Core Wealth Partners LLC 13F Holdings

CIK 0001965078 · SANTA ROSA, CA

As of Sep 30, 2025, Core Wealth Partners LLC reported 178 positions worth $217.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology64,657 6.5M7.56%
ROCKWELL AUTOMATION INCROKIndustrials41,669 4.6M6.69%
MICROSOFT CORPMSFTTechnology15,536$8.0M3.69%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services13,821$6.9M3.19%
CAPITAL GROUP CORE PLUS INCOME ETFCGCP—244,871$5.6M2.55%
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—53,020$5.3M2.45%
NVIDIA CORPNVDATechnology27,704$5.2M2.37%
AMAZON.COM INCAMZNEquity22,672$5.0M2.28%
ALPHABET INCGOOGLEquity19,247$4.7M2.15%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—46,944$4.3M1.98%
JPMORGAN CHASE & COJPMFinancial Services11,674$3.7M1.69%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,962$3.7M1.68%
BROADCOM INCAVGOTechnology10,523$3.5M1.59%
AMETEK INCAMEIndustrials18,000$3.4M1.55%
BOEING COBAIndustrials14,326$3.1M1.42%
EXXON MOBIL CORPXOMEnergy27,177$3.1M1.41%
SKYWORKS SOLUTIONS INCSWKSTechnology37,699$2.9M1.33%
ISHARES SHORT TREASURY BOND ETFSHV—25,131$2.8M1.27%
TESLA INCTSLAConsumer Cyclical6,004$2.7M1.23%
JANUS HENDERSON AAA CLO ETFJAAA—51,256$2.6M1.19%
VISA INC-CLASS A SHARESVFinancial Services7,418$2.5M1.16%
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETFFIXD—56,997$2.5M1.16%
ORACLE CORPORCLTechnology8,840$2.5M1.14%
PROCTER & GAMBLE COPGConsumer Defensive14,936$2.3M1.05%
ISHARES CORE US AGGREGATE BOND ETFAGG—22,696$2.3M1.04%