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Home > Institutional Investor > Corepath Wealth Partners Llc > 13F Holdings

Instuitional Investor - Corepath Wealth Partners Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 65,739 $49,242,512 30.71%
2.
Ishares Trust
 HYG 119,686 $12,370,771 7.72%
3.
Ishares Trust
 IEF 123,414 $12,099,503 7.55%
4.
Ishares Trust
 IEF 26,264 $10,722,337 6.69%
5.
Spdr Gold Trust
 GLD 24,765 $9,273,339 5.78%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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