Corepath Wealth Partners LLC Portfolio Holdings
Corepath Wealth Partners LLC
- $108 Million
- Q1 2025
Corepath Wealth Partners LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $108 Million distributed in 30 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 $30.6M, Ishares Core U.S. Aggregate Bo with a value of $12.6M, Ishares Tr Msci Eafe ETF with a value of $9.1M, Spdr Gold Trust with a value of $8.52M, and Ishares Core S&P U.S. Value Et with a value of $8.29M.
Examining the 13F form we can see an increase of $4.72M in the current position value, from $103M to 108M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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