COREPATH WEALTH PARTNERS LLC - Portfolio Stock Holdings
COREPATH WEALTH PARTNERS LLC disclosed 47 stock positions in a recent SEC 13F filing. $161,652,919 of stock holdings were filed, with the largest holdings including IVV, EFA, and AGG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $261,186,722 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
47Est. Stock Holding Value:
$161,652,919Top Stock Holdings By Sector
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Portfolio Stock Holdings - COREPATH WEALTH PARTNERS LLC
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% of Portfolio
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