Corepath Wealth Partners LLC Top Holdings and 13F Report (2025) About Corepath Wealth Partners LLCInvestment ActivityCorepath Wealth Partners LLC has $102.62 million in total holdings as of December 31, 2024.Corepath Wealth Partners LLC owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Corepath Wealth Partners LLC has purchased 28 new stocks and bought additional shares in 19 stocks.Corepath Wealth Partners LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $29,779,578iShares Core U.S. Aggregate Bond ETF $11,739,209iShares Core S&P U.S. Value ETF $8,359,643iShares MSCI EAFE ETF $8,099,486SPDR Gold Shares $7,422,510 Largest New Holdings this Quarter Costco Wholesale $208,618 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 7,430 shares (about $712.39K)iShares Core S&P 500 ETF 677 shares (about $396.04K)iShares Core S&P U.S. Value ETF 3,548 shares (about $327.94K)iShares MSCI EAFE Value ETF 5,990 shares (about $313.04K)iShares MSCI EAFE ETF 3,652 shares (about $274.34K) Largest Sales this Quarter Apple 478 shares (about $111.50K)Intel 5,040 shares (about $96.77K)iShares 0-5 Year TIPS Bond ETF 915 shares (about $92.21K)NVIDIA 456 shares (about $60.08K)SPDR Gold Shares 161 shares (about $39.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCorepath Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$29,779,578$396,039 ▲1.3%50,90629.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,739,209$712,391 ▲6.5%122,43611.4%FinanceIUSViShares Core S&P U.S. Value ETF$8,359,643$327,942 ▲4.1%90,4438.1%ManufacturingEFAiShares MSCI EAFE ETF$8,099,486$274,337 ▲3.5%107,8217.9%FinanceGLDSPDR Gold Shares$7,422,510$39,772 ▼-0.5%30,0477.2%FinanceIWMiShares Russell 2000 ETF$7,174,664$89,865 ▲1.3%32,6547.0%FinanceISTBiShares Core 1-5 Year USD Bond ETF$5,744,579$108,883 ▲1.9%120,6085.6%ManufacturingEFViShares MSCI EAFE Value ETF$4,350,872$313,039 ▲7.8%83,2544.2%ETFEEMiShares MSCI Emerging Markets ETF$4,304,133$175,810 ▲4.3%104,2924.2%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,759,460$81,229 ▲3.0%26,2262.7%FinanceIJSiShares S&P Small-Cap 600 Value ETF$2,203,094$70,524 ▲3.3%20,3992.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,096,627$40,091 ▲1.9%26,6712.0%ETFIAGGiShares Core International Aggregate Bond ETF$1,753,517$141,588 ▲8.8%35,4821.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,191,018$92,214 ▼-7.2%11,8181.2%ETFVTVVanguard Value ETF$801,291$1,023 ▲0.1%4,6980.8%ETFTIPiShares TIPS Bond ETF$584,804$531 ▼-0.1%5,5040.6%ETFNVDANVIDIA$521,375$60,083 ▼-10.3%3,9570.5%Computer and TechnologyAAPLApple$500,128$111,502 ▼-18.2%2,1440.5%Computer and TechnologyMSFTMicrosoft$484,256$86,875 ▲21.9%1,1650.5%Computer and TechnologyVUGVanguard Growth ETF$375,562$808 ▲0.2%9300.4%ETFSPYSPDR S&P 500 ETF Trust$352,3080.0%6050.3%FinanceAMZNAmazon.com$323,374$3,484 ▲1.1%1,4850.3%Retail/WholesaleJNJJohnson & Johnson$287,329$10,133 ▲3.7%1,9850.3%MedicalVTWOVanguard Russell 2000 ETF$255,6190.0%2,8760.2%ETFINTCIntel$249,748$96,766 ▼-27.9%13,0080.2%Computer and TechnologyMETAMeta Platforms$248,994$22,582 ▲10.0%4190.2%Computer and TechnologyJPMJPMorgan Chase & Co.$231,013$35,369 ▼-13.3%9340.2%FinanceSCHXSchwab US Large-Cap ETF$216,563$1,733 ▲0.8%9,3750.2%ETFCOSTCostco Wholesale$208,618$208,618 ▲New Holding2270.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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