StockDriftsStockDriftsTop 35 Core Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.95% | 30.7K | $23.0M | +43.04%(+9.24K) | $675.95(+15.00%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 15.34% | 443.4K | $20.8M | +29.71%(+101.55K) | $47.19(-2.09%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.72% | 134.1K | $9.1M | -9.59%(-14.22K) | $59.50(+17.69%) | 2026-06-30 | |
| IVW | ISHARES TR | 6.36% | 62.7K | $8.6M | -10.77%(-7.57K) | $118.19(+19.95%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.85% | 36.4K | $7.9M | -26.38%(-13.05K) | $193.60(+16.64%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.18% | 68.4K | $5.7M | -38.77%(-43.34K) | $68.49(+17.14%) | 2026-06-30 | |
| MBB | ISHARES TR | 4.02% | 57.7K | $5.5M | +7.46%(+4.00K) | $95.05(-2.01%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.78% | 97.2K | $5.1M | -26.08%(-34.30K) | $33.13(+34.16%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.74% | 86.1K | $5.1M | +9.09%(+7.17K) | $59.70(-2.22%) | 2026-06-30 | |
| EFG | ISHARES TR | 3.72% | 40.5K | $5.0M | -6.29%(-2.72K) | $112.65(+12.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.27% |
Core Wealth Advisors LLC reports $135.71M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.9%), JCPB (15.3%) and DYNF (6.7%). The top 20 holdings account for 92.75% of reported assets. Its disclosed equity book has returned +9.27% cumulatively over 2 quarters. 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 LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110114). View Core Wealth Advisors LLC’s 13F filings on SEC