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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.8B
$13.8 Billion 7.01% of portfolio
41,605
Q2 2025 Reduced 0.46%
$3.82T
$13.2 Billion 6.71% of portfolio
64,449
Q2 2025 Added 0.4%
$3.71T
$7.54 Billion 3.83% of portfolio
15,168
Q2 2025 Added 3.21%
$650B
$6.83 Billion 3.46% of portfolio
14,056
Q2 2025 Added 6.03%
$0
$5.18 Billion 2.63% of portfolio
230,007
Q2 2025 Added 58.42%
$0
$4.79 Billion 2.43% of portfolio
47,615
Q2 2025 Added 5.09%
$2.4T
$4.61 Billion 2.34% of portfolio
21,035
Q2 2025 Added 12.81%
$419B
$4.33 Billion 2.2% of portfolio
27,405
Q2 2025 Added 14.58%
$0
$4.34 Billion 2.2% of portfolio
47,350
Q2 2025 Reduced 15.7%
$430B
$3.4 Billion 1.72% of portfolio
3,434
Q2 2025 Added 21.43%
$43.3B
$3.26 Billion 1.65% of portfolio
18,000
Q3 2023 Added 100.0%
$138B
$2.99 Billion 1.52% of portfolio
14,259
Q2 2025 Reduced 0.01%
$859B
$2.96 Billion 1.5% of portfolio
10,223
Q2 2025 Added 18.5%
$140B
$2.9 Billion 1.47% of portfolio
10,515
Q2 2025 Added 13.96%
$1.4T
$2.87 Billion 1.46% of portfolio
16,312
Q2 2025 Added 27.58%
$12.1B
$2.81 Billion 1.42% of portfolio
37,651
Q3 2023 Added 83.15%
$458B
$2.64 Billion 1.34% of portfolio
24,530
Q2 2025 Added 20.2%
$0
$2.51 Billion 1.27% of portfolio
49,498
Q2 2025 Reduced 25.44%
$3.08B
$2.47 Billion 1.25% of portfolio
6,110
Q2 2025 Added 1.41%
$560B
$2.36 Billion 1.2% of portfolio
6,652
Q2 2025 Added 18.66%
$0
$2.28 Billion 1.16% of portfolio
51,893
Q2 2025 Added 148.28%
$230B
$2.28 Billion 1.16% of portfolio
7,742
Q2 2025 Added 4.81%
$0
$2.22 Billion 1.13% of portfolio
21,041
Q2 2025 Reduced 31.57%
$377B
$2.2 Billion 1.12% of portfolio
13,821
Q2 2025 Added 24.78%
$145B
$2.08 Billion 1.05% of portfolio
18,721
Q2 2025 Added 1.31%
$0
$1.98 Billion 1.01% of portfolio
33,114
Q2 2025 Reduced 32.56%
$0
$1.98 Billion 1.0% of portfolio
19,945
Q2 2025 New
$0
$1.98 Billion 1.0% of portfolio
85,065
Q2 2025 New
$643B
$1.97 Billion 1.0% of portfolio
9,032
Q2 2025 Added 30.43%
$0
$1.97 Billion 1.0% of portfolio
3,462
Q2 2025 Reduced 3.27%
$0
$1.98 Billion 1.0% of portfolio
77,192
Q2 2025 New
$1.69T
$1.93 Billion 0.98% of portfolio
2,616
Q2 2025 Added 31.92%
$227B
$1.88 Billion 0.95% of portfolio
12,887
Q2 2025 Added 0.02%
$278B
$1.81 Billion 0.92% of portfolio
18,525
Q2 2025 Added 23.65%
$1.09T
$1.66 Billion 0.84% of portfolio
5,236
Q2 2025 Added 41.78%
$466B
$1.6 Billion 0.81% of portfolio
10,463
Q2 2025 Reduced 5.48%
$0
$1.56 Billion 0.79% of portfolio
2,835
Q2 2025 Added 11.48%
$430B
$1.44 Billion 0.73% of portfolio
3,924
Q2 2025 Added 34.25%
$371B
$1.4 Billion 0.71% of portfolio
7,560
Q2 2025 Added 126.21%
$1.43T
$1.34 Billion 0.68% of portfolio
7,535
Q2 2025 Added 0.08%
$0
$1.32 Billion 0.67% of portfolio
2,131
Q2 2025 Added 11.75%
$301B
$1.27 Billion 0.65% of portfolio
8,894
Q2 2025 Added 6.01%
$124B
$1.25 Billion 0.63% of portfolio
4,049
Q2 2025 Added 0.65%
$292B
$1.22 Billion 0.62% of portfolio
17,254
Q2 2025 Added 1.62%
Ishares Bitcoin Trust ETF
-
$1.2 Billion 0.61% of portfolio
-
Q2 2025 Added 56.83%
$560B
$1.15 Billion 0.59% of portfolio
2,054
Q2 2025 Added 72.46%
$702B
$1.13 Billion 0.58% of portfolio
1,455
Q2 2025 Added 59.02%
$275B
$1.11 Billion 0.56% of portfolio
16,022
Q2 2025 Reduced 3.34%
$0
$981 Million 0.5% of portfolio
15,534
Q1 2025 Reduced 4.64%

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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