Core Wealth Partners LLC

13F filer · CIK 0001965078

Reported Jul 17, 2026

Net seller this quarter

13F portfolio value$235MU.S. long equity reported on 13F

Positions11913 new · 7 closed

Net flow last quarter-$6.88MBuys minus sells

Top 10 positions weight34.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 2026119 positions
ROKRockwell Automation, Inc	$20.7M	8.83%	0.04%	+0.1%	Q1 2023
AAPLApple Inc.	$17.7M	7.56%	0.00%	-2.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.63M	2.83%	Not reported	-7.1%	Q4 2022
GOOGLAlphabet Inc.	$6.22M	2.65%	0.00%	-3.7%	Q4 2022
MSFTMicrosoft Corp	$5.88M	2.51%	0.00%	-0.1%	Q4 2022
AMZNAmazon Com Inc	$5.11M	2.18%	0.00%	-6.1%	Q4 2022
CGCPCardiogenesis Corp	$5.08M	2.17%	Not reported	-16.4%	Q1 2024
NVDANvidia Corp	$4.62M	1.97%	0.00%	-13.7%	Q1 2023
AMEAmetek Inc/	$4.35M	1.86%	0.01%	Not reported	Q1 2023
JPMJPMorgan Chase & Co	$3.51M	1.49%	0.00%	-9.6%	Q4 2022
COSTCostco Wholesale Corp	$3.39M	1.45%	0.00%	-9.9%	Q4 2022
AVGOBroadcom Inc.	$3.28M	1.40%	0.00%	-16.4%	Q4 2022
XOMExxonMobil Holdings Corp	$3.23M	1.37%	0.00%	-9.0%	Q4 2022
BABoeing Co	$3.1M	1.32%	0.00%	-0.5%	Q4 2022
TSLATesla, Inc.	$2.98M	1.27%	0.00%	+4.6%	Q4 2022
JNJJohnson & Johnson	$2.94M	1.25%	0.00%	-3.9%	Q4 2022
GOOGAlphabet Inc.	$2.68M	1.14%	Not reported	+0.3%	Q1 2023
SWKSSkyworks Solutions, Inc.	$2.57M	1.09%	0.03%	+0.1%	Q4 2022
RTXRTX Corp	$2.49M	1.06%	0.00%	+0.2%	Q4 2022
GILDGilead Sciences, Inc.	$2.31M	0.99%	0.00%	+1.5%	Q2 2024
VVisa Inc.	$2.2M	0.94%	0.00%	-11.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$2.13M	0.91%	Not reported	-12.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.87M	0.80%	Not reported	-6.4%	Q4 2022
