Core Wealth Management, Inc. - Q12026 Holdings

Core Wealth Management, Inc. holds 40 stocks with a total portfolio value of $ 326.35M as of Q12026. In Q12026, Core Wealth Management, Inc. added 1 new position, increased stakes in 12 stocks, reduced 10 holdings, and fully exited 2 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 36.37% of the total portfolio.