Long-term investor
Core Wealth Management, Inc. @corewealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965150).
Record
- Tracked since 2025-06-30 (454 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +962.6% · all +962.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 37.3% · long · since 2025-06-30
- 25434V880 · 24.0% · long · since 2025-06-30
- 25434V872 · 22.4% · long · since 2025-06-30
- 25434V823 · 3.7% · long · since 2025-06-30
- 25434V856 · 3.7% · long · since 2025-06-30
- 25434V849 · 2.0% · long · since 2025-06-30
- NEE · 0.8% · long · since 2025-06-30
- 25434V591 · 0.7% · long · since 2025-06-30
- 464287226 · 0.7% · long · since 2025-06-30
- 25434V732 · 0.5% · long · since 2025-06-30
- GOOGL · 0.4% · long · since 2025-06-30
- AAPL · 0.3% · long · since 2025-06-30