Core Wealth Partners LLC

Q2 2025 13F Holdings

Location
Santa Rosa, CA
Holdings as of
6/30/2025
Value
$197M
Value excl. options
$197M
Num holdings
176
Date filed
8/11/2025
Form type
13F-HR
Prev filing
5/12/2025
Next filing
11/3/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type