Notify me when Core Wealth Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 173 | $222,054,852 | +$10,813,270 | -$8,896,252 | +$1,917,018 | AAPL, ROK, MSFT, BRKB, CGCP | 13F-HR | 17 Feb 2026, 15:56 |
| Q3 2025 | 178 | $217,714,922 | +$14,487,408 | -$5,916,963 | +$8,570,445 | AAPL, ROK, MSFT, BRKB, CGCP | 13F-HR | 03 Nov 2025, 20:24 |
| Q2 2025 | 172 | $196,966,293 | +$26,843,598 | -$13,022,836 | +$13,820,762 | ROK, AAPL, MSFT, BRKB, CGCP | 13F-HR | 11 Aug 2025, 11:34 |
| Q1 2025 | 164 | $171,938,864 | +$15,128,411 | -$12,779,734 | +$2,348,677 | AAPL, ROK, BRKB, MSFT, BIL | 13F-HR | 12 May 2025, 18:00 |
| Q4 2024 | 166 | $174,490,856 | +$12,537,017 | -$5,008,857 | +$7,528,160 | AAPL, ROK, MSFT, BRKB, CGCP | 13F-HR | 11 Feb 2025, 17:48 |
| Q3 2024 | 163 | $164,911,955 | +$23,438,941 | -$8,221,123 | +$15,217,818 | AAPL, ROK, MSFT, BRKB, CGCP | 13F-HR | 04 Nov 2024, 16:39 |
| Q2 2024 | 147 | $146,354,142 | +$16,776,787 | -$3,600,473 | +$13,176,314 | AAPL, ROK, MSFT, FTSM, BRKB | 13F-HR | 13 Aug 2024, 21:19 |
| Q1 2024 | 139 | $132,287,088 | +$9,077,522 | -$2,141,337 | +$6,936,185 | ROK, AAPL, MSFT, FTSM, BRKB | 13F-HR | 19 Apr 2024, 17:05 |
| Q4 2023 | 118 | $122,032,768 | +$5,657,006 | -$2,520,686 | +$3,136,320 | ROK, AAPL, MSFT, FTSM, SWKS | 13F-HR | 07 Feb 2024, 17:41 |
| Q3 2023 | 108 | $110,057,277 | +$13,866,955 | -$7,671,091 | +$6,195,864 | ROK, AAPL, MSFT, FTSM, SWKS | 13F-HR | 13 Nov 2023, 13:53 |
| Q2 2023 | 109 | $108,260,329 | +$7,185,243 | -$3,850,565 | +$3,334,678 | AAPL, ROK, MSFT, FTSM, SGOV | 13F-HR | 11 Aug 2023, 16:44 |
| Q1 2023 | 100 | $99,592,317 | +$24,424,320 | -$4,548,482 | +$19,875,838 | ROK, AAPL, MSFT, SGOV, FTSM | 13F-HR | 11 May 2023, 21:14 |
| Q4 2022 | 110 | $37,089,310 | $0 | $0 | $0 | SGOV, SHV, BIL, TFLO, TBLL | 13F-HR | 13 Feb 2023, 17:20 |