COREPATH WEALTH PARTNERS LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 160,327
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 46 | 160,327 | 13F-HR | COREPATH WEALTH PARTNERS LLC |
| Q1 2026 | 4/10/2026 | 41 | 148,289 | 13F-HR | COREPATH WEALTH PARTNERS LLC |
| Q4 2025 | 1/15/2026 | 42 | 149,137 | 13F-HR | COREPATH WEALTH PARTNERS LLC |
| Q3 2025 | 11/10/2025 | 39 | 137,786 | 13F-HR | COREPATH WEALTH PARTNERS LLC |
| Q2 2025 | 7/8/2025 | 34 | 118,601 | 13F-HR | COREPATH WEALTH PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.1 K | 5.1% | 2.556 K | 0 | 2.556 K |
| ETFs | 151.9 K | 94.8% | 9.196 K | 0 | 9.196 K |
| Debt | 287 | 0.2% | 287 | 0 | 287 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
160,327
Holdings
46
QoQ value change ($000)
12,038
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.