Core Wealth Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1965078
Institutional-grade research for retail investors
13F Reported Value
ⓘ$234.7M
incl. option notional
Equity Holdings
ⓘ$234.7M
Option Notional
ⓘ$888
$0 puts / $888 calls
Holdings
191
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Core Wealth Partners LLC disclosed 191 positions worth $234.7M in its Form 13F-HR for Q2 2026 — $234.7M in common stock plus $888 of put/call option positions (reported at underlying notional value, not premium at risk), led by $ROK (ROCKWELL AUTOMATION, INC) at 8.8% of the equity portfolio, followed by $AAPL and $BRK.B. During the quarter the fund opened 24 new positions and exited 14. The portfolio is most concentrated in Technology (35.5% of disclosed assets). All figures are sourced directly from Core Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 1965078.
AI Fund Analysis
Stable
$ROK8.8% weight
Held 10 quarters
$AAPL7.6% weight
Held 10 quarters
$BRK-A2.8% weight
Held 10 quarters
$GOOG2.6% weight
Held 10 quarters
$MSFT2.5% weight
Held 10 quarters
$TSLA9 quarters accumulating
$GOOG9 quarters accumulating
$RTX9 quarters accumulating
$SBUX9 quarters accumulating
ISHARES TR - CORE S&P500 E
9 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$MSTRCALL$598 notional
$IBITCALL$290 notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 68.2#425
Quality
$20.7M41,841 sh - 76.1#112
Quality
$17.7M61,326 sh - 64.5#634
Quality
$6.6M13,255 sh - 80.2
Quality
$6.2M17,391 sh - 83.7
Quality
$5.9M15,768 sh - 74.6
Quality
$5.1M21,426 sh CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM
—Quality
$5.1M228,021 sh- 90.2
Quality
$4.6M23,095 sh - 74.2
Quality
$4.4M18,000 sh JANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$4.2M84,109 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ROCKWELL AUTOMATION, INC$ROK | 68.2#425 | $20.7M | 41,841 |
| Apple Inc.$AAPL | 76.1#112 | $17.7M | 61,326 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $6.6M | 13,255 |
| Alphabet Inc.$GOOG | 80.2 | $6.2M | 17,391 |
| MICROSOFT CORP$MSFT | 83.7 | $5.9M | 15,768 |
 AMAZON COM INC$AMZN | 74.6 | $5.1M | 21,426 |
| CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $5.1M | 228,021 |
 NVIDIA CORP$NVDA | 90.2 | $4.6M | 23,095 |
 AMETEK INC/$AME | 74.2 | $4.4M | 18,000 |
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $4.2M | 84,109 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Core Wealth Partners LLC's 191 positions.
Showing top 10 of 191 holdings.
Sector Allocation
Technology
$83.2M
Other
$73.0M
Financials
$20.3M
Industrials
$16.2M
Consumer Discretionary
$13.5M
Healthcare
$11.8M
Energy
$6.5M
Consumer Staples
$3.3M
Full Holdings — Core Wealth Partners LLC (Q2 2026)
All 191 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ROK | ROCKWELL AUTOMATION, INC | $20.7M | 8.8% | +0% | 68.2 |
| 2 | $AAPL | Apple Inc. | $17.7M | 7.6% | -3% | 76.1 |
| 3 | $BRK.B | BERKSHIRE HATHAWAY INC | $6.6M | 2.8% | -7% | 64.5 |
| 4 | $GOOG | Alphabet Inc. | $6.2M | 2.6% | -4% | 80.2 |