GLWCorning Inc	$1.87M	0.79%	0.00%	-3.5%	Q2 2025
LRCXLam Research Corp	$1.77M	0.76%	0.00%	+2.4%	Q2 2024
ABBVAbbVie Inc.	$1.75M	0.74%	0.00%	-9.3%	Q4 2022
MRVLMarvell Technology, Inc.	$1.64M	0.70%	0.00%	+4.9%	Q2 2023
WMTWalmart Inc.	$1.61M	0.69%	0.00%	-19.1%	Q4 2022
CVXChevron Corp	$1.55M	0.66%	0.00%	+3.1%	Q4 2022
CSCOCisco Systems, Inc.	$1.47M	0.63%	0.00%	+1.8%	Q4 2022
PCQPimco California Municipal Income Fund	$1.47M	0.63%	Not reported	0.0%	Q1 2023
IBMInternational Business Machines Corp	$1.43M	0.61%	0.00%	-1.8%	Q4 2022
METAMeta Platforms, Inc.	$1.38M	0.59%	Not reported	-17.1%	Q2 2023
LLYELI LILLY & Co	$1.36M	0.58%	0.00%	-25.2%	Q1 2024
ORCLOracle Corp	$1.35M	0.57%	0.00%	-13.9%	Q1 2023
KOCoca Cola Co	$1.21M	0.52%	0.00%	-0.4%	Q4 2022
UNPUnion Pacific Corp	$1.17M	0.50%	0.00%	+0.5%	Q4 2022
PGPROCTER & GAMBLE Co	$1.15M	0.49%	0.00%	-11.7%	Q4 2022
IBITiShares Bitcoin Trust ETF	$1.14M	0.49%	0.00%	+6.8%	Q1 2025
NFLXNetflix Inc	$1.13M	0.48%	0.00%	-2.8%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.12M	0.48%	0.00%	Not reported	Q2 2024
MEDPMedpace Holdings, Inc.	$1.06M	0.45%	0.01%	Not reported	Q1 2023
PLTRPalantir Technologies Inc.	$988K	0.42%	0.00%	+10.5%	Q2 2025
MAMastercard Inc	$982K	0.42%	0.00%	-19.5%	Q3 2024
ADPAutomatic Data Processing Inc	$900K	0.38%	0.00%	+0.3%	Q4 2022
SYYSysco Corp	$859K	0.37%	0.00%	-5.8%	Q4 2022
CARRCARRIER GLOBAL Corp	$840K	0.36%	0.00%	+0.1%	Q4 2022
MRKMerck & Co., Inc.	$828K	0.35%	0.00%	0.0%	Q4 2022
GEGeneral Electric Co	$814K	0.35%	0.00%	+5.3%	Q2 2023
CATCaterpillar Inc	$786K	0.33%	0.00%	+5.4%	Q4 2022

