COREPATH WEALTH PARTNERS LLC - Portfolio overview

COREPATH WEALTH PARTNERS LLC has 44 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 29.80%
2. EFA - ISHARES TR, 8.07%
3. AGG - ISHARES TR, 7.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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