0001770532-25-000004.txt : 20250515
0001770532-25-000004.hdr.sgml : 20250515
20250515163245
ACCESSION NUMBER: 0001770532-25-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250331
FILED AS OF DATE: 20250515
DATE AS OF CHANGE: 20250515
EFFECTIVENESS DATE: 20250515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Core Wealth Advisors, Inc.
CENTRAL INDEX KEY: 0001770532
ORGANIZATION NAME:
EIN: 464043337
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20093
FILM NUMBER: 25954238
BUSINESS ADDRESS:
STREET 1: 124 SOUTH FLORIDA AVENUE
STREET 2: SUITE 4
CITY: LAKELAND
STATE: FL
ZIP: 33801
BUSINESS PHONE: 8639044745
MAIL ADDRESS:
STREET 1: 124 SOUTH FLORIDA AVENUE
STREET 2: SUITE 4
CITY: LAKELAND
STATE: FL
ZIP: 33801
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001770532
XXXXXXXX
03-31-2025
03-31-2025
Core Wealth Advisors, Inc.
124 SOUTH FLORIDA AVENUE
SUITE 4
LAKELAND
FL
33801
13F HOLDINGS REPORT
028-20093
000174386
801-81079
N
Paul Weaver
CCO
8639044745
Paul Weaver
Lakeland
FL
05-15-2025
0
69
314332285
false
INFORMATION TABLE
2
20250331Holdings.xml
AMERICAN CENTY ETF TR
DIVERSIFID CRP
025072109
14897852
318739
SH
SOLE
0
0
318739
AMERICAN CENTY ETF TR
FOCUSED LRG CAP
025072794
9101548
130227
SH
SOLE
0
0
130227
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
8950095
251125
SH
SOLE
0
0
251125
FIDELITY COVINGTON TRUST
ENHANCED INTL
31609A404
15315758
514642
SH
SOLE
0
0
514642
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
8553934
128941
SH
SOLE
0
0
128941
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
17325260
376472
SH
SOLE
0
0
376472
ISHARES TR
CORE MSCI EAFE
46432F842
15574758
205879
SH
SOLE
0
0
205879
ISHARES TR
CORE S&P500 ETF
464287200
103081146
183451
SH
SOLE
0
0
183451
ISHARES TR
CORE S&P MCP ETF
464287507
14119172
241974
SH
SOLE
0
0
241974
SPDR SER TR
PORTFOLIO S&P500
78464A854
18028504
274156
SH
SOLE
0
0
274156
VANGUARD INDEX FDS
MID CAP ETF
922908629
13103839
50668
SH
SOLE
0
0
50668
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
20605743
40096
SH
SOLE
0
0
40096
FIDELITY COVINGTON TRUST
HIGH DIVID ETF
316092840
966782
19492
SH
SOLE
0
0
19492
FIRST TR EXCHNG TRADED FD VI
FT VEST LADDERED
33740F755
4227381
142384
SH
SOLE
0
0
142384
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
45783Y855
4262628
135839
SH
SOLE
0
0
135839
PACER FDS TR
SWAN SOS FD OF
69374H568
4089331
143234
SH
SOLE
0
0
143234
PROSHARES TR
S&P MDCP 400 DIV
74347B680
862744
10697
SH
SOLE
0
0
10697
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1659503
59353
SH
SOLE
0
0
59353
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1010639
5210
SH
SOLE
0
0
5210
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
849986
19585
SH
SOLE
0
0
19585
AMAZON COM INC
COM
023135106
2151124
11306
SH
SOLE
0
0
11306
APPLE INC
COM
037833100
3197728
14396
SH
SOLE
0
0
14396
PEPSICO INC
COM
713448108
336915
2247
SH
SOLE
0
0
2247
NVIDIA CORPORATION
COM
67066G104
954724
8809
SH
SOLE
0
0
8809
TESLA INC
COM
88160R101
210697
813
SH
SOLE
0
0
813
EXXON MOBIL CORP
COM
30231G102
