 $1.9M Add +33.0%
REGL Prshrs S&P Mid 400 DVD Arist 0.43% 21,005 $1.8M Add +43.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.40% 6,894 $1.7M Add +0.0%
IHDG Wisdomtree International Hed 0.38% 33,247 $1.6M Add +20.8%
NEAR iShares SH Dba ETF Usd Inc. 0.37% 30,293 $1.5M Add +75.2%
IIGD Invesco Inv Grade Defensive 0.37% 62,255 $1.5M Add +64.9%
SDSI Amer Cent SH Dur Strat Inc. 0.35% 28,344 $1.5M Add +143.2%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.30% 24,743 $1.3M Reduce -3.9%
MEAR Ishrs Short Mat Muni Act ETF 0.30% 24,821 $1.2M Add +79.8%
EFA iShares MSCI Eafe ETF 0.29% 12,594 $1.2M No change
FIGB Fidelity Invest GRD BND ETF 0.29% 27,961 $1.2M Add +34.4%
MSFT Microsoft Corp. 0.28% 3,166 $1.2M Add +4.7%
XOM Exxon Mobil Corp. 0.28% 6,805 $1.2M Add +1.0%
IWD iShares Russell 1000 Value E 0.27% 5,339 $1.1M No change
IWM iShares Russell 2000 ETF 0.27% 4,510 $1.1M Reduce -0.6%
SFLR Innovator Eqty MGD Floor ETF 0.26% 31,185 $1.1M Add +29.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.26% 3,580 $1.1M No change
VUSB Vanguard Ultra Short Bond Et 0.25% 21,339 $1.1M Reduce 0.0%
TAXF American Century Diver Muni 0.21% 17,593 $881K Reduce -5.5%
CVX Chevron Corp. 0.21% 4,228 $875K No change
IWF iShares Russell 1000 Growth 0.20% 1,980 $844K No change
JPST JPMorgan Ultra-Short Income 0.20% 16,268 $823K Reduce -0.0%
SHV iShares 0-1 Year Treasury Bo 0.20% 7,417 $819K Reduce -14.3%
GOOG Alphabet Inc. Class C 0.19% 2,837 $814K Add +6.1%
VGUS Vanguard Ultra SHRT Treasury 0.19% 10,615 $803K Add +0.3%
JPM JPMorgan Chase & Co. 0.18% 2,617 $770K Add +10.9%
BALT Inn Defined Wealth Shield 0.18% 22,626 $757K Add +15.8%
AVGO Broadcom Inc. 0.18% 2,427 $751K Add +2.7%
PJAN Innovator U.S. Equity Power 0.16% 14,728 $679K Add +18.1%
WMT Walmart Inc. 0.16% 5,289 $657K Add +15.5%
VGSH Vanguard Short-Term Treasury 0.15% 11,043 $646K New
VTEB Vanguard Tax-Exempt Bond ETF 0.15% 12,601 $629K Reduce -6.8%
MRK Merck & Co. Inc. 0.15% 5,206 $626K Add +45.9%
TSLA Tesla Inc. 0.15% 1,671 $621K Add +31.7%
NEE Nextera Energy Inc. 0.14% 6,520 $606K Add +0.9%
JNJ Johnson & Johnson 0.14% 2,445 $598K Reduce -16.7%
PAVE Global X US Infrastructure 0.14% 11,712 $595K No change
SGOV iShares 0-3 Month Treasury B 0.13% 5,530 $557K New
CRM Salesforce Inc. 0.13% 2,938 $548K Reduce -31.6%
TLT iShares 20+ Year Treasury BD 0.12% 5,948 $516K Reduce -34.7%
COST Costco Wholesale Corp. 0.12% 510 $508K Add +8.7%
QFLR Innovator Nasdaq-100 MF ETF 0.12% 14,787 $492K New
GRNY Fundstr Gran SH US LRG Cap 0.12% 20,599 $492K No change
FPEI First Trust Institutional PR 0.12% 25,804 $490K Add +60.2%
DGRO iShares Core Dividend Growth 0.12% 6,917 $485K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 992 $475K Add +25.6%
