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 51–100 of 129
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ONB | OLD NATL BANCORP IND | 31K | $500K+ | SH |
| CLS | CELESTICA INC | 2K | $500K+ | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 31K | $500K+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| EJUL | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 929 | $500K+ | SH |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 27K | $500K+ | SH |
| IBTJ | ISHARES TR | 28K | $500K+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 14K | $500K+ | SH |
| KAPR | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| BP | BP PLC | 15K | $500K+ | SH |
| IBDT | ISHARES TR | 20K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 3K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 821 | $500K+ | SH |
| RAA | ETF OPPORTUNITIES TRUST | 19K | $500K+ | SH |
| IBDS | ISHARES TR | 21K | $500K+ | SH |
| BE | BLOOM ENERGY CORP | 6K | $100K–$500K | SH |
| IBD | NORTHERN LTS FD TR IV | 20K | $100K–$500K | SH |
| PJAN | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| IAPR | INNOVATOR ETFS TRUST | 15K | $100K–$500K | SH |
| IVR | INVESCO MORTGAGE CAPITAL INC | 52K | $100K–$500K | SH |
| IBDU | ISHARES TR | 18K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| BOCT | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| IFEB | INNOVATOR ETFS TRUST | 14K | $100K–$500K | SH |
| IMAR | INNOVATOR ETFS TRUST | 14K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 747 | $100K–$500K | SH |
| PNOV | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| IBDV | ISHARES TR | 16K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| META | META PLATFORMS INC | 513 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 676 | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 6K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 961 | $100K–$500K | SH |
| ISEP | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| RBRK | RUBRIK INC. | 4K | $100K–$500K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 40K | $100K–$500K | SH |
| EAPR | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| S | SENTINELONE INC | 20K | $100K–$500K | SH |
| YMAX | TIDAL TRUST II | 30K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| HARD | SIMPLIFY EXCHANGE TRADED FUN | 10K | $100K–$500K | SH |
| IONQ | IONQ INC | 6K | $100K–$500K | SH |
| ULTY | TIDAL TRUST II | 8K | $100K–$500K | SH |