| 5 | $MSFT | MICROSOFT CORP | $5.9M | 2.5% | -0% | 83.7 |
| 6 | $AMZN | AMAZON COM INC | $5.1M | 2.2% | -6% | 74.6 |
| 7 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $5.1M | 2.2% | -16% | — |
| 8 | $NVDA | NVIDIA CORP | $4.6M | 2.0% | -14% | 90.2 |
| 9 | $AME | AMETEK INC/ | $4.4M | 1.9% | +0% | 74.2 |
| 10 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $4.2M | 1.8% | +37% | — |
| 11 | — | ISHARES TR - 0-3 MTH TREASURY | $4.0M | 1.7% | -7% | — |
| 12 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $3.7M | 1.6% | +29% | — |
| 13 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $3.7M | 1.6% | -4% | — |
| 14 |  $JPM | JPMORGAN CHASE & CO | $3.5M | 1.5% | -10% | 35.6 |
| 15 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 1.4% | -10% | 67 |
| 16 |  $AVGO | Broadcom Inc. | $3.3M | 1.4% | -16% | 86.4 |
| 17 |  $XOM | EXXON MOBIL CORP | $3.2M | 1.4% | -9% | 61.8 |
| 18 |  $BA | BOEING CO | $3.1M | 1.3% | -1% | 51.8 |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.1M | 1.3% | +33% | — |
| 20 | $TSLA | Tesla, Inc. | $3.0M | 1.3% | +5% | 50.1 |
| 21 |  $JNJ | JOHNSON & JOHNSON | $2.9M | 1.3% | -4% | 72.8 |
| 22 |  $GOOGL | Alphabet Inc. | $2.7M | 1.1% | +0% | 80.2 |
| 23 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $2.6M | 1.1% | +974% | — |
| 24 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $2.6M | 1.1% | +0% | 52.1 |
| 25 | — | ISHARES TR - TRUST ISHARE 0-1 | $2.6M | 1.1% | -3% | — |
| 26 | $RTX | RTX Corp | $2.5M | 1.1% | +0% | 70 |
| 27 |  $GILD | GILEAD SCIENCES, INC. | $2.3M | 1.0% | +1% | 77.8 |
| 28 |  $V | VISA INC. | $2.2M | 0.9% | -11% | 83.5 |
| 29 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.1M | 0.9% | -12% | — |
| 30 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $1.9M | 0.8% | +9% | — |
| 31 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 0.8% | -6% | — |
| 32 |  $GLW | CORNING INC /NY | $1.9M | 0.8% | -3% | 72.7 |
| 33 | — | JANUS DETROIT STR TR - HEND SECU IN ETF | $1.8M | 0.8% | +511% | — |
| 34 |  $LRCX | LAM RESEARCH CORP | $1.8M | 0.8% | +2% | 82.4 |
| 35 |  $ABBV | AbbVie Inc. | $1.7M | 0.7% | -9% | 59.3 |
| 36 |  $MRVL | Marvell Technology, Inc. | $1.6M | 0.7% | +5% | 77.3 |
| 37 |  $WMT | Walmart Inc. | $1.6M | 0.7% | -19% | 63.2 |
| 38 | — | ISHARES TR - CORE US AGGBD ET | $1.6M | 0.7% | -38% | — |
| 39 |  $CVX | CHEVRON CORP | $1.6M | 0.7% | +3% | 54.7 |
| 40 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $1.5M | 0.7% | +16% | — |
| 41 |  $IVZ | Invesco Ltd. | $1.5M | 0.6% | -7% | — |
| 42 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.6% | +2% | 72.3 |
| 43 |  $PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | $1.5M | 0.6% | +0% | — |
| 44 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.4M | 0.6% | -2% | 66.7 |
| 45 |  $META | Meta Platforms, Inc. | $1.4M | 0.6% | -17% | 80.9 |
| 46 | — | ISHARES TR - MSCI USA MIN ETF | $1.4M | 0.6% | NEW | — |
| 47 |  $LLY | ELI LILLY & Co | $1.4M | 0.6% | -25% | 89.3 |
| 48 |  $ORCL | ORACLE CORP | $1.3M | 0.6% | -14% | 67.2 |
