SEC Form 13F

CORE WEALTH ADVISORS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$135,711,766
Positions35

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$22,996,91430,708
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$20,813,113443,398
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$9,120,957134,112
ISHARES TRIVWS&P 500 GRWT ETF$8,624,64462,711
VANGUARD INDEX FDSVTVVALUE ETF$7,938,97236,429
ISHARES INCIEMGCORE MSCI EMKT$5,669,98468,445
ISHARES TRMBBMBS ETF$5,452,19757,683
BLACKROCK ETF TRUSTBAIISHA I IN TE ETF$5,125,06997,213
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$5,075,34786,052
ISHARES TREFGEAFE GRWTH ETF$5,042,49440,528

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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