CORE WEALTH ADVISORS, LLC - Portfolio Stock Holdings

CORE WEALTH ADVISORS, LLC disclosed 37 stock positions in a recent SEC 13F filing. $135,711,603 of stock holdings were filed, with the largest holdings including IVV, JCPB, and DYNF. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $143,776,874 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.