| 49 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.2M | 0.5% | +5% | — |
| 50 |  $KO | COCA COLA CO | $1.2M | 0.5% | -0% | 74 |
| 51 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.5% | +0% | 74 |
| 52 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.5% | -12% | 72.9 |
| 53 |  $IBIT | iShares Bitcoin Trust ETF | $1.1M | 0.5% | +7% | — |
| 54 |  $NFLX | NETFLIX INC | $1.1M | 0.5% | -3% | 86.7 |
| 55 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.5% | +0% | — |
| 56 | — | ISHARES TR - 3 7 YR TREAS BD | $1.1M | 0.5% | +2% | — |
| 57 |  $MEDP | Medpace Holdings, Inc. | $1.1M | 0.5% | +0% | 77.4 |
| 58 |  $PLTR | Palantir Technologies Inc. | $987,903 | 0.4% | +10% | 85.8 |
| 59 |  $MA | Mastercard Inc | $981,508 | 0.4% | -20% | 81.7 |
| 60 | — | ISHARES TR - TOP 20 U S ETF | $943,200 | 0.4% | -19% | — |
| 61 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $933,833 | 0.4% | +0% | — |
| 62 | — | FRANKLIN TEMPLETON ETF TR - US LRG CP MLTFCT | $913,025 | 0.4% | -12% | — |
| 63 | $IVZ | Invesco Ltd. | $903,816 | 0.4% | NEW | — |
| 64 |  $ADP | AUTOMATIC DATA PROCESSING INC | $900,150 | 0.4% | +0% | 77.9 |
| 65 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $884,354 | 0.4% | +0% | — |
| 66 | — | RBB FD INC - F/M US TREASURY | $883,868 | 0.4% | -0% | — |
| 67 |  $SYY | SYSCO CORP | $859,133 | 0.4% | -6% | 58.4 |
| 68 |  $CARR | CARRIER GLOBAL Corp | $840,449 | 0.4% | +0% | 61.5 |
| 69 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $837,500 | 0.4% | NEW | — |
| 70 |  $MRK | Merck & Co., Inc. | $828,470 | 0.3% | +0% | 70.9 |
| 71 |  $GE | GENERAL ELECTRIC CO | $813,840 | 0.3% | +5% | 74.8 |
| 72 |  $CAT | CATERPILLAR INC | $785,896 | 0.3% | +5% | 67.8 |
| 73 |  $RIO | RIO TINTO PLC | $759,440 | 0.3% | +0% | — |
| 74 | — | ISHARES TR - ISHARES BIOTECH | $758,662 | 0.3% | +0% | — |
| 75 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $749,147 | 0.3% | NEW | — |
| 76 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $745,196 | 0.3% | +14% | — |
| 77 |  $VZ | VERIZON COMMUNICATIONS INC | $705,215 | 0.3% | +2% | 71.6 |
| 78 |  $SHEL | Shell plc | $701,659 | 0.3% | +0% | — |
| 79 |  $MU | MICRON TECHNOLOGY INC | $699,500 | 0.3% | NEW | 88.4 |
| 80 | — | ISHARES TR - 7-10 YR TRSY BD | $680,999 | 0.3% | -16% | — |
| 81 |  $PEP | PEPSICO INC | $677,140 | 0.3% | +0% | 62.7 |
| 82 |  $WM | WASTE MANAGEMENT INC | $670,869 | 0.3% | +0% | 70.7 |
| 83 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $648,195 | 0.3% | -21% | — |
| 84 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $637,009 | 0.3% | -74% | — |
| 85 |  $LMT | LOCKHEED MARTIN CORP | $636,775 | 0.3% | -4% | 65 |
| 86 | — | FIRST TR EXCHANGE TRADED FD - NASDAQ BUYWRITE | $619,713 | 0.3% | -26% | — |
| 87 | $SBUX | STARBUCKS CORP | $618,052 | 0.3% | +0% | 54.6 |
| 88 |  $QCOM | QUALCOMM INC/DE | $605,784 | 0.3% | +0% | 81.9 |
| 89 |  $GEV | GE Vernova Inc. | $605,053 | 0.3% | +0% | 70.1 |
| 90 |  $HD | HOME DEPOT, INC. | $601,228 | 0.3% | -14% | 69.2 |
| 91 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $596,503 | 0.3% | +35% | — |
