Core Wealth Management, Inc. reported 42 holdings worth US$356M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Core Wealth Management, Inc. reported 42 holdings worth US$356M as of Jun 30, 2026. Largest: Nextera Energy, Inc., Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 42
- Value as reported
- US$356M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nextera Energy, Inc. | 32,276 | US$2.83M | 0.80% |
| Berkshire Hathaway Inc. | 2,997 | US$1.5M | 0.42% |
| Alphabet Inc (google) Class C | 3,590 | US$1.28M | 0.36% |
| Apple Inc | 4,204 | US$1.22M | 0.34% |
| Amazon.com, Inc. | 3,644 | US$869K | 0.24% |
| Mcdonald's Corporation | 3,045 | US$823K | 0.23% |
| Nvidia Corporation | 3,041 | US$608K | 0.17% |
| Microsoft Corp. | 1,432 | US$534K | 0.15% |
| Palo Alto Networks, Inc. | 1,204 | US$411K | 0.12% |
| Procter & Gamble Company (the) | 2,221 | US$326K | 0.09% |
| Johnson & Johnson | 1,254 | US$318K | 0.09% |
| Ge Aerospace | 755 | US$282K | 0.08% |
| Ge Vernova Inc. | 210 | US$247K | 0.07% |
| 3m Company | 1,330 | US$215K | 0.06% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |