COREPATH WEALTH PARTNERS LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Scottsdale, AZ
CIK
0001845838
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 41 179,398 IVV, IUSV, AGG, EFA 13F-HR 1/11/2024 000195175724000013
Q3 2023 40 165,887 IVV, AGG, IUSV, EFA 13F-HR 10/24/2023 000195175723000606
Q2 2023 42 170,425 IVV, IUSV, AGG, EFA 13F-HR 7/19/2023 000195175723000393
Q1 2023 40 159,287 IVV, IUSV, EFA, AGG 13F-HR 5/1/2023 000195175723000217
Q4 2022 38 150,057 IVV, IUSV, EFA, STIP 13F-HR 1/25/2023 000195175723000061
Q3 2022 38 134,638 IVV, IUSV, EFA, STIP 13F-HR 11/9/2022 000184583822000004
Q2 2022 37 135,125 IVV, IUSV, EFA, STIP 13F-HR 8/11/2022 000184583822000003
Q1 2022 36 143,725 IVV, IUSV, EFA, TIP 13F-HR 5/9/2022 000184583822000002
Q4 2021 40 139,741 IVV, IUSV, EFA, AGG 13F-HR 1/24/2022 000184583822000001
Q3 2021 39 130,261 IVV, IUSV, EFA, AGG 13F-HR 10/13/2021 000184583821000005
Q2 2021 38 129,195 IVV, EFA, IUSV, AGG 13F-HR 8/12/2021 000184583821000004
Q1 2021 36 113,723 IVV, EFA, IUSV, AGG 13F-HR 5/17/2021 000184583821000003
Q4 2020 36 95,994 IVV, EFA, IUSV, AGG RESTATEMENT 5/17/2021 000184583821000002
Additional filings from Corepath Wealth Partners LLC that have since been restated