Q1 2026Reported May 8, 2026112 positions
AAPLApple Inc.	$16M	7.43%	0.00%	-1.8%	Q4 2022
ROKRockwell Automation, Inc	$15M	6.97%	0.04%	+0.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$6.84M	3.18%	Not reported	-1.2%	Q4 2022
CGCPCardiogenesis Corp	$6.09M	2.83%	Not reported	+0.1%	Q1 2024
MSFTMicrosoft Corp	$5.84M	2.72%	0.00%	+0.5%	Q4 2022
GOOGLAlphabet Inc.	$5.19M	2.41%	0.00%	-0.5%	Q4 2022
AMZNAmazon Com Inc	$4.75M	2.21%	0.00%	-0.1%	Q4 2022
NVDANvidia Corp	$4.67M	2.17%	0.00%	-3.7%	Q1 2023
XOMExxonMobil Holdings Corp	$4.4M	2.05%	0.00%	-6.7%	Q4 2022
COSTCostco Wholesale Corp	$4.01M	1.87%	0.00%	-0.3%	Q4 2022
AMEAmetek Inc/	$3.86M	1.79%	0.01%	Not reported	Q1 2023
JPMJPMorgan Chase & Co	$3.49M	1.62%	0.00%	0.0%	Q4 2022
AVGOBroadcom Inc.	$3.21M	1.49%	0.00%	-1.6%	Q4 2022
JNJJohnson & Johnson	$2.95M	1.37%	0.00%	+0.5%	Q4 2022
BABoeing Co	$2.87M	1.33%	0.00%	+0.6%	Q4 2022
RTXRTX Corp	$2.53M	1.18%	0.00%	+0.7%	Q4 2022
GILDGilead Sciences, Inc.	$2.51M	1.17%	0.00%	-5.0%	Q2 2024
TSLATesla, Inc.	$2.51M	1.17%	0.00%	+5.1%	Q4 2022
SPABASTROTECH Corp	$2.22M	1.03%	Not reported	-11.1%	Q2 2025
VVisa Inc.	$2.19M	1.02%	0.00%	-0.1%	Q4 2022
WMTWalmart Inc.	$2.18M	1.02%	0.00%	-5.1%	Q4 2022
GOOGAlphabet Inc.	$2.17M	1.01%	Not reported	+0.1%	Q1 2023
SWKSSkyworks Solutions, Inc.	$2.03M	0.94%	0.03%	+0.2%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.91M	0.89%	Not reported	+14.5%	Q4 2022
CVXChevron Corp	$1.88M	0.87%	0.00%	-0.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.74M	0.81%	Not reported	+15.8%	Q4 2022
METAMeta Platforms, Inc.	$1.7M	0.79%	Not reported	+0.4%	Q2 2023
ABBVAbbVie Inc.	$1.67M	0.77%	0.00%	-1.1%	Q4 2022
ORCLOracle Corp	$1.57M	0.73%	0.00%	+1.2%	Q1 2023
NFLXNetflix Inc	$1.57M	0.73%	0.00%	+2.8%	Q1 2024
PCQPimco California Municipal Income Fund	$1.4M	0.65%	Not reported	0.0%	Q1 2023
LLYELI LILLY & Co	$1.39M	0.65%	0.00%	-0.4%	Q1 2024
PGPROCTER & GAMBLE Co	$1.28M	0.59%	0.00%	-0.6%	Q4 2022
IBMInternational Business Machines Corp	$1.25M	0.58%	0.00%	-15.9%	Q4 2022
IBITiShares Bitcoin Trust ETF	$1.23M	0.57%	0.00%	-0.4%	Q1 2025
MAMastercard Inc	$1.19M	0.55%	0.00%	+1.4%	Q3 2024
KOCoca Cola Co	$1.14M	0.53%	0.00%	+0.1%	Q4 2022
PLTRPalantir Technologies Inc.	$1.12M	0.52%	0.00%	+5.2%	Q2 2025
UNPUnion Pacific Corp	$1.04M	0.48%	0.00%	+0.5%	Q4 2022
GLWCorning Inc	$1.03M	0.48%	0.00%	Not reported	Q2 2025
MEDPMedpace Holdings, Inc.	$960K	0.45%	0.01%	Not reported	Q1 2023
CSCOCisco Systems, Inc.	$955K	0.44%	0.00%	-4.8%	Q4 2022
LRCXLam Research Corp	$855K	0.40%	0.00%	Not reported	Q2 2024
SHELShell plc	$842K	0.39%	0.00%	Not reported	Q2 2024
VZVerizon Communications Inc	$823K	0.38%	0.00%	-0.7%	Q4 2022
ADPAutomatic Data Processing Inc	$814K	0.38%	0.00%	+0.3%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$794K	0.37%	0.00%	+70.3%	Q2 2024
LMTLockheed Martin Corp	$784K	0.36%	0.00%	+0.5%	Q4 2022
SYYSysco Corp	$778K	0.36%	0.00%	+0.3%	Q4 2022
MSTRStrategy Inc	$777K	0.36%	Not reported	-0.3%	Q2 2024

