§ 13F · FUND PROFILE
Core Wealth Partners LLC.
AUM · $235M (13F)Positions · 191Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ROK | ROCKWELL AUTOMATION INC | 42K | $21M | 8.8% | ±0% |
| 2 | AAPL | APPLE INC | 61K | $18M | 7.6% | −3% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 13K | $7M | 2.8% | −7% |
| 4 | GOOGL | ALPHABET INC | 17K | $6M | 2.6% | −4% |
| 5 | MSFT | MICROSOFT CORP | 16K | $6M | 2.5% | ±0% |
| 6 | AMZN | AMAZON COM INC | 21K | $5M | 2.2% | −6% |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | 228K | $5M | 2.2% | −16% |
| 8 | NVDA | NVIDIA CORPORATION | 23K | $5M | 2.0% | −14% |
| 9 | AME | AMETEK INC | 18K | $4M | 1.9% | ±0% |
| 10 | JAAA | JANUS DETROIT STR TR | 84K | $4M | 1.8% | +37% |
§ 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 $235 million in assets. The fund runs a portfolio of 191 positions.
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