Notify me when COREPATH WEALTH PARTNERS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 42 | $149,136,658 | +$7,567,721 | -$1,877,443 | +$5,690,278 | IVV, EFA, AGG, GLD, IWB | 13F-HR | 15 Jan 2026, 09:45 |
| Q3 2025 | 39 | $137,786,412 | +$22,619,672 | -$11,802,782 | +$10,816,890 | IVV, EFA, AGG, GLD, IWB | 13F-HR | 10 Nov 2025, 17:30 |
| Q2 2025 | 34 | $118,601,424 | +$3,739,563 | -$996,519 | +$2,743,044 | IVV, AGG, EFA, GLD, IUSV | 13F-HR | 08 Jul 2025, 16:26 |
| Q1 2025 | 30 | $104,973,430 | +$4,798,893 | -$935,010 | +$3,863,883 | IVV, AGG, GLD, EFA, IUSV | 13F-HR | 24 Apr 2025, 17:32 |
| Q4 2024 | 29 | $102,619,372 | +$3,065,260 | -$436,237 | +$2,629,023 | IVV, AGG, IUSV, EFA, GLD | 13F-HR | 17 Jan 2025, 11:26 |
| Q3 2024 | 28 | $102,705,795 | +$3,086,477 | -$174,766 | +$2,911,711 | IVV, AGG, EFA, IUSV, GLD | 13F-HR | 15 Oct 2024, 17:00 |
| Q2 2024 | 25 | $94,801,457 | +$2,313,537 | -$1,776,589 | +$536,948 | IVV, AGG, EFA, IUSV, IWM | 13F-HR | 12 Jul 2024, 13:04 |
| Q1 2024 | 20 | $89,687,736 | $0 | -$95,487,745 | -$95,487,745 | IVV, AGG, IUSV, EFA, IWM | 13F-HR | 29 Apr 2024, 12:34 |
| Q4 2023 | 41 | $179,398,210 | +$1,359,111 | -$1,246,755 | +$112,356 | IVV, IUSV, AGG, EFA, IWM | 13F-HR | 11 Jan 2024, 20:42 |
| Q3 2023 | 40 | $165,887,461 | +$5,394,277 | -$373,834 | +$5,020,443 | IVV, AGG, IUSV, EFA, IWM | 13F-HR | 24 Oct 2023, 17:15 |
| Q2 2023 | 42 | $170,425,763 | +$16,923,372 | -$11,511,078 | +$5,412,294 | IVV, IUSV, AGG, EFA, IWM | 13F-HR | 19 Jul 2023, 14:11 |
| Q1 2023 | 40 | $159,287,854 | +$5,346,680 | -$678,301 | +$4,668,379 | IVV, IUSV, EFA, AGG, STIP | 13F-HR | 01 May 2023, 17:24 |
| Q4 2022 | 38 | $150,057,834 | +$4,728,220 | -$243,740 | +$4,484,480 | IVV, IUSV, EFA, STIP, AGG | 13F-HR | 25 Jan 2023, 09:59 |
| Q3 2022 | 38 | $134,638,000 | +$4,771,415 | -$25,369 | +$4,746,046 | IVV, IUSV, EFA, STIP, AGG | 13F-HR | 09 Nov 2022, 11:02 |
| Q2 2022 | 37 | $135,125,000 | +$17,405,678 | -$12,050,041 | +$5,355,637 | IVV, IUSV, EFA, STIP, AGG | 13F-HR | 11 Aug 2022, 11:49 |
| Q1 2022 | 35 | $143,637,000 | +$17,011,205 | -$1,207,206 | +$15,803,999 | IVV, IUSV, EFA, TIP, LQD | 13F-HR | 09 May 2022, 15:26 |
| Q4 2021 | 39 | $139,463,000 | +$7,105,420 | -$153,829 | +$6,951,591 | IVV, IUSV, EFA, AGG, TIP | 13F-HR | 24 Jan 2022, 10:14 |
| Q3 2021 | 37 | $130,232,000 | +$3,772,717 | -$365,702 | +$3,407,015 | IVV, IUSV, EFA, AGG, IWM | 13F-HR | 13 Oct 2021, 08:50 |
| Q2 2021 | 38 | $129,195,000 | +$12,987,017 | -$710,128 | +$12,276,889 | IVV, EFA, IUSV, AGG, IWM | 13F-HR | 12 Aug 2021, 11:25 |
| Q1 2021 | 36 | $113,723,000 | +$15,650,820 | -$3,825,101 | +$11,825,719 | IVV, EFA, IUSV, AGG, IWM | 13F-HR | 17 May 2021, 08:14 |
| Q4 2020 | 36 | $95,994,000 | $0 | IVV, EFA, IUSV, AGG, LQD | Restatement | 17 May 2021, 08:08 |