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Portfolio (Quarterly) Guide ↗

Straight Path Wealth Management

· CIK 0001902506
13F Portfolio $428M AUM 141 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 141 New
Page 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LUMN LUMEN TECHNOLOGIES INC Communication Services 40,000.0 $307K 0.07% NEW $7.68 -20.7%
102 QQQ INVESCO QQQ TR Financial Services 407.0 $300K 0.07% NEW $736.41 -3.4%
103 HARD SIMPLIFY EXCHANGE TRADED FUN 10,025.0 $297K 0.07% NEW $29.66 +6.9%
104 MTBA SIMPLIFY EXCHANGE TRADED FUN 6,040.0 $296K 0.07% NEW $49.07 -1.0%
105 META META PLATFORMS INC Communication Services 511.0 $288K 0.07% NEW $563.65 +2.2%
106 IVW ISHARES TR 2,083.0 $286K 0.07% NEW $137.53 +0.8%
107 SDY SPDR SERIES TRUST 1,878.0 $286K 0.07% NEW $152.21 +4.1%
108 IJAN INNOVATOR ETFS TRUST 7,297.0 $278K 0.07% NEW $38.08 +2.7%
109 GOOGL ALPHABET INC Communication Services 766.0 $274K 0.06% NEW $357.37 -4.3%
110 VZ VERIZON COMMUNICATIONS INC Communication Services 6,331.0 $268K 0.06% NEW $42.34 +18.5%
111 VBR VANGUARD INDEX FDS 1,097.0 $267K 0.06% NEW $242.99 +2.5%
112 XLRE SELECT SECTOR SPDR TR 5,965.0 $263K 0.06% NEW $44.03 +2.4%
113 IBD NORTHERN LTS FD TR IV 10,898.0 $259K 0.06% NEW $23.77 -0.6%
114 DVYE ISHARES INC 7,850.0 $253K 0.06% NEW $32.23 +9.1%
115 XLP SELECT SECTOR SPDR TR 2,980.0 $248K 0.06% NEW $83.06 +3.9%
116 XLB SELECT SECTOR SPDR TR 4,812.0 $245K 0.06% NEW $50.84 +5.6%
117 VEA VANGUARD TAX-MANAGED FDS 3,421.0 $244K 0.06% NEW $71.25 +3.1%
118 BIBL NORTHERN LTS FD TR IV 4,186.0 $242K 0.06% NEW $57.88 -2.7%
119 XLU SELECT SECTOR SPDR TR 5,234.0 $237K 0.06% NEW $45.34 -4.0%
120 PM PHILIP MORRIS INTL INC Consumer Defensive 1,304.0 $236K 0.06% NEW $180.91 +7.3%
Page 6 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 65.0%
Technology 17.6%
Financial Services 5.9%
Healthcare 4.3%
Industrials 2.2%
Communication Services 1.9%
Basic Materials 1.2%
Energy 1.0%
Real Estate 0.6%
Consumer Defensive 0.3%