Core Wealth Partners LLC
All 13F Filings
- Location
- Santa Rosa, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 234,702
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 191 | 234,702 | 13F-HR | Core Wealth Partners LLC |
| Q1 2026 | 5/8/2026 | 180 | 215,073 | 13F-HR | Core Wealth Partners LLC |
| Q4 2025 | 2/17/2026 | 178 | 222,130 | 13F-HR | Core Wealth Partners LLC |
| Q3 2025 | 11/4/2025 | 183 | 217,861 | 13F-HR | Core Wealth Partners LLC |
| Q2 2025 | 8/11/2025 | 176 | 197,095 | 13F-HR | Core Wealth Partners LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1
(0.0% of total reported value)
· QoQ Δ:
-54
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 179.9 K | 76.6% | 16.73 K | 0 | 16.73 K |
| ETFs | 54.83 K | 23.4% | 2.947 K | 0 | 2.947 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
234,702
Holdings
191
QoQ value change ($000)
19,629
(9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.