Core Wealth Partners LLC - Portfolio Stock Holdings
Core Wealth Partners LLC disclosed 201 stock positions in a recent SEC 13F filing. $234,700,619 of stock holdings were filed, with the largest holdings including ROK, AAPL, and BRK.B. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $393,227,585 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
201Est. Stock Holding Value:
$234,700,619Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Core Wealth Partners LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Core Wealth Partners LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...