Q4 2025Reported Feb 17, 2026112 positions
AAPLApple Inc.	$17.4M	7.84%	0.00%	-0.9%	Q4 2022
ROKRockwell Automation, Inc	$16.2M	7.31%	0.04%	+0.1%	Q1 2023
MSFTMicrosoft Corp	$7.6M	3.42%	0.00%	+1.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$7.26M	3.27%	Not reported	+4.5%	Q4 2022
CGCPCardiogenesis Corp	$6.17M	2.78%	Not reported	+11.3%	Q1 2024
GOOGLAlphabet Inc.	$5.68M	2.56%	0.00%	-5.8%	Q4 2022
AMZNAmazon Com Inc	$5.27M	2.37%	0.00%	+0.7%	Q4 2022
NVDANvidia Corp	$5.18M	2.33%	0.00%	+0.3%	Q1 2023
JPMJPMorgan Chase & Co	$3.82M	1.72%	0.00%	+1.5%	Q4 2022
AMEAmetek Inc/	$3.7M	1.66%	0.01%	Not reported	Q1 2023
AVGOBroadcom Inc.	$3.65M	1.64%	0.00%	+0.3%	Q4 2022
COSTCostco Wholesale Corp	$3.48M	1.57%	0.00%	+1.9%	Q4 2022
XOMExxonMobil Holdings Corp	$3.34M	1.51%	0.00%	+2.3%	Q4 2022
BABoeing Co	$3.11M	1.40%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$2.89M	1.30%	0.00%	+7.2%	Q4 2022
VVisa Inc.	$2.54M	1.14%	0.00%	-2.4%	Q4 2022
SPABASTROTECH Corp	$2.51M	1.13%	Not reported	+12.1%	Q2 2025
JNJJohnson & Johnson	$2.48M	1.12%	0.00%	+0.4%	Q4 2022
SWKSSkyworks Solutions, Inc.	$2.39M	1.08%	0.03%	+0.1%	Q4 2022
RTXRTX Corp	$2.39M	1.08%	0.00%	+1.0%	Q4 2022
GOOGAlphabet Inc.	$2.37M	1.07%	Not reported	+0.1%	Q1 2023
GILDGilead Sciences, Inc.	$2.33M	1.05%	0.00%	+0.9%	Q2 2024
WMTWalmart Inc.	$2.06M	0.93%	0.00%	-6.0%	Q4 2022
ORCLOracle Corp	$2.05M	0.92%	0.00%	+19.2%	Q1 2023
METAMeta Platforms, Inc.	$1.95M	0.88%	Not reported	+7.0%	Q2 2023
IBMInternational Business Machines Corp	$1.82M	0.82%	0.00%	+0.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.77M	0.80%	Not reported	-6.9%	Q4 2022
ABBVAbbVie Inc.	$1.77M	0.80%	0.00%	+1.2%	Q4 2022
LLYELI LILLY & Co	$1.63M	0.73%	0.00%	-12.2%	Q1 2024
IBITiShares Bitcoin Trust ETF	$1.6M	0.72%	0.00%	+7.5%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.58M	0.71%	Not reported	-7.0%	Q4 2022
NFLXNetflix Inc	$1.49M	0.67%	0.00%	+188.9%	Q1 2024
PCQPimco California Municipal Income Fund	$1.43M	0.64%	Not reported	0.0%	Q1 2023
CVXChevron Corp	$1.39M	0.63%	0.00%	-0.1%	Q4 2022
MAMastercard Inc	$1.34M	0.60%	0.00%	+2.8%	Q3 2024
PLTRPalantir Technologies Inc.	$1.3M	0.58%	0.00%	+306.2%	Q2 2025
PGPROCTER & GAMBLE Co	$1.28M	0.57%	0.00%	-40.4%	Q4 2022
MEDPMedpace Holdings, Inc.	$1.12M	0.51%	0.01%	Not reported	Q1 2023
KOCoca Cola Co	$1.05M	0.47%	0.00%	-8.1%	Q4 2022
ADPAutomatic Data Processing Inc	$1.03M	0.46%	0.00%	-1.6%	Q4 2022
CSCOCisco Systems, Inc.	$996K	0.45%	0.00%	-0.3%	Q4 2022
UNPUnion Pacific Corp	$982K	0.44%	0.00%	+0.5%	Q4 2022
MSTRStrategy Inc	$948K	0.43%	Not reported	-2.0%	Q2 2024
SYYSysco Corp	$802K	0.36%	0.00%	+0.3%	Q4 2022
PEPPepsico Inc	$710K	0.32%	0.00%	-27.1%	Q4 2022
HDHome Depot, Inc.	$707K	0.32%	0.00%	-53.5%	Q4 2022
LRCXLam Research Corp	$685K	0.31%	0.00%	Not reported	Q2 2024
MRKMerck & Co., Inc.	$680K	0.31%	0.00%	-8.1%	Q4 2022
VZVerizon Communications Inc	$672K	0.30%	0.00%	+4.1%	Q4 2022
KMIKinder Morgan, Inc.	$668K	0.30%	0.00%	+32.0%	Q3 2025

