StockDriftsStockDriftsTop 50 Core Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | 8.83% | 41.8K | $20.7M | +0.12%(+52) | $285.82(+54.68%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.56% | 61.3K | $17.7M | -2.61%(-1.64K) | $149.02(+105.79%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.83% | 13.3K | $6.6M | -7.13%(-1.02K) | $343.04(+52.56%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.65% | 17.4K | $6.2M | -3.68%(-665) | $142.05(+147.42%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.51% | 15.8K | $5.9M | -0.13%(-21) | $273.11(+84.08%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.18% | 21.4K | $5.1M | -6.05%(-1.38K) | $128.52(+113.93%) | 2026-06-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 2.17% | 228.0K | $5.1M | -16.38%(-44.67K) | $22.58(-2.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.97% | 23.1K | $4.6M | -13.68%(-3.66K) | $58.56(+276.49%) | 2026-06-30 | |
| AME | AMETEK INC | 1.86% | 18.0K | $4.4M | +0.00%(+0) | $148.67(+73.07%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 1.81% | 84.1K | $4.2M | +36.51%(+22.50K) | $50.67(-0.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.57% | +35.16% | — | — | +49.49% |
| Top 20 Holdings Unweighted | +9.89% | +32.71% | — | — | +46.44% |
Core Wealth Partners LLC reports $234.70M in US-listed equity holdings across 189 positions in its most recent 13F filing. Its largest disclosed positions are ROK (8.8%), AAPL (7.6%) and BRK.B (2.8%). The top 20 holdings account for 48.8% of reported assets. Its disclosed equity book has returned +35.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Core Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965078). View Core Wealth Partners LLC’s 13F filings on SEC