Holdings
Core Wealth Management, Inc.
As of Jun 30, 2026, Core Wealth Management, Inc. reported 14 positions worth US$11.5M. Largest: Nextera Energy, Inc., Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nextera Energy, Inc. | 32,276 | US$2.83M | −102 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,997 | US$1.5M | −3 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,590 | US$1.28M | −144 | Jun 30, 2026 |
| Apple Inc | 4,204 | US$1.22M | −33 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,644 | US$869K | +44 | Jun 30, 2026 |
| Mcdonald's Corporation | 3,045 | US$823K | −2 | Jun 30, 2026 |
| Nvidia Corporation | 3,041 | US$608K | −17 | Jun 30, 2026 |
| Microsoft Corp. | 1,432 | US$534K | −94 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 1,204 | US$411K | new | Jun 30, 2026 |
| Procter & Gamble Company (the) | 2,221 | US$326K | +44 | Jun 30, 2026 |