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Nathaniel Holden

Core Wealth Partners Llc

Assets Managed
$215.073M
Holdings
176
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-3.17%(2Q avg: -0.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Core Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 176 positions.

Assets under management

The assets under management (AUM) of Core Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 215.073M in assets, with a quarterly growth rate of -3.17% and a 2-quarter average growth rate of -0.6%. The portfolio is managed by Nathaniel Holden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.74%
7.44%
$15.981M
62,970 shares@ $253.8 avg price
ROK
Rockwell Automation Inc
Recent Activity
Increased 0.15%
6.98%
$14.997M
41,789 shares@ $358.89 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.21%
3.19%
$6.84M
14,273 shares@ $479.21 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 0.07%
2.84%
$6.092M
272,691 shares@ $22.34 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.5%
2.72%
$5.844M
15,789 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.45%
2.42%
$5.192M
18,056 shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.1%
2.21%
$4.75M
22,806 shares@ $208.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.71%
2.17%
$4.666M
26,755 shares@ $174.4 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -6.67%
2.05%
$4.401M
25,938 shares@ $169.66 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -11.4%
1.99%
$4.263M
42,350 shares@ $100.66 avg price

1-10 of 176