COREPATH WEALTH PARTNERS LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$103M
Signature - Title
Jacqueline Battista - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by COREPATH WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. COREPATH WEALTH PARTNERS LLC reported 29 stock holdings with total value $103M as of Q4 2024. Top holdings included IVV, AGG, IUSV, EFA, and GLD.
Holdings Value