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
$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%
$0
$969 Million 0.44% of portfolio
14,157
Q3 2025 Reduced 8.86%
$0
$885 Million 0.41% of portfolio
17,604
Q3 2025 Reduced 8.71%
$37.9B
$894 Million 0.41% of portfolio
10,854
Q3 2025 Added 0.28%
$0
$886 Million 0.41% of portfolio
37,360
Q3 2025 Added 8.92%
$319B
$887 Million 0.41% of portfolio
12,967
Q3 2025 Reduced 19.07%
$0
$864 Million 0.4% of portfolio
41,923
Q3 2025 Added 9.99%
$0
$841 Million 0.39% of portfolio
14,002
Q3 2025 Added 0.18%
-
$834 Million 0.38% of portfolio
-
Q3 2025 Added 27.8%
$0
$789 Million 0.36% of portfolio
7,631
Q3 2025 Reduced 9.27%
$0
$767 Million 0.35% of portfolio
14,247
Q3 2025 Added 0.3%
$0
$760 Million 0.35% of portfolio
15,421
Q3 2025 Added 12.14%
$0
$751 Million 0.34% of portfolio
17,859
Q3 2025 Added 0.1%
$172B
$697 Million 0.32% of portfolio
15,864
Q3 2025 Reduced 1.1%
$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%
$0
$643 Million 0.3% of portfolio
6,666
Q3 2025 Reduced 35.64%
$0
$635 Million 0.29% of portfolio
5,317
Q3 2025 Reduced 35.12%
$328B
$622 Million 0.29% of portfolio
2,066
Q3 2024 Added 1.22%
First Tr Exch Traded Fd Iii
-
$618 Million 0.28% of portfolio
-
Q3 2025 Added 11.51%
$123B
$606 Million 0.28% of portfolio
1,214
Q3 2025 Added 78.79%
$0
$615 Million 0.28% of portfolio
6,886
Q3 2025 Added 17.99%
$235B
$590 Million 0.27% of portfolio
7,025
Q3 2025 Reduced 0.06%
Janus Detroit Str Tr
-
$558 Million 0.26% of portfolio
-
Q3 2025 New
$0
$576 Million 0.26% of portfolio
3,987
Q3 2025 Reduced 6.8%
Lam Research Corp
-
$536 Million 0.25% of portfolio
-
Q4 2024 New
$0
$554 Million 0.25% of portfolio
17,362
Q3 2025 Added 0.01%
$0
$551 Million 0.25% of portfolio
5,350
Q3 2025 Reduced 30.73%
$224B
$542 Million 0.25% of portfolio
1,783
Q3 2025 Added 0.51%
$187B
$544 Million 0.25% of portfolio
3,270
Q3 2025 Reduced 25.6%
$69.4B
$547 Million 0.25% of portfolio
6,669
Q3 2025 Added 53.81%
$0
$535 Million 0.25% of portfolio
21,934
Q3 2025 Added 0.53%
$114B
$528 Million 0.24% of portfolio
8,000
Q4 2024 Added 14.29%
First Tr Exchange Traded Fd
-
$521 Million 0.24% of portfolio
-
Q3 2025 Added 21.87%
$35.1B
$527 Million 0.24% of portfolio
4,240
Q3 2025 Added 0.28%
$0
$516 Million 0.24% of portfolio
771
Q3 2025 Added 0.13%
$0
$515 Million 0.24% of portfolio
25,630
Q2 2025 Reduced 30.81%
$61.6B
$521 Million 0.24% of portfolio
18,414
Q3 2025 New
$73.7B
$492 Million 0.23% of portfolio
5,857
Q3 2025 Added 18.23%
$97.3B
$501 Million 0.23% of portfolio
5,925
Q3 2025 Added 0.46%
$0
$475 Million 0.22% of portfolio
10,806
Q3 2025 Added 73.73%
$0
$471 Million 0.22% of portfolio
44,494
Q3 2025 Added 0.08%
$0
$462 Million 0.21% of portfolio
2,995
Q3 2025 Added 0.44%
$140B
$449 Million 0.21% of portfolio
1,200
Q2 2024 New
$228B
$456 Million 0.21% of portfolio
3,402
Q3 2025 Added 0.21%
$0
$458 Million 0.21% of portfolio
18,547
Q1 2025 Reduced 6.48%

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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