Alphabet Inc.
CH ˙ SWX ˙ US02079K1079
SecurityCH:GOOG / Alphabet Inc.
InstitutionCore Wealth Advisors, Inc.
Latest Disclosed Ownership2,837 shares
Latest Disclosed Value $ 813,822
Core Wealth Advisors, Inc. reports 6.06% increase in ownership of GOOG / Alphabet Inc.

On May 15, 2026 - Core Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,837 shares of Alphabet Inc. (CH:GOOG) valued at $813,822 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,145 shares of Alphabet Inc.. This represents a change in shares of 6.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ALPHABET CAP STK CL C 02079K107 2,837 162 6.06 814 -3.10 0.1942
2026-02-17 2025-12-31 13F ALPHABET CAP STK CL C 02079K107 2,675 167 6.66 839 37.54 0.2178
2025-11-14 2025-09-30 13F ALPHABET CAP STK CL C 02079K107 2,508 -44 -1.72 611 34.96 0.1593
2025-08-14 2025-06-30 13F ALPHABET CAP STK CL C 02079K107 2,552 2 0.08 453 13.57 0.1301
2025-05-15 2025-03-31 13F ALPHABET CAP STK CL C 02079K107 2,550 181 7.64 398 -11.75 0.1267
2025-02-14 2024-12-31 13F ALPHABET CAP STK CL C 02079K107 2,369 28 1.20 451 15.35 0.1488
2024-11-13 2024-09-30 13F ALPHABET CAP STK CL C 02079K107 2,341 25 1.08 391 -7.78 0.1255
2024-08-15 2024-06-30 13F ALPHABET CAP STK CL C 02079K107 2,316 0 0.00 425 20.45 0.1456
2024-05-15 2024-03-31 13F ALPHABET CAP STK CL C 02079K107 2,316 -44 -1.86 353 6.02 0.1198
2024-02-14 2023-12-31 13F ALPHABET CAP STK CL C 02079K107 2,360 230 10.80 333 18.57 0.1222
2023-11-13 2023-09-30 13F ALPHABET CAP STK CL C 02079K107 2,130 0 0.00 281 8.95 0.1149
2023-08-14 2023-06-30 13F ALPHABET CAP STK CL C 02079K107 2,130 114 5.65 258 22.97 0.1034
2023-04-27 2023-03-31 13F ALPHABET CAP STK CL C 02079K107 2,016 411 25.61 210 47.18 0.0836
2023-02-14 2022-12-31 13F ALPHABET CAP STK CL C 02079K107 1,605 -35 -2.13 142 -10.13 0.0623
2022-11-10 2022-09-30 13F ALPHABET CAP STK CL C 02079K107 1,640 1,558 1,900.00 158 -11.73 0.0921
2022-08-12 2022-06-30 13F ALPHABET CAP STK CL C 02079K107 82 -325 -79.85 179 -84.26 0.1101
2022-05-16 2022-03-31 13F ALPHABET CAP STK CL C 02079K107 407 15 3.83 1,137 0.26 0.6378
2022-02-14 2021-12-31 13F ALPHABET CAP STK CL C 02079K107 392 -84 -17.65 1,134 -10.64 0.6772
2021-11-09 2021-09-30 13F ALPHABET CAP STK CL C 02079K107 476 388 440.91 1,269 474.21 0.8417
2021-08-03 2021-06-30 13F ALPHABET CAP STK CL C 02079K107 88 -272 -75.56 221 -70.34 0.1474
2021-05-04 2021-03-31 13F ALPHABET CAP STK CL C 02079K107 360 10 2.86 745 21.53 0.6569
2021-02-05 2020-12-31 13F ALPHABET CAP STK CL C 02079K107 350 -18 -4.89 613 13.31 0.5476
2020-11-12 2020-09-30 13F ALPHABET CAP STK CL C 02079K107 368 -23 -5.88 541 -2.17 0.5064
2020-07-31 2020-06-30 13F ALPHABET CAP STK CL C 02079K107 391 182 87.08 553 127.57 0.4871
2020-04-29 2020-03-31 13F ALPHABET CAP STK CL C 02079K107 209 129 161.25 243 127.10 0.1850
2020-02-14 2019-12-31 13F ALPHABET CAP STK CL C 02079K107 80 80 107 0.0615
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.