Straight Path Wealth Management
All 13F Filings
- Location
- Jenison, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 427,812
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 141 | 427,812 | 13F-HR | Straight Path Wealth Management |
| Q1 2026 | 4/22/2026 | 129 | 374,350 | 13F-HR | Straight Path Wealth Management |
| Q4 2025 | 2/11/2026 | 129 | 370,877 | 13F-HR | Straight Path Wealth Management |
| Q3 2025 | 11/3/2025 | 141 | 370,824 | 13F-HR | Straight Path Wealth Management |
| Q2 2025 | 7/29/2025 | 117 | 294,538 | 13F-HR | Straight Path Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.3 K | 21.6% | 11.49 K | 0 | 11.49 K |
| ETFs | 323.2 K | 75.6% | 51.3 K | 0 | 51.3 K |
| Debt | 12.27 K | 2.9% | 0 | 9.32 K | -9.32 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
427,812
Holdings
141
QoQ value change ($000)
53,462
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.