What Core Wealth Partners LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1965078 · Filed Jul 17, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 61.3K |
| −2.6% |
| $17.7M |
| 7.6% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 13.3K | −7.1% | $6.6M | 2.8% |
GOOGLAlphabet Inc. | 17.4K | −3.7% | $6.2M | 2.6% |
MSFTMicrosoft Corp | 15.8K | −0.1% | $5.9M | 2.5% |
AMZNAmazon Com Inc | 21.4K | −6.1% | $5.1M | 2.2% |
CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM | 228K | −16.4% | $5.1M | 2.2% |
NVDANVIDIA Corp | 23.1K | −13.7% | $4.6M | 2% |
AMEAMETEK Inc | 18K | ±0% | $4.4M | 1.9% |
JANUS DETROIT STR TRHENDRSON AAA CL | 84.1K | +36.5% | $4.2M | 1.8% |
ISHARES TR0-3 MTH TREASURY | 39.3K | New | $4M | 1.7% |
FIRST TR EXCHNG TRADED FD VISMITH OPPORT FXD | 84.9K | +28.9% | $3.7M | 1.6% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 39.9K | New | $3.7M | 1.6% |
JPMJPMorgan Chase & Co | 10.7K | −9.6% | $3.5M | 1.5% |
COSTCostco Wholesale Corp | 3.6K | −9.9% | $3.4M | 1.4% |
AVGOBroadcom Inc. | 8.7K | −16.4% | $3.3M | 1.4% |
EXXON MOBIL CORPCOM | 23.6K | −9.0% | $3.2M | 1.4% |
BABoeing Co | 14.3K | −0.5% | $3.1M | 1.3% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 4.5K | +32.6% | $3.1M | 1.3% |
TSLATesla, Inc. | 7.1K | +4.6% | $3M | 1.3% |
JNJJohnson & Johnson | 11.6K | −3.9% | $2.9M | 1.3% |
GOOGAlphabet Inc. | 7.6K | +0.3% | $2.7M | 1.1% |
FIRST TR EXCHNG TRADED FD VISMIT UNCO BD ETF | 104.3K | New | $2.6M | 1.1% |
SWKSSkyworks Solutions, Inc. | 37.9K | +0.1% | $2.6M | 1.1% |
ISHARES TRTRUST ISHARE 0-1 | 23.2K | −3.2% | $2.6M | 1.1% |
RTXRTX Corp | 13.1K | +0.2% | $2.5M | 1.1% |
GILDGilead Sciences, Inc. | 18.3K | +1.5% | $2.3M | 1% |
VVisa Inc. | 6.4K | −11.4% | $2.2M | 0.9% |
QQQInvesco QQQ Trust, Series 1 | 2.9K | −12.4% | $2.1M | 0.9% |
FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW | 31.9K | +8.8% | $1.9M | 0.8% |
SPYSPDR S&P 500 ETF Trust | 2.5K | −6.4% | $1.9M | 0.8% |
GLWCorning Inc | 7.3K | −3.5% | $1.9M | 0.8% |
JANUS DETROIT STR TRHEND SECU IN ETF | 34.9K | New | $1.8M | 0.8% |
LRCXLAM Research Corp | 4.1K | +2.4% | $1.8M | 0.8% |
ABBVAbbVie Inc. | 6.9K | −9.3% | $1.7M | 0.7% |
MRVLMarvell Technology, Inc. | 5.5K | +4.9% | $1.6M | 0.7% |
WMTWalmart Inc. | 14.2K | −19.1% | $1.6M | 0.7% |
ISHARES TRCORE US AGGBD ET | 15.9K | −37.8% | $1.6M | 0.7% |
CVXChevron Corp | 9.4K | +3.1% | $1.6M | 0.7% |
FIRST TR EXCHANGE-TRADED FDFT VEST RIS | 52.5K | +16.1% | $1.5M | 0.7% |
INVESCO EXCH TRADED FD TR IISHORT TERM ETF | 14.2K | New | $1.5M | 0.6% |
CSCOCisco Systems, Inc. | 12.5K | +1.8% | $1.5M | 0.6% |
PCQPIMCO California Municipal Income Fund | 163.8K | +0.0% | $1.5M | 0.6% |
IBMInternational Business Machines Corp | 5.1K | −1.8% | $1.4M | 0.6% |
METAMeta Platforms, Inc. | 2.5K | −17.1% | $1.4M | 0.6% |
ISHARES TRMSCI USA MIN ETF | 14.2K | New | $1.4M | 0.6% |
LLYELI LILLY & Co | 1.1K | −25.2% | $1.4M | 0.6% |
ORCLOracle Corp | 9.2K | −13.9% | $1.3M | 0.6% |
SELECT SECTOR SPDR TRST STR FINL ETF | 22.9K | New | $1.2M | 0.5% |
