Managing Member

0001085146-24-001939.txt : 20240419 0001085146-24-001939.hdr.sgml : 20240419 20240419170557 ACCESSION NUMBER: 0001085146-24-001939 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240419 DATE AS OF CHANGE: 20240419 EFFECTIVENESS DATE: 20240419 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: 24858748 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 03-31-2024 03-31-2024 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 04-19-2024 0 139 132287088 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 366950 3229 SH SOLE 0 0 3229 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 542889 2981 SH SOLE 0 0 2981 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 300164 866 SH SOLE 0 0 866 ADOBE INC COM 00724F101 BBG001S5NCQ5 277531 550 SH SOLE 0 0 550 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 271828 1122 SH SOLE 0 0 1122 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1396257 9251 SH SOLE 0 0 9251 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 998826 6560 SH SOLE 0 0 6560 AMAZON COM INC COM 023135106 BBG001S5PQL7 3176677 17611 SH SOLE 0 0 17611 AMETEK INC COM 031100100 BBG001S5NN54 3292200 18000 SH SOLE 0 0 18000 AMGEN INC COM 031162100 BBG001S5NNL6 299388 1053 SH SOLE 0 0 1053 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 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