Core Wealth Partners LLC
All 13F Filings
- Location
- Santa Rosa, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 222,130
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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):
75
(0.0% of total reported value)
· QoQ Δ:
-71
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 214 K | 96.4% | 4.715 K | 0 | 4.715 K |
| ETFs | 8.07 K | 3.6% | 0 | 378 | -378 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
222,130
Holdings
178
QoQ value change ($000)
4,269
(2.0%)
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.