STRAIGHT PATH WEALTH MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSLA | 118K | $44.03M |
 | LXRX | 63K | $97.76K |
 | PFE | 54K | $1.52M |
 | IVR | 53K | $428.24K |
 | RILY | 44K | $320.62K |
 | LUMN | 40K | $278.00K |
 | ONB | 31K | $695.55K |
 | S | 20K | $257.60K |
 | PLTR | 18K | $2.58M |
 | LYB | 17K | $1.37M |
 | BP | 15K | $705.00K |
 | RR | 14K | $29.68K |
 | SIRI | 12K | $277.03K |
 | EC | 10K | $149.90K |
 | HOOD | 9K | $599.10K |
 | CRDO | 7K | $675.86K |
 | ALAB | 6K | $685.00K |
 | VZ | 6K | $303.66K |
 | BE | 6K | $745.20K |
 | ABT | 5K | $563.45K |
Tesla, Inc.
TSLA
Shares Held
118K
Value
$44.03M
Lexicon Pharmaceuticals, Inc.
LXRX
Shares Held
63K
Value
$97.76K
Pfizer Inc.
PFE
Shares Held
54K
Value
$1.52M
Invesco Mortgage Capital Inc.
IVR
Shares Held
53K
Value
$428.24K
BRC Group Holdings, Inc.
RILY
Shares Held
44K
Value
$320.62K
Lumen Technologies, Inc.
LUMN
Shares Held
40K
Value
$278.00K
Old National Bancorp
ONB
Shares Held
31K
Value
$695.55K
SentinelOne, Inc.
S
Shares Held
20K
Value
$257.60K
Palantir Technologies Inc.
PLTR
Shares Held
18K
Value
$2.58M
LyondellBasell Industries N.V.
LYB
Shares Held
17K
Value
$1.37M
BP p.l.c.
BP
Shares Held
15K
Value
$705.00K
Richtech Robotics Inc. Class B Common Stock
RR
Shares Held
14K
Value
$29.