CORE WEALTH ADVISORS, LLC
CIK
2110114
Location
INDIANAPOLIS, IN
Portfolio Value
Micro
$1,486,631
Diversification
Highly concentrated
Filing Date
Global Rank
#8,132
/ 8,232
▲ 134
3Y Alpha vs SPY
-72.9%
Period ended 2 months ago
Filed Apr 28, 2026 · 46d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-16.4%
SPY
+9.1%
Annualised alpha
-72.9%
Max drawdown
−23.5%
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
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $1,486,631 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAR | GraniteShares Gold Trust | −41,503 | 32,227 | $1,486,631 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$1,486,631 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BAR |
GraniteShares Gold Trust
|
Reduced | 32,227 | $1,486,631 | 100.00% |