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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only.

Institution overview
Positions
110
No filing for Q3 2022
Portfolio value
$80.6M
No filing for Q3 2022
Filed
Feb 13, 2023
SEC

Core Wealth Partners LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Core Wealth Partners LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BPBP PLCADR1,080––––History
AFLAflac IncStock1,000––––History
CSCOCisco Systems, Inc.Stock22,751––––History
TAT&T Inc.Stock10,771––––History
SHOPShopify Inc.Stock2,520––––History
ARRYArray Technologies, Inc.COM SHS672––––History
ETEnergy Transfer LPCOM UT LTD PTN12,385––––History
VICIVici Properties Inc.COM1,085––––History
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT2,695–––––
TDFTempleton Dragon Fund IncCOM1,000––––History