Managing Member

0001085146-23-003287.txt : 20230811 0001085146-23-003287.hdr.sgml : 20230811 20230811164435 ACCESSION NUMBER: 0001085146-23-003287 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Core Wealth Partners LLC CENTRAL INDEX KEY: 0001965078 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: 231164804 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 06-30-2023 06-30-2023 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 08-11-2023 0 109 108260329 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 361292 3314 SH SOLE 0 0 3314 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 410657 3048 SH SOLE 0 0 3048 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 267231 866 SH SOLE 0 0 866 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 752262 2511 SH SOLE 0 0 2511 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 918099 7670 SH SOLE 0 0 7670 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 793564 6560 SH SOLE 0 0 6560 AMAZON COM INC COM 023135106 BBG001S5PQL7 2179099 16716 SH SOLE 0 0 16716 AMETEK INC COM 031100100 BBG001S5NN54 1456920 9000 SH SOLE 0 0 9000 AMGEN INC COM 031162100 BBG001S5NNL6 210919 950 SH SOLE 0 0 950 APPLE INC COM 037833100 BBG001S5N8V8 9803890 50543 SH SOLE 0 0 50543 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 200640 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