COREPATH WEALTH PARTNERS LLC

SCOTTSDALE, AZ · CIK 1845838 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyScottsdale, AZ

$160.3m reported value +8.1% vs Q1 2026

46positions

79.3%in top 10

6 new 23 added 11 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	65,739	$49.2m30.71%	30.71%	Added +368	+368 0.6%
2	ISHARES TR MSCI EAFE ETF EFA	EFA	119,686	$12.4m7.72%	7.72%	Added +2.0k	+2,049 1.7%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	123,414	$12.1m7.55%	7.55%	Added +6.7k	+6,696 5.7%
4	ISHARES TR RUS 1000 ETF IWB	IWB	26,264	$10.7m6.69%	6.69%	Added +532	+532 2.1%
5	SPDR GOLD TR GOLD SHS GLD	GLD	24,765	$9.3m5.78%	5.78%	Reduced -262	-262 -1.1%
6	ISHARES TR MSCI EMG MKT ETF EEM	EEM	117,454	$7.8m4.85%	4.85%	Reduced -658	-658 -0.6%
7	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	140,922	$6.8m4.22%	4.22%	Added +6.3k	+6,333 4.7%
8	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	9,048	$6.4m4.01%	4.01%	Added +123	+123 1.4%
9	ISHARES TR CORE S&P US VLU IUSV	IUSV	57,271	$6.3m3.96%	3.96%	Reduced -231	-231 -0.4%
10	ISHARES TR RUSSELL 2000 ETF IWM	IWM	20,583	$6.0m3.77%	3.77%	Added +13	+13 0.1%
11	ISHARES TR EAFE VALUE ETF EFV	EFV	77,248	$6.0m3.74%	3.74%	Reduced -309	-309 -0.4%
12	ISHARES TR IBOXX INV CP ETF LQD	LQD	42,958	$4.6m2.88%	2.88%	Added +1.3k	+1,291 3.1%
13	ISHARES TR IBOXX HI YD ETF HYG	HYG	47,391	$3.8m2.35%	2.35%	Added +3.1k	+3,114 7.0%
14	ISHARES TR CORE INTL AGGR IAGG	IAGG	48,961	$2.4m1.52%	1.52%	Added +2.6k	+2,585 5.6%
15	ISHARES TR RUS MID CAP ETF IWR	IWR	22,166	$2.4m1.51%	1.51%	Added +926	+926 4.4%
16	INTEL CORP COM INTC	INTC	12,948	$1.4m0.89%	0.89%	Unchanged
17	NVIDIA CORPORATION COM NVDA	NVDA	5,783	$1.2m0.74%	0.74%	Reduced -338	-338 -5.5%
18	MICRON TECHNOLOGY INC COM MU	MU	1,079	$1.0m0.64%	0.64%	Added +2	+2 0.2%
19	APPLE INC COM AAPL	AAPL	2,635	$825.8k0.52%	0.52%	Added +188	+188 7.7%
20	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,173	$690.5k0.43%	0.43%	Reduced -246	-246 -7.2%
21	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	5,720	$579.8k0.36%	0.36%	Unchanged
22	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	3,441	$529.1k0.33%	0.33%	Reduced -20	-20 -0.6%
23	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	4,000	$527.2k0.33%	0.33%	Reduced -69	-69 -1.7%
24	MICROSOFT CORP COM MSFT	MSFT	1,371	$525.6k0.33%	0.33%	Added +118	+118 9.4%
25	JOHNSON & JOHNSON COM JNJ	JNJ	1,939	$510.7k0.32%	0.32%	Added +53	+53 2.8%
26	ISHARES TR TIPS BD ETF TIP	TIP	4,694	$507.2k0.32%	0.32%	Unchanged
27	ALPHABET INC CAP STK CL C GOOG	GOOG	1,335	$478.7k0.30%	0.30%	Added +142	+142 11.9%
28	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,112	$439.6k0.27%	0.27%	Added +96	+96 1.9%
29	AMAZON COM INC COM AMZN	AMZN	1,747	$425.5k0.27%	0.27%	Added +120	+120 7.4%
30	PIMCO ETF TR ENHANCD SHORT EMNT	EMNT	3,647	$359.9k0.22%	0.22%	Reduced -55	-55 -1.5%
31	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	2,876	$341.2k0.21%	0.21%	Unchanged
32	TESLA INC COM TSLA	TSLA	798	$314.3k0.20%	0.20%	Added +106	+106 15.3%
33	ISHARES TR USD GRN BOND ETF BGRN	BGRN	6,097	$287.2k0.18%	0.18%	New
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	358	$266.7k0.17%	0.17%	Reduced -133	-133 -27.1%
35	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	2,586	$264.7k0.17%	0.17%	Added +77	+77 3.1%
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	729	$263.8k0.16%	0.16%	Unchanged
37	APPLIED MATLS INC COM AMAT	AMAT	445	$253.9k0.16%	0.16%	New
38	NEOS ETF TRUST NASDAQ 100 HIGH QQQI	QQQI	4,364	$241.5k0.15%	0.15%	New
39	META PLATFORMS INC CL A META	META	383	$231.0k0.14%	0.14%	Added +4	+4 1.1%
40	ISHARES TR EAFE SML CP ETF SCZ	SCZ	2,749	$227.3k0.14%	0.14%	Unchanged
41	ISHARES TR AGGRES ALLOC ETF AOA	AOA	2,300	$222.0k0.14%	0.14%	Added +1	+1 0.0%
42	COSTCO WHSL CORP NEW COM COST	COST	232	$220.9k0.14%	0.14%	Added +3	+3 1.3%
43	BROADCOM INC COM AVGO	AVGO	553	$215.1k0.13%	0.13%	New
44	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	4,490	$210.8k0.13%	0.13%	New
45	ISHARES TR SP SMCP600VL ETF IJS	IJS	1,526	$202.4k0.13%	0.13%	Reduced -202	-202 -11.7%
46	CATERPILLAR INC COM CAT	CAT	213	$201.9k0.13%	0.13%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANECK ETF TRUST GDX	GDX	2,171	$213.1k2.2k shares