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Core Wealth Management, Inc.
Core Wealth Management, Inc. is an SEC-registered, fee-only investment adviser headquartered in Jupiter, Florida. Founded in 2011, the firm offers a wide range of financial management services including discretionary investment management, financial planning, and retirement plan consulting. As of July 2025, the firm manages approximately $345.5 million in assets for about 225 clients, primarily serving high net worth and other individual investors. The company employs 4 professionals, led by President Todd M. Schanel and Vice President Jacquelyn A. Goldstick.
Investment Strategy
Core Wealth Management focuses on long-term financial security and independence for clients by providing customized, fee-only advisory services. The firm's investment approach emphasizes discretionary management of portfolios tailored to individual client needs, risk tolerance, and life goals, using diversified strategies across public equities and fixed income instruments. The firm acts as a fiduciary, putting client interests first, and does not sell products or receive commissions, ensuring unbiased advice and transparent fees.
Latest 13F Filing Activity
Core Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $284M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Core Wealth Management, Inc. reduced exposure to Vanguard Intl Equity Index F, Dimensional Etf Trust, Vanguard Index FDS among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 37.81% | $107.2M | 2,992,083 | $24.90 | $35.84 | +$10.0M |
D DFAX | DIMENSIONAL ETF TRUST | 24.85% | $70.5M | 2,399,324 | $22.32 | $29.37 | +$9.4M |
D DFCF | DIMENSIONAL ETF TRUST | 22.60% | $64.1M | 1,516,839 | $41.65 | $42.26 | +$4.3M |
D DFAR | DIMENSIONAL ETF TRUST | 3.79% | $10.7M | 457,903 | $21.34 | $23.46 | +$94.0K |
D DFIP | DIMENSIONAL ETF TRUST | 3.28% | $9.3M | 222,731 | $41.13 | $41.81 | +$494.0K |
Industry Allocation
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