Core Wealth Advisors, Inc. ETF holdings
Lakeland, FL
Reported $453.7M in 78 ETFs in its Form 13F for June 30, 2026.
ETF value
$453.7M
ETFs held
78
Change from prior quarter
+16.9%
With price moves
ETFs as a share of its 13F
91.2%
of $497.5M
Top 10 of 78 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $145.0M | 193,554 | +2,860 shares |
| VOO | Vanguard S&P 500 ETF | $28.3M | 41,195 | +491 shares |
| CGDV | Capital Group Dividend Value ETF | $28.2M | 573,014 | +16,405 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $25.1M | 285,284 | +3,948 shares |
| XLG | Invesco S&P 500 Top 50 ETF | $24.6M | 402,306 | +12,344 shares |
| FENI | Fidelity Enhanced International ETF | $21.6M | 539,045 | +12,552 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $21.3M | 276,572 | +3,222 shares |
| IEFA | iShares Core MSCI EAFE ETF | $20.7M | 214,314 | +3,794 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $17.6M | 218,118 | +164,257 shares |
| SPHQ | Invesco S&P 500 Quality ETF | $15.8M | 174,879 | +13,159 shares |
68 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001770532. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Core Wealth Advisors, Inc. own?
Core Wealth Advisors, Inc. reported 78 ETF positions worth $453.7M in its Form 13F for June 30, 2026. The largest was IVV, at $145.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.