318257
2676
SH
SOLE
0
0
2676
CATERPILLAR INC
COM
149123101
2418336
7333
SH
SOLE
0
0
7333
INTERNATIONAL BUSINESS MACHS
COM
459200101
1859434
7478
SH
SOLE
0
0
7478
MERCK & CO INC
COM
58933Y105
615618
6858
SH
SOLE
0
0
6858
SALESFORCE INC
COM
79466L302
1856030
6916
SH
SOLE
0
0
6916
AMERICAN CENTY ETF TR
DIVERSIFIED MU
025072505
1387123
28034
SH
SOLE
0
0
28034
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
1722605
33876
SH
SOLE
0
0
33876
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1368163
27573
SH
SOLE
0
0
27573
ISHARES TR
CORE S&P SCP ETF
464287804
1905895
18226
SH
SOLE
0
0
18226
NETFLIX INC
COM
64110L106
221010
237
SH
SOLE
0
0
237
BROADCOM INC
COM
11135F101
204447
1221
SH
SOLE
0
0
1221
COSTCO WHSL CORP NEW
COM
22160K105
271877
287
SH
SOLE
0
0
287
GLOBAL X FDS
US INFR DEV ETF
37954Y673
441894
11712
SH
SOLE
0
0
11712
JOHNSON & JOHNSON
COM
478160104
234995
1417
SH
SOLE
0
0
1417
MICROSOFT CORP
COM
594918104
791759
2109
SH
SOLE
0
0
2109
PROCTER AND GAMBLE CO
COM
742718109
284316
1668
SH
SOLE
0
0
1668
VISA INC
COM CL A
92826C839
281069
802
SH
SOLE
0
0
802
ISHARES TR
RUS 1000 VAL ETF
464287598
1004850
5340
SH
SOLE
0
0
5340
ISHARES TR
RUSSELL 2000 ETF
464287655
919319
4608
SH
SOLE
0
0
4608
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1577533
2820
SH
SOLE
0
0
2820
CHEVRON CORP NEW
COM
166764100
211838
1266
SH
SOLE
0
0
1266
LOCKHEED MARTIN CORP
COM
539830109
226035
506
SH
SOLE
0
0
506
ISHARES TR
SHORT TREAS BD
464288679
899807
8146
SH
SOLE
0
0
8146
ALPHABET INC
CAP STK CL C
02079K107
398387
2550
SH
SOLE
0
0
2550
WALMART INC
COM
931142103
374210
4263
SH
SOLE
0
0
4263
AMERICAN CENTY ETF TR
QUALITY PREFER
025072539
551963
15601
SH
SOLE
0
0
15601
AMERICAN EXPRESS CO
COM
025816109
218469
812
SH
SOLE
0
0
812
LOWES COS INC
COM
548661107
232064
995
SH
SOLE
0
0
995
SAIA INC
COM
78709Y105
244601
700
SH
SOLE
0
0
700
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
378664
711
SH
SOLE
0
0
711
INNOVATOR ETFS TRUST
EQUITY DEFINED P
45783Y251
207682
7758
SH
SOLE
0
0
7758
INNOVATOR ETFS TRUST
EQUITY DEFINED P
45783Y244
210350
7742
SH
SOLE
0
0
7742
INNOVATOR ETFS TRUST
US EQTY ULTRA B
45782C649
366824
10660
SH
SOLE
0
0
10660
ISHARES TR
CORE DIV GRWTH
46434V621
431820
6990
SH
SOLE
0
0
6990
ISHARES U S ETF TR
SHORT DURATION B
46431W507
872827
17158
SH
SOLE
0
0
17158
ISHARES U S ETF TR
SHORT MATURITY M
46431W838
693714
13808
SH
SOLE
0
0
13808
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
46641Q837
817118
16139
SH
SOLE
0
0
16139
VANGUARD WELLINGTON FD
SHORT TRM TAX EX
921935870
398924
3969
SH
SOLE
0
0
3969
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
880738
17666
SH
SOLE
0
0
17666
JPMORGAN CHASE & CO.
COM
46625H100
434672
1772
SH
SOLE
0
0
1772
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C508
517338
12475
SH
SOLE
0
0
12475
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
920167
3580
SH
SOLE
0
0
3580
ISHARES TR
MSCI EAFE ETF
464287465
520211
6365
SH
SOLE
0
0
6365
THE BALDWIN INSURANCE GRP IN
COM CL A
05589G102
201541
4510
SH
SOLE
0
0
4510