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 $234.7M across 189 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ROK ($20.7M, 8.83%), AAPL ($17.7M, 7.56%), BRK/B ($6.6M, 2.83%), GOOGL ($6.2M, 2.65%), MSFT ($5.9M, 2.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROK | ROCKWELL AUTOMATION INC | $20.7M | 8.83% | 41,841 | Added |
| 2 | AAPL | APPLE INC | $17.7M | 7.56% | 61,326 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.6M | 2.83% | 13,255 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $6.2M | 2.65% | 17,391 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $5.9M | 2.51% | 15,768 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $5.1M | 2.18% | 21,426 | Trimmed |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | $5.1M | 2.17% | 228,021 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $4.6M | 1.97% | 23,095 | Trimmed |
| 9 | AME | AMETEK INC | $4.4M | 1.86% | 18,000 | Hold |
| 10 | JAAA | JANUS DETROIT STR TR | $4.2M | 1.81% | 84,109 | Added |
| 11 | SGOV | ISHARES TR | $4.0M | 1.69% | 39,327 | Trimmed |
| 12 | FIXD | FIRST TR EXCHNG TRADED FD VI | $3.7M | 1.58% | 84,881 | Added |
| 13 | BIL | SPDR SERIES TRUST | $3.7M | 1.56% | 39,941 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.49% | 10,716 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 1.45% | 3,628 | Trimmed |
| 16 | AVGO | BROADCOM INC | $3.3M | 1.40% | 8,682 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $3.2M | 1.37% | 23,601 | Trimmed |
| 18 | BA | BOEING CO | $3.1M | 1.32% | 14,341 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $3.1M | 1.30% | 4,452 | Added |
| 20 | TSLA | TESLA INC | $3.0M | 1.27% | 7,076 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.25% | 11,580 | Trimmed |
| 22 | GOOG | ALPHABET INC | $2.7M | 1.14% | 7,583 | Added |
| 23 | UCON | FIRST TR EXCHNG TRADED FD VI | $2.6M | 1.11% | 104,345 | Added |
| 24 | SHV | ISHARES TR | $2.6M | 1.09% | 23,186 | Trimmed |
| 25 | SWKS | SKYWORKS SOLUTIONS INC | $2.6M | 1.09% | 37,867 | Added |
Source: SEC Form 13F filings · as of 2026-06-30