KOCoca Cola Co | 14.9K | −0.4% | $1.2M | 0.5% |
UNPUnion Pacific Corp | 4.3K | +0.5% | $1.2M | 0.5% |
PGPROCTER & GAMBLE Co | 7.8K | −11.7% | $1.1M | 0.5% |
IBITiShares Bitcoin Trust ETF | 34.2K | +6.8% | $1.1M | 0.5% |
NFLXNetflix Inc | 15.9K | −2.8% | $1.1M | 0.5% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 2.4K | ±0% | $1.1M | 0.5% |
ISHARES TR3 7 YR TREAS BD | 9.4K | +2.1% | $1.1M | 0.5% |
MEDPMedpace Holdings, Inc. | 2K | ±0% | $1.1M | 0.5% |
PLTRPalantir Technologies Inc. | 8.5K | +10.5% | $987.9K | 0.4% |
MAMastercard Inc | 1.9K | −19.5% | $981.5K | 0.4% |
ISHARES TRTOP 20 U S ETF | 28.7K | New | $943.2K | 0.4% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 27.6K | +0.0% | $933.8K | 0.4% |
FRANKLIN TEMPLETON ETF TRUS LRG CP MLTFCT | 11.7K | −12.2% | $913K | 0.4% |
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | 5.6K | New | $903.8K | 0.4% |
ADPAutomatic Data Processing Inc | 4K | +0.3% | $900.2K | 0.4% |
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | 17.9K | New | $884.4K | 0.4% |
RBB FD INCF/M US TREASURY | 17.7K | −0.0% | $883.9K | 0.4% |
SYYSysco Corp | 10.3K | −5.8% | $859.1K | 0.4% |
CARRCARRIER GLOBAL Corp | 11.5K | +0.1% | $840.4K | 0.4% |
VANGUARD ADMIRAL FDS INC500 GRTH IDX F | 10.1K | New | $837.5K | 0.4% |
MRKMerck & Co., Inc. | 6.4K | +0.0% | $828.5K | 0.4% |
GEGeneral Electric Co | 2.2K | +5.3% | $813.8K | 0.3% |
CATCaterpillar Inc | 738 | +5.4% | $785.9K | 0.3% |
RIORio Tinto PLC | 8K | ±0% | $759.4K | 0.3% |
ISHARES TRISHARES BIOTECH | 4K | ±0% | $758.7K | 0.3% |
FIRST TR EXCHANGE-TRADED FDVEST LADDERED | 36K | New | $749.1K | 0.3% |
SELECT SECTOR SPDR TRST STR CARE ETF | 4.7K | New | $745.2K | 0.3% |
VZVerizon Communications Inc | 16.7K | +1.6% | $705.2K | 0.3% |
SHELShell plc | 9K | ±0% | $701.7K | 0.3% |
MUMicron Technology Inc | 606 | New | $699.5K | 0.3% |
ISHARES TR7-10 YR TRSY BD | 7.2K | −16.4% | $681K | 0.3% |
PEPPepsiCo Inc | 5K | +0.5% | $677.1K | 0.3% |
WMWaste Management Inc | 3K | ±0% | $670.9K | 0.3% |
FIRST TR EXCHANGE TRADED FDBUYWRIT INCM ETF | 27.2K | −20.8% | $648.2K | 0.3% |
SCHWAB STRATEGIC TRUS AGGREGATE B | 27.5K | −74.2% | $637K | 0.3% |
LMTLockheed Martin Corp | 1.3K | −3.7% | $636.8K | 0.3% |
FIRST TR EXCHANGE TRADED FDNASDAQ BUYWRITE | 28.1K | −25.8% | $619.7K | 0.3% |
SBUXStarbucks Corp | 6K | +0.4% | $618.1K | 0.3% |
QCOMQualcomm Inc | 3.3K | +0.1% | $605.8K | 0.3% |
GEVGE Vernova Inc. | 515 | ±0% | $605.1K | 0.3% |
HDHome Depot, Inc. | 1.7K | −13.7% | $601.2K | 0.3% |
CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | 12.6K | New | $596.5K | 0.3% |
ISHARES TRCORE S&P500 ETF | 774 | +0.1% | $579.5K | 0.2% |
WISDOMTREE TRFLOATNG RAT TREA | 11.2K | −12.9% | $565.4K | 0.2% |
TGTTarget Corp | 4.3K | ±0% | $561.6K | 0.2% |
SELECT SECTOR SPDR TRST STR INDL ETF | 3K | New | $559.4K | 0.2% |
MSTRStrategy Inc | 6.4K | +3.4% | $559.4K | 0.2% |
FIDELITY COVINGTON TRUSTMSCI ENERGY IDX | 18.9K | ±0% | $558.9K | 0.2% |
