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 101–129 of 129
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 12K | $100K–$500K | SH |
| IJAN | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| BIBL | NORTHERN LTS FD TR IV | 5K | $100K–$500K | SH |
| TYA | SIMPLIFY EXCHANGE TRADED FUN | 17K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| PJUN | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| RCS | PIMCO STRATEGIC INCOME FD | 39K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| DVYE | ISHARES INC | 7K | $100K–$500K | SH |
| EFAV | ISHARES TR | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| PMAY | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| IVOL | KRANESHARES TRUST | 11K | $100K–$500K | SH |
| RBLX | ROBLOX CORP | 3K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 2K | $100K–$500K | SH |
| RILY | B. RILEY FINANCIAL INC | 41K | $100K–$500K | SH |
| EC | ECOPETROL S A | 10K | $100K–$500K | SH |
| LXRX | LEXICON PHARMACEUTICALS INC | 63K | $50K–$100K | SH |
| RR | RICHTECH ROBOTICS INC | 11K | $15K–$50K | SH |