Institutional Fund
Core Wealth Advisors, LLC
Indianapolis, INCIK 21101143 filings on record
Portfolio Value
$130.06M
Q1 2026
Holdings
33
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+2.5%
from $126.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F12.4%
- Ishares Tr10.8%
- Vanguard Index Fds7.5%
- Blackrock ETF Trust6.6%
- Ishares Tr6.1%
- Ishares Inc6.0%
- Other50.6%
Portfolio Holdings
33 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 341.8K | $16.09M | 12.4% | +17.3K | Added |
| 2 | Ishares Tr | 21.5K | $14.02M | 10.8% | +5.0K | Added |
| 3 | Vanguard Index Fds | 49.5K | $9.71M | 7.5% | −4.9K | Reduced |
| 4 | Blackrock ETF Trust | 148.3K | $8.63M | 6.6% | −22.4K | Reduced |
| 5 | Ishares Tr | 70.3K | $7.95M | 6.1% | +4.9K | Added |
| 6 | Ishares Inc | 111.8K | $7.80M | 6.0% | −13.6K | Reduced |
| 7 | Ishares Tr | 100.1K | $7.45M | 5.7% | +637 | Added |
| 8 | Ishares Tr | 57.5K | $5.79M | 4.5% | −2.4K | Reduced |
| 9 | Ishares Tr | 53.7K | $5.10M | 3.9% | +2.8K | Added |
| 10 | Ishares Tr | 26.3K | $5.05M | 3.9% | +394 | Added |
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