Core Wealth Advisors, Inc.

13F filer · CIK 0001770532

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$497MU.S. long equity reported on 13F

Positions5510 new · 2 closed

Net flow last quarter+$10.9MBuys minus sells

Top 10 positions weight7.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202655 positions
AAPLApple Inc.	$6.2M	1.25%	0.00%	+15.6%	Q4 2019
SPBUSpare Backup, Inc.	$5.98M	1.20%	Not reported	+7.1%	Q3 2025
BUFFBlue Buffalo Pet Products, Inc.	$5.8M	1.16%	0.06%	+4.4%	Q3 2025
CATCaterpillar Inc	$5.47M	1.10%	0.00%	-0.4%	Q2 2021
IBMInternational Business Machines Corp	$3.2M	0.64%	0.00%	+65.3%	Q4 2022
NVDANvidia Corp	$2.59M	0.52%	0.00%	+4.3%	Q4 2019
AMZNAmazon Com Inc	$2.54M	0.51%	0.00%	+6.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.48M	0.50%	Not reported	+0.7%	Q4 2019
MSFTMicrosoft Corp	$1.74M	0.35%	0.00%	+47.3%	Q4 2019
NEENextera Energy Inc	$1.59M	0.32%	0.00%	+177.1%	Q3 2020
GOOGAlphabet Inc.	$1.43M	0.29%	Not reported	+42.7%	Q4 2019
JPMJPMorgan Chase & Co	$1.38M	0.28%	0.00%	+61.1%	Q4 2019
AVGOBroadcom Inc.	$971K	0.20%	0.00%	+5.9%	Q4 2019
XOMExxonMobil Holdings Corp	$934K	0.19%	0.00%	+0.4%	Q1 2020
BALTBaltic Trading Ltd	$911K	0.18%	Not reported	+17.5%	Q4 2023
CVXChevron Corp	$895K	0.18%	0.00%	+27.7%	Q4 2019
BRK.BBerkshire Hathaway Inc	$762K	0.15%	Not reported	+53.4%	Q4 2019
JNJJohnson & Johnson	$744K	0.15%	0.00%	+19.8%	Q4 2019
GOOGLAlphabet Inc.	$730K	0.15%	0.00%	+56.8%	Q1 2020
TSLATesla, Inc.	$708K	0.14%	0.00%	+0.7%	Q4 2019
WMTWalmart Inc.	$670K	0.13%	0.00%	+11.9%	Q4 2019
FLTBFlatbush Federal Bancorp Inc	$664K	0.13%	0.48%	New	Q2 2026
CSCOCisco Systems, Inc.	$619K	0.12%	0.00%	+31.6%	Q4 2019
MRKMerck & Co., Inc.	$606K	0.12%	0.00%	-9.5%	Q4 2019
AMDAdvanced Micro Devices Inc	$576K	0.12%	0.00%	Not reported	Q2 2022
VVisa Inc.	$564K	0.11%	0.00%	+27.9%	Q1 2020
COSTCostco Wholesale Corp	$528K	0.11%	0.00%	+10.6%	Q3 2020
LRCXLam Research Corp	$494K	0.10%	0.00%	+16.8%	Q1 2026
HDHome Depot, Inc.	$492K	0.10%	0.00%	Not reported	Q4 2019
QQQInvesco QQQ Trust, Series 1	$486K	0.10%	Not reported	Not reported	Q4 2019
GEGeneral Electric Co	$462K	0.09%	0.00%	-21.4%	Q3 2021
NFJVirtus Dividend, Interest & Premium Strategy Fund	$408K	0.08%	Not reported	+56.3%	Q1 2026
GUTGabelli Utility Trust	$383K	0.08%	Not reported	+68.0%	Q1 2026
SPCXSpace Exploration Technologies Corp	$383K	0.08%	Not reported	New	Q2 2026
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	$363K	0.07%	Not reported	+65.5%	Q1 2026
PEPPepsico Inc	$361K	0.07%	0.00%	+14.2%	Q4 2019
KOCoca Cola Co	$359K	0.07%	0.00%	+11.6%	Q4 2019
GABGabelli Equity Trust Inc	$359K	0.07%	Not reported	+72.4%	Q1 2026
PGPROCTER & GAMBLE Co	$349K	0.07%	0.00%	+2.7%	Q4 2019
METAMeta Platforms, Inc.	$336K	0.07%	Not reported	+41.5%	Q1 2020
GLDSPDR Gold Trust	$317K	0.06%	0.00%	+0.1%	Q3 2021
AXPAmerican Express Co	$306K	0.06%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$297K	0.06%	0.00%	+16.2%	Q4 2019
PNCPNC Financial Services Group, Inc.	$294K	0.06%	0.00%	+10.2%	Q4 2023
NFLXNetflix Inc	$287K	0.06%	0.00%	+16.6%	Q4 2019
CRMSalesforce, Inc.	$279K	0.06%	0.00%	-39.3%	Q4 2021
CMICummins Inc	$267K	0.05%	0.00%	Not reported	Q4 2023
UNPUnion Pacific Corp	$266K	0.05%	0.00%	-2.2%	Q3 2020
BWINBaldwin Insurance Group, Inc.	$250K	0.05%	0.03%	Not reported	Q1 2024
GEVGE Vernova Inc.	$236K	0.05%	0.00%	New	Q2 2026