GLOBAL X FDSARTIFICIAL ETF | 8.3K | ±0% | $544.2K | 0.2% |
ISHARES TR10-20 YR TRS ETF | 5.4K | +1.8% | $544.1K | 0.2% |
AMDAdvanced Micro Devices Inc | 899 | New | $522.2K | 0.2% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 9K | −2.4% | $522.2K | 0.2% |
J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF | 7.6K | New | $515.1K | 0.2% |
ETNEaton Corp plc | 1.2K | ±0% | $511.3K | 0.2% |
GLDSPDR Gold Trust | 1.3K | +2.4% | $496.9K | 0.2% |
MCDMcDonald's Corp | 1.8K | −2.1% | $476.6K | 0.2% |
NMZNuveen Municipal High Income Opportunity Fund | 44.6K | +0.1% | $471.4K | 0.2% |
VCVInvesco California Value Municipal Income Trust | 40.9K | ±0% | $440.9K | 0.2% |
FIRST TR EXCHANGE-TRADED FDFT VEST S&P 500 | 8.6K | −40.0% | $436.7K | 0.2% |
KMBKimberly Clark Corp | 3.9K | −11.1% | $426.4K | 0.2% |
KMIKinder Morgan, Inc. | 13.3K | −36.3% | $423.7K | 0.2% |
FIRST TR EXCHANGE-TRADED FDFT VEST TEC | 13.3K | −26.6% | $422.4K | 0.2% |
ISHARES TRCORE S&P SCP ETF | 2.8K | ±0% | $421.2K | 0.2% |
JPCNuveen Preferred & Income Opportunities Fund | 53.2K | New | $419.4K | 0.2% |
ISHARES TR20 YR TR BD ETF | 4.7K | +1.4% | $405.1K | 0.2% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 6.6K | +0.4% | $387K | 0.2% |
AMPLIFY ETF TRAMPLIFY CYBERSEC | 3.7K | ±0% | $386.5K | 0.2% |
SITMSITIME Corp | 511 | New | $381K | 0.2% |
HTGCHercules Capital, Inc. | 24.2K | ±0% | $380.9K | 0.2% |
BACBank of America Corp | 6.6K | +11.9% | $374.5K | 0.2% |
WISDOMTREE TRJP SMALLCP DIV | 3.5K | ±0% | $368.6K | 0.2% |
FIRST TR EXCHANGE-TRADED FDGROWTH STRENGTH | 9.9K | +11.8% | $367.6K | 0.2% |
NACNuveen California Quality Municipal Income Fund | 29.7K | −7.9% | $360K | 0.2% |
ISHARES TR0-5 YR TIPS ETF | 3.5K | ±0% | $354.3K | 0.2% |
NETCloudflare, Inc. | 1.4K | ±0% | $353.2K | 0.2% |
TXNTexas Instruments Inc | 1.2K | +0.1% | $351.1K | 0.1% |
ISHARES TR1 3 YR TREAS BD | 4.1K | +2.1% | $336.3K | 0.1% |
ISHARES TRISHARES SEMICDTR | 524 | New | $335.8K | 0.1% |
OTISOtis Worldwide Corp | 4.7K | ±0% | $334.4K | 0.1% |
FIRST TR EXCHANGE-TRADED FDUTILITIES ALPH | 6.6K | ±0% | $323.7K | 0.1% |
ORealty Income Corp | 5.1K | +12.6% | $314.2K | 0.1% |
FDXFedEx Corp | 1K | +0.3% | $314K | 0.1% |
ABTAbbott Laboratories | 3.4K | +0.3% | $311.1K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT | 6.6K | ±0% | $311K | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 832 | −20.2% | $307.9K | 0.1% |
USBUS Bancorp de | 5K | ±0% | $302K | 0.1% |
WELLWelltower Inc. | 1.3K | +0.4% | $293.4K | 0.1% |
CSWCCapital Southwest Corp | 12.3K | +6.9% | $292.8K | 0.1% |
WMBWilliams Companies, Inc. | 3.9K | +0.2% | $292.4K | 0.1% |
FIRST TR EXCHANGE-TRADED FDCLOUD COMPUTING | 2.2K | −15.3% | $290.2K | 0.1% |
GOLDMAN SACHS ETF TRNASDA 100 ETF | 4.8K | New | $285.1K | 0.1% |
WCCWesco International Inc | 817 | −10.9% | $282.4K | 0.1% |
MAINMain Street Capital CORP | 5.4K | ±0% | $280.6K | 0.1% |
PFEPfizer Inc | 11.6K | +0.7% | $279K | 0.1% |
WFCWells Fargo & Company | 3.4K | +1.5% | $278.7K | 0.1% |
ETEnergy Transfer LP | 14.4K | −12.2% | $275.1K | 0.1% |
