Core Wealth Advisors, Inc.

CIK

1770532

Location

LAKELAND, FL

Portfolio Value

Micro $32,443,572

Diversification

Diversified

Filing Date

Global Rank

#7,338 / 8,605 ▲ 174 · as of Mar 2026

Top Industry

Consumer Electronics 15.7%

3Y Alpha vs SPY

-5.4%

Period ended 3 months ago

Filed May 18, 2026 · 52d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.0%

SPY

+76.5%

Annualised alpha

-5.1%

Max drawdown

−24.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.5%

−1.9 pts

Top 5

45.5%

−2.5 pts

Top 10

62.9%

−5.7 pts

HHI

581

Diversified−82

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.2%	$11,735,344	9
Industrials	14.3%	$4,641,956	4
Financial Services	10.5%	$3,410,379	11
Consumer Cyclical	9.2%	$2,972,656	3
Unclassified	7.7%	$2,511,618	2
Energy	6.9%	$2,230,202	3
Consumer Defensive	6.7%	$2,164,302	5
Healthcare	3.8%	$1,223,884	2
Communication Services	2.9%	$947,654	3
Utilities	1.9%	$605,577	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	+1,638	5,206	$626,229
NVDA	Nvidia Corp	+1,614	12,424	$2,166,745
WMT	Walmart Inc.	+711	5,289	$657,316
GE	General Electric Co	+690	1,572	$446,086
TSLA	Tesla, Inc.	+402	1,671	$621,194
AAPL	Apple Inc.	+263	18,518	$4,699,683
JPM	Jpmorgan Chase & Co	+257	2,617	$769,816
BRK-B	Berkshire Hathaway Inc	+202	992	$475,366
PG	PROCTER & GAMBLE Co	+181	2,317	$334,667
ADBE	Adobe Inc.	+176	852	$207,104
GOOGL	Alphabet Inc.	+157	1,302	$374,403
MSFT	Microsoft Corp	+142	3,166	$1,171,958
MA	Mastercard Inc	+110	562	$280,808
PEP	Pepsico Inc	+79	2,335	$362,602
XOM	Exxon Mobil Corp	+68	6,805	$1,154,536
AVGO	Broadcom Inc.	+64	2,427	$751,180
NEE	Nextera Energy Inc	+56	6,520	$605,577
V	Visa Inc.	+48	1,285	$388,378
COST	Costco Wholesale Corp /New	+41	510	$508,179
META	Meta Platforms, Inc.	+40	422	$241,438
UNP	Union Pacific Corp	+29	999	$242,377
SPY	Spdr S&P 500 ETF Trust	+9	3,293	$2,141,569
IBM	International Business Machines Corp	+3	6,894	$1,671,036
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	−1,354	2,938	$548,436
NFLX	Netflix Inc	−495	3,451	$331,813
JNJ	Johnson & Johnson	−490	2,445	$597,655
AMZN	Amazon Com Inc	−170	10,055	$2,094,154
CAT	Caterpillar Inc	−38	5,153	$3,650,694
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	4,004	$310,670
KO	Coca Cola Co	3,965	$301,538
GS	Goldman Sachs Group Inc	269	$227,571
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	17,203	$216,929
GUT	Gabelli Utility Trust	34,623	$209,469
LRCX	Lam Research Corp	976	$208,532
BWIN	Baldwin Insurance Group, Inc.	9,424	$206,762
GAB	Gabelli Equity Trust Inc	36,747	$205,783
IGD	Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	35,777	$203,928
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	4,539	$249,645
MMM	3M Co	1,370	$219,337
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 positions · $32,443,572 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	18,518	+263	$4,699,683	−5.3%	14.49%
CAT	Caterpillar Inc Industrials	Reduced	5,153	-38	$3,650,694	+22.8%	11.25%
NVDA	Nvidia Corp Technology	Added	12,424	+1,614	$2,166,745	+7.5%	6.68%
