Core Wealth Partners LLC
All 13F Filings
- Location
- Santa Rosa, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 215,073
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
55
(0.0% of total reported value)
· QoQ Δ:
-20
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.1 K | 75.9% | 0 | 50.84 K | -50.84 K |
| ETFs | 51.88 K | 24.1% | 43.81 K | 0 | 43.81 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
215,073
Holdings
180
QoQ value change ($000)
-7,057
(-3.2%)
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.