| 92 | — | ISHARES TR - CORE S&P500 ETF | $579,485 | 0.3% | +0% | — |
| 93 |  $WT | WisdomTree, Inc. | $565,428 | 0.2% | -13% | 62.9 |
| 94 |  $TGT | TARGET CORP | $561,623 | 0.2% | +0% | 53.1 |
| 95 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $559,444 | 0.2% | +0% | — |
| 96 |  $MSTR | Strategy Inc | $559,395 | 0.2% | +3% | 25.4 |
| 97 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | $558,891 | 0.2% | +0% | — |
| 98 | — | GLOBAL X FDS - ARTIFICIAL ETF | $544,197 | 0.2% | +0% | — |
| 99 | — | ISHARES TR - 10-20 YR TRS ETF | $544,098 | 0.2% | +2% | — |
| 100 |  $AMD | ADVANCED MICRO DEVICES INC | $522,238 | 0.2% | NEW | 78.8 |
| 101 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $522,170 | 0.2% | -2% | — |
| 102 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $515,088 | 0.2% | +0% | — |
| 103 |  $ETN | Eaton Corp plc | $511,344 | 0.2% | +0% | — |
| 104 |  $GLD | SPDR GOLD TRUST | $496,945 | 0.2% | +2% | — |
| 105 |  $MCD | MCDONALDS CORP | $476,636 | 0.2% | -2% | 73.9 |
| 106 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $471,413 | 0.2% | +0% | — |
| 107 |  $VCV | Invesco California Value Municipal Income Trust | $440,944 | 0.2% | +0% | — |
| 108 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $436,674 | 0.2% | -40% | — |
| 109 |  $KMB | KIMBERLY CLARK CORP | $426,373 | 0.2% | -11% | 61.7 |
| 110 |  $KMI | KINDER MORGAN, INC. | $423,730 | 0.2% | -36% | 74.6 |
| 111 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST TEC | $422,408 | 0.2% | -27% | — |
| 112 | — | ISHARES TR - CORE S&P SCP ETF | $421,200 | 0.2% | +0% | — |
| 113 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $419,405 | 0.2% | NEW | — |
| 114 | — | ISHARES TR - 20 YR TR BD ETF | $405,063 | 0.2% | +1% | — |
| 115 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $386,997 | 0.2% | +0% | — |
| 116 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $386,457 | 0.2% | +0% | — |
| 117 |  $SITM | SITIME Corp | $380,981 | 0.2% | NEW | 44.6 |
| 118 |  $HCXY | Hercules Capital, Inc. | $380,893 | 0.2% | +0% | — |
| 119 |  $BAC | BANK OF AMERICA CORP /DE/ | $374,495 | 0.2% | +12% | 68.4 |
| 120 | $WT | WisdomTree, Inc. | $368,568 | 0.2% | +0% | 62.9 |
| 121 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | $367,617 | 0.2% | +12% | — |
| 122 |  $NAC | Nuveen California Quality Municipal Income Fund | $359,952 | 0.1% | -8% | — |
| 123 | — | ISHARES TR - 0-5 YR TIPS ETF | $354,291 | 0.1% | +0% | — |
| 124 |  $NET | Cloudflare, Inc. | $353,203 | 0.1% | +0% | 52.6 |
| 125 |  $TXN | TEXAS INSTRUMENTS INC | $351,111 | 0.1% | +0% | 70.4 |
| 126 | — | ISHARES TR - 1 3 YR TREAS BD | $336,274 | 0.1% | +2% | — |
| 127 | — | ISHARES TR - ISHARES SEMICDTR | $335,767 | 0.1% | NEW | — |
| 128 |  $OTIS | Otis Worldwide Corp | $334,372 | 0.1% | +0% | 60.3 |
| 129 | — | FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH | $323,670 | 0.1% | +0% | — |
| 130 |  $O | REALTY INCOME CORP | $314,185 | 0.1% | +13% | 74.6 |
| 131 |  $FDX | FEDEX CORP | $314,000 | 0.1% | +0% | 60.3 |
