account_balance
Investment manager · 13F filer · SEC CIK 1845838
Corepath Wealth Partners LLC
Reported value$144Mas of Sep 30, 2026
Positions32 0 new, 14 sold out
Top 10 weight82.1%IVV alone is 32%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
32.1%Trimmed −10%
EFAiShares Tr
7.9%Trimmed −8%
AGGiShares Tr
7.4%Trimmed −9%
IWBiShares Tr
7.3%Trimmed −6%
GLDSPDR Gold Trust
6.1%Trimmed −6%
EEMiShares Tr
5.0%Trimmed −9%
QQQInvesco QQQ Tr
4.3%Trimmed −9%
ISTBiShares Tr
4.2%Trimmed −9%
IUSViShares Tr
4.0%−9%
EFViShares Tr
3.8%
IWMiShares Tr
3.6%−8%
LQDiShares Tr
2.8%
IVViShares Tr
32.1%Trimmed −10%
EFAiShares Tr
7.9%−8%
AGGiShares Tr
7.4%−9%
IWBiShares Tr
7.3%−6%
GLDSPDR Gold Trust
6.1%
EEMiShares Tr
5.0%
QQQ4.3%
ISTB4.2%
IUSV
EFV3.8%
IWM3.6%
LQD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 32.1% Trimmed −10%
EFA iShares Tr 7.9% Trimmed −8%
AGG iShares Tr 7.4% Trimmed −9%
IWB iShares Tr 7.3% Trimmed −6%
GLD SPDR Gold Trust 6.1% Trimmed −6%EEM iShares Tr 5.0% Trimmed −9%
QQQ Invesco QQQ Tr 4.3% Trimmed −9%
ISTB iShares Tr 4.2% Trimmed −9%
IUSV iShares Tr 4.0% Trimmed −9%
EFV iShares Tr 3.8% Trimmed −9%
IWM iShares Tr 3.6% Trimmed −8%
LQD iShares Tr 2.8% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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