COREPATH WEALTH PARTNERS LLC
COREPATH WEALTH PARTNERS LLC reported 46 positions worth $160.3M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IVV (30.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $49.2M | 30.71% | 65,739 | — | — | |
| ▸ 2 | EFA | SH | $12.4M | 7.72% | 119,686 | — | — | |
| ▸ 3 | AGG | SH | $12.1M | 7.55% | 123,414 | — | — | |
| ▸ 4 | IWB | SH | $10.7M | 6.69% | 26,264 | — | — | |
| ▸ 5 | GLD | SH | $9.3M | 5.78% | 24,765 | — | — | |
| ▸ 6 | EEM | SH | $7.8M | 4.85% | 117,454 | — | — | |
| ▸ 7 | ISTB | SH | $6.8M | 4.22% | 140,922 | — | — | |
| ▸ 8 | QQQ | SH | $6.4M | 4.01% | 9,048 | — | — | |
| ▸ 9 | IUSV | SH | $6.3M | 3.96% | 57,271 | — | — | |
| ▸ 10 | IWM | SH | $6.0M | 3.77% | 20,583 | — | — |
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Frequently Asked Questions
What stocks does COREPATH WEALTH PARTNERS LLC hold as of Q2 2026?
COREPATH WEALTH PARTNERS LLC reported 46 positions worth $160.3M in its Q2 2026 13F filing. Largest positions: IVV (30.7%), EFA (7.7%), AGG (7.5%), IWB (6.7%) and GLD (5.8%).
What did COREPATH WEALTH PARTNERS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did COREPATH WEALTH PARTNERS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.