GE General Electric filed as GE AEROSPACE 0.11% 1,572 $446K Add +78.2%
XYLD Global X S&P 500 Cove Call E 0.10% 10,892 $426K New
IEV iShares Europe ETF 0.10% 6,262 $425K No change
BUFD FT VST Lad Deep Buf ETF-Usdi 0.10% 15,189 $425K Add +87.4%
TLTW iShares 20+ Bond Buywrite 0.10% 18,721 $423K New
GPIX GLDM SA S&P 500 PR in ETF-US 0.10% 8,121 $406K New
SPYI Neos S&P 500 High Income ETF 0.09% 8,054 $398K New
ISPY Proshares S&P High Incom ETF 0.09% 9,162 $397K New
IYRI Neos Real Est HGH Inc. ETF 0.09% 8,388 $397K New
V Visa Inc. Class A 0.09% 1,285 $388K Add +3.9%
GOOGL Alphabet Inc. Class A 0.09% 1,302 $374K Add +13.7%
GLD SPDR Gold Shares 0.09% 860 $370K No change
PEP Pepsico Inc. 0.09% 2,335 $363K Add +3.5%
SHYG iShares 0-5 YR HY Corp. Bond 0.09% 8,532 $361K New
QDPL Pacer Met US LRG Cap DVD 400 0.09% 8,945 $359K New
PG The Procter & Gamble Co. 0.08% 2,317 $335K Add +8.5%
NFLX Netflix Inc. 0.08% 3,451 $332K Reduce -12.5%
CSCO Cisco Systems Inc. 0.07% 4,004 $311K New
TDVG T Rowe Price Dividend Growth 0.07% 6,908 $308K No change
LMT Lockheed Martin Corp. 0.07% 501 $303K No change
KO The Coca-Cola Co. 0.07% 3,965 $302K New
USEP Innovator U.S. Equity Ultra 0.07% 7,704 $298K No change
MA Mastercard Inc. Class A 0.07% 562 $281K Add +24.3%
EEM iShares MSCI Emerging Market 0.06% 4,753 $270K No change
LOW Lowe's Cos Inc. 0.06% 1,089 $257K No change
EVSD Eaton Vance SHRT Dur Inc. 0.06% 4,784 $244K Reduce -50.4%
UNP Union Pacific Corp. 0.06% 999 $242K Add +3.0%
META Meta Platforms Inc. Class A 0.06% 422 $241K Add +10.5%
TEQI T Rowe Price Equity Income E 0.06% 5,346 $241K Reduce -14.9%
VTI VG Morningstar TS MKT ETF-US 0.06% 727 $233K No change

Show all 114 holdings

Portfolio Sells Q4 2025 → Q1 2026
CRM Salesforce Inc. Reduce -31.6% 0.13% −0.16
AMZN Amazon.com Inc. Reduce -1.7% 0.50% −0.11
TLT iShares 20+ Year Treasury BD Reduce -34.7% 0.12% −0.08
EVSD Eaton Vance SHRT Dur Inc. Reduce -50.4% 0.06% −0.07
BAC Bank of America Corp. Sold out 0.00% −0.06
MMM 3M Co. Sold out 0.00% −0.06
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.06
SHV iShares 0-1 Year Treasury Bo Reduce -14.3% 0.20% −0.05
IJR iShares Core S&P Small-Cap E Reduce -3.8% 0.55% −0.05
JMST JPM Ultra-Short Muni Income Reduce -3.9% 0.30% −0.04
TAXF American Century Diver Muni Reduce -5.5% 0.21% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Reduce -6.8% 0.15% −0.03
IWM iShares Russell 2000 ETF Reduce -0.6% 0.27% −0.02
VUSB Vanguard Ultra Short Bond Et Reduce 0.0% 0.25% −0.02
JPST JPMorgan Ultra-Short Income Reduce -0.0% 0.20% −0.02
NFLX Netflix Inc. Reduce -12.5% 0.08% −0.02
TEQI T Rowe Price Equity Income E Reduce -14.9% 0.06% −0.02
JNJ Johnson & Johnson Reduce -16.7% 0.14% −0.01
