§ 13F · FUND PROFILE
CORE WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 602Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$291.1T 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 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 613K | $20.0T | 6.9% | NEW |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 79K | $20.0T | 6.9% | NEW |
| 3 | FDVV | FIDELITY COVINGTON TRUST | 299K | $16.9T | 5.8% | NEW |
| 4 | XSMO | INVESCO EXCHANGE TRADED FD T | 221K | $15.9T | 5.5% | NEW |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | 325K | $15.4T | 5.3% | NEW |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | 270K | $15.0T | 5.2% | NEW |
| 7 | IVV | ISHARES TR | 16K | $11.3T | 3.9% | NEW |
| 8 | VTV | VANGUARD INDEX FDS | 54K | $10.4T | 3.6% | NEW |
| 9 | DYNF | BLACKROCK ETF TRUST | 171K | $10.4T | 3.6% | NEW |
| 10 | PULS | PGIM ETF TR | 181K | $9.0T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORE SIGNAL
AC read
CORE WEALTH ADVISORS, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed