Institutions / Core Wealth Partners LLC
Core Wealth Partners LLC
CIK 1965078 · Institution · as of Dec 31, 2025
Portfolio value
$222.05M
Positions
173
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 173 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $17.42M | 7.8% |
| Rockwell Automation Inc | $16.23M | 7.3% |
| Microsoft Corp | $7.60M | 3.4% |
| Warren E. Buffett | $7.26M | 3.3% |
| Capital Grp Fixed Incm ETF T | $6.17M | 2.8% |
| Alphabet Inc. | $5.68M | 2.6% |
| Amazon.com Inc | $5.27M | 2.4% |
| NVIDIA Corp | $5.18M | 2.3% |
| iShares Tr | $4.80M | 2.2% |
| SPDR Series Trust | $4.06M | 1.8% |
| JPMorgan Chase & Co | $3.82M | 1.7% |
| AMETEK Inc | $3.70M | 1.7% |
| Broadcom Inc. | $3.65M | 1.6% |
| Costco Wholesale Corp /New | $3.48M | 1.6% |
| Exxon Mobil Corp | $3.34M | 1.5% |
| The Boeing Company | $3.11M | 1.4% |
| Tesla Inc | $2.89M | 1.3% |
| First Tr Exchng Traded Fd VI | $2.85M | 1.3% |
| iShares Tr | $2.77M | 1.2% |
| Janus Detroit Str Tr | $2.65M | 1.2% |
| iShares Tr | $2.57M | 1.2% |
| Visa Inc | $2.54M | 1.1% |
| Schwab Strategic Tr | $2.54M | 1.1% |
| SPDR Series Trust | $2.51M | 1.1% |
| Johnson & Johnson | $2.48M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.