CorePath Wealth Partners LLC has reported a total of $144 million in assets under management as of September 30, 2026, according to its recent filing. This filing is significant as it showcases the firm's investment strategies and highlights its positions in major technology stocks.
The firm, based in Scottsdale, Arizona, is categorized as an investment advisory entity. Its latest filing, dated October 21, 2026, is part of its ongoing compliance with SEC regulations.
Background
CorePath Wealth Partners LLC is an investment advisory firm incorporated in Arizona. It operates under the SEC's 1934 Act and is identified by its Central Index Key (CIK) number 0001845838. The company has been active in filing various reports, including Form 13F-HR, which discloses its holdings and investment activities.
What the Filing Says
The recent filing indicates that CorePath holds investments in 32 different securities, with a total value of $144,025,690. The filing states, "The report type is 13F HOLDINGS REPORT," which is standard for investment advisers disclosing their holdings.
Impact
This update may affect various stakeholders, including clients and competitors in the investment advisory sector. By revealing its asset management strategies, CorePath provides insights that may influence client decisions and competitor strategies.
What's Next
The filing does not say what happens next.