SPY	Spdr S&P 500 ETF Trust	Added	3,293	+9	$2,141,569	−4.4%	6.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,055	-170	$2,094,154	−11.3%	6.45%
IBM	International Business Machines Corp Technology	Added	6,894	+3	$1,671,036	−18.1%	5.15%
MSFT	Microsoft Corp Technology	Added	3,166	+142	$1,171,958	−19.9%	3.61%
XOM	Exxon Mobil Corp Energy	Added	6,805	+68	$1,154,536	+42.4%	3.56%
CVX	Chevron Corp Energy	Held	4,228	0	$874,773	+35.8%	2.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,617	+257	$769,816	+1.2%	2.37%
AVGO	Broadcom Inc. Technology	Added	2,427	+64	$751,180	−8.2%	2.32%
WMT	Walmart Inc. Consumer Defensive	Added	5,289	+711	$657,316	+28.9%	2.03%
MRK	Merck & Co., Inc. Healthcare	Added	5,206	+1,638	$626,229	+66.7%	1.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,671	+402	$621,194	+8.8%	1.91%
NEE	Nextera Energy Inc Utilities	Added	6,520	+56	$605,577	+16.7%	1.87%
JNJ	Johnson & Johnson Healthcare	Reduced	2,445	-490	$597,655	−1.6%	1.84%
CRM	Salesforce, Inc. Technology	Reduced	2,938	-1,354	$548,436	−51.8%	1.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	510	+41	$508,179	+25.7%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	992	+202	$475,366	+19.7%	1.47%
GE	General Electric Co Industrials	Added	1,572	+690	$446,086	+64.2%	1.37%
V	Visa Inc. Financial Services	Added	1,285	+48	$388,378	−10.5%	1.20%
GOOGL	Alphabet Inc. Communication Services	Added	1,302	+157	$374,403	+4.5%	1.15%
GLD	Spdr Gold Trust	Held	860	0	$370,049	+8.6%	1.14%
PEP	Pepsico Inc Consumer Defensive	Added	2,335	+79	$362,602	+12.0%	1.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,317	+181	$334,667	+9.3%	1.03%
NFLX	Netflix Inc Communication Services	Reduced	3,451	-495	$331,813	−10.3%	1.02%
CSCO	Cisco Systems, Inc. Technology	NEW	4,004	NEW	$310,670	NEW	0.96%
LMT	Lockheed Martin Corp Industrials	Held	501	0	$302,799	+25.0%	0.93%
KO	Coca Cola Co Consumer Defensive	NEW	3,965	NEW	$301,538	NEW	0.93%
MA	Mastercard Inc Financial Services	Added	562	+110	$280,808	+8.8%	0.87%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,089	0	$257,308	−2.0%	0.79%
UNP	Union Pacific Corp Industrials	Added	999	+29	$242,377	+8.0%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	422	+40	$241,438	−4.2%	0.74%
GS	Goldman Sachs Group Inc Financial Services	NEW	269	NEW	$227,571	NEW	0.70%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,084	0	$225,569	−0.3%	0.70%
NFJ	Virtus Dividend, Interest & Premium Strategy Fund Financial Services	NEW	17,203	NEW	$216,929	NEW	0.67%
GUT	Gabelli Utility Trust Financial Services	NEW	34,623	NEW	$209,469	NEW	0.65%
LRCX	Lam Research Corp Technology	NEW	976	NEW	$208,532	NEW	0.64%
ADBE	Adobe Inc. Technology	Added	852	+176	$207,104	−12.5%	0.64%
BWIN	Baldwin Insurance Group, Inc. Financial Services	NEW	9,424	NEW	$206,762	NEW	0.64%
GAB	Gabelli Equity Trust Inc Financial Services	NEW	36,747	NEW	$205,783	NEW	0.63%
IGD	Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND Financial Services	NEW	35,777	NEW	$203,928	NEW	0.63%
ET	Energy Transfer LP Energy	Held	10,409	0	$200,893	+17.0%	0.62%