Core Wealth Partners LLC
Position in MUC — Blackrock Muniholdings California Quality Fund, Inc.
CIK 1965078
SANTA ROSA, CA
Position in MUC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$163,352
New position
Shares Held
15,707
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Core Wealth Partners LLC holds $5,202,529 across 16 Asset Management names. MUC ranks #14 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCQ |
Pimco California Municipal Income Fund
|
163,735 | $1,404,846 | |
| 2 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
44,563 | $462,563 | |
| 3 | VCV |
Invesco California Value Municipal Income Trust
|
40,866 | $426,641 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
32,249 | $375,700 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
24,153 | $356,739 | |
| 6 | MAIN |
Main Street Capital CORP
|
5,408 | $286,407 | |
| 7 | CSWC |
Capital Southwest Corp
|
11,520 | $254,822 | |
| 8 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
18,425 | $219,257 |
All Filings in MUC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,352 | 15,707 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||