Core Wealth Management, Inc. Portfolio Holdings

Core Wealth Management, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $102B, Dimensional ETF Tr with a value of $56.9B, Dimensional ETF Tr Core Fxd In with a value of $49.9B, Ishares Core U.S. Aggregate Bo with a value of $11.6B, and Dimensional ETF Tr Dimensional with a value of $10.6B.

Examining the 13F form we can see an increase of $9.39B in the current position value, from $246B to 256B.

Core Wealth Management, Inc. is based out at Jupiter, FL

Below you can find more details about Core Wealth Management, Inc. portfolio as well as his latest detailed transactions.