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Portfolio (Quarterly) Guide ↗

Core Wealth Partners LLC

· CIK 0001965078
13F Portfolio $235M AUM 191 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 37 Added 59 Reduced 14 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JAAA JANUS DETROIT STR TR 84,109.0 $4.2M 1.81% +22K +36.5% $50.49 +0.2%
2 FIXD FIRST TR EXCHNG TRADED FD VI 84,881.0 $3.7M 1.58% +19K +28.9% $43.61 -2.0%
3 VOO VANGUARD INDEX FDS 4,452.0 $3.1M 1.30% +1K +32.6% $686.76 +3.1%
4 TSLA TESLA INC Consumer Cyclical 7,076.0 $3.0M 1.27% +312.0 +4.6% $420.60 -15.8%
5 UCON FIRST TR EXCHNG TRADED FD VI 104,345.0 $2.6M 1.11% +95K +973.5% $24.88 -1.4%
6 GILD GILEAD SCIENCES INC Healthcare 18,313.0 $2.3M 0.99% +270.0 +1.5% $126.34 +19.5%
7 FTSM FIRST TR EXCHANGE-TRADED FD 31,888.0 $1.9M 0.81% +3K +8.8% $59.73 -0.0%
8 JSI JANUS DETROIT STR TR 34,868.0 $1.8M 0.76% +29K +511.3% $51.21 -0.7%
9 LRCX LAM RESEARCH CORP Technology 4,095.0 $1.8M 0.76% +95.0 +2.4% $433.33 -29.0%
10 MRVL MARVELL TECHNOLOGY INC Technology 5,491.0 $1.6M 0.70% +256.0 +4.9% $297.91 -25.0%
11 CVX CHEVRON CORPORATION Energy 9,355.0 $1.6M 0.66% +279.0 +3.1% $165.76 +25.8%
12 RDVI FIRST TR EXCHANGE-TRADED FD 52,531.0 $1.5M 0.66% +7K +16.1% $29.40 -0.5%
13 CSCO CISCO SYS INC Technology 12,532.0 $1.5M 0.63% +222.0 +1.8% $117.46 -7.0%
14 XLF SELECT SECTOR SPDR TR 22,884.0 $1.2M 0.52% +1K +5.2% $53.61 +8.4%
15 IBIT ISHARES BITCOIN TRUST ETF Financial Services 34,230.0 $1.1M 0.49% +2K +6.8% $33.29 +35.9%
16 IEI ISHARES TR 9,402.0 $1.1M 0.47% +194.0 +2.1% $117.44 -1.5%
17 PLTR PALANTIR TECHNOLOGIES INC Technology 8,467.0 $988K 0.42% +802.0 +10.5% $116.68 +49.4%
18 GE GE AEROSPACE Industrials 2,178.0 $814K 0.35% +110.0 +5.3% $373.66 -9.8%
19 CAT CATERPILLAR INC Industrials 738.0 $786K 0.34% +38.0 +5.4% $1064.90 -23.6%
20 XLV SELECT SECTOR SPDR TR 4,697.0 $745K 0.32% +592.0 +14.4% $158.65 +8.1%
Page 1 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Industrials 24.3%
Financial Services 11.9%
Healthcare 7.5%
Consumer Defensive 6.4%
Consumer Cyclical 6.3%
Communication Services 6.0%
Energy 4.1%
Real Estate 0.7%
Basic Materials 0.6%