Corepath Wealth Partners LLC Portfolio Holdings

Corepath Wealth Partners LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $103 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29M, Ishares Core U.S. Aggregate Bo with a value of $11.6M, Ishares Tr Msci Eafe ETF with a value of $8.71M, Ishares Core S&P U.S. Value Et with a value of $8.3M, and Spdr Gold Trust with a value of $7.34M.

Examining the 13F form we can see an increase of $9.36M in the current position value, from $93.6M to 103M.

Corepath Wealth Partners LLC is based out at Scottsdale, AZ

Below you can find more details about Corepath Wealth Partners LLC portfolio as well as his latest detailed transactions.