Long-term investor
Core Wealth Partners LLC @corewealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965078).
Record
- Tracked since 2025-06-30 (448 days), 122 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +13.3% · all +13.3%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ROK · 8.8% · long · since 2025-06-30
- AAPL · 7.6% · long · since 2025-06-30
- BRK-B · 2.8% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- 14020Y102 · 2.2% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- AME · 1.9% · long · since 2025-06-30
- 47103U845 · 1.8% · long · since 2025-06-30
- 46436E718 · 1.7% · long · since 2025-06-30
- 33740F805 · 1.6% · long · since 2025-06-30