CORE WEALTH ADVISORS, INC.

HTTP://WWW.COREWEALTH.COM LAKELAND, FL Investment Advisor How do I update this listing?

Core Wealth Advisors is based out of Lakeland. Core Wealth Advisors is a large advisory firm with 397 clients and discretionary assets under management (AUM) of $267,237,081 (Form ADV from 2020-02-17). Their last reported 13F filing for Q2 2020 included $113,537,000 in managed 13F securities and a top 10 holdings concentration of 73.93%. Core Wealth Advisors's largest holding is iShares Core S&P 500 ETF with shares held of 89,144. Whalewisdom has at least 3 13F filings

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06/30/2020

13F Activity

  • Market Value $113.537 Million
  • Prior Market Value $131.336 Million
  • New Purchases19 stocks
  • Additional Purchases29 stocks
  • Sold out of43 stocks
  • Reduced holdings in41 stocks
  • Top 10 Holdings % 73.93 %
  • Turnover % [1]:48.06%
  • Turnover Alt % [2]: 44.93 %
  • Time Held Top20:1.15 quarters
  • Time Held Top10:1.40 quarters
  • Time Held All:1.60 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.07%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CORE WEALTH ADVISORS, INC.
124 SOUTH FLORIDA AVENUE 4TH FLOOR
LAKELAND FL    33801
Country: United States

Business Phone: 863-904-4745
Fax: 863-940-4790
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 397
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CORE WEALTH ADVISORS, INC.

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
FOSS, CHARLES, TAYLOR PRESIDENT 11/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
WALL FOSS FINANCIAL, LLC PRINCIPAL direct 1995-07-01
CORE WEALTH ADVISORS, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2013-11-01
CORE WEALTH ADVISORS, INC. PRESIDENT direct 2013-11-01
DUNHAM, NATHAN, HAROLD VICE PRESIDENT 11/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. VICE PRESIDENT direct 2013-11-01
WEAVER, PAUL, RICHARD CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2017-01-01
FOSS, ANDREW, TAYLOR SHAREHOLDER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. SHAREHOLDER direct 2018-01-01

CORE WEALTH ADVISORS, INC.

ownership team - last updated 2020-02-17
Name Title Start Date Direct/Indirect % Ownership

CORE WEALTH ADVISORS, INC.

ownership team - last updated 2019-02-15
Name Title Start Date Direct/Indirect % Ownership
FOSS, CHARLES, TAYLOR PRESIDENT 11/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
WALL FOSS FINANCIAL, LLC PRINCIPAL direct 1995-07-01
CORE WEALTH ADVISORS, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2013-11-01
CORE WEALTH ADVISORS, INC. PRESIDENT direct 2013-11-01
DUNHAM, NATHAN, HAROLD VICE PRESIDENT 11/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. VICE PRESIDENT direct 2013-11-01
WEAVER, PAUL, RICHARD CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2017-01-01
FOSS, ANDREW, TAYLOR SHAREHOLDER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. SHAREHOLDER direct 2018-01-01

CORE WEALTH ADVISORS, INC.

ownership team - last updated 2018-10-18
Name Title Start Date Direct/Indirect % Ownership
FOSS, CHARLES, TAYLOR PRESIDENT 11/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
WALL FOSS FINANCIAL, LLC PRINCIPAL direct 1995-07-01
CORE WEALTH ADVISORS, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2013-11-01
CORE WEALTH ADVISORS, INC. PRESIDENT direct 2013-11-01
DUNHAM, NATHAN, HAROLD VICE PRESIDENT 11/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. VICE PRESIDENT direct 2013-11-01
WEAVER, PAUL, RICHARD CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2017-01-01
FOSS, ANDREW, TAYLOR SHAREHOLDER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. SHAREHOLDER direct 2018-01-01

CORE WEALTH ADVISORS, INC.

ownership team - last updated 2017-06-12
Name Title Start Date Direct/Indirect % Ownership
FOSS, CHARLES, TAYLOR PRESIDENT 11/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
WALL FOSS FINANCIAL, LLC PRINCIPAL direct 1995-07-01
CORE WEALTH ADVISORS, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2013-11-01
CORE WEALTH ADVISORS, INC. PRESIDENT direct 2013-11-01
DUNHAM, NATHAN, HAROLD VICE PRESIDENT 11/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. VICE PRESIDENT direct 2013-11-01
WEAVER, PAUL, RICHARD CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORE WEALTH ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2017-01-01

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