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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 9 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ARM ARM HOLDINGS PLC Technology 664.0 $235K 0.10% NEW $354.57 -28.9%
162 MDT MEDTRONIC PLC Healthcare 3,000.0 $235K 0.10% $78.23 +20.4%
163 SPACE EXPLORATION TECHN CORP 1,365.0 $233K 0.10% NEW $170.86
164 COPX GLOBAL X FDS 3,028.0 $233K 0.10% +28.0 +0.9% $76.97 +17.8%
165 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 850.0 $231K 0.10% NEW $271.95 -37.3%
166 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 18,425.0 $231K 0.10% $12.53 -4.4%
167 CBRE CBRE GROUP INC Real Estate 1,700.0 $229K 0.10% $134.69 +9.8%
168 DLR DIGITAL RLTY TR INC Real Estate 1,265.0 $227K 0.10% $179.58 +4.9%
169 DJUN FIRST TR EXCHNG TRADED FD VI 4,581.0 $226K 0.10% $49.28 +1.9%
170 FIRST TR EXCHANGE-TRADED FD 9,761.0 $225K 0.10% -12K -55.3% $23.09
171 FTC FIRST TR EXCHANGE-TRADED ALP 1,157.0 $224K 0.10% NEW $193.73 -8.5%
172 TER TERADYNE INC Technology 457.0 $221K 0.09% NEW $484.25 -26.3%
173 BUFD FIRST TR EXCHNG TRADED FD VI 7,438.0 $221K 0.09% NEW $29.72 +2.3%
174 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 752.0 $220K 0.09% $293.18 +2.8%
175 JEPI J P MORGAN EXCHANGE TRADED F 3,758.0 $212K 0.09% -3K -42.7% $56.47 +1.3%
176 BXSL BLACKSTONE SECD LENDING FD Financial Services 8,892.0 $211K 0.09% $23.71 +4.3%
177 VANECK FDS 4,799.0 $208K 0.09% NEW $43.32
178 SCHA SCHWAB STRATEGIC TR 5,641.0 $204K 0.09% NEW $36.13 -4.4%
179 AMGN AMGEN INC Healthcare 562.0 $203K 0.09% NEW $361.81 +20.8%
180 NOC NORTHROP GRUMMAN CORP Industrials 394.0 $200K 0.09% +11.0 +2.9% $508.87 +1.2%
Page 9 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%