Long-term investor
Core Wealth Advisors, LLC @corewealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110114).
Record
- Tracked since 2025-12-31 (257 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 16.9% · long · since 2025-12-31
- JCPB · 15.3% · long · since 2026-03-31
- DYNF · 6.7% · long · since 2025-12-31
- IVW · 6.4% · long · since 2025-12-31
- VTV · 5.8% · long · since 2026-03-31
- IEMG · 4.2% · long · since 2025-12-31
- MBB · 4.0% · long · since 2026-03-31
- BAI · 3.8% · long · since 2025-12-31
- VGIT · 3.7% · long · since 2026-03-31
- EFG · 3.7% · long · since 2025-12-31
- TLH · 3.0% · long · since 2025-12-31
- MTUM · 2.7% · long · since 2025-12-31