Core Wealth Partners LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$174M
Signature - Title
Nathaniel Holden - Managing Member
Location
Santa Rosa, CA
Summary
This page shows a list of all the recent 13F filings made by Core Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Core Wealth Partners LLC reported 166 stock holdings with total value $174M as of Q4 2024. Top holdings included AAPL, ROK, MSFT, BRKB, and CGCP.
Holdings Value