Core Wealth Management, Inc. Portfolio Holdings

Core Wealth Management, Inc.

  • $321 Billion
  • Q4 2025

Core Wealth Management, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $321 Billion distributed in 41 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 $120B, Dimensional ETF Tr with a value of $78.5B, Dimensional ETF Tr Core Fxd In with a value of $72.9B, Dimensional ETF Tr Dimensional with a value of $10.9B, and Dimensional ETF Tr Inflation P with a value of $10B.

Examining the 13F form we can see an increase of $10.5B in the current position value, from $311B to 321B.

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.

Portfolio value $321 Billion
ETFs: $230 Billion
Technology: $2.75 Billion
Utilities: $2.67 Billion
Consumer Cyclical: $1.77 Billion
Financial Services: $1.51 Billion
Communication Services: $1.2 Billion
Industrials: $424 Million
Consumer Defensive: $299 Million
Other: $252 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168B
$2.67 Billion 0.83% of portfolio
33,204
Q4 2025 Reduced 7.07%
$61.4B
$222 Million 0.07% of portfolio
1,206
Q3 2025 Added 0.17%
$91.4B
$205 Million 0.06% of portfolio
1,281
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $321 Billion
  • Prior Value $311 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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