Q3 2025Reported Nov 4, 2025118 positions
AAPLApple Inc.	$16.5M	7.56%	0.00%	+0.3%	Q4 2022
ROKRockwell Automation, Inc	$14.6M	6.69%	0.04%	+0.2%	Q1 2023
MSFTMicrosoft Corp	$8.05M	3.69%	0.00%	+2.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.95M	3.19%	Not reported	-1.7%	Q4 2022
CGCPCardiogenesis Corp	$5.56M	2.55%	Not reported	+6.5%	Q1 2024
NVDANvidia Corp	$5.17M	2.37%	0.00%	+1.1%	Q1 2023
AMZNAmazon Com Inc	$4.98M	2.28%	0.00%	+7.8%	Q4 2022
GOOGLAlphabet Inc.	$4.68M	2.15%	0.00%	+18.0%	Q4 2022
JPMJPMorgan Chase & Co	$3.68M	1.69%	0.00%	+14.2%	Q4 2022
COSTCostco Wholesale Corp	$3.67M	1.68%	0.00%	+15.4%	Q4 2022
AVGOBroadcom Inc.	$3.47M	1.59%	0.00%	+0.1%	Q4 2022
AMEAmetek Inc/	$3.38M	1.55%	0.01%	Not reported	Q1 2023
BABoeing Co	$3.09M	1.42%	0.00%	+0.5%	Q4 2022
XOMExxonMobil Holdings Corp	$3.06M	1.41%	0.00%	+10.8%	Q4 2022
SWKSSkyworks Solutions, Inc.	$2.9M	1.33%	0.03%	+0.1%	Q4 2022
TSLATesla, Inc.	$2.67M	1.23%	0.00%	+14.7%	Q4 2022
VVisa Inc.	$2.53M	1.16%	0.00%	+11.5%	Q4 2022
ORCLOracle Corp	$2.49M	1.14%	0.00%	-2.1%	Q1 2023
PGPROCTER & GAMBLE Co	$2.29M	1.05%	0.00%	+8.1%	Q4 2022
SPABASTROTECH Corp	$2.25M	1.03%	Not reported	+12.8%	Q2 2025
JNJJohnson & Johnson	$2.22M	1.02%	0.00%	+14.2%	Q4 2022
RTXRTX Corp	$2.16M	0.99%	0.00%	+0.1%	Q4 2022
GILDGilead Sciences, Inc.	$2.09M	0.96%	0.00%	+0.5%	Q2 2024
MSTRStrategy Inc	$2.05M	0.94%	Not reported	+4.3%	Q2 2024
WMTWalmart Inc.	$2.03M	0.93%	0.00%	+6.3%	Q4 2022
METAMeta Platforms, Inc.	$2.03M	0.93%	Not reported	+5.4%	Q2 2023
IBITiShares Bitcoin Trust ETF	$1.94M	0.89%	0.00%	+52.0%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$1.86M	0.85%	Not reported	+9.2%	Q4 2022
GOOGAlphabet Inc.	$1.84M	0.84%	Not reported	+0.2%	Q1 2023
HDHome Depot, Inc.	$1.79M	0.82%	0.00%	+12.5%	Q4 2022
ABBVAbbVie Inc.	$1.77M	0.81%	0.00%	+1.2%	Q4 2022
IBMInternational Business Machines Corp	$1.72M	0.79%	0.00%	-21.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.66M	0.76%	Not reported	+16.9%	Q4 2022
PCQPimco California Municipal Income Fund	$1.43M	0.66%	Not reported	+371.8%	Q1 2023
CVXChevron Corp	$1.42M	0.65%	0.00%	+2.8%	Q4 2022
LLYELI LILLY & Co	$1.32M	0.61%	0.00%	+18.9%	Q1 2024
MAMastercard Inc	$1.3M	0.59%	0.00%	+10.9%	Q3 2024
ADPAutomatic Data Processing Inc	$1.19M	0.55%	0.00%	+0.3%	Q4 2022
KOCoca Cola Co	$1.08M	0.50%	0.00%	-5.6%	Q4 2022
MEDPMedpace Holdings, Inc.	$1.03M	0.47%	0.01%	Not reported	Q1 2023
UNPUnion Pacific Corp	$999K	0.46%	0.00%	+0.5%	Q4 2022
PEPPepsico Inc	$953K	0.44%	0.00%	+1.8%	Q4 2022
SYYSysco Corp	$894K	0.41%	0.00%	+0.3%	Q4 2022
CSCOCisco Systems, Inc.	$887K	0.41%	0.00%	-19.1%	Q4 2022
VZVerizon Communications Inc	$697K	0.32%	0.00%	-1.1%	Q4 2022
CARRCARRIER GLOBAL Corp	$683K	0.31%	0.00%	+0.1%	Q4 2022
WMWaste Management Inc	$665K	0.31%	0.00%	Not reported	Q4 2022
NFLXNetflix Inc	$658K	0.30%	0.00%	+6.4%	Q1 2024
SHELShell plc	$647K	0.30%	0.00%	Not reported	Q2 2024
GEGeneral Electric Co	$622K	0.29%	0.00%	Not reported	Q2 2023

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