Q1 2026Reported May 18, 202647 positions
BUFFBlue Buffalo Pet Products, Inc.	$5.21M	1.24%	0.05%	+27.6%	Q3 2025
SPBUSpare Backup, Inc.	$5.02M	1.20%	Not reported	+24.2%	Q3 2025
AAPLApple Inc.	$4.7M	1.12%	0.00%	+1.4%	Q4 2019
CATCaterpillar Inc	$3.65M	0.87%	0.00%	-0.7%	Q2 2021
NVDANvidia Corp	$2.17M	0.52%	0.00%	+14.9%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.14M	0.51%	Not reported	+0.3%	Q4 2019
AMZNAmazon Com Inc	$2.09M	0.50%	0.00%	-1.7%	Q4 2019
IBMInternational Business Machines Corp	$1.67M	0.40%	0.00%	0.0%	Q4 2022
MSFTMicrosoft Corp	$1.17M	0.28%	0.00%	+4.7%	Q4 2019
XOMExxonMobil Holdings Corp	$1.15M	0.28%	0.00%	+1.0%	Q1 2020
CVXChevron Corp	$875K	0.21%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$814K	0.19%	Not reported	+6.1%	Q4 2019
JPMJPMorgan Chase & Co	$770K	0.18%	0.00%	+10.9%	Q4 2019
BALTBaltic Trading Ltd	$757K	0.18%	Not reported	+15.8%	Q4 2023
AVGOBroadcom Inc.	$751K	0.18%	0.00%	+2.7%	Q4 2019
WMTWalmart Inc.	$657K	0.16%	0.00%	+15.5%	Q4 2019
MRKMerck & Co., Inc.	$626K	0.15%	0.00%	+45.9%	Q4 2019
TSLATesla, Inc.	$621K	0.15%	0.00%	+31.7%	Q4 2019
NEENextera Energy Inc	$606K	0.14%	0.00%	+0.9%	Q3 2020
JNJJohnson & Johnson	$598K	0.14%	0.00%	-16.7%	Q4 2019
CRMSalesforce, Inc.	$548K	0.13%	0.00%	-31.6%	Q4 2021
COSTCostco Wholesale Corp	$508K	0.12%	0.00%	+8.7%	Q3 2020
BRK.BBerkshire Hathaway Inc	$475K	0.11%	Not reported	+25.6%	Q4 2019
GEGeneral Electric Co	$446K	0.11%	0.00%	+78.2%	Q3 2021
VVisa Inc.	$388K	0.09%	0.00%	+3.9%	Q1 2020
GOOGLAlphabet Inc.	$374K	0.09%	0.00%	+13.7%	Q1 2020
GLDSPDR Gold Trust	$370K	0.09%	0.00%	Not reported	Q3 2021
PEPPepsico Inc	$363K	0.09%	0.00%	+3.5%	Q4 2019
PGPROCTER & GAMBLE Co	$335K	0.08%	0.00%	+8.5%	Q4 2019
NFLXNetflix Inc	$332K	0.08%	0.00%	-12.5%	Q4 2019
CSCOCisco Systems, Inc.	$311K	0.07%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$303K	0.07%	0.00%	Not reported	Q4 2019
KOCoca Cola Co	$302K	0.07%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$281K	0.07%	0.00%	+24.3%	Q2 2025
LOWLowes Companies Inc	$257K	0.06%	0.00%	Not reported	Q4 2019
UNPUnion Pacific Corp	$242K	0.06%	0.00%	+3.0%	Q3 2020
METAMeta Platforms, Inc.	$241K	0.06%	Not reported	+10.5%	Q1 2020
GSGoldman Sachs Group Inc	$228K	0.05%	0.00%	Not reported	Q3 2021
PNCPNC Financial Services Group, Inc.	$226K	0.05%	0.00%	Not reported	Q4 2023
NFJVirtus Dividend, Interest & Premium Strategy Fund	$217K	0.05%	Not reported	New	Q1 2026
GUTGabelli Utility Trust	$209K	0.05%	Not reported	New	Q1 2026
LRCXLam Research Corp	$209K	0.05%	0.00%	New	Q1 2026
ADBEAdobe Inc.	$207K	0.05%	0.00%	+26.0%	Q4 2021
