Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. is a registered investment advisory firm headquartered in Lakeland, Florida, founded in 2011. The firm primarily serves individuals and high net worth individuals, providing portfolio management and wealth planning services. They manage assets across discretionary accounts for U.S. persons and are known for their client-focused approach, with approximately 10-12 employees, focusing on tailored financial advice to help clients pursue their retirement and investment goals.
Investment Strategy
Core Wealth Advisors, Inc. employs a long-term, diversified investment strategy tailored to individual client goals and risk profiles. The firm primarily manages accounts for individuals and high net worth individuals, focusing on discretionary portfolio management. Their approach emphasizes fundamental analysis, asset allocation, and ongoing portfolio monitoring to help clients achieve their financial objectives. The investment selection often includes a mix of equities and fixed income, and the firm aims to balance growth with risk management, working closely with each client to update strategies as life circumstances change.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 32.78% | $114.1M | 183,719 | $360.45 | $620.90 | +$11.0M |
V VOO | VANGUARD INDEX FDS | 6.51% | $22.6M | 39,868 | $353.87 | $568.03 | +$2.0M |
S SPLG | SPDR SERIES TRUST | 5.71% | $19.9M | 273,260 | $55.91 | $72.69 | +$1.8M |
X XLG | INVESCO EXCHANGE TRADED FD T | 5.41% | $18.8M | 361,470 | $46.16 | $52.10 | +$1.5M |
I IEFA | ISHARES TR | 4.95% | $17.2M | 206,376 | $70.78 | $83.48 | +$1.7M |