CORE WEALTH ADVISORS, LLC
Top Portfolio Positions
1 positions ·
$1,486,631 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BAR |
GraniteShares Gold Trust
|
32,227 | $1,486,631 | 100.00% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,486,631 | 32,227 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,132,787 | 73,730 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||