Back to funds
View filing
Core Wealth Partners LLC
Updated 3 days agoManaged by Core Wealth Partners Llc • Latest filing Q3 2026
Portfolio value
$244.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $217.9M |
| Q4 2025 | $222.1M |
| Q1 2026 | $215.1M |
| Q2 2026 | $234.7M |
| Q3 2026 | $244.6M |
Top holdings
191 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $20.6M | 61.9K | 8.43% | — | |
| 2 | $18.2M | 41.9K | 7.46% | — | |
| 3 | $8.1M | 15.7K | 3.30% | — | |
| 4 | $6.4M | 125.9K | 2.60% | — | |
| 5 | $6.3M | 12.6K | 2.57% | — | |
| 6 | $6M | 17.5K | 2.46% | — | |
| 7 | $5.4M | 23.6K | 2.20% | — | |
| 8 | $5.4M | 21.6K | 2.20% | — | |
| 9 | $5M | 49.4K | 2.04% | — | |
| 10 | $4.5M | 18.0K | 1.82% | — | |
| 11 | $4.2M | 46.2K | 1.73% | — | |
| 12 | $4M | 188.8K | 1.63% | — | |
| 13 | $3.5M | 84.3K | 1.42% | — | |
| 14 | $3.4M | 4.9K | 1.40% | — | |
| 15 | $3.4M | 20.7K | 1.38% | — | |
| 16 | $3.2M | 37.9K | 1.32% | — | |
| 17 | $3.1M | 9.5K | 1.28% | — | |
| 18 | $3.1M | 11.6K | 1.26% | — | |
| 19 | $2.9M | 8.3K | 1.19% | — | |
| 20 | $2.8M | 3.1K | 1.16% | — |