Core Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Core Wealth Advisors, LLC reported 32 stock positions worth $126.9 million. Its top holding was JPMorgan Core Plus Bond ETF (JCPB) at 12.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.2%).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0002110114
- Portfolio Value
- $126.9M (Q4 2025)
- SEC Filing
- 0002110114-26-000002 ↗ filed Feb 10, 2026
Holdings Value
Holdings 32 stocks · $126.9M
| JCPB JPMorgan Core Plus Bond ETF | 12.11% | 324,557 | $15.4M | — |
| IVV iShares Core S&P 500 ETF | 8.87% | 16,436 | $11.3M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.19% | 54,426 | $10.4M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.18% | 170,761 | $10.4M | — |
| IEMG iShares Core MSCI Emerging | 6.64% | 125,391 | $8.4M | — |
| IVW iShares S&P 500 Growth ETF | 6.35% | 65,412 | $8.1M | — |
| OEF iShares S&P 100 ETF | 5.81% | 21,501 | $7.4M | — |
| EFV iShares MSCI Eafe Value ETF | 5.60% | 99,501 | $7.1M | — |
| TLH iShares 10-20 Year Treasury | 4.80% | 59,914 | $6.1M | — |
| QUAL iShares MSCI USA Quality Fac | 4.05% | 25,915 | $5.1M | — |
| MBB iShares MBS ETF | 3.82% | 50,875 | $4.8M | — |
| BAI Ishrs AI in and Tech Act ETF | 3.33% | 126,881 | $4.2M | — |
| THRO iShares U.S. Thematic Rotati | 2.99% | 98,517 | $3.8M | — |
| MTUM iShares MSCI USA Momentum Fa | 2.98% | 15,123 | $3.8M | — |
| HFSI Hartfor Strateg Income ETF-U | 2.96% | 105,892 | $3.8M | — |
| BAR Graniteshares Gold Trust | 2.47% | 73,730 | $3.1M | — |
| IAGG iShares Intl Aggregate Bond | 2.39% | 60,673 | $3.0M | — |
| XAR SS SPDR S&P Aerospace Def | 1.34% | 7,066 | $1.7M | — |
| MUB iShares National Muni Bond E | 1.32% | 15,636 | $1.7M | — |
| SCMB Schwab Municipal Bond ETF | 1.02% | 50,295 | $1.3M | — |
| VWOB Vanguard Emerg MKTS Gov BND | 0.97% | 18,324 | $1.2M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.74% | 8,798 | $939K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.48% | 5,383 | $613K | — |
| XLK SS Technology Select Sector | 0.44% | 3,877 | $558K | — |
| VGIT Vanguard Intermediate-Term T | 0.41% | 8,730 | $523K | — |
| ESGU iShares ESG Aware MSCI USA | 0.40% | 3,366 | $501K | — |
| SYSB iShares Systematic Bond ETF | 0.33% | 4,628 | $415K | — |
| HIMU iShares High Yild Muni A ETF | 0.24% | 6,226 | $303K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.23% | 3,988 | $290K | — |
| VOO Vanguard S&P 500 ETF | 0.22% | 442 | $277K | — |
| JPST JPMorgan Ultra-Short Income | 0.17% | 4,233 | $214K | — |
| SCHV Schwab US Large-Cap Value | 0.17% | 7,090 | $210K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.