Core Wealth Partners LLC - Portfolio overview

Core Wealth Partners LLC has 191 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.32%
2. ROK - ROCKWELL AUTOMATION INC, 6.87%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 3.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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