13F Insight
DOSSIER · 13F-HR · Q2 2026

Core Wealth Partners LLC

$235M in tracked AUM across 191 positions as of Q2 2026.

CW
CIK 0001965078 · last filed Jun 30, 2026
Total AUM
$235M
as of Q2 2026
Holdings
191
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Core Wealth Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ROK
ROCKWELL AUTOMATION INC
$21M42K8.8%02
AAPL
APPLE INC
$18M61K7.6%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M13K2.8%04
GOOGL
ALPHABET INC
$6M17K2.6%05
MSFT
MICROSOFT CORP
$6M16K2.5%06
AMZN
AMAZON COM INC
$5M21K2.2%07
CGCP
CAPITAL GRP FIXED INCM ETF T
$5M228K2.2%08
NVDA
NVIDIA CORPORATION
$5M23K2.0%09
AME
AMETEK INC
$4M18K1.9%10
JAAA
JANUS DETROIT STR TR
$4M84K1.8%

Filing history

2026Q2Jun 30
$235M▲ 9.1%
191 positionsView →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 positionsLocked
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