Core Wealth Partners LLC
CIK
1965078
City
SANTA ROSA
State / Country
CA
Top Portfolio Positions
104 positions ·
$143,758,442 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
62,970 | $15,981,156 | 11.12% |
| ROK |
Rockwell Automation, Inc
Industrials
|
41,789 | $14,997,236 | 10.43% |
| MSFT |
Microsoft Corp
Technology
|
15,789 | $5,844,614 | 4.07% |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,056 | $5,192,183 | 3.61% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,806 | $4,749,805 | 3.30% |
| NVDA |
Nvidia Corp
Technology
|
26,755 | $4,666,072 | 3.25% |
| XOM |
Exxon Mobil Corp
Energy
|
25,938 | $4,400,641 | 3.06% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,027 | $4,012,623 | 2.79% |
| AME |
Ametek Inc/
Industrials
|
18,000 | $3,858,480 | 2.68% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,852 | $3,486,384 | 2.43% |
Holdings in MUC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,352 | 15,707 | Shares | Sole | 2026-05-08 | |
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