BWINBaldwin Insurance Group, Inc.	$207K	0.05%	0.03%	Not reported	Q1 2024
GABGabelli Equity Trust Inc	$206K	0.05%	Not reported	New	Q1 2026
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	$204K	0.05%	Not reported	New	Q1 2026
ETEnergy Transfer LP	$201K	0.05%	0.00%	Not reported	Q3 2025
Q4 2025Reported Feb 17, 202640 positions
AAPLApple Inc.	$4.96M	1.29%	0.00%	+1.1%	Q4 2019
SPBUSpare Backup, Inc.	$4.19M	1.09%	Not reported	+8.8%	Q3 2025
BUFFBlue Buffalo Pet Products, Inc.	$4.12M	1.07%	0.04%	+4.9%	Q3 2025
CATCaterpillar Inc	$2.97M	0.77%	0.00%	-0.5%	Q2 2021
AMZNAmazon Com Inc	$2.36M	0.61%	0.00%	+2.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.24M	0.58%	Not reported	+0.6%	Q4 2019
IBMInternational Business Machines Corp	$2.04M	0.53%	0.00%	-0.7%	Q4 2022
NVDANvidia Corp	$2.02M	0.52%	0.00%	+4.9%	Q4 2019
MSFTMicrosoft Corp	$1.46M	0.38%	0.00%	-7.9%	Q4 2019
CRMSalesforce, Inc.	$1.14M	0.30%	0.00%	-3.8%	Q4 2021
GOOGAlphabet Inc.	$839K	0.22%	Not reported	+6.7%	Q4 2019
AVGOBroadcom Inc.	$818K	0.21%	0.00%	+4.5%	Q4 2019
XOMExxonMobil Holdings Corp	$811K	0.21%	0.00%	+1.2%	Q1 2020
JPMJPMorgan Chase & Co	$760K	0.20%	0.00%	-0.2%	Q4 2019
BALTBaltic Trading Ltd	$655K	0.17%	Not reported	+0.8%	Q4 2023
CVXChevron Corp	$644K	0.17%	0.00%	+10.6%	Q4 2019
JNJJohnson & Johnson	$607K	0.16%	0.00%	+15.3%	Q4 2019
TSLATesla, Inc.	$571K	0.15%	0.00%	+7.8%	Q4 2019
NEENextera Energy Inc	$519K	0.13%	0.00%	+15.7%	Q3 2020
WMTWalmart Inc.	$510K	0.13%	0.00%	+2.7%	Q4 2019
VVisa Inc.	$434K	0.11%	0.00%	-28.4%	Q1 2020
COSTCostco Wholesale Corp	$404K	0.10%	0.00%	-8.9%	Q3 2020
BRK.BBerkshire Hathaway Inc	$397K	0.10%	Not reported	Not reported	Q4 2019
MRKMerck & Co., Inc.	$376K	0.10%	0.00%	-1.1%	Q4 2019
NFLXNetflix Inc	$370K	0.10%	0.00%	-3.1%	Q4 2019
GOOGLAlphabet Inc.	$358K	0.09%	0.00%	+0.5%	Q1 2020
GLDSPDR Gold Trust	$341K	0.09%	0.00%	-17.0%	Q3 2021
PEPPepsico Inc	$324K	0.08%	0.00%	-2.3%	Q4 2019
PGPROCTER & GAMBLE Co	$306K	0.08%	0.00%	-27.2%	Q4 2019
GEGeneral Electric Co	$272K	0.07%	0.00%	+7.3%	Q3 2021
LOWLowes Companies Inc	$263K	0.07%	0.00%	-2.2%	Q4 2019
MAMastercard Inc	$258K	0.07%	0.00%	-27.8%	Q2 2025
METAMeta Platforms, Inc.	$252K	0.07%	Not reported	+24.8%	Q1 2020
BACBank of America Corp	$250K	0.06%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$242K	0.06%	0.00%	-1.8%	Q4 2019
ADBEAdobe Inc.	$237K	0.06%	0.00%	-43.6%	Q4 2021
PNCPNC Financial Services Group, Inc.	$226K	0.06%	0.00%	Not reported	Q4 2023
UNPUnion Pacific Corp	$224K	0.06%	0.00%	Not reported	Q3 2020
MMM3m Co	$219K	0.06%	0.00%	Not reported	Q3 2022
