§ 13F · FUND PROFILE
Core Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $197.1T (13F)Positions · 176Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 64K | $17.4T | 7.8% | −1% |
| 2 | ROK | ROCKWELL AUTOMATION INC | 42K | $16.2T | 7.3% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 16K | $7.6T | 3.4% | +1% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 14K | $7.3T | 3.3% | +5% |
| 5 | CGCP | CAPITAL GRP FIXED INCM ETF T | 273K | $6.2T | 2.8% | +11% |
| 6 | GOOGL | ALPHABET INC | 18K | $5.7T | 2.6% | −6% |
| 7 | AMZN | AMAZON COM INC | 23K | $5.3T | 2.4% | +1% |
| 8 | NVDA | NVIDIA CORPORATION | 28K | $5.2T | 2.3% | ±0% |
| 9 | SGOV | ISHARES TR | 48K | $4.8T | 2.2% | −10% |
| 10 | BIL | SPDR SERIES TRUST | 44K | $4.1T | 1.8% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORE SIGNAL
AC read
Core Wealth Partners LLC is a Other fund managing $197095.4 trillion in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed