Straight Path Wealth Management
All 13F Filings
- Location
- Jenison, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 374,350
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 80.82 K | 21.6% | 0 | 252.3 K | -252.3 K |
| ETFs | 271.9 K | 72.6% | 255.1 K | 0 | 255.1 K |
| Debt | 21.59 K | 5.8% | 887 | 0 | 887 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
374,350
Holdings
129
QoQ value change ($000)
3,473
(0.9%)
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.