Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Core Wealth Partners LLC (CIK 1965078) reported $215.1M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($16.0M, 7.43%), ROK ($15.0M, 6.97%), BRK/B ($6.8M, 3.18%), CGCP ($6.1M, 2.83%), MSFT ($5.8M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.0M | 7.43% | 62,970 | Trimmed |
| 2 | ROK | ROCKWELL AUTOMATION INC | $15.0M | 6.97% | 41,789 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.8M | 3.18% | 14,273 | Trimmed |
| 4 | CGCP | CAPITAL GRP FIXED INCM ETF T | $6.1M | 2.83% | 272,691 | Added |
| 5 | MSFT | MICROSOFT CORP | $5.8M | 2.72% | 15,789 | Added |
| 6 | GOOGL | ALPHABET INC | $5.2M | 2.41% | 18,056 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $4.7M | 2.21% | 22,806 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $4.7M | 2.17% | 26,755 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $4.4M | 2.05% | 25,938 | Trimmed |
| 10 | SGOV | ISHARES TR | $4.3M | 1.98% | 42,350 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 1.87% | 4,027 | Trimmed |
| 12 | AME | AMETEK INC | $3.9M | 1.79% | 18,000 | Hold |
| 13 | BIL | SPDR SERIES TRUST | $3.8M | 1.78% | 41,765 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.62% | 11,852 | Trimmed |
| 15 | AVGO | BROADCOM INC | $3.2M | 1.49% | 10,379 | Trimmed |
| 16 | JAAA | JANUS DETROIT STR TR | $3.1M | 1.44% | 61,614 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.37% | 12,054 | Added |
| 18 | BA | BOEING CO | $2.9M | 1.33% | 14,416 | Added |
| 19 | FIXD | FIRST TR EXCHNG TRADED FD VI | $2.9M | 1.33% | 65,836 | Added |
| 20 | SHV | ISHARES TR | $2.6M | 1.23% | 23,950 | Trimmed |
| 21 | RTX | RTX CORPORATION | $2.5M | 1.18% | 13,111 | Added |
| 22 | AGG | ISHARES TR | $2.5M | 1.18% | 25,640 | Trimmed |
| 23 | GILD | GILEAD SCIENCES INC | $2.5M | 1.17% | 18,043 | Trimmed |
| 24 | TSLA | TESLA INC | $2.5M | 1.17% | 6,764 | Added |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $2.5M | 1.15% | 106,717 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31