Core Wealth Partners Q2 Portfolio Changes: Strategic Shifts in Tech & Fixed Income
Core Wealth Partners Llc's portfolio saw significant activity during Q2 2026, marked by substantial purchases and sales across various sectors.
As of June 30th, 2026, Core Wealth Partners Llc has reported notable changes to its investment strategy for the quarter. The firm appears to have focused on specific areas like Technology and Financial Services while managing other positions.
Prominent Purchases This Quarter
Core Wealth Partners demonstrated a strong focus on acquiring fixed income ETFs during Q2 2026, with several holdings showing significant increases. The firm notably purchased Core Wealth Partners Llc's position in UCON (FIRST TR EXCHNG TRADED FD VI (UCON)) by 94,625 shares, representing a staggering 973.51% increase from the previous quarter.
Additionally, Core Wealth Partners significantly boosted its position in JPC (NUVEEN PFD & INCOME OPPORTUN (JPC)) by acquiring all 53,224 shares held previously, resulting in a 100.0% change quarter-over-quarter.
The investor also showed renewed interest in several other fixed income ETFs this quarter, including JSI (JANUS DETROIT STR TR (JSI)) with a 51.29% increase and USMV (ISHARES TR (USMV)) which saw its share count return to the previous level.
Furthermore, Vanguard Admiral Admiral Funds Inc ETF (VOOG) was added with a full position purchase of 10,137 shares (+100.0%). The firm also increased its holdings in SCHWAB STRATEGIC TR (SCHZ), adding more than just the minimal change indicated by the negative percentage.
Strategic Sales and Reductions
In contrast to these purchases, Core Wealth Partners also conducted notable sales during Q2 2026. The most significant reduction was observed in SCHWAB STRATEGIC TR (SCHZ), where the firm sold a substantial portion of its position, resulting in an almost -74.19% change from prior levels.
The exit from FIRST EXCHANGE-TRADED FUND VI (SDVD) was also pronounced, with sales leading to an 83% reduction (-55.28%). Core Wealth Partners further trimmed its exposure in CGCP (CAPITAL GRP FIXED INCM ETF T (CGCP)) by over 16,000 shares.
Within the stock universe, notable reductions occurred. The firm decreased its stake in BRK-B (BERKSHIRE HATHAWAY INC DEL (BRK-B)) by 7.13%, while sales of GOOGL (ALPHABET INC (GOOGL)) and AMZN (AMAZON COM INC (AMZN)) also contributed to the overall portfolio adjustments.
Other Notable Portfolio Activity
Beyond major buys and sells, Core Wealth Partners engaged in several other activities during Q2 2026. The firm maintained its position in AMETEK INC (AME) without change (+0%) but saw a slight increase in shares for ROCKWELL AUTOMATION INC (ROK).
Conversely, the investor reduced holdings slightly or moderately in several other stocks and ETFs. This included selling 1380 shares of AMZN (AMAZON COM INC (AMZN)) (-6.05%) and trimming positions in JAAA (JANUS DETROIT STR TR (JAAA)), KMI (KINDER MORGAN INC DEL (KMI)), and others.
The overall portfolio turnover rate was high, with 143 holdings changing during the quarter. Core Wealth Partners also maintained a significant allocation to Technology stocks like ROK (+0.12%) and NVDA (-13.68%), while reducing its exposure in some other sectors.
Conclusion
The portfolio changes by Core Wealth Partners Llc during Q2 2026 reflect a dynamic investment approach focused on specific opportunities within fixed income ETFs and Technology stocks, alongside strategic exits from certain areas. The firm's actions resulted in substantial shifts across its holdings.