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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

CORE WEALTH ADVISORS, LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002110114-26-000002

Total Value
$126.9M
Positions
32
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (32)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q670324,557$15.4M12.11%
2ISHARES TR46428720016,436$11.3M8.87%
3VANGUARD INDEX FDS92290874454,426$10.4M8.19%
4BLACKROCK ETF TRUSTBLK170,761$10.4M8.18%
5ISHARES INC46434G103125,391$8.4M6.64%
6ISHARES TR46428730965,412$8.1M6.35%
7ISHARES TR46428710121,501$7.4M5.81%
8ISHARES TR46428887799,501$7.1M5.60%
9ISHARES TR46428865359,914$6.1M4.80%
10ISHARES TR46432F33925,915$5.1M4.05%
11ISHARES TR46428858850,875$4.8M3.82%
12BLACKROCK ETF TRUSTBLK126,881$4.2M3.33%
13BLACKROCK ETF TRUSTBLK98,517$3.8M2.99%
14ISHARES TR46432F39615,123$3.8M2.98%
15HARTFORD FDS EXCHANGE TRADED41653L875105,892$3.8M2.96%
16GRANITESHARES GOLD TRBAR73,730$3.1M2.47%
17ISHARES TR46435G67260,673$3.0M2.39%
18SPDR SERIES TRUST78464A6317,066$1.7M1.34%
19ISHARES TR46428841415,636$1.7M1.32%
20SCHWAB STRATEGIC TR80852464950,295$1.3M1.02%
21VANGUARD WHITEHALL FDS92194688518,324$1.2M0.97%
22SPDR SERIES TRUST78464A4098,798$938,7470.74%
23ISHARES TR4642888855,383$613,2310.48%
24SELECT SECTOR SPDR TR81369Y8033,877$558,1720.44%
25VANGUARD SCOTTSDALE FDS92206C7068,730$523,1890.41%
26ISHARES TR46435G4253,366$501,4670.40%
27ISHARES TR46435U7964,628$415,4090.33%
28BLACKROCK ETF TRUST IIBLK6,226$303,0820.24%
29ISHARES INC46434G7643,988$289,8480.23%
30VANGUARD INDEX FDS922908363442$277,0940.22%
31J P MORGAN EXCHANGE TRADED F46641Q8374,233$214,1450.17%
32SCHWAB STRATEGIC TR8085244097,090$209,9350.17%