StockDriftsStockDriftsTop 50 Core Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.14% | 193.6K | $145.0M | +1.50%(+2.86K) | $380.00(+104.98%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.69% | 41.2K | $28.3M | +1.21%(+491) | $351.78(+102.59%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.68% | 573.0K | $28.2M | +2.95%(+16.41K) | $38.62(+31.71%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.04% | 285.3K | $25.1M | +1.40%(+3.95K) | $54.16(+68.48%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 4.95% | 402.3K | $24.6M | +3.17%(+12.34K) | $45.27(+39.04%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 4.35% | 539.0K | $21.6M | +2.38%(+12.55K) | $29.07(+42.97%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.29% | 276.6K | $21.3M | +1.18%(+3.22K) | $46.19(+70.06%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.16% | 214.3K | $20.7M | +1.80%(+3.79K) | $72.54(+39.68%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.53% | 218.1K | $17.6M | +1.24%(+2.67K) | $55.39(+52.25%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.17% | 174.9K | $15.8M | +8.14%(+13.16K) | $69.32(+26.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.79% | +51.27% | +7.69% | +44.84% |
| Top 20 Holdings Unweighted | +13.07% | +44.58% | +4.52% | +24.74% |
Core Wealth Advisors INC reports $497.48M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are IVV (29.1%), VOO (5.7%) and CGDV (5.7%). The top 20 holdings account for 82.8% of reported assets. Its disclosed equity book has returned +51.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Core Wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1770532). View Core Wealth Advisors INC’s 13F filings on SEC