SEC Form 13F

Core Wealth Partners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$234,701,584
Positions191

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ROCKWELL AUTOMATION INCROKCOM$20,714,78141,841
APPLE INCAAPLCOM$17,745,19661,326
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$6,632,66913,255
ALPHABET INCGOOGLCAP STK CL A$6,215,04317,391
MICROSOFT CORPMSFTCOM$5,881,86015,768
AMAZON COM INCAMZNCOM$5,106,67321,426
CAPITAL GRP FIXED INCM ETF TCGCPCORE PLUS INCM$5,082,583228,021
NVIDIA CORPORATIONNVDACOM$4,621,09023,095
AMETEK INCAMECOM$4,354,92018,000
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$4,246,66384,109

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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