| 132 |  $ABT | ABBOTT LABORATORIES | $311,102 | 0.1% | +0% | 67 |
| 133 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $310,992 | 0.1% | +0% | — |
| 134 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $307,922 | 0.1% | -20% | — |
| 135 |  $USB | US BANCORP DE | $302,000 | 0.1% | +0% | 71.4 |
| 136 |  $WELL | WELLTOWER INC. | $293,392 | 0.1% | +0% | 75.7 |
| 137 |  $CSWC | CAPITAL SOUTHWEST CORP | $292,846 | 0.1% | +7% | — |
| 138 |  $WMB | WILLIAMS COMPANIES, INC. | $292,446 | 0.1% | +0% | 72.8 |
| 139 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $290,246 | 0.1% | -15% | — |
| 140 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $285,074 | 0.1% | NEW | — |
| 141 |  $WCC | WESCO INTERNATIONAL INC | $282,362 | 0.1% | -11% | 55.4 |
| 142 |  $MAIN | Main Street Capital CORP | $280,567 | 0.1% | +0% | — |
| 143 |  $PFE | PFIZER INC | $279,017 | 0.1% | +1% | 69 |
| 144 |  $WFC | WELLS FARGO & COMPANY/MN | $278,745 | 0.1% | +2% | — |
| 145 |  $ET | Energy Transfer LP | $275,099 | 0.1% | -12% | 64.5 |
| 146 | — | GLOBAL X FDS - S&P 500 COVERED | $273,660 | 0.1% | -25% | — |
| 147 | $IVZ | Invesco Ltd. | $273,163 | 0.1% | -19% | — |
| 148 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $267,502 | 0.1% | -4% | — |
| 149 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $265,483 | 0.1% | +0% | — |
| 150 |  $BE | Bloom Energy Corp | $262,441 | 0.1% | NEW | 54.4 |
| 151 | — | ISHARES TR - RUSSELL 2000 ETF | $258,787 | 0.1% | +0% | — |
| 152 |  $PM | Philip Morris International Inc. | $258,701 | 0.1% | -2% | 80.5 |
| 153 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $256,512 | 0.1% | +0% | — |
| 154 |  $CLS | CELESTICA INC | $253,171 | 0.1% | NEW | 69 |
| 155 | — | GLOBAL X FDS - DATA CTR DIG ETF | $246,149 | 0.1% | NEW | — |
| 156 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $244,428 | 0.1% | +0% | — |
| 157 |  $BMY | BRISTOL MYERS SQUIBB CO | $243,156 | 0.1% | -34% | 70.1 |
| 158 |  $LAZ | Lazard, Inc. | $241,632 | 0.1% | NEW | 59.3 |
| 159 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $240,824 | 0.1% | NEW | 60.9 |
| 160 | — | ISHARES TR - RUS 1000 GRW ETF | $239,151 | 0.1% | +298% | — |
| 161 |  $ARM | ARM HOLDINGS PLC /UK | $235,434 | 0.1% | NEW | — |
| 162 |  $MDT | Medtronic plc | $234,690 | 0.1% | +0% | — |
| 163 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $233,224 | 0.1% | NEW | — |
| 164 | — | GLOBAL X FDS - GLOBAL X COPPER | $233,065 | 0.1% | +1% | — |
| 165 |  $CRDO | Credo Technology Group Holding Ltd | $231,158 | 0.1% | NEW | — |
| 166 | — | NUVEEN CALIF AMT FREE MUNI I - COM | $230,865 | 0.1% | +0% | — |
| 167 |  $CBRE | CBRE GROUP, INC. | $228,973 | 0.1% | +0% | 62.9 |
| 168 |  $DLR | DIGITAL REALTY TRUST, INC. | $227,169 | 0.1% | +0% | 70.2 |
| 169 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $225,752 | 0.1% | +0% | — |
| 170 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST SMID | $225,381 | 0.1% | -55% | — |
| 171 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $224,146 | 0.1% | NEW | — |
