Core Wealth Partners LLC Portfolio Holdings

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025

Core Wealth Partners LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rockwell Automation, Inc with a value of $13.8B, Apple Inc. with a value of $13.2B, Microsoft Corp with a value of $7.54B, Berkshire Hathaway Inc Class B with a value of $6.83B, and Capital Group Core Plus Income with a value of $5.18B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $172B to 197B.

Core Wealth Partners LLC is based out at Santa Rosa, CA

Below you can find more details about Core Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $197 Billion
ETFs: $57.3 Billion
Technology: $41.5 Billion
Industrials: $28.3 Billion
Financial Services: $19.7 Billion
Consumer Defensive: $12 Billion
Healthcare: $9.26 Billion
Consumer Cyclical: $8.98 Billion
Communication Services: $8.03 Billion
Other: $6.79 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$178M
$431 Million 0.22% of portfolio
32,943
Q1 2025 New
$241M
$26.8 Million 0.01% of portfolio
13,400
Q2 2024 New
$56.3M
$17.8 Million 0.01% of portfolio
11,400
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $197 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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