The Analysis of Core Wealth Management, Inc.'s Holdings
Currently, Core Wealth Management, Inc. holds 41 types of securities in its portfolio with a total value $321.1M. In the most recent quarter, they have increased their positions in DFCF (+81.8K shares, valued at $3.5M), DFIP (+9.6K shares, valued at $398.6K), AAPL (+1.2K shares, valued at $322.7K); decreased their positions in DFAX (-20.0K shares, valued at $655.9K), DFAC (-12.1K shares, valued at $479.6K), NEE (-2.5K shares, valued at $202.7K); initiated new positions in SPTM (+3.9K shares, valued at $322.2K), MUB (+2.8K shares, valued at $297.7K), VTV (+1.3K shares, valued at $239.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.0M shares-0.40%2025-12-312026-01-28
DFAX DIMENSIONAL ETF TRUST2.4M shares-0.83%2025-12-312026-01-28 DFCF DIMENSIONAL ETF TRUST1.7M shares5.01%2025-12-312026-01-28 DFAR DIMENSIONAL ETF TRUST477.9K shares1.96%2025-12-312026-01-28 DFIP DIMENSIONAL ETF TRUST240.7K shares4.15%2025-12-312026-01-28 DFNM DIMENSIONAL ETF TRUST137.7K shares-0.30%2025-12-312026-01-28 NEE NEXTERA ENERGY INC33.2K shares-7.07%2025-12-312026-01-28 AGG ISHARES TR24.1K shares-3.17%2025-12-312026-01-28 DFEM DIMENSIONAL ETF TRUST50.4K shares1.45%2025-12-312026-01-28 AAPL APPLE INC4.6K shares35.29%2025-12-312026-01-28 ALPHABET INC ALPHABET INC3.8K shares-5.87%2025-12-312026-01-28 DUSB DIMENSIONAL ETF TRUST21.8K shares-12.21%2025-12-312026-01-28 MCD MCDONALDS CORP3.0K shares-0.16%2025-12-312026-01-28 AMZN AMAZON COM INC3.6K shares5.91%2025-12-312026-01-28 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-28 DFGR DIMENSIONAL ETF TRUST28.0K shares5.88%2025-12-312026-01-28 MSFT MICROSOFT CORP1.5K shares-3.68%2025-12-312026-01-28 NVDA NVIDIA CORPORATION3.1K shares1.93%2025-12-312026-01-28 IWV ISHARES TR1.4K shares-0.94%2025-12-312026-01-28 DFSD DIMENSIONAL ETF TRUST10.5K shares-8.64%2025-12-312026-01-28 DFIC DIMENSIONAL ETF TRUST12.3K shares0.00%2025-12-312026-01-28 DFAI DIMENSIONAL ETF TRUST10.6K shares0.00%2025-12-312026-01-28 IVW ISHARES TR3.0K shares-2.65%2025-12-312026-01-28 SPTM SPDR SERIES TRUST3.9K sharesnew addition2025-12-312026-01-28 VUG VANGUARD INDEX FDS616 shares41.61%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO2.1K shares-1.09%2025-12-312026-01-28 MUB ISHARES TR2.8K sharesnew addition2025-12-312026-01-28 DFAU DIMENSIONAL ETF TRUST6.0K shares0.00%2025-12-312026-01-28 SDY SPDR SERIES TRUST1.9K shares-15.71%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-01-28 DFAT DIMENSIONAL ETF TRUST4.0K shares0.00%2025-12-312026-01-28 VTV VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-28 QUAL ISHARES TR1.2K sharesnew addition2025-12-312026-01-28 VTI VANGUARD INDEX FDS683 shares2.40%2025-12-312026-01-28 PANW PALO ALTO NETWORKS INC1.2K shares0.00%2025-12-312026-01-28 SPDW SPDR INDEX SHS FDS5.0K sharesnew addition2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE710 shares-6.70%2025-12-312026-01-28 MMM 3M CO1.3K sharesnew addition2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS3.3K sharesnew addition2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available