§ 13F · FUND PROFILE
Core Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 94Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$385.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 188K | $128.7T | 33.4% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 40K | $25.1T | 6.5% | NEW |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 532K | $23.2T | 6.0% | NEW |
| 4 | SPYM | SPDR SERIES TRUST | 277K | $22.2T | 5.8% | NEW |
| 5 | XLG | INVESCO EXCHANGE TRADED FD T | 369K | $21.9T | 5.7% | NEW |
| 6 | FENI | FIDELITY COVINGTON TRUST | 518K | $19.0T | 4.9% | NEW |
| 7 | IEFA | ISHARES TR | 207K | $18.5T | 4.8% | NEW |
| 8 | IJH | ISHARES TR | 269K | $17.8T | 4.6% | NEW |
| 9 | VO | VANGUARD INDEX FDS | 53K | $15.3T | 4.0% | NEW |
| 10 | SPHQ | INVESCO EXCHANGE TRADED FD T | 144K | $10.8T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORE SIGNAL
AC read
Core Wealth Advisors, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed