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 Companies Only

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%
$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%
$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%
$10.7B
$2.9 Billion 1.33% of portfolio
37,699
Q3 2025 Added 0.13%
$1.29T
$2.67 Billion 1.23% of portfolio
6,004
Q3 2025 Added 14.67%
$533B
$2.53 Billion 1.16% of portfolio
7,418
Q3 2025 Added 11.52%
$346B
$2.29 Billion 1.05% of portfolio
14,936
Q3 2025 Added 8.07%
$522B
$2.22 Billion 1.02% of portfolio
11,948
Q3 2025 Added 14.19%
$258B
$2.16 Billion 0.99% of portfolio
12,897
Q3 2025 Added 0.08%
$156B
$2.09 Billion 0.96% of portfolio
18,821
Q3 2025 Added 0.53%
$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%
$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
$1.43 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
$136B
$999 Million 0.46% of portfolio
4,224
Q3 2025 Added 0.52%
-
$972 Million 0.45% of portfolio
-
Q3 2025 Added 4.88%
$204B
$953 Million 0.44% of portfolio
6,783
Q3 2025 Added 1.76%
$37.9B
$894 Million 0.41% of portfolio
10,854
Q3 2025 Added 0.28%
$319B
$887 Million 0.41% of portfolio
12,967
Q3 2025 Reduced 19.07%
-
$834 Million 0.38% of portfolio
-
Q3 2025 Added 27.8%
$172B
$697 Million 0.32% of portfolio
15,864
Q3 2025 Reduced 1.1%
$85.9B
$665 Million 0.31% of portfolio
3,010
Q1 2025 Reduced 14.25%
$45.2B
$683 Million 0.31% of portfolio
11,433
Q3 2025 Added 0.07%
$270B
$647 Million 0.3% of portfolio
9,050
Q2 2024 New
$49.1B
$658 Million 0.3% of portfolio
549
Q3 2025 Added 6.4%
$328B
$622 Million 0.29% of portfolio
2,066
Q3 2024 Added 1.22%
$123B
$606 Million 0.28% of portfolio
1,214
Q3 2025 Added 78.79%
$235B
$590 Million 0.27% of portfolio
7,025
Q3 2025 Reduced 0.06%
$224B
$542 Million 0.25% of portfolio
1,783
Q3 2025 Added 0.51%

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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