Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. reported 126 holdings worth US$497M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Core Wealth Advisors, Inc. reported 126 holdings worth US$497M as of Jun 30, 2026. Largest: Apple Inc, Caterpillar, Inc. and International Business Machines Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 126
- Value as reported
- US$497M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 21,412 | US$6.2M | 1.2% |
| Caterpillar, Inc. | 5,133 | US$5.47M | 1.1% |
| International Business Machines Corporation | 11,394 | US$3.2M | 0.64% |
| Nvidia Corporation | 12,957 | US$2.59M | 0.52% |
| Amazon.com, Inc. | 10,653 | US$2.54M | 0.51% |
| Alphabet Inc (google) Class C | 6,044 | US$2.16M | 0.43% |
| Microsoft Corp. | 4,663 | US$1.74M | 0.35% |
| Nextera Energy, Inc. | 18,069 | US$1.59M | 0.32% |
| Jp Morgan Chase & Co. | 4,215 | US$1.38M | 0.28% |
| Broadcom Inc. | 2,570 | US$971K | 0.20% |
| Exxon Mobil Corporation | 6,834 | US$934K | 0.19% |
| Chevron Corporation | 5,401 | US$895K | 0.18% |
| Berkshire Hathaway Inc. | 1,522 | US$762K | 0.15% |
| Johnson & Johnson | 2,929 | US$744K | 0.15% |
| Tesla, Inc. | 1,682 | US$708K | 0.14% |
| Walmart Inc. | 5,916 | US$670K | 0.13% |
| Cisco Systems, Inc. | 5,268 | US$619K | 0.12% |
| Merck & Company, Inc. | 4,713 | US$606K | 0.12% |
| Advanced Micro Devices Inc | 992 | US$576K | 0.12% |
| Visa Inc. | 1,643 | US$564K | 0.11% |
| Costco Wholesale Corporation | 564 | US$528K | 0.11% |
| Lam Research Corporation | 1,140 | US$494K | 0.10% |
| Home Depot, Inc. (the) | 1,396 | US$492K | 0.10% |
| Ge Aerospace | 1,236 | US$462K | 0.09% |
| Space Exploration Technologies Corp | 2,239 | US$383K | 0.08% |
| Pepsico, Inc. | 2,667 | US$361K | 0.07% |
| Coca-cola Company (the) | 4,423 | US$359K | 0.07% |
| Procter & Gamble Company (the) | 2,380 | US$349K | 0.07% |
| Meta Platforms, Inc. | 597 | US$336K | 0.07% |
| American Express Company | 904 | US$306K | 0.06% |
| Lockheed Martin Corporation | 582 | US$297K | 0.06% |
| Pnc Financial Services Group, Inc. (the) | 1,194 | US$294K | 0.06% |
| Netflix, Inc. | 4,024 | US$287K | 0.06% |
| Salesforce, Inc. | 1,783 | US$279K | 0.06% |
| Cummins Inc. | 374 | US$267K | 0.05% |
| Union Pacific Corporation | 977 | US$266K | 0.05% |
| The Baldwin Insurance Group, Inc. | 9,424 | US$250K | 0.05% |
| Ge Vernova Inc. | 201 | US$236K | 0.05% |
| Lowe's Companies, Inc. | 1,049 | US$231K | 0.05% |
| 3m Company | 1,398 | US$226K | 0.05% |
| Mastercard Incorporated | 413 | US$212K | 0.04% |
| Bank Of America Corporation | 3,710 | US$211K | 0.04% |
| Energy Transfer Lp | 10,409 | US$199K | 0.04% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Goldman Sachs Group, Inc. (the) | 0 | US$0 | 0.00% |
Source
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