Core Wealth Partners LLC — 13F holdings
Core Wealth Partners LLC reported 191 holdings worth $235M in its 13F filing for Q2 2026, filed July 17, 2026.
Largest positions
- ROK ROCKWELL AUTOMATION INC — $20.7M (8.8%)
- AAPL APPLE INC — $17.7M (7.6%)
- BRK.B BERKSHIRE HATHAWAY INC DEL — $6.63M (2.8%)
- GOOGL ALPHABET INC — $6.22M (2.6%)
- MSFT MICROSOFT CORP — $5.88M (2.5%)
- AMZN AMAZON COM INC — $5.11M (2.2%)
- CGCP CAPITAL GRP FIXED INCM ETF T — $5.08M (2.2%)
- NVDA NVIDIA CORPORATION — $4.62M (2.0%)
- AME AMETEK INC — $4.35M (1.9%)
- JAAA JANUS DETROIT STR TR — $4.25M (1.8%)