StockDriftsStockDriftsTop 41 Corepath Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.93% | 65.4K | $44.4M | -0.87%(-572) | $451.37(+65.22%) | 2026-03-31 | |
| EFA | ISHARES TR | 8.11% | 117.6K | $12.0M | -2.23%(-2.68K) | $72.15(+43.90%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.83% | 116.7K | $11.6M | +4.13%(+4.63K) | $104.91(-5.94%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 7.33% | 25.0K | $10.9M | -4.38%(-1.15K) | $176.88(+143.39%) | 2026-03-31 | |
| IWB | ISHARES TR | 6.43% | 25.7K | $9.5M | +1.07%(+273) | $350.00(+15.52%) | 2026-03-31 | |
| EEM | ISHARES TR | 4.81% | 118.1K | $7.1M | -1.64%(-1.97K) | $46.49(+44.56%) | 2026-03-31 | |
| ISTB | ISHARES TR | 4.4% | 134.6K | $6.5M | +0.54%(+722) | $49.92(-3.34%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.06% | 77.6K | $6.0M | +1.03%(+790) | $47.09(+66.80%) | 2026-03-31 | |
| IUSV | ISHARES TR | 4.06% | 57.5K | $6.0M | +0.45%(+256) | $64.68(+68.07%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.65% | 8.9K | $5.4M | +2.32%(+202) | $568.57(+25.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.35% | +38.07% |
| Top 20 Holdings Unweighted | +8.00% | +25.98% |
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