| 172 |  $TER | TERADYNE, INC | $221,300 | 0.1% | NEW | 74.6 |
| 173 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $221,057 | 0.1% | NEW | — |
| 174 |  $APD | Air Products & Chemicals, Inc. | $220,471 | 0.1% | +0% | 41.2 |
| 175 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $212,224 | 0.1% | -43% | — |
| 176 |  $BXSL | Blackstone Secured Lending Fund | $210,829 | 0.1% | +0% | — |
| 177 | — | VANECK FDS - ONCHAIN ECONOMY | $207,912 | 0.1% | NEW | — |
| 178 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $203,809 | 0.1% | NEW | — |
| 179 |  $AMGN | AMGEN INC | $203,339 | 0.1% | NEW | 79.5 |
| 180 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $200,494 | 0.1% | +3% | 60.5 |
| 181 |  $TSLX | Sixth Street Specialty Lending, Inc. | $200,340 | 0.1% | +0% | — |
| 182 |  $DHI | HORTON D R INC /DE/ | $200,058 | 0.1% | NEW | 54.6 |
| 183 |  $ARCC | ARES CAPITAL CORP | $197,863 | 0.1% | +0% | — |
| 184 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $193,973 | 0.1% | +0% | — |
| 185 | — | VANECK ETF TRUST - PREFERRED SECURT | $190,620 | 0.1% | +0% | — |
| 186 |  $OBDC | Blue Owl Capital Corp | $189,747 | 0.1% | +1% | — |
| 187 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $172,620 | 0.1% | +0% | — |
| 188 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $132,800 | 0.1% | +0% | — |
| 189 |  $WRAP | WRAP TECHNOLOGIES, INC. | $14,706 | 0.0% | +0% | — |
| 190 | $MSTRCALL | Strategy Inc | $598 | — | +0% | 25.4 |
| 191 | $IBITCALL | iShares Bitcoin Trust ETF | $290 | — | -89% | — |
New Positions (24)
ISHARES TR - MSCI USA MIN ETF$1.4M
VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F$837,500
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$749,147
$MU MICRON TECHNOLOGY INC$699,500$AMD ADVANCED MICRO DEVICES INC$522,238$JPC Nuveen Preferred & Income Opportunities Fund$419,405$SITM SITIME Corp$380,981 ISHARES TR - ISHARES SEMICDTR$335,767
GOLDMAN SACHS ETF TR - NASDA 100 ETF$285,074
$BE Bloom Energy Corp$262,441$CLS CELESTICA INC$253,171 GLOBAL X FDS - DATA CTR DIG ETF$246,149
$LAZ Lazard, Inc.$241,632$ALNY ALNYLAM PHARMACEUTICALS, INC.$240,824$ARM ARM HOLDINGS PLC /UK$235,434Exited Positions (14)
SPDR SERIES TRUST
PROSHARES TR
GOLDMAN SACHS ETF TR
PROSHARES TR
FIRST TR EXCH TRADED FD III
VANGUARD INDEX FDS
$TMUS T-Mobile US, Inc. FIRST TR EXCHANGE TRADED FD
FIRST TR EXCHANGE TRAD FD VI
$TM TOYOTA MOTOR CORP/
$NU Nu Holdings Ltd.
$GOF GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDCALL PROSHARES TR
$QQQCALL INVESCO QQQ TRUST, SERIES 1Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Core Wealth Partners LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Core Wealth Partners LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Core Wealth Partners LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Core Wealth Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Core Wealth Partners LLC (SEC CIK: 1965078), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Core Wealth Partners LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.