0001770532-25-000005.txt : 20250814 0001770532-25-000005.hdr.sgml : 20250814 20250814125322 ACCESSION NUMBER: 0001770532-25-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250814 DATE AS OF CHANGE: 20250814 EFFECTIVENESS DATE: 20250814 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: 251216606 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 06-30-2025 06-30-2025 Core Wealth Advisors, Inc.

124 SOUTH FLORIDA AVENUE SUITE 4 LAKELAND FL 33801

13F HOLDINGS REPORT 028-20093 000174386 801-81079 N Paul Weaver 863-904-4745 Paul Weaver Lakeland FL 08-14-2025 0 73 347939024 false INFORMATION TABLE 2 2025Q3HoldingsCORE.xml AMERICAN CENTY ETF TR DIVERSIFID CRP 025072109 15122215 321271 SH SOLE 0 0 321271 AMERICAN CENTY ETF TR FOCUSED LRG CAP 025072794 9465471 135634 SH SOLE 0 0 135634 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 10627575 269121 SH SOLE 0 0 269121 FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 17187701 516768 SH SOLE 0 0 516768 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 9859556 138360 SH SOLE 0 0 138360 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 18832591 361470 SH SOLE 0 0 361470 ISHARES TR CORE MSCI EAFE 46432F842 17228245 206376 SH SOLE 0 0 206376 ISHARES TR CORE S&P500 ETF 464287200 114071202 183719 SH SOLE 0 0 183719 ISHARES TR CORE S&P MCP ETF 464287507 15398655 248285 SH SOLE 0 0 248285 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 19863272 273260 SH SOLE 0 0 273260 VANGUARD INDEX FDS MID CAP ETF 922908629 14345012 51263 SH SOLE 0 0 51263 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22646228 39868 SH SOLE 0 0 39868 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 1110316 21344 SH SOLE 0 0 21344 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 5319504 167280 SH SOLE 0 0 167280 INNOVATOR ETFS TRUST DEFINED WLT SHLD 45783Y855 5220828 162744 SH SOLE 0 0 162744 PACER FDS TR SWAN SOS FD OF 69374H568 5127528 168226 SH SOLE 0 0 168226 PROSHARES TR S&P MDCP 400 DIV 74347B680 992755 12176 SH SOLE 0 0 12176 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1673279 63143 SH SOLE 0 0 63143 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1189081 5810 SH SOLE 0 0 5810 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 983438 21830 SH SOLE 0 0 21830 AMAZON COM INC COM 023135106 2246166 10238 SH SOLE 0 0 10238 APPLE INC COM 037833100 3155064 15378 SH SOLE 0 0 15378 PEPSICO INC COM 713448108 308049 2333 SH SOLE 0 0 2333 NVIDIA CORPORATION COM 67066G104 1510076 9558 SH SOLE 0 0 9558 TESLA INC COM 88160R101 285576 899 SH SOLE 0 0 899 EXXON MOBIL CORP COM 30231G102 443813 4117 SH SOLE 0 0 4117 CATERPILLAR INC COM 149123101 2078870 5355 SH SOLE 0 0 5355 INTERNATIONAL BUSINESS MACHS COM 459200101 2110496 7160 SH SOLE 0 0 7160 MERCK & CO INC COM 58933Y105 348225 4399 SH SOLE 0 0 4399 SALESFORCE INC COM 79466L302 1474708 5408 SH SOLE 0 0 5408 ISHARES TR CORE S&P SCP ETF 464287804 1966676 17995 SH SOLE 0 0 17995 FIDELITY MERRIMACK STR TR INVESTMENT GR BD 316188606 353217 8174 SH SOLE 0 0 8174 INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV 46139W502 350475 14195 SH SOLE 0 0 14195 ISHARES TR 20 YR TR BD ETF 464287432 387682 4393 SH SOLE 0 0 4393 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 1206810 24664 SH SOLE 0 0 24664 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1509928 29653 SH SOLE 0 0 29653 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 957605 19531 SH SOLE 0 0 19531 NETFLIX INC COM 64110L106 516904 386 SH SOLE 0 0 386 VANGUARD INDEX FDS TOTAL STK MKT 922908769 248615 818 SH SOLE 0 0 818 ADOBE INC COM 00724F101 285555 738 SH SOLE 0 0 738 BROADCOM INC COM 11135F101 578667 2099 SH SOLE 0 0 2099 COSTCO WHSL CORP NEW COM 22160K105 452081 457 SH SOLE 0 0 457 GLOBAL X FDS US INFR DEV ETF 37954Y673 510409 11712 SH SOLE 0 0 11712 JOHNSON & JOHNSON COM 478160104 390731 2558 SH SOLE 0 0 2558 MASTERCARD INCORPORATED CL A 57636Q104 331569 590 SH SOLE 0 0 590 MICROSOFT CORP COM 594918104 1252198 2517 SH SOLE 0 0 2517 PROCTER AND GAMBLE CO COM 742718109 405418 2545 SH SOLE 0 0 2545 VISA INC COM CL A 92826C839 476863 1343 SH SOLE 0 0 1343 ISHARES TR RUS 1000 VAL ETF 464287598 1037482 5342 SH SOLE 0 0 5342 ISHARES TR RUSSELL 2000 ETF 464287655 988121 4579 SH SOLE 0 0 4579 SPDR S&P 500 ETF TR TR UNIT 78462F103 1883704 3049 SH SOLE 0 0 3049 LOCKHEED MARTIN CORP COM 539830109 231570 500 SH SOLE 0 0 500 ISHARES TR SHORT TREAS BD 464288679 949502 8599 SH SOLE 0 0 8599 ALPHABET INC CAP STK CL C 02079K107 452699 2552 SH SOLE 0 0 2552 WALMART INC COM 931142103 424522 4342 SH SOLE 0 0 4342 AMERICAN CENTY ETF TR QUALITY PREFER 025072539 409143 11573 SH SOLE 0 0 11573 AMERICAN EXPRESS CO COM 025816109 259012 812 SH SOLE 0 0 812 LOWES COS INC COM 548661107 226307 1020 SH SOLE 0 0 1020 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 408533 841 SH SOLE 0 0 841 INNOVATOR ETFS TRUST US EQTY ULTRA B 45782C649 283932 7704 SH SOLE 0 0 7704 ISHARES TR CORE DIV GRWTH 46434V621 446918 6990 SH SOLE 0 0 6990 ISHARES U S ETF TR SHORT DURATION B 46431W507 876774 17158 SH SOLE 0 0 17158 ISHARES U S ETF TR SHORT MATURITY M 46431W838 694128 13808 SH SOLE 0 0 13808 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 817925 16139 SH SOLE 0 0 16139 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1056690 21191 SH SOLE 0 0 21191 ORACLE CORP COM 68389X105 207480 949 SH SOLE 0 0 949 JPMORGAN CHASE & CO. COM 46625H100 507053 1749 SH SOLE 0 0 1749 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 549524 12475 SH SOLE 0 0 12475 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1021374 3580 SH SOLE 0 0 3580 ISHARES TR MSCI EAFE ETF 464287465 1009392 11292 SH SOLE 0 0 11292 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740U703 215269 8105 SH SOLE 0 0 8105 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 210400 4915 SH SOLE 0 0 4915 TIDAL TRUST I FUNDSTRAT GRANNY 886364231 364672 16079 SH SOLE 0 0 16079