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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 5 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PEP PEPSICO INC Consumer Defensive 5,001.0 $677K 0.29% $135.40 +1.6%
82 WM WASTE MGMT INC DEL Industrials 3,010.0 $671K 0.29% $222.88 -1.7%
83 FIRST TR EXCHANGE TRADED FD 27,178.0 $648K 0.28% -7K -20.8% $23.85
84 SCHZ SCHWAB STRATEGIC TR 27,540.0 $637K 0.27% -79K -74.2% $23.13 -2.0%
85 LMT LOCKHEED MARTIN CORP Industrials 1,250.0 $637K 0.27% -48.0 -3.7% $509.42 +3.1%
86 FIRST TR EXCHANGE TRADED FD 28,054.0 $620K 0.26% -10K -25.8% $22.09
87 SBUX STARBUCKS CORP Consumer Cyclical 6,048.0 $618K 0.26% $102.19 +2.2%
88 QCOM QUALCOMM INC Technology 3,278.0 $606K 0.26% $184.80 -8.7%
89 GEV GE VERNOVA INC Utilities 515.0 $605K 0.26% $1174.86 -19.8%
90 HD HOME DEPOT INC Consumer Cyclical 1,705.0 $601K 0.26% -271.0 -13.7% $352.63 -9.0%
91 CGGR CAPITAL GROUP GROWTH ETF 12,638.0 $597K 0.25% +3K +34.8% $47.20 -0.0%
92 IVV ISHARES TR 774.0 $579K 0.25% $748.69 +3.4%
93 USFR WISDOMTREE TR 11,230.0 $565K 0.24% -2K -12.9% $50.35 +0.1%
94 TGT TARGET CORP Consumer Defensive 4,300.0 $562K 0.24% $130.61 +25.9%
95 XLI SELECT SECTOR SPDR TR 3,020.0 $559K 0.24% $185.25 -5.4%
96 MSTR STRATEGY INC Technology 6,435.0 $559K 0.24% +213.0 +3.4% $86.93 +64.3%
97 FENY FIDELITY COVINGTON TRUST 18,907.0 $559K 0.24% $29.56 +20.2%
98 AIQ GLOBAL X FDS 8,294.0 $544K 0.23% $65.61 -2.0%
99 TLH ISHARES TR 5,422.0 $544K 0.23% +98.0 +1.8% $100.35 -3.7%
100 AMD ADVANCED MICRO DEVICES INC Technology 899.0 $522K 0.22% NEW $580.91 -17.8%
Page 5 of 10  ·  191 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%