Institutional Investor · CIK 0001965078
CORE WEALTH PARTNERS LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
193
Total Value
$262.11M
Total Shares
2.56M
Latest Filing
Jul 17, 2026
CIK
0001965078
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 41,841 | $20.71M | 0.0376% | SH | — | View | |
Rockwell Automation, Inc.(RWL.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 41,841 | $20.71M | 0.0376% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 61,326 | $17.75M | 0.0004% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 13,255 | $6.63M | 0.0006% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 17,391 | $6.22M | 0.0001% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 15,768 | $5.88M | 0.0002% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 21,426 | $5.11M | 0.0002% | SH | — | View |
Capital Group Core Plus…(CGCP) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 228,021 | $5.08M | 0.0600% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 23,095 | $4.62M | 0.0001% | SH | — | View |
AMETEK, Inc.(AME) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-17 | 18,000 | $4.35M | 0.0079% | SH | — | View |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 84,109 | $4.25M | 0.0149% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 39,327 | $3.96M | 0.0041% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 84,881 | $3.70M | 0.1106% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 39,941 | $3.66M | 0.0078% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-17 | 10,716 | $3.51M | 0.0004% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 3,628 | $3.39M | 0.0008% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 8,682 | $3.28M | 0.0002% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 23,601 | $3.23M | 0.0006% | SH | — | View |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 14,341 | $3.10M | 0.0018% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 4,452 | $3.06M | 0.0002% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-17 | 7,076 | $2.98M | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 11,580 | $2.94M | 0.0005% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 7,583 | $2.68M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 104,345 | $2.60M | 0.0778% | SH | — | View | |
Skyworks Solutions, Inc.(SWKS) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 37,867 | $2.57M | 0.0252% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 23,186 | $2.56M | 0.0122% | SH | — | View | |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 13,139 | $2.49M | 0.0010% | SH | — | View |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 18,313 | $2.31M | 0.0015% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 6,407 | $2.20M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,891 | $2.13M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 31,888 | $1.90M | 0.0293% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,511 | $1.87M | 0.0002% | SH | — | View |
Corning Inc(GLW.DE) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-17 | 7,303 | $1.87M | 0.0008% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 34,868 | $1.79M | 0.1174% | SH | — | View | |
Lam Research Corp. R(LAR0.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 4,095 | $1.77M | 0.0003% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 4,095 | $1.77M | 0.0003% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 6,948 | $1.75M | 0.0004% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 6,948 | $1.75M | 0.0004% | SH | — | View |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 5,491 | $1.64M | 0.0006% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 14,226 | $1.61M | 0.0002% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 14,226 | $1.61M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 15,948 | $1.58M | 0.0011% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 9,355 | $1.55M | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 14,156 | $1.49M | 0.1104% | SH | — | View | |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 12,532 | $1.47M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 163,762 | $1.47M | 0.2917% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 5,074 | $1.43M | 0.0005% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 5,074 | $1.43M | 0.0005% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 2,458 | $1.38M | 0.0001% | SH | — | View |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 1,132 | $1.36M | 0.0001% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 9,181 | $1.35M | 0.0003% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 9,181 | $1.35M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 22,884 | $1.23M | 0.0023% | SH | — | View | |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 14,916 | $1.21M | 0.0003% | SH | — | View |
Union Pacific Corporation(UNP.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-17 | 4,289 | $1.17M | 0.0007% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 7,818 | $1.15M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-07-17 | 34,230 | $1.14M | 0.0021% | SH | — | View | |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 15,852 | $1.13M | 0.0004% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 15,852 | $1.13M | 0.0004% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 2,350 | $1.12M | 0.0000% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 9,402 | $1.10M | 0.0060% | SH | — | View | |
Medpace Holdings, Inc.(MEDP) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-17 | 2,000 | $1.06M | 0.0072% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 8,467 | $987.90K | 0.0004% | SH | — | View | |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 1,911 | $981.51K | 0.0002% | SH | — | View |
iShares Top 20 U.S.…(TOPT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 28,651 | $943.20K | 0.1431% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 27,596 | $933.83K | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 5,595 | $903.82K | 0.0054% | SH | — | View | |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 4,019 | $900.15K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 17,945 | $884.35K | 0.0024% | SH | — | View | |
F/m US Treasury 3…(TBIL) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 17,727 | $883.87K | 0.0125% | SH | — | View |
Sysco Corporation(SYY) | Consumer Defensive | Food Distribution | 2026-06-30 | 2026-07-17 | 10,279 | $859.13K | 0.0021% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 11,458 | $840.45K | 0.0014% | SH | — | View | |
Vanguard S&P 500 Growth…(VOOG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 10,137 | $837.50K | 0.0031% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 6,447 | $828.47K | 0.0003% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 2,178 | $813.84K | 0.0002% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-17 | 738 | $785.90K | 0.0002% | SH | — | View |
Rio Tinto Group(RIO) | Basic Materials | Industrial Materials | 2026-06-30 | 2026-07-17 | 8,000 | $759.44K | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 3,989 | $758.66K | 0.0081% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 36,034 | $749.15K | N/A | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 4,697 | $745.20K | 0.0018% | SH | — | View | |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-17 | 16,656 | $705.22K | 0.0004% | SH | — | View |
Shell plc(SHEL) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 9,049 | $701.66K | 0.0003% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 606 | $699.50K | 0.0001% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 606 | $699.50K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 7,201 | $681.00K | 0.0014% | SH | — | View | |
PepsiCo, Inc.(PEP.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 5,001 | $677.14K | 0.0004% | SH | — | View |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 5,001 | $677.14K | 0.0004% | SH | — | View |
Waste Management, Inc.(UWS.DE) | Industrials | Waste Management | 2026-06-30 | 2026-07-17 | 3,010 | $670.87K | 0.0008% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 27,178 | $648.20K | 0.0273% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 27,540 | $637.01K | 0.0059% | SH | — | View | |
iShares Digital Security UCITS…(L0CK.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,250 | $636.77K | 0.0008% | SH | — | View |
Lockheed Martin Corporation(LOM.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 1,250 | $636.77K | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 28,054 | $619.71K | 4.0014% | SH | — | View | |
Starbucks-t(4337.HK) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-17 | 6,048 | $618.05K | 0.0005% | SH | — | View |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 3,278 | $605.78K | 0.0003% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-17 | 515 | $605.05K | 0.0002% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 1,705 | $601.23K | 0.0002% | SH | — | View |
Capital Group Growth ETF(CGGR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 12,638 | $596.50K | 0.0023% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 774 | $579.49K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 11,230 | $565.43K | 0.0032% | SH | — | View |
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