CORE WEALTH PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 64K | $17.42M |
 | ROK | 42K | $16.23M |
 | SWKS | 38K | $2.39M |
 | LFVN | 33K | $202.93K |
 | XOM | 28K | $3.34M |
 | NVDA | 28K | $5.18M |
 | KMI | 24K | $668.39K |
 | HTGC | 24K | $454.56K |
 | AMZN | 23K | $5.27M |
 | GILD | 19K | $2.33M |
 | WMT | 19K | $2.06M |
 | GOOGL | 18K | $5.68M |
 | AME | 18K | $3.70M |
 | OBDC | 17K | $214.49K |
 | VZ | 17K | $672.33K |
 | ET | 16K | $270.24K |
 | NFLX | 16K | $1.49M |
 | MSFT | 16K | $7.60M |
 | GBDC | 15K | $204.36K |
 | KO | 15K | $1.05M |
Apple Inc.
AAPL
Shares Held
64K
Value
$17.42M
Rockwell Automation, Inc.
ROK
Shares Held
42K
Value
$16.23M
Skyworks Solutions, Inc.
SWKS
Shares Held
38K
Value
$2.39M
LifeVantage Corporation
LFVN
Shares Held
33K
Value
$202.93K
Exxon Mobil Corporation
XOM
Shares Held
28K
Value
$3.34M
NVIDIA Corporation
NVDA
Shares Held
28K
Value
$5.18M
Kinder Morgan, Inc.
KMI
Shares Held
24K
Value
$668.39K
Hercules Capital, Inc.
HTGC
Shares Held
24K
Value
$454.56K
Amazon.com, Inc.
AMZN
Shares Held
23K
Value
$5.27M
Gilead Sciences, Inc.
GILD
Shares Held
19K
Value
$2.33M
Walmart Inc.
WMT
Shares Held
19K
Value
$2.06M
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$5.68M
AMETEK, Inc.
AME
Shares Held
18K
Value
$3.70M
Blue Owl Capital Corporation
OBDC
Shares Held
17K
Value
$214.49K
Verizon Communications Inc.
VZ
Shares Held
17K
Value
$672.33K
Energy Transfer LP
ET
Shares Held
16K
Value
$270.24K
Netflix, Inc.
NFLX
Shares Held
16K
Value
$1.49M
Microsoft Corporation
MSFT
Shares Held
16K
Value
$7.60M
Golub Capital BDC, Inc.
GBDC
Shares Held
15K
Value
$204.36K
The Coca-Cola Company
KO
Shares Held
15K
Value
$1.05M