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Corepath Wealth Partners - Q1 2026 13F Filings

CO

Corepath Wealth Partners LLC

CIK: 0001845838
Address: Arizona Scottsdale 7114 E. Stetson Drive, Suite 205
$148.29 M
Portfolio Value
41
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. AGG Ishares Core Us Aggregate Bond Etf
+$460,461.69
2. EMNT Pimco Enhcd St M-Active Esg
+$365,707
3. IAGG Ishares Core International Aggregate Bond Etf
+$134,096.89
4. QQQ Invesco Qqq Trust Series I
+$122,431.53
5. LQD Ishares Iboxx $ Investment Grade Corporate Bond Etf
+$122,082.18

Top Sells

Q1 2026
1. GLD Spdr Gold Shares
−$498,410.39
2. IVV Ishares Core S&P 500 Etf
−$388,382.06
3. EFA Ishares Msci Eafe Etf
−$273,664.91
4. QQQM Invesco Nasdaq 100 Etf
−$226,218
5. IWM Ishares Russell 2000 Etf
−$139,614.24

Asset Allocation

Stocks/ETFs
-0.34%
$148.29 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Corepath Wealth Partners Q1 2026 Filing Summary

Corepath Wealth Partners LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 148.29 M reflecting a -0.57% change from the prior quarter, spanning 41 assets. The top 10 holdings comprised 80.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Corepath Wealth Partners’s Q1 2026 Filing

Corepath Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Corepath Wealth Partners reported a managed portfolio value of 148.29 M, consisting of 41 individual positions.

This page displays the raw filing documents. To see which stocks Corepath Wealth Partners bought or sold during Q1 2026, please visit Corepath Wealth Partners's Portfolio Analysis page.