Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COREPATH WEALTH PARTNERS LLC (CIK 1845838) reported $148.3M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($44.4M, 29.93%), EFA ($12.0M, 8.11%), AGG ($11.6M, 7.83%), GLD ($10.9M, 7.33%), IWB ($9.5M, 6.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $44.4M | 29.93% | 65,371 | Trimmed |
| 2 | EFA | ISHARES TR | $12.0M | 8.11% | 117,637 | Trimmed |
| 3 | AGG | ISHARES TR | $11.6M | 7.83% | 116,718 | Added |
| 4 | GLD | SPDR GOLD TR | $10.9M | 7.33% | 25,027 | Trimmed |
| 5 | IWB | ISHARES TR | $9.5M | 6.43% | 25,732 | Added |
| 6 | EEM | ISHARES TR | $7.1M | 4.81% | 118,112 | Trimmed |
| 7 | ISTB | ISHARES TR | $6.5M | 4.40% | 134,589 | Added |
| 8 | EFV | ISHARES TR | $6.0M | 4.06% | 77,557 | Added |
| 9 | IUSV | ISHARES TR | $6.0M | 4.06% | 57,502 | Added |
| 10 | QQQ | INVESCO QQQ TR | $5.4M | 3.65% | 8,925 | Added |
| 11 | IWM | ISHARES TR | $5.4M | 3.61% | 20,570 | Trimmed |
| 12 | LQD | ISHARES TR | $4.6M | 3.08% | 41,667 | Added |
| 13 | HYG | ISHARES TR | $3.6M | 2.39% | 44,277 | Added |
| 14 | IAGG | ISHARES TR | $2.3M | 1.57% | 46,376 | Added |
| 15 | IWR | ISHARES TR | $2.2M | 1.45% | 21,240 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $1.1M | 0.75% | 6,121 | Added |
| 17 | INTC | INTEL CORP | $763,298 | 0.51% | 12,948 | Hold |
| 18 | VTV | VANGUARD INDEX FDS | $690,570 | 0.47% | 3,419 | Hold |
| 19 | AAPL | APPLE INC | $633,543 | 0.43% | 2,447 | Hold |
| 20 | STIP | ISHARES TR | $591,148 | 0.40% | 5,720 | Trimmed |
| 21 | TIP | ISHARES TR | $520,612 | 0.35% | 4,694 | Hold |
| 22 | MSFT | MICROSOFT CORP | $469,035 | 0.32% | 1,253 | Trimmed |
| 23 | SUSA | ISHARES TR | $475,542 | 0.32% | 3,461 | Added |
| 24 | ESGV | VANGUARD WORLD FD | $477,132 | 0.32% | 4,069 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $455,092 | 0.31% | 1,886 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31