Managing Member

0001085146-24-000847.txt : 20240208 0001085146-24-000847.hdr.sgml : 20240208 20240207174139 ACCESSION NUMBER: 0001085146-24-000847 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Core Wealth Partners LLC CENTRAL INDEX KEY: 0001965078 ORGANIZATION NAME: IRS NUMBER: 862891740 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22951 FILM NUMBER: 24606059 BUSINESS ADDRESS: STREET 1: 576 B STREET, SUITE 2G CITY: SANTA ROSA STATE: CA ZIP: 95401 BUSINESS PHONE: 707-568-2400 MAIL ADDRESS: STREET 1: 576 B STREET, SUITE 2G CITY: SANTA ROSA STATE: CA ZIP: 95401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965078 XXXXXXXX 12-31-2023 12-31-2023 false Core Wealth Partners LLC

576 B STREET, SUITE 2G SANTA ROSA CA 95401

13F HOLDINGS REPORT 028-22951 000322365 801-126601 N Nathaniel Holden Managing Member 208-565-0114 /s/Nathaniel Holden Santa Rosa CA 02-07-2024 0 118 122032768 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 354586 3222 SH SOLE 0 0 3222 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 454347 2933 SH SOLE 0 0 2933 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 303888 866 SH SOLE 0 0 866 ADOBE INC COM 00724F101 BBG001S5NCQ5 328131 550 SH SOLE 0 0 550 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 690735 2522 SH SOLE 0 0 2522 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1229273 8800 SH SOLE 0 0 8800 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 924500 6560 SH SOLE 0 0 6560 AMAZON COM INC COM 023135106 BBG001S5PQL7 2630232 17311 SH SOLE 0 0 17311 AMETEK INC COM 031100100 BBG001S5NN54 2968020 18000 SH SOLE 0 0 18000 AMGEN INC COM 031162100 BBG001S5NNL6 280820 975 SH SOLE 0 0 975 APPLE INC COM 037833100 BBG001S5N8V8 11503683 59751 SH 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