Straight Path Wealth Management
Straight Path Wealth Management reported 141 holdings worth US$428M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Straight Path Wealth Management reported 141 holdings worth US$428M as of Jun 30, 2026. Largest: Tesla, Inc., Astera Labs, Inc. and Palantir Technologies Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 141
- Value as reported
- US$428M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Tesla, Inc. | 118K | US$49.8M | 11.6% |
| Astera Labs, Inc. | 6,250 | US$3.02M | 0.71% |
| Palantir Technologies Inc. | 17,959 | US$2.1M | 0.49% |
| Credo Technology Group Holding Ltd | 7,050 | US$1.92M | 0.45% |
| Bloom Energy Corporation | 5,500 | US$1.66M | 0.39% |
| Pfizer, Inc. | 54,064 | US$1.3M | 0.30% |
| Coherent Corp. | 3,150 | US$1.24M | 0.29% |
| Abbvie Inc. | 4,418 | US$1.11M | 0.26% |
| Apple Inc | 3,830 | US$1.11M | 0.26% |
| Robinhood Markets, Inc. | 8,645 | US$867K | 0.20% |
| Celestica Inc. | 2,350 | US$857K | 0.20% |
| Old National Bancorp | 31,473 | US$815K | 0.19% |
| Nvidia Corporation | 3,831 | US$767K | 0.18% |
| Bp Plc | 15,000 | US$554K | 0.13% |
| Abbott Laboratories | 5,429 | US$493K | 0.12% |
| Invesco Mortgage Capital Inc | 59,500 | US$470K | 0.11% |
| Ionq, Inc. | 8,410 | US$448K | 0.10% |
| Microsoft Corp. | 1,031 | US$385K | 0.09% |
| Siriusxm Holdings Inc. | 12,003 | US$355K | 0.08% |
| Brc Group Holdings, Inc. | 43,800 | US$352K | 0.08% |
| Sentinelone, Inc. | 20,000 | US$339K | 0.08% |
| Rubrik, Inc. | 4,020 | US$323K | 0.08% |
| Lumen Technologies, Inc. | 40,000 | US$307K | 0.07% |
| Meta Platforms, Inc. | 511 | US$288K | 0.07% |
| Alphabet Inc (google) Class C | 766 | US$274K | 0.06% |
| Verizon Communications Inc. | 6,331 | US$268K | 0.06% |
| Philip Morris International Inc | 1,304 | US$236K | 0.06% |
| Advanced Micro Devices Inc | 400 | US$232K | 0.05% |
| Tempus Ai, Inc. | 3,950 | US$229K | 0.05% |
| Cisco Systems, Inc. | 1,943 | US$228K | 0.05% |
| Devon Energy Corporation | 5,200 | US$215K | 0.05% |
| Crowdstrike Holdings, Inc. | 265 | US$202K | 0.05% |
| Infleqtion, Inc. | 14,500 | US$193K | 0.05% |
| Lexicon Pharmaceuticals, Inc. | 62,666 | US$150K | 0.04% |
| Ondas Inc | 11,050 | US$91,052 | 0.02% |
| Richtech Robotics Inc. | 14,200 | US$29,962 | <0.01% |
| Ecopetrol Sa | 0 | US$0 | 0.00% |
| Rockwell Automation, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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