Core Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Core Wealth Management, Inc. held in its portfolio 40 assets valued at $321,057,347 (i.e. $321.06M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($119.91M), DIMENSIONAL ETF TRUST ($78.52M), and DIMENSIONAL ETF TRUST ($72.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Core Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3028721 | 119907083 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 2398910 | 78516331 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 1713920 | 72944426 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 477897 | 10944409 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 240688 | 10001784 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 137744 | 6635127 | NATL MUN BD ETF |
| NEXTERA ENERGY INC | 33204 | 2665617 | COM |
| ISHARES TR | 24077 | 2404811 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 50408 | 1667497 | EMERGING MKTS CO |
| APPLE INC | 4551 | 1237324 | COM |
| ALPHABET INC | 3849 | 1204754 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 21833 | 1105841 | ULTRASHORT FIXED |
| MCDONALDS CORP | 3047 | 931255 | COM |
| AMAZON COM INC | 3621 | 835799 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1502 | 754980 | CL B NEW |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| DIMENSIONAL ETF TRUST | 28026 | 740447 | GLOBAL REAL EST |
| MICROSOFT CORP | 1492 | 721561 | COM |
| SPDR SERIES TRUST | 5843 | 591798 | STATE STREET SPD |
| NVIDIA CORPORATION | 3062 | 571067 | COM |
| ISHARES TR | 1364 | 527504 | RUSSELL 3000 ETF |
| DIMENSIONAL ETF TRUST | 10515 | 504194 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 12286 | 423376 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 10599 | 403928 | INTL CORE EQT MK |
| ISHARES TR | 3017 | 371875 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 616 | 300522 | GROWTH ETF |
| PROCTER AND GAMBLE CO | 2087 | 299088 | COM |
| ISHARES TR | 2779 | 297659 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 6048 | 283046 | US CORE EQT MKT |
| JOHNSON & JOHNSON | 1218 | 252065 | COM |
| VANGUARD INDEX FDS | 389 | 243954 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 4025 | 239673 | US TARGETED VLU |
| VANGUARD INDEX FDS | 1252 | 239119 | VALUE ETF |
| ISHARES TR | 1177 | 233776 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 683 | 228989 | TOTAL STK MKT |
| PALO ALTO NETWORKS INC | 1206 | 222145 | COM |
| SPDR INDEX SHS FDS | 5001 | 222094 | PORTFOLIO DEVLPD |
| GE AEROSPACE | 710 | 218701 | COM NEW |
| 3M CO | 1281 | 205088 | COM |
| VANGUARD TAX-MANAGED FDS | 3263 | 203840 | VAN FTSE DEV MKT |
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