GLOBAL X FDSS&P 500 COVERED | 6.7K | −25.5% | $273.7K | 0.1% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 902 | −18.6% | $273.2K | 0.1% |
FIRST TR EXCHANGE-TRADED FDSHS | 5.6K | −4.5% | $267.5K | 0.1% |
VANGUARD CALIF TAX FREE FDSTAX EXEMPT BD FD | 2.6K | ±0% | $265.5K | 0.1% |
BEBloom Energy Corp | 867 | New | $262.4K | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 861 | +0.1% | $258.8K | 0.1% |
PMPhilip Morris International Inc. | 1.4K | −2.1% | $258.7K | 0.1% |
SCHWAB STRATEGIC TRSHT TM US TRES | 10.6K | ±0% | $256.5K | 0.1% |
CLSCelestica Inc | 694 | New | $253.2K | 0.1% |
GLOBAL X FDSDATA CTR DIG ETF | 8.1K | New | $246.1K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 1K | ±0% | $244.4K | 0.1% |
BMYBristol Myers Squibb Co | 4.2K | −34.5% | $243.2K | 0.1% |
LAZARD ACTIVE ETF TRINTL DYNAMIC EQT | 6.9K | New | $241.6K | 0.1% |
ALNYAlnylam Pharmaceuticals, Inc. | 800 | New | $240.8K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 1.9K | +297.9% | $239.2K | 0.1% |
ARMARM Holdings PLC | 664 | New | $235.4K | 0.1% |
MDTMedtronic plc | 3K | ±0% | $234.7K | 0.1% |
SPCXSpace Exploration Technologies Corp | 1.4K | New | $233.2K | 0.1% |
GLOBAL X FDSGLOBAL X COPPER | 3K | +0.9% | $233.1K | 0.1% |
CRDOCredo Technology Group Holding Ltd | 850 | New | $231.2K | 0.1% |
NKXNuveen California Amt-Free Quality Municipal Income Fund | 18.4K | ±0% | $230.9K | 0.1% |
CBRECBRE Group, Inc. | 1.7K | ±0% | $229K | 0.1% |
DLRDigital Realty Trust, Inc. | 1.3K | ±0% | $227.2K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT | 4.6K | ±0% | $225.8K | 0.1% |
FIRST TR EXCHANGE-TRADED FDFT VEST SMID | 9.8K | −55.3% | $225.4K | 0.1% |
FIRST TR EXCHANGE-TRADED ALPCOM SHS | 1.2K | New | $224.1K | 0.1% |
TERTeradyne, Inc | 457 | New | $221.3K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST DEEP ETF | 7.4K | New | $221.1K | 0.1% |
APDAir Products & Chemicals, Inc. | 752 | ±0% | $220.5K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 3.8K | −42.7% | $212.2K | 0.1% |
BXSLBlackstone Secured Lending Fund | 8.9K | ±0% | $210.8K | 0.1% |
VANECK FDSONCHAIN ECONOMY | 4.8K | New | $207.9K | 0.1% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 5.6K | New | $203.8K | 0.1% |
AMGNAmgen Inc | 562 | New | $203.3K | 0.1% |
NOCNorthrop Grumman Corp | 394 | +2.9% | $200.5K | 0.1% |
TSLXSixth Street Specialty Lending, Inc. | 11.7K | ±0% | $200.3K | 0.1% |
DHIHorton D R Inc | 1.2K | New | $200.1K | 0.1% |
ARCCAres Capital Corp | 10.7K | ±0% | $197.9K | 0.1% |
GBDCGOLUB CAPITAL BDC, Inc. | 15.1K | ±0% | $194K | 0.1% |
VANECK ETF TRUSTPREFERRED SECURT | 10.7K | ±0% | $190.6K | 0.1% |
OBDCBlue Owl Capital Corp | 17.5K | +1.2% | $189.7K | 0.1% |
MUCBlackRock Muniholdings California Quality Fund, Inc. | 15.7K | ±0% | $172.6K | 0.1% |
HYTBlackRock Corporate High Yield Fund, Inc. | 15.5K | ±0% | $132.8K | 0.1% |
WRAPWrap Technologies, Inc. | 11.4K | ±0% | $14.7K | 0.1% |
| 200 | ±0% | $598 | 0.1% |
| 300 | −88.9% | $290 | 0.1% |
