Core Wealth Management, Inc.

JUPITER, FL · CIK 1965150 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyJupiter, FL

$355.8m reported value +9.0% vs Q1 2026

42positions

95.7%in top 10

3 new 12 added 14 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	2,990,705	$132.7m37.29%	37.29%	Reduced -63.9k	-63,872 -2.1%
2	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	2,313,175	$85.2m23.95%	23.95%	Reduced -80.9k	-80,868 -3.4%
3	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	1,884,045	$79.5m22.35%	22.35%	Added +112.7k	+112,725 6.4%
4	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		504,582	$13.2m3.71%	3.71%	Added +19.2k	+19,231 4.0%
5	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	315,342	$13.0m3.66%	3.66%	Added +61.6k	+61,607 24.3%
6	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	150,593	$7.3m2.05%	2.05%	Added +12.3k	+12,262 8.9%
7	NEXTERA ENERGY INC COM NEE	NEE	32,276	$2.8m0.80%	0.80%	Reduced -102	-102 -0.3%
8	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	48,950	$2.5m0.70%	0.70%	Added +2.2k	+2,155 4.6%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	24,077	$2.4m0.67%	0.67%	Unchanged
10	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	47,274	$1.9m0.54%	0.54%	Reduced -1.3k	-1,348 -2.8%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,590	$1.3m0.36%	0.36%	Reduced -144	-144 -3.9%
12	APPLE INC COM AAPL	AAPL	4,204	$1.2m0.34%	0.34%	Reduced -33	-33 -0.8%
13	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	35,791	$1.0m0.29%	0.29%	Added +662	+662 1.9%
14	AMAZON COM INC COM AMZN	AMZN	3,644	$868.5k0.24%	0.24%	Added +44	+44 1.2%
15	MCDONALDS CORP COM MCD	MCD	3,045	$823.1k0.23%	0.23%	Reduced -2	-2 -0.1%
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,500	$750.6k0.21%	0.21%	Reduced -1	-1 -0.1%
17	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.21%	0.21%	Unchanged
18	NVIDIA CORPORATION COM NVDA	NVDA	3,041	$608.5k0.17%	0.17%	Reduced -17	-17 -0.6%
19	MICROSOFT CORP COM MSFT	MSFT	1,432	$534.2k0.15%	0.15%	Reduced -94	-94 -6.2%
20	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	12,275	$506.3k0.14%	0.14%	Added +1.7k	+1,676 15.8%
21	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	9,930	$474.2k0.13%	0.13%	Reduced -583	-583 -5.5%
22	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	12,286	$457.8k0.13%	0.13%	Unchanged
23	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,017	$414.9k0.12%	0.12%	Unchanged
24	PALO ALTO NETWORKS INC COM PANW	PANW	1,204	$410.6k0.12%	0.12%	New
25	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	3,906	$354.6k0.10%	0.10%	Unchanged
26	ISHARES TR RUSSELL 3000 ETF IWV	IWV	769	$327.7k0.09%	0.09%	Unchanged
27	PROCTER AND GAMBLE CO COM PG	PG	2,221	$325.7k0.09%	0.09%	Added +44	+44 2.0%
28	JOHNSON & JOHNSON COM JNJ	JNJ	1,254	$318.5k0.09%	0.09%	Reduced -1	-1 -0.1%
29	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,672	$316.3k0.09%	0.09%	Reduced -24	-24 -0.7%
30	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	6,048	$312.6k0.09%	0.09%	Unchanged
31	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,779	$299.1k0.08%	0.08%	Unchanged
32	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,344	$292.9k0.08%	0.08%	Added +92	+92 7.3%
33	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	413	$283.7k0.08%	0.08%	Added +12	+12 3.0%
34	GE AEROSPACE COM NEW GE	GE	755	$282.2k0.08%	0.08%	Added +1	+1 0.1%
35	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	4,025	$281.4k0.08%	0.08%	Unchanged
36	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,177	$258.3k0.07%	0.07%	Unchanged
37	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	683	$252.7k0.07%	0.07%	Unchanged
38	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	5,001	$252.0k0.07%	0.07%	Unchanged
39	GE VERNOVA INC COM GEV	GEV	210	$246.7k0.07%	0.07%	New
40	SPDR SER TR S&P DIVID ETF SDY	SDY	1,606	$244.4k0.07%	0.07%	Reduced -331	-331 -17.1%
41	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,263	$232.5k0.07%	0.07%	Unchanged
42	3M CO COM MMM	MMM	1,330	$215.3k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	1,262	$214.1k1.3k shares