Core Wealth Management, Inc. Top Holdings and 13F Report (2025) About Core Wealth Management, Inc.Investment ActivityCore Wealth Management, Inc. has $255.87 million in total holdings as of December 31, 2024.Core Wealth Management, Inc. owns shares of 29 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 5.49% of the portfolio was purchased this quarter.About 4.31% of the portfolio was sold this quarter.This quarter, Core Wealth Management, Inc. has purchased 28 new stocks and bought additional shares in 8 stocks.Core Wealth Management, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $102,125,524Dimensional World ex U.S. Core Equity 2 ETF $56,942,793Dimensional Core Fixed Income ETF $49,872,352iShares Core U.S. Aggregate Bond ETF $11,632,748Dimensional US Real Estate ETF $10,574,274 Largest New Holdings this Quarter Vanguard FTSE All-World ex-US ETF $614,402 HoldingDimensional International Core Equity Market ETF $337,348 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 117,686 shares (about $11.40M)Dimensional World ex U.S. Core Equity 2 ETF 27,661 shares (about $687.65K)Dimensional Inflation-Protected Securities ETF 15,269 shares (about $618.25K)Vanguard FTSE All-World ex-US ETF 10,702 shares (about $614.40K)Dimensional International Core Equity Market ETF 11,553 shares (about $337.35K) Largest Sales this Quarter Dimensional Core Fixed Income ETF 141,131 shares (about $5.82M)Dimensional U.S. Core Equity 2 ETF 80,088 shares (about $2.77M)DIMENSIONAL ETF TRUST 40,813 shares (about $2.06M)NextEra Energy 762 shares (about $54.63K)McDonald's 121 shares (about $35.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCore Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$102,125,524$2,770,244 ▼-2.6%2,952,45839.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$56,942,793$687,652 ▲1.2%2,290,53922.3%ETFDFCFDimensional Core Fixed Income ETF$49,872,352$5,824,475 ▼-10.5%1,208,44119.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,632,748$11,403,773 ▲4,980.4%120,0494.5%FinanceDFARDimensional US Real Estate ETF$10,574,274$72,626 ▲0.7%454,4174.1%ETFDFIPDimensional Inflation-Protected Securities ETF$8,161,742$618,255 ▲8.2%201,5703.2%ETFDFNMDimensional National Municipal Bond ETF$4,296,814$193,421 ▲4.7%89,9481.7%ETFNEENextEra Energy$1,742,999$54,628 ▼-3.0%24,3130.7%UtilitiesDFEMDimensional Emerging Markets Core Equity 2 ETF$1,207,778$236 ▲0.0%46,1160.5%ETFMCDMcDonald's$898,079$35,077 ▼-3.8%3,0980.4%Retail/WholesaleGOOGLAlphabet$821,751$29,341 ▼-3.4%4,3410.3%Computer and TechnologyAAPLApple$740,502$2,755 ▼-0.4%2,9570.3%Computer and TechnologyAMZNAmazon.com$730,5690.0%3,3300.3%Retail/WholesaleMSFTMicrosoft$642,3660.0%1,5240.3%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$627,254$3,000 ▼-0.5%13,3800.2%ETFVEUVanguard FTSE All-World ex-US ETF$614,402$614,402 ▲New Holding10,7020.2%ETFDIMENSIONAL ETF TRUST$584,770$2,064,730 ▼-77.9%11,5590.2%ULTRASHORT FIXEDVTIVanguard Total Stock Market ETF$571,505$28,981 ▼-4.8%1,9720.2%ETFIWViShares Russell 3000 ETF$469,818$3,342 ▼-0.7%1,4060.2%ETFDFGRDimensional Global Real Estate ETF$354,776$7,458 ▲2.1%13,8910.1%ETFNVDANVIDIA$354,5260.0%2,6400.1%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$337,348$337,348 ▲New Holding11,5530.1%ETFIVWiShares S&P 500 Growth ETF$314,6410.0%3,0990.1%ETFSDYSPDR S&P Dividend ETF$303,5660.0%2,2980.1%ETFCPKChesapeake Utilities$251,0730.0%2,0690.1%UtilitiesPGProcter & Gamble$224,651$2,179 ▼-1.0%1,3400.1%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$224,0540.0%4,0250.1%ETFPANWPalo Alto Networks$219,080$109,540 ▲100.0%1,2040.1%Computer and TechnologyCHPTChargePoint$23,4660.0%21,9310.0%Auto/Tires/TrucksVUGVanguard Growth ETF$0$202,339 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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