13F Insight
DOSSIER · 13F-HR · Q1 2026

Core Wealth Partners LLC

$215M in tracked AUM across 180 positions as of Q1 2026.

CW
CIK 0001965078 · last filed Mar 31, 2026
Total AUM
$215M
as of Q1 2026
Holdings
180
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Core Wealth Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$16M63K7.4%02
ROK
ROCKWELL AUTOMATION INC
$15M42K7.0%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M14K3.2%04
CGCP
CAPITAL GRP FIXED INCM ETF T
$6M273K2.8%05
MSFT
MICROSOFT CORP
$6M16K2.7%06
GOOGL
ALPHABET INC
$5M18K2.4%07
AMZN
AMAZON COM INC
$5M23K2.2%08
NVDA
NVIDIA CORPORATION
$5M27K2.2%09
XOM
EXXON MOBIL CORP
$4M26K2.0%10
SGOV
ISHARES TR
$4M42K2.0%

Filing history

2026Q1Mar 31
$215M▼ 3.2%
180 positionsView →2025Q4Dec 31
$222M▲ 2.0%
178 positionsView →2025Q3Sep 30
$218M▲ 10.5%
183 positionsView →2025Q2Jun 30
$197M▲ 14.6%
176 positionsLocked2025Q1Mar 31
$172M▼ 1.4%
167 positionsLocked2024Q4Dec 31
$174M▲ 5.8%
166 positionsLocked2024Q3Sep 30
$165M▲ 12.7%
163 positionsLocked2024Q2Jun 30
$146M▲ 10.6%
147 positionsLocked2024Q1Mar 31
$132M▲ 8.4%
139 positionsLocked2023Q4Dec 31
$122M▲ 10.9%
118 positionsLocked2023Q3Sep 30
$110M▲ 1.7%
108 positionsLocked2023Q2Jun 30
$108M▲ 8.7%
109 positionsLocked
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