CAT Caterpillar Inc. Reduce -0.7% 0.87% +0.10

Portfolio Buys Q4 2025 → Q1 2026
AVDE Avantis International Equity New 2.40% +2.40
QINT American Century QLTY Diver New 2.38% +2.38
SDSI Amer Cent SH Dur Strat Inc. Add +143.2% 0.35% +0.19
BUFF Innovator Laddered Allocatio Add +27.6% 1.24% +0.17
VGSH Vanguard Short-Term Treasury New 0.15% +0.15
NEAR iShares SH Dba ETF Usd Inc. Add +75.2% 0.37% +0.14
SGOV iShares 0-3 Month Treasury B New 0.13% +0.13
PSFF Pacer Swan Sos Fund of Funds Add +21.7% 1.31% +0.13
IIGD Invesco Inv Grade Defensive Add +64.9% 0.37% +0.12
MEAR Ishrs Short Mat Muni Act ETF Add +79.8% 0.30% +0.12
QFLR Innovator Nasdaq-100 MF ETF New 0.12% +0.12
SCHD Schwab US DVD Equity ETF Add +18.9% 0.63% +0.12
REGL Prshrs S&P Mid 400 DVD Arist Add +43.3% 0.43% +0.11
BUFR FT Vest Lad Buffervetf-Usd I Add +20.1% 1.38% +0.11
SPBU Allizim BUF15 Uncpd Aloc ETF Add +24.2% 1.20% +0.11
XYLD Global X S&P 500 Cove Call E New 0.10% +0.10
TLTW iShares 20+ Bond Buywrite New 0.10% +0.10
GPIX GLDM SA S&P 500 PR in ETF-US New 0.10% +0.10
SPYI Neos S&P 500 High Income ETF New 0.09% +0.09
ISPY Proshares S&P High Incom ETF New 0.09% +0.09
IYRI Neos Real Est HGH Inc. ETF New 0.09% +0.09
SPHQ Invesco S&P 500 Quality ETF Add +12.1% 2.90% +0.09
SHYG iShares 0-5 YR HY Corp. Bond New 0.09% +0.09
QDPL Pacer Met US LRG Cap DVD 400 New 0.09% +0.09
CSCO Cisco Systems Inc. New 0.07% +0.07
VIG Vanguard Dividend Apprec ETF Add +33.0% 0.45% +0.07
KO The Coca-Cola Co. New 0.07% +0.07
FDVV Fidelity High Dividend ETF Add +32.6% 0.45% +0.07
XOM Exxon Mobil Corp. Add +1.0% 0.28% +0.07
GS Goldman Sachs Group Inc. New 0.05% +0.05
DDFL Invtr Eq D Di 15 B ETF - Jul New 0.05% +0.05
FIGB Fidelity Invest GRD BND ETF Add +34.4% 0.29% +0.05
MRK Merck & Co. Inc. Add +45.9% 0.15% +0.05
NFJ Virtus DVD Intrst & PRM STR New 0.05% +0.05
GUT Gabelli Utility Trust New 0.05% +0.05
LRCX Lam Research Corp. New 0.05% +0.05
BWIN Baldwin Insurance Group Inc./ New 0.05% +0.05
GAB Gabelli Equity Trust New 0.05% +0.05
XIGDX Voya GLBL Eqty DVD & PRM Opp New 0.05% +0.05
BUFD FT VST Lad Deep Buf ETF-Usdi Add +87.4% 0.10% +0.04
FPEI First Trust Institutional PR Add +60.2% 0.12% +0.04
GE General Electric Add +78.2% 0.11% +0.04
IHDG Wisdomtree International Hed Add +20.8% 0.38% +0.03
SFLR Innovator Eqty MGD Floor ETF Add +29.1% 0.26% +0.03
WMT Walmart Inc. Add +15.5% 0.16% +0.02
COST Costco Wholesale Corp. Add +8.7% 0.12% +0.02
BALT Inn Defined Wealth Shield Add +15.8% 0.18% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +25.6% 0.11% +0.01
PJAN Innovator U.S. Equity Power Add +18.1% 0.16% +0.01
NEE Nextera Energy Inc. Add +0.9% 0.14% +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