Core Wealth Partners LLC

Q3 2025 13F Holdings

Location
Santa Rosa, CA
Holdings as of
9/30/2025
Value ($000)
$217,861
Num holdings
183
Date filed
11/3/2025
Form type
13F-HR
Prev filing
8/11/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type