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Value $
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$174M
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Signature - Title
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Nathaniel Holden - Managing Member
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Location
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Santa Rosa, CA
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Summary
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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.