ETEnergy Transfer LP	$172K	0.04%	0.00%	Not reported	Q3 2025
Q3 2025Reported Nov 14, 202542 positions
AAPLApple Inc.	$4.6M	1.20%	0.00%	+17.5%	Q4 2019
BUFFBlue Buffalo Pet Products, Inc.	$3.85M	1.00%	0.04%	New	Q3 2025
SPBUSpare Backup, Inc.	$3.79M	0.99%	Not reported	New	Q3 2025
CATCaterpillar Inc	$2.49M	0.65%	0.00%	-2.5%	Q2 2021
AMZNAmazon Com Inc	$2.19M	0.57%	0.00%	-2.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.17M	0.57%	Not reported	+7.0%	Q4 2019
IBMInternational Business Machines Corp	$1.96M	0.51%	0.00%	-3.1%	Q4 2022
NVDANvidia Corp	$1.92M	0.50%	0.00%	+7.8%	Q4 2019
MSFTMicrosoft Corp	$1.7M	0.44%	0.00%	+30.4%	Q4 2019
CRMSalesforce, Inc.	$1.06M	0.28%	0.00%	-17.5%	Q4 2021
XOMExxonMobil Holdings Corp	$751K	0.20%	0.00%	+61.7%	Q1 2020
AVGOBroadcom Inc.	$746K	0.19%	0.00%	+7.8%	Q4 2019
JPMJPMorgan Chase & Co	$746K	0.19%	0.00%	+35.2%	Q4 2019
BALTBaltic Trading Ltd	$636K	0.17%	Not reported	-88.1%	Q4 2023
GOOGAlphabet Inc.	$611K	0.16%	Not reported	-1.7%	Q4 2019
CVXChevron Corp	$594K	0.15%	0.00%	Not reported	Q4 2019
VVisa Inc.	$590K	0.15%	0.00%	+28.7%	Q1 2020
TSLATesla, Inc.	$523K	0.14%	0.00%	+30.9%	Q4 2019
NFLXNetflix Inc	$488K	0.13%	0.00%	+5.4%	Q4 2019
COSTCostco Wholesale Corp	$477K	0.12%	0.00%	+12.7%	Q3 2020
JNJJohnson & Johnson	$472K	0.12%	0.00%	-0.5%	Q4 2019
WMTWalmart Inc.	$460K	0.12%	0.00%	+2.7%	Q4 2019
PGPROCTER & GAMBLE Co	$451K	0.12%	0.00%	+15.2%	Q4 2019
ADBEAdobe Inc.	$423K	0.11%	0.00%	+62.3%	Q4 2021
NEENextera Energy Inc	$422K	0.11%	0.00%	Not reported	Q3 2020
BRK.BBerkshire Hathaway Inc	$397K	0.10%	Not reported	-6.1%	Q4 2019
GLDSPDR Gold Trust	$368K	0.10%	0.00%	Not reported	Q3 2021
MAMastercard Inc	$356K	0.09%	0.00%	+6.1%	Q2 2025
PEPPepsico Inc	$324K	0.08%	0.00%	-1.1%	Q4 2019
MRKMerck & Co., Inc.	$303K	0.08%	0.00%	-18.0%	Q4 2019
LOWLowes Companies Inc	$280K	0.07%	0.00%	+9.1%	Q4 2019
GOOGLAlphabet Inc.	$277K	0.07%	0.00%	Not reported	Q1 2020
AXPAmerican Express Co	$270K	0.07%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$267K	0.07%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$255K	0.07%	0.00%	+2.0%	Q4 2019
GEGeneral Electric Co	$247K	0.06%	0.00%	Not reported	Q3 2021
UNPUnion Pacific Corp	$229K	0.06%	0.00%	Not reported	Q3 2020
HDHome Depot, Inc.	$229K	0.06%	0.00%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$225K	0.06%	Not reported	Not reported	Q1 2020
PNCPNC Financial Services Group, Inc.	$218K	0.06%	0.00%	Not reported	Q4 2023
MMM3m Co	$213K	0.06%	0.00%	Not reported	Q3 2022
ETEnergy Transfer LP	$179K	0.05%	0.00%	New	Q3 2025

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