CIK 1902506
Straight Path Wealth Management
Institutional 13F holdings & portfolio
Holdings
129
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 129
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 1.7M | $1M+ | SH |
| TSLA | TESLA INC | 118K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 994K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 436K | $1M+ | SH |
| MTUM | ISHARES TR | 72K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 439K | $1M+ | SH |
| IMTM | ISHARES TR | 283K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 511K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 546K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 518K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 493K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 288K | $1M+ | SH |
| STIP | ISHARES TR | 60K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 259K | $1M+ | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 249K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 22K | $1M+ | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 159K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 70K | $1M+ | SH |
| IBHH | ISHARES TR | 120K | $1M+ | SH |
| IBHF | ISHARES TR | 118K | $1M+ | SH |
| IBHG | ISHARES TR | 117K | $1M+ | SH |
| IBHI | ISHARES TR | 110K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 30K | $1M+ | SH |
| IBHJ | ISHARES TR | 71K | $1M+ | SH |
| IBHK | ISHARES TR | 62K | $1M+ | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 50K | $1M+ | SH |
| PFE | PFIZER INC | 54K | $1M+ | SH |
| RKLB | ROCKET LAB CORP | 18K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 30K | $1M+ | SH |
| IJUL | INNOVATOR ETFS TRUST | 34K | $1M+ | SH |
| ALAB | ASTERA LABS INC | 7K | $1M+ | SH |
| HDV | ISHARES TR | 9K | $1M+ | SH |
| IBHL | ISHARES TR | 43K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 10K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 7K | $1M+ | SH |
| AAPL | APPLE INC | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| IBTH | ISHARES TR | 44K | $500K+ | SH |
| BOXX | EA SERIES TRUST | 9K | $500K+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 28K | $500K+ | SH |
| IBTG | ISHARES TR | 40K | $500K+ | SH |
| INFL | LISTED FDS TR | 19K | $500K+ | SH |
| IBDR | ISHARES TR | 34K | $500K+ | SH |
| ARKK | ARK ETF TR | 10K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 16K | $500K+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| KJUL | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| IBTI | ISHARES TR | 32K | $500K+ | SH |