SEC 13F Intelligence

Core Wealth Advisors, Inc. / PSFF

Core Wealth Advisors, Inc.’s Pacer Fds Tr Position

Does Core Wealth Advisors, Inc. own Pacer Fds Tr (PSFF)? Yes — 171.7K shares worth $6M (+1.31% of its 13F portfolio) as of Q1 2026, up from 141.1K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
171.7K
% of Portfolio
+1.31%
Quarters Held
10
currently held

Position History PSFF

Reported value by quarter
Q4 ’23: $150,363Q4 ’23Q1 ’24: $400,424Q2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $4MQ4 ’25: $5MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026171.7K$6M+1.31%
Q4 2025141.1K$5M+1.18%
Q3 2025131.9K$4M+1.09%
Q2 2025168.2K$5M+1.47%
Q1 2025143.2K$4M+1.30%
Q4 2024118.6K$3M+1.14%
Q3 2024102.5K$3M+0.94%
Q2 202493.2K$3M+0.89%
Q1 202414.8K$400,424+0.14%
Q4 20235.8K$150,363+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Core Wealth Advisors, Inc.’s full portfolio or all institutional holders of PSFF.