Core Wealth Management, Inc. Portfolio Holdings

Core Wealth Management, Inc.

$284 Billion
Q2 2025

Core Wealth Management, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $284 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $107B, Dimensional ETF Tr with a value of $70.5B, Dimensional ETF Tr Core Fxd In with a value of $64.1B, Dimensional ETF Tr Dimensional with a value of $10.7B, and Dimensional ETF Tr Inflation P with a value of $9.31B.

Examining the 13F form we can see an increase of $23B in the current position value, from $261B to 284B.

Core Wealth Management, Inc. is based out at Jupiter, FL

Below you can find more details about Core Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $284 Billion

ETFs: $203 Billion

Technology: $1.93 Billion

Financial Services: $1.74 Billion

Utilities: $1.7 Billion

Consumer Cyclical: $1.64 Billion

Communication Services: $748 Million

Consumer Defensive: $217 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$107 Billion 37.81% of portfolio	2,992,083	Q2 2025 Added 1.48%
DFAX Dimensional ETF Tr	$0	$70.5 Billion 24.85% of portfolio	2,399,324	Q2 2025 Added 2.96%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$64.1 Billion 22.6% of portfolio	1,516,839	Q2 2025 Added 6.7%
DFAR Dimensional ETF Tr Dimensional ETFs	$0	$10.7 Billion 3.79% of portfolio	457,903	Q2 2025 Added 2.22%
DFIP Dimensional ETF Tr Inflation P ETFs	$0	$9.31 Billion 3.28% of portfolio	222,731	Q2 2025 Added 6.36%
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	$0	$5.22 Billion 1.84% of portfolio	110,149	Q2 2025 Reduced 6.46%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.65 Billion 0.93% of portfolio	26,689	Q2 2025 Reduced 8.97%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$1.31 Billion 0.46% of portfolio	44,264	Q2 2025 Reduced 14.43%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$638 Million 0.23% of portfolio	13,299	Q2 2025 Reduced 23.29%
IWV Ishares Russell 3000 ETF ETFs	$0	$483 Million 0.17% of portfolio	1,377	Q1 2025 Reduced 2.06%
DFAI Dimensional ETF Tr ETFs	$0	$369 Million 0.13% of portfolio	10,679	Q2 2025 Reduced 0.48%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$341 Million 0.12% of portfolio	3,099	Q2 2023 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$312 Million 0.11% of portfolio	2,298	Q2 2024 Reduced 4.81%
DFAU Dimensional ETF Tr ETFs	$0	$256 Million 0.09% of portfolio	6,048	Q2 2025 New
DFAT Dimensional ETF Tr U S Target ETFs	$0	$221 Million 0.08% of portfolio	4,098	Q2 2025 Added 1.81%
VTI Vanguard Total Stock Market Et ETFs	$0	$205 Million 0.07% of portfolio	676	Q2 2025 Reduced 66.2%

Summary

Portfolio
No. of Stocks 31
Current Value $284 Billion
Prior Value $261 Billion
Filing
Period Q2 2025
Filing Date July 31, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 1 stocks
Additional Purchases 13 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks

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Core Wealth Management, Inc. Portfolio Holdings