account_balance
Investment manager · 13F filer · SEC CIK 1965078
Core Wealth Partners LLC
Reported value$245Mas of Sep 30, 2026
Positions186 8 new, 11 sold out
Top 10 weight35.1%AAPL alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.4%
ROKRockwell Automation, Inc
7.5%
MSFTMicrosoft Corp
3.3%
JAAAJanus Detroit STR Tr
2.6%Added +50%
BRK-BBerkshire Hathaway Inc
2.6%Trimmed −5%
GOOGLAlphabet Inc.
2.5%
NVDANVIDIA Corp
2.2%Added +2%
AMZNAmazon.com Inc
2.2%
SGOViShares Tr
2.0%Added +26%
AMEAmetek Inc
1.8%
BILSPDR Series Trust
1.7%+16%
CGCPCapital GRP Fixed Incm ETF T
1.6%
AAPLApple Inc.
8.4%
ROKRockwell Automation, Inc
7.5%
MSFTMicrosoft Corp
3.3%
JAAA2.6%
BRK-B2.6%GOOGLAlphabet Inc.
2.5%
NVDANVIDIA Corp
2.2%
AMZNAmazon.com Inc
2.2%
SGOViShares Tr
2.0%
BIL
CGCP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.4% HeldROK Rockwell Automation, Inc 7.5% HeldMSFT Microsoft Corp 3.3% Held
JAAA Janus Detroit STR Tr 2.6% Added +50%
BRK-B Berkshire Hathaway Inc 2.6% Trimmed −5%GOOGL Alphabet Inc. 2.5% HeldNVDA NVIDIA Corp 2.2% Added +2%AMZN Amazon.com Inc 2.2% HeldSGOV iShares Tr 2.0% Added +26%
AME Ametek Inc 1.8% HeldBIL SPDR Series Trust 1.7% Added +16%
CGCP Capital GRP Fixed Incm ETF T 1.6% Trimmed −17%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.