Core Wealth Partners LLC

Q3 2025 13F-HR Holdings

Location
Santa Rosa, CA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
183
Total value ($000)
$217,861
Net value change ($000)
+20,766 (10.5%)
New positions
14
Sold out positions
8
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,241 24.5%
GOOGL 1,804 62.7%
PCQ 1,129 378.9%
TSLA 1,007 60.6%
NVDA 839 19.4%
ROK 744 5.4%
IBIT 740 61.5%
JPM 718 24.2%
JNJ 617 38.6%
AVGO 574 19.8%
Top Reduces (Value $000, Stocks/ETFs)
PIMCO CALIFORNIA MUNICIPAL INCOME FUND III -601 -100.0%
IBM -564 -24.7%
PIMCO CALIFORNIA MUNICIPAL INCOME FUND II -487 -100.0%
MSTR -418 -16.9%
PFF -363 -100.0%
IEF -349 -35.2%
IEI -341 -34.9%
FMB -325 -100.0%
GKOS -253 -100.0%
TLH -234 -29.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 146 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type