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Core Wealth Advisors, Inc.ETFConcentrated long-term

CIK: 0001770532 | LAKELAND, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR126$497.5M2026-08-11SEC ↗
Q1 2026
13F-HR114$419.0M2026-05-18SEC ↗
Q4 2025
13F-HR94$385.4M2026-02-17SEC ↗
Q3 2025
13F-HR92$383.5M2025-11-14SEC ↗
Q2 2025
13F-HR73$347.9M2025-08-14SEC ↗
Q1 2025
13F-HR69$314.3M2025-05-15SEC ↗
Q4 2024
13F-HR60$303.3M2025-02-14SEC ↗
Q3 2024
13F-HR58$311.8M2024-11-13SEC ↗
Q2 2024
13F-HR55$291.8M2024-08-15SEC ↗
Q1 2024
13F-HR260$294.3M2024-05-15SEC ↗
Q4 2023
13F-HR261$272.2M2024-02-14SEC ↗
Q3 2023
13F-HR239$244.4M2023-11-13SEC ↗
Q2 2023
13F-HR235$249.2M2023-08-14SEC ↗
Q1 2023
13F-HR259$250.7M2023-04-27SEC ↗
Q4 2022
13F-HR258$228.6M2023-02-14SEC ↗
Q3 2022
13F-HR223$911.8K2022-11-10SEC ↗
Q2 2022
13F-HR221$598.2K2022-08-12SEC ↗
Q1 2022
13F-HR195$1.7M2022-05-16SEC ↗
Q4 2021
13F-HR210$1.7M2022-02-14SEC ↗
Q3 2021
13F-HR191$2.0M2021-11-09SEC ↗
Q2 2021
13F-HR184$686.4K2021-08-03SEC ↗
Q1 2021
13F-HR187$660.9K2021-05-04SEC ↗
Q4 2020
13F-HR178$514.5K2021-02-05SEC ↗
Q3 2020
13F-HR167$376.6K2020-11-12SEC ↗
Q2 2020
13F-HR129$391.3K2020-07-31SEC ↗
Q1 2020
13F-HR153$322.1K2020-04-29SEC ↗
Q4 2019
13F-HR135$316.0K2020-02-14SEC ↗