COREPATH WEALTH PARTNERS LLC: 13F holdings
CIK 18458382026Q2
| Positions | 46 |
|---|
| Reported value | $160.3m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 46 (+5 vs prior quarter) |
|---|
| Reported value | $160.3m (+8.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 65,739 | $49.2m | 30.7% |
| EFA ISHARES TR | 119,686 | $12.4m | 7.7% |
| AGG ISHARES TR | 123,414 | $12.1m | 7.5% |
| IWB ISHARES TR | 26,264 | $10.7m | 6.7% |
| GLD SPDR GOLD TR | 24,765 | $9.3m | 5.8% |
| EEM ISHARES TR | 117,454 | $7.8m | 4.9% |
| ISTB ISHARES TR | 140,922 | $6.8m | 4.2% |
| QQQ INVESCO QQQ TR | 9,048 | $6.4m | 4.0% |
| QQQE ISHARES TR | 57,271 | $6.3m | 4.0% |
| IWM ISHARES TR | 20,583 | $6.0m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845838")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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