Core Wealth Advisors, LLC ETF holdings
Indianapolis, IN
Reported $135.7M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$135.7M
ETFs held
35
Change from prior quarter
+4.3%
With price moves
ETFs as a share of its 13F
100.0%
of $135.7M
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $23.0M | 30,708 | +9,240 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $20.8M | 443,398 | +101,554 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $9.1M | 134,112 | −14,220 shares |
| IVW | iShares S&P 500 Growth ETF | $8.6M | 62,711 | −7,573 shares |
| VTV | Vanguard Morningstar Value ETF | $7.9M | 36,429 | −13,054 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $5.7M | 68,445 | −43,342 shares |
| MBB | iShares MBS ETF | $5.5M | 57,683 | +4,005 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $5.1M | 97,213 | −34,298 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $5.1M | 86,052 | +7,170 shares |
| EFG | iShares MSCI EAFE Growth ETF | $5.0M | 40,528 | −2,719 shares |
25 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) 0002110114. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Core Wealth Advisors, LLC own?
Core Wealth Advisors, LLC reported 35 ETF positions worth $135.7M in its Form 13F for June 30, 2026. The largest was IVV, at $23.0M.
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.