CW
Core Wealth Advisors, LLC
13F filer · CIK 0002110114Reported Aug 4, 2026
Net seller this quarter
13F portfolio value$136MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter-$2.04MBuys minus sells
Top 10 positions weight3.4%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 4, 20263 positions | |||||
| $2.87M | 2.11% | 0.84% | -41.9% | Q4 2025 | |
| $1.3M | 0.96% | 0.10% | +2.2% | Q4 2025 | |
| $400K | 0.29% | Not reported | -0.9% | Q4 2025 | |
| Q1 2026Reported Apr 28, 20263 positions | |||||
| $4.15M | 3.19% | 1.45% | +16.2% | Q4 2025 | |
| $1.49M | 1.14% | 0.09% | -56.3% | Q4 2025 | |
| $310K | 0.24% | Not reported | -1.2% | Q4 2025 | |
| Q4 2025Reported Feb 10, 20263 positions | |||||
| $3.8M | 2.99% | 1.25% | New | Q4 2025 | |
| $3.13M | 2.47% | 0.21% | New | Q4 2025 | |
| $290K | 0.23% | Not reported | New | Q4 2025 | |
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