Core Wealth Partners LLC Portfolio Holdings

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

Core Wealth Partners LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.5B, Rockwell Automation, Inc with a value of $14.6B, Microsoft Corp with a value of $8.05B, Berkshire Hathaway Inc Class B with a value of $6.95B, and Capital Group Core Plus Income with a value of $5.56B.

Examining the 13F form we can see an increase of $20.8B in the current position value, from $197B to 218B.

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 $218 Billion
ETFs: $59.9 Billion
Technology: $46.4 Billion
Industrials: $30.2 Billion
Financial Services: $21.1 Billion
Consumer Defensive: $12.4 Billion
Consumer Cyclical: $10.9 Billion
Communication Services: $10.4 Billion
Healthcare: $10.4 Billion
Other: $7.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.5 Billion 7.56% of portfolio
64,657
Q3 2025 Added 0.32%
$43.5B
$14.6 Billion 6.69% of portfolio
41,669
Q3 2025 Added 0.15%
$3.78T
$8.05 Billion 3.69% of portfolio
15,536
Q3 2025 Added 2.43%
$662B
$6.95 Billion 3.19% of portfolio
13,821
Q3 2025 Reduced 1.67%
$0
$5.56 Billion 2.55% of portfolio
244,871
Q3 2025 Added 6.46%
$0
$5.34 Billion 2.45% of portfolio
53,020
Q3 2025 Added 11.35%
$465B
$5.17 Billion 2.37% of portfolio
27,704
Q3 2025 Added 1.09%
$2.39T
$4.98 Billion 2.28% of portfolio
22,672
Q3 2025 Added 7.78%
$1.65T
$4.68 Billion 2.15% of portfolio
19,247
Q3 2025 Added 17.99%
$0
$4.31 Billion 1.98% of portfolio
46,944
Q3 2025 Reduced 0.86%
$881B
$3.68 Billion 1.69% of portfolio
11,674
Q3 2025 Added 14.19%
$404B
$3.67 Billion 1.68% of portfolio
3,962
Q3 2025 Added 15.38%
$139B
$3.47 Billion 1.59% of portfolio
10,523
Q3 2025 Added 0.08%
$44.4B
$3.38 Billion 1.55% of portfolio
18,000
Q3 2023 Added 100.0%
$114B
$3.09 Billion 1.42% of portfolio
14,326
Q3 2025 Added 0.47%
$490B
$3.06 Billion 1.41% of portfolio
27,177
Q3 2025 Added 10.79%
$0
$2.78 Billion 1.27% of portfolio
25,131
Q3 2025 Added 0.39%
$1.29T
$2.67 Billion 1.23% of portfolio
6,004
Q3 2025 Added 14.67%
$0
$2.6 Billion 1.19% of portfolio
51,256
Q3 2025 Added 3.55%
$0
$2.53 Billion 1.16% of portfolio
56,997
Q3 2025 Added 9.84%
$533B
$2.53 Billion 1.16% of portfolio
7,418
Q3 2025 Added 11.52%
$593B
$2.49 Billion 1.14% of portfolio
8,840
Q3 2025 Reduced 2.13%
$346B
$2.29 Billion 1.05% of portfolio
14,936
Q3 2025 Added 8.07%
$0
$2.27 Billion 1.04% of portfolio
96,650
Q3 2025 Added 13.62%
$0
$2.28 Billion 1.04% of portfolio
22,696
Q3 2025 Added 13.79%
$0
$2.25 Billion 1.03% of portfolio
87,075
Q3 2025 Added 12.8%
$522B
$2.22 Billion 1.02% of portfolio
11,948
Q3 2025 Added 14.19%
$0
$2.2 Billion 1.01% of portfolio
20,828
Q3 2025 Reduced 1.01%
$258B
$2.16 Billion 0.99% of portfolio
12,897
Q3 2025 Added 0.08%
$0
$2.1 Billion 0.97% of portfolio
3,437
Q3 2025 Reduced 0.72%
$156B
$2.09 Billion 0.96% of portfolio
18,821
Q3 2025 Added 0.53%
$0
$2.05 Billion 0.94% of portfolio
34,295
Q3 2025 Added 3.57%
$1.87B
$2.05 Billion 0.94% of portfolio
6,370
Q3 2025 Added 4.26%
$1.37T
$2.03 Billion 0.93% of portfolio
2,758
Q3 2025 Added 5.43%
$279B
$2.03 Billion 0.93% of portfolio
19,691
Q3 2025 Added 6.29%
Ishares Bitcoin Trust ETF
-
$1.94 Billion 0.89% of portfolio
-
Q3 2025 Added 51.99%
$0
$1.86 Billion 0.85% of portfolio
3,096
Q3 2025 Added 9.21%
$1.74T
$1.84 Billion 0.84% of portfolio
7,551
Q3 2025 Added 0.21%
$367B
$1.79 Billion 0.82% of portfolio
4,416
Q3 2025 Added 12.54%
$414B
$1.77 Billion 0.81% of portfolio
7,650
Q3 2025 Added 1.19%
$266B
$1.72 Billion 0.79% of portfolio
6,090
Q3 2025 Reduced 21.34%
$0
$1.66 Billion 0.76% of portfolio
2,491
Q3 2025 Added 16.89%
$0
$1.43 Billion 0.66% of portfolio
163,683
Q3 2025 Added 371.78%
$303B
$1.42 Billion 0.65% of portfolio
9,145
Q3 2025 Added 2.82%
$971B
$1.32 Billion 0.61% of portfolio
1,730
Q3 2025 Added 18.9%
$512B
$1.3 Billion 0.59% of portfolio
2,278
Q3 2025 Added 10.91%
$104B
$1.19 Billion 0.55% of portfolio
4,062
Q3 2025 Added 0.32%
$306B
$1.08 Billion 0.5% of portfolio
16,284
Q3 2025 Reduced 5.62%
$18.4B
$1.03 Billion 0.47% of portfolio
2,000
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $218 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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