Core Wealth Management, Inc. - Q42025 Holdings

Core Wealth Management, Inc. holds 41 stocks with a total portfolio value of $ 321.06M as of Q42025. In Q42025, Core Wealth Management, Inc. added 7 new positions, increased stakes in 10 stocks, reduced 17 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 37.35% of the total portfolio.