Straight Path Wealth Management Incresed Positions in Q3 2025

Straight Path Wealth Management

  • $373 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
40K
+ 7935.71%
$695.21 - $791.73 $27.8M - $31.7M
40.5K $29.7M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 0.02%
$293.94 - $444.72 $7.05K - $10.7K
117K $52.1M
MSFT
Microsoft Corp

Technology
19.8K
+ 2712.07%
$491.09 - $535.64 $9.71M - $10.6M
20.5K $10.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
150K
+ 10.24%
$36.04 - $38.78 $5.4M - $5.81M
1.61M $62.2M
NVDA
Nvidia Corp

Technology
27.3K
+ 1024.44%
$153.3 - $186.58 $4.19M - $5.1M
30K $5.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
72.2K
+ 8.23%
$30.76 - $33.01 $2.22M - $2.38M
950K $31.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.9K
+ 8.75%
$29.55 - $32.52 $1M - $1.1M
422K $13.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.43K
+ 5.16%
$236.25 - $257.69 $809K - $883K
69.8K $17.9M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
15.5K
+ 6.02%
$44.58 - $48.01 $691K - $744K
273K $13.1M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
56.9K
+ 13.51%
$20.41 - $20.67 $1.16M - $1.18M
478K $9.83M
DFAR
Dimensional ETF Tr Dimensional

ETFs
39.7K
+ 17.69%
$22.9 - $24.1 $910K - $957K
264K $6.3M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
53.6K
+ 32.45%
$18.61 - $18.94 $998K - $1.02M
219K $4.12M
PLTR
Palantir Technologies Inc.

Technology
13
+ 0.06%
$130.68 - $186.97 $1.7K - $2.43K
21.7K $3.96M
CSCO
Cisco Systems, Inc.

Technology
14.4K
+ 257.4%
$66.2 - $71.79 $954K - $1.03M
20K $1.37M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
45.3K
+ 10.33%
$19.49 - $19.61 $882K - $888K
483K $9.46M
BSCU
Invesco Exc Self Ind Tr

ETFs
51.4K
+ 27.83%
$16.67 - $17.03 $857K - $875K
236K $3.99M
HOOD
Robinhood Markets, Inc.

Technology
3K
+ 47.66%
$91.27 - $143.18 $274K - $430K
9.3K $1.33M
BSCV
Invesco ETF Self Indexed Fd Tr
41.1K
+ 22.16%
$16.39 - $16.83 $674K - $692K
227K $3.78M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.68K
+ 10.96%
$102.4 - $103.88 $582K - $590K
57.5K $5.94M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
19.1K
+ 20.85%
$23.53 - $23.89 $449K - $455K
111K $2.64M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
16.3K
+ 26.71%
$23.43 - $23.88 $382K - $389K
77.4K $1.85M
CRDO
Credo Technology Group Holding LTD

Technology
300
+ 4.84%
$87.59 - $172.31 $26.3K - $51.7K
6.5K $946K
IBHG
Ishares Tr Ibonds 2027 Term Hi
16.6K
+ 18.3%
$22.38 - $22.53 $372K - $375K
108K $2.42M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.9K
+ 14.97%
$23.09 - $23.43 $345K - $350K
115K $2.68M
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.28%
$620.67 - $670.08 $11.2K - $12.1K
6.47K $4.33M
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.28K
+ 86.53%
$47.86 - $48.43 $301K - $304K
13.5K $652K
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.11K
+ 50.65%
$40.45 - $42.49 $206K - $217K
15.2K $644K
AAPL
Apple Inc.

Technology
88
+ 2.53%
$202.38 - $256.87 $17.8K - $22.6K
3.57K $909K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.27K
+ 1.87%
$43.83 - $45.64 $55.8K - $58.1K
69.3K $3.16M
IVR
Invesco Mortgage Capital Inc.

Real Estate
16K
+ 45.71%
$7.23 - $8.07 $116K - $129K
51K $385K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.69K
+ 8.59%
$27.55 - $28.94 $46.6K - $48.9K
21.4K $618K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.2K
+ 14.05%
$22.36 - $22.52 $71.6K - $72.1K
26K $584K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.96K
+ 0.91%
$20.66 - $20.74 $61.2K - $61.5K
328K $6.79M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.51K
+ 10.18%
$22.84 - $22.95 $57.4K - $57.6K
27.2K $623K
SPY
Spdr S&P 500 ETF Trust

ETFs
46
+ 8.5%
$617.65 - $666.84 $28.4K - $30.7K
587 $391K
PAPR
Innovator U.S. Equity Power Bu

ETFs
667
+ 2.3%
$37.32 - $38.38 $24.9K - $25.6K
29.6K $1.14M
HDV
Ishares Core High Dividend ETF

ETFs
69
+ 0.77%
$118.16 - $123.66 $8.15K - $8.53K
9.02K $1.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.38K
+ 10.71%
$22.19 - $22.44 $52.9K - $53.5K
24.6K $551K
KJUL
Innovator U.S. Small Cap Power

Technology
412
+ 1.8%
$29.2 - $31.07 $12K - $12.8K
23.4K $723K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.17K
+ 9.33%
$23.29 - $23.38 $50.6K - $50.8K
25.4K $594K
IJUL
Innovator Etfs Tr

ETFs
740
+ 2.23%
$31.5 - $32.72 $23.3K - $24.2K
34K $1.11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
284
+ 0.97%
$72.57 - $74.72 $20.6K - $21.2K
29.4K $2.19M
PJAN
Innovator U.S. Equity Power Bu

ETFs
607
+ 8.75%
$43.95 - $45.8 $26.7K - $27.8K
7.54K $345K
XLK
Technology Sector Spdr

ETFs
1
+ 0.08%
$250.97 - $282.66 $251 - $283
1.29K $364K
POCT
Innovator U.S. Equity Power Bu

ETFs
528
+ 10.12%
$41.27 - $43.1 $21.8K - $22.8K
5.75K $247K
KAPR
Innovator U.S. Small Cap Power

ETFs
120
+ 0.79%
$32.42 - $34.27 $3.89K - $4.11K
15.3K $523K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.09%
$216.09 - $242.18 $216 - $242
1.12K $267K
IAPR
Innovator Etfs Tr Internationa

ETFs
390
+ 2.76%
$28.99 - $30.05 $11.3K - $11.7K
14.5K $436K
EAPR
Innovator Etfs Tr Emerging Mkt
211
+ 2.09%
$27.94 - $29.17 $5.9K - $6.15K
10.3K $299K
Activity Summary
Buys All Purchases 85 New Holdings 16 Increased Positions 69 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 12 Puts 1
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