Core Wealth Management, Inc. - Portfolio Stock Holdings

Core Wealth Management, Inc. disclosed 44 stock positions in a recent SEC 13F filing. $335,662,794 of stock holdings were filed, with the largest holdings including DFAC, DFAX, and DFCF. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $404,712,669 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.