Viewing historical filing for 2025Q3. View latest →
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
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…