SEC Form 13F · Q1 2026

CORE WEALTH ADVISORS, LLC

Institutional Holdings Report

13F-HRIN
$130.1M
Portfolio Value
33
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CORE WEALTH ADVISORS, LLC
CIK
2110114
Accession No.
0002110114-26-000003
Location
INDIANAPOLIS, IN
Form Type
13F-HR
Portfolio Value
$130.1M
Holdings Reported
33
Reporting Period
Q1 2026
Filed
April 28, 2026

About this Filing

CORE WEALTH ADVISORS, LLC is an institutional investment manager based in INDIANAPOLIS, IN reporting approximately $130.1M in 13(f) securities across 33 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.