§ 13F · FUND PROFILE
Core Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $283.6T (13F)Positions · 31Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T 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 JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.03M | $119.9T | 37.3% | ±0% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 2.40M | $78.5T | 24.5% | −1% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 1.71M | $72.9T | 22.7% | +5% |
| 4 | DFAR | DIMENSIONAL ETF TRUST | 478K | $10.9T | 3.4% | +2% |
| 5 | DFIP | DIMENSIONAL ETF TRUST | 241K | $10.0T | 3.1% | +4% |
| 6 | DFNM | DIMENSIONAL ETF TRUST | 138K | $6.6T | 2.1% | ±0% |
| 7 | NEE | NEXTERA ENERGY INC | 33K | $2.7T | 0.8% | −7% |
| 8 | AGG | ISHARES TR | 24K | $2.4T | 0.7% | −3% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 50K | $1.7T | 0.5% | +1% |
| 10 | AAPL | APPLE INC | 5K | $1.2T | 0.4% | +35% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORE SIGNAL
AC read
Core Wealth Management, Inc. is a Other fund managing $283610.3 trillion in assets. The fund runs a portfolio of 31 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed