Core Wealth Advisors, LLC reported 1 positions worth $1.34M for the quarter ended Sep 30, 2026, up 3.3% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 0. Its largest holding is GraniteShares Gold Trust at 100% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BAR GraniteShares Gold Trust | -74 | -0.2% | $3.03K | 100% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BAR GraniteShares Gold Trust | Others | 32.9K | $1.34M | 100% | -74 | -0.2% | Reduced | 0.09% |
Tip. Select a row to see that position’s full history at Core Wealth Advisors.
As of its Q3 2026 13F filing, Core Wealth Advisors, LLC’s five largest positions were GraniteShares Gold Trust (BAR) at 100.0% of the reported portfolio.
Core Wealth Advisors, LLC reported a 13F portfolio worth $1.34M across 1 positions for Q3 2026. That is up 3.3% from the previous quarter.
Its largest sales by value were GraniteShares Gold Trust ($3.03K). It exited 0 positions entirely.
From the Form 13F-HR reports Core Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.