Core Wealth Advisors, Inc.
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$419M
Holdings
116
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (101.3k shares)
29.7%
02
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (110.6k shares)
5.8%
03
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
5.7%
04
$SPYM
SPDR SERIES TRUST
Q1 2026: New position (855.1k shares)
5.1%
05
$XLG
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
5.1%
06
$FENI
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
4.7%
07
$IEFA
ISHARES TR
Held since at least Q1 2024
4.5%
08
$IJH
ISHARES TR
Held since at least Q1 2024
4.4%
09
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
3.7%
10
$SPHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:02 UTC.