CORE WEALTH ADVISORS, LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Indianapolis, IN
CIK
0002110114
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
32
126,946
JCPB, IVV, VTV, DYNF
RESTATEMENT
2/10/2026
000211011426000002
Additional filings from Core Wealth Advisors, LLC that have since been restated
Q4 2025