Core Wealth Management, Inc. — 13F holdings

Core Wealth Management, Inc. reported 32 holdings worth $336M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $129M (38.3%)
  2. DFAX DIMENSIONAL ETF TRUST — $83.3M (24.8%)
  3. DFCF DIMENSIONAL ETF TRUST — $73.4M (21.9%)
  4. DFIP DIMENSIONAL ETF TRUST — $12.6M (3.8%)
  5. DFAR DFA INVT DIMENSIONS GROUP IN — $12.3M (3.7%)
  6. DFNM DIMENSIONAL ETF TRUST — $6.35M (1.9%)
  7. DXIV DIMENSIONAL ETF TRUST — $2.39M (0.7%)
  8. DFEM DIMENSIONAL ETF TRUST — $1.87M (0.6%)
  9. AGG ISHARES TR — $1.68M (0.5%)
  10. AAPL APPLE INC — $1.51M (0.4%)