CORE WEALTH ADVISORS, LLC
Long book
$130.1M
Q1 2026
Positions
33
Top-10 weight
67%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
14%
of book per quarter
Strategy in plain words
auto-generated from filingsCORE WEALTH ADVISORS, LLC is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $130.1M US long book across 33 positions.
The portfolio is concentrated: the top 10 names carry 67% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: JPMORGAN CORE PLUS BOND ETF, ISHARES CORE S&P 500 ETF, VANGUARD VALUE ETF, ISHRS US E F R A ETF-USD INC, ISHARES S&P 500 GROWTH ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.2%
Q1 2026
+10.9%
Sector allocation
No sector data
Long book by quarter
What does CORE WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
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