0001770532-22-000005.txt : 20221110 0001770532-22-000005.hdr.sgml : 20221110 20221110170738 ACCESSION NUMBER: 0001770532-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Core Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001770532 IRS NUMBER: 464043337 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20093 FILM NUMBER: 221378455 BUSINESS ADDRESS: STREET 1: 124 SOUTH FLORIDA AVENUE STREET 2: SUITE 4 CITY: LAKELAND STATE: FL ZIP: 33801 BUSINESS PHONE: 8639044745 MAIL ADDRESS: STREET 1: 124 SOUTH FLORIDA AVENUE STREET 2: SUITE 4 CITY: LAKELAND STATE: FL ZIP: 33801 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001770532 XXXXXXXX 09-30-2022 09-30-2022 Core Wealth Advisors, Inc.

124 SOUTH FLORIDA AVENUE SUITE 4 LAKELAND FL 33801

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COM 74967X103 9 35 SH SOLE 0 0 35 ROKU INC COM CL A 77543R102 8 138 SH SOLE 0 0 138 ROYAL CARIBBEAN GROUP COM V7780T103 8 200 SH SOLE 0 0 200 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 18 375 SH SOLE 0 0 375 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 16 380 SH SOLE 0 0 380 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 557 8381 SH SOLE 0 0 8381 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 9 300 SH SOLE 0 0 300 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 7 60 SH SOLE 0 0 60 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 10 150 SH SOLE 0 0 150 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 43 361 SH SOLE 0 0 361 SMUCKER J M CO COM NEW 832696405 5 34 SH SOLE 0 0 34 SOUTHSTATE CORPORATION COM 840441109 1 15 SH SOLE 0 0 15 SOUTHWEST AIRLS CO COM 844741108 16 515 SH SOLE 0 0 515 SPDR GOLD TR GOLD SHS 78463V107 10 62 SH SOLE 0 0 62 SPDR S&P 500 ETF TR TR UNIT 78462F103 941 2634 SH SOLE 0 0 2634 SPDR SER TR BBG CONV SEC ETF 78464A359 16 250 SH SOLE 0 0 250 SPDR SER TR PORTFOLIO INTRMD 78464A375 5 160 SH SOLE 0 0 160 SPDR SER TR S&P BIOTECH 78464A870 117 1475 SH SOLE 0 0 1475 STARBUCKS CORP COM 855244109 4 50 SH SOLE 0 0 50 STRATEGY SHS NS 7HANDL IDX 86280R506 71 3709 SH SOLE 0 0 3709 TEXAS INSTRS INC COM 882508104 27 175 SH SOLE 0 0 175 UBER TECHNOLOGIES INC COM 90353T100 2 90 SH SOLE 0 0 90 ULTA BEAUTY INC COM 90384S303 6 16 SH SOLE 0 0 16 UNION PAC CORP COM 907818108 21 110 SH SOLE 0 0 110 UNITED PARCEL SERVICE INC CL B 911312106 1 5 SH SOLE 0 0 5 UNITED STATES STL CORP NEW COM 912909108 0 2 SH SOLE 0 0 2 UNITEDHEALTH GROUP INC COM 91324P102 1519 3007 SH SOLE 0 0 3007 US BANCORP DEL COM NEW 902973304 19 462 SH SOLE 0 0 462 USANA HEALTH SCIENCES INC COM 90328M107 11 200 SH SOLE 0 0 200 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 1 39 SH SOLE 0 0 39 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 15 82 SH SOLE 0 0 82 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2 30 SH SOLE 0 0 30 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 28 391 SH SOLE 0 0 391 VANGUARD INDEX FDS GROWTH ETF 922908736 4 19 SH SOLE 0 0 19 VANGUARD INDEX FDS LARGE CAP ETF 922908637 618 3780 SH SOLE 0 0 3780 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5 43 SH SOLE 0 0 43 VANGUARD INDEX FDS MID CAP ETF 922908629 30 157 SH SOLE 0 0 157 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 19 238 SH SOLE 0 0 238 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5 25 SH SOLE 0 0 25 VANGUARD INDEX FDS TOTAL STK MKT 922908769 179 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS VALUE ETF 922908744 9 73 SH SOLE 0 0 73 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6 169 SH SOLE 0 0 169 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1 11 SH SOLE 0 0 11 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 825 17138 SH SOLE 0 0 17138 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1 27 SH SOLE 0 0 27 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3 45 SH SOLE 0 0 45 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 26 190 SH SOLE 0 0 190 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 14 396 SH SOLE 0 0 396 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 13 136 SH SOLE 0 0 136 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 22 356 SH SOLE 0 0 356 VANGUARD WORLD FDS INF TECH ETF 92204A702 10 31 SH SOLE 0 0 31 VANGUARD WORLD FDS MATERIALS ETF 92204A801 4 29 SH SOLE 0 0 29 VERIZON COMMUNICATIONS INC COM 92343V104 104 2749 SH SOLE 0 0 2749 VISA INC COM CL A 92826C839 134 755 SH SOLE 0 0 755 WALMART INC COM 931142103 130 1006 SH SOLE 0 0 1006 WARNER BROS DISCOVERY INC COM SER A 934423104 2 202 SH SOLE 0 0 202 WP CAREY INC COM 92936U109 26 375 SH SOLE 0 0 375 YUM BRANDS INC COM 988498101 3 25 SH SOLE 0 0 25 ZOETIS INC CL A 98978V103 1 9 SH SOLE 0 0 9