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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGSH VANGUARD SCOTTSDALE FDS 8,972.0 $522K 0.22% -221.0 -2.4% $58.20 -0.5%
42 MCD MCDONALDS CORP Consumer Cyclical 1,763.0 $477K 0.20% -38.0 -2.1% $270.36 -5.4%
43 KNG FIRST TR EXCHANGE-TRADED FD 8,647.0 $437K 0.19% -6K -40.0% $50.50 +1.0%
44 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,884.0 $426K 0.18% -484.0 -11.1% $109.78 -4.4%
45 KMI KINDER MORGAN INC DEL Energy 13,254.0 $424K 0.18% -8K -36.3% $31.97 -1.8%
46 FIRST TR EXCHANGE-TRADED FD 13,300.0 $422K 0.18% -5K -26.6% $31.76
47 NAC NUVEEN CA DIVI ADV MUN Financial Services 29,699.0 $360K 0.15% -3K -7.9% $12.12 -5.5%
48 VTI VANGUARD INDEX FDS 832.0 $308K 0.13% -210.0 -20.1% $370.10 +2.6%
49 SKYY FIRST TR EXCHANGE-TRADED FD 2,157.0 $290K 0.12% -390.0 -15.3% $134.56 +20.1%
50 WCC WESCO INTL INC Industrials 817.0 $282K 0.12% -100.0 -10.9% $345.61 +1.7%
51 ET ENERGY TRANSFER L P Energy 14,388.0 $275K 0.12% -2K -12.2% $19.12 +12.4%
52 XYLD GLOBAL X FDS 6,709.0 $274K 0.12% -2K -25.5% $40.79 +2.1%
53 QQQM INVESCO EXCH TRADED FD TR II 902.0 $273K 0.12% -206.0 -18.6% $302.84 -2.2%
54 FVD FIRST TR EXCHANGE-TRADED FD 5,552.0 $268K 0.11% -261.0 -4.5% $48.18 +4.0%
55 PM PHILIP MORRIS INTL INC Consumer Defensive 1,430.0 $259K 0.11% -31.0 -2.1% $180.91 +0.9%
56 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,220.0 $243K 0.10% -2K -34.5% $57.62 +16.0%
57 FIRST TR EXCHANGE-TRADED FD 9,761.0 $225K 0.10% -12K -55.3% $23.09
58 JEPI J P MORGAN EXCHANGE TRADED F 3,758.0 $212K 0.09% -3K -42.7% $56.47 +1.3%
59 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 300.0 $290.0 -2K -88.9% $0.97 +4579.0%
Page 3 of 3  ·  59 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%