Core Wealth Advisors, Inc.

SEC CIK: 0001770532
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Core Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overview All 13F holders of DIA Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of DIA by Core Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−44−100.0%	Sold out	Holders
Q1 2024	44	$17.6K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	44	$16.6K	<0.1%	+15+51.7%	Added	Holders
Q3 2023	29	$9.76K	<0.1%	+29	New	Holders