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Portfolio (Quarterly) Guide ↗

Core Wealth Partners LLC

· CIK 0001965078
13F Portfolio $215M AUM 180 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 34 Added 41 Reduced 7 Exited
Page 5 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CARR CARRIER GLOBAL CORPORATION Industrials 11,452.0 $645K 0.30% $56.31 +13.1%
82 FENY FIDELITY COVINGTON TRUST 18,907.0 $643K 0.30% +360.0 +1.9% $34.02 -7.0%
83 XLV SELECT SECTOR SPDR TR 4,105.0 $602K 0.28% +2K +71.1% $146.61 +2.8%
84 GE GE AEROSPACE Industrials 2,068.0 $587K 0.27% $283.71 +13.0%
85 GLD SPDR GOLD TR Financial Services 1,317.0 $567K 0.26% +178.0 +15.6% $430.29 -4.0%
86 MCD MCDONALDS CORP Consumer Cyclical 1,801.0 $560K 0.26% +9.0 +0.5% $310.78 -10.6%
87 TQQQ PROSHARES TR 13,388.0 $558K 0.26% -228.0 -1.7% $41.68 +100.6%
88 SBUX STARBUCKS CORP Consumer Cyclical 6,023.0 $540K 0.25% +69.0 +1.2% $89.59 +12.3%
89 VGSH VANGUARD SCOTTSDALE FDS 9,193.0 $538K 0.25% NEW $58.54 -0.4%
90 TLH ISHARES TR 5,324.0 $536K 0.25% $100.72 -0.9%
91 TGT TARGET CORP Consumer Defensive 4,300.0 $521K 0.24% $121.20 +6.0%
92 MRVL MARVELL TECHNOLOGY INC Technology 5,235.0 $518K 0.24% -626.0 -10.7% $99.04 +104.8%
93 IVV ISHARES TR 773.0 $505K 0.23% $653.19 +16.0%
94 CAT CATERPILLAR INC Industrials 700.0 $496K 0.23% $708.46 +25.9%
95 XLI SELECT SECTOR SPDR TR 3,013.0 $487K 0.23% $161.73 +7.5%
96 HELO J P MORGAN EXCHANGE TRADED F 7,610.0 $486K 0.23% $63.91 +6.4%
97 FIRST TR EXCHANGE-TRADED FD 18,109.0 $481K 0.22% -683.0 -3.6% $26.56
98 FIRST TR EXCH TRADED FD III 21,828.0 $474K 0.22% -1K -6.3% $21.70
99 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 44,563.0 $463K 0.21% $10.38 -1.3%
100 GEV GE VERNOVA INC Utilities 515.0 $450K 0.21% $872.90 +14.7%
Page 5 of 9  ·  180 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Industrials 21.3%
Financial Services 12.6%
Healthcare 8.0%
Communication Services 8.0%
Consumer Defensive 7.8%
Consumer Cyclical 6.3%
Energy 5.8%
Basic Materials 0.7%
Real Estate 0.7%