Paul Weaver

Core Wealth Advisors, Inc.

Assets Managed

$419.027M

Holdings

114

Last Quarter

2026 - Q1

Filed Date

17d ago

Growth Rate

8.73%(2Q avg: 4.62%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Core Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Core Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 419.027M in assets, with a quarterly growth rate of 8.73% and a 2-quarter average growth rate of 4.62%. The portfolio is managed by Paul Weaver, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 1.52%	29.73%	$124.563M 190,694 shares@ $653.21 avg price	Increased 1.52%
VOO Vanguard S&p 500 Etf Recent Activity Increased 1.63%	5.81%	$24.323M 40,704 shares@ $597.56 avg price	Increased 1.63%
CGDV Cap Group Dividend Value Recent Activity Increased 4.71%	5.66%	$23.678M 556,609 shares@ $42.55 avg price	Increased 4.71%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 1.75%	5.14%	$21.533M 281,336 shares@ $76.54 avg price	Increased 1.75%
XLG Invesco S&p 500 Top 50 Etf Recent Activity Increased 5.72%	5.08%	$21.272M 389,962 shares@ $54.55 avg price	Increased 5.72%
FENI Fidelity Enhanced Int Etf Recent Activity Increased 1.63%	4.68%	$19.586M 526,493 shares@ $37.2 avg price	Increased 1.63%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 1.82%	4.55%	$19.058M 210,520 shares@ $90.54 avg price	Increased 1.82%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 1.57%	4.41%	$18.459M 273,350 shares@ $67.53 avg price	Increased 1.57%
VO Vanguard Mid-cap Etf Recent Activity Increased 2.44%	3.7%	$15.468M 53,861 shares@ $287.19 avg price	Increased 2.44%
SPHQ Invesco S&p 500 Quality Etf Recent Activity Increased 12.06%	2.91%	$12.16M 161,720 shares@ $75.19 avg price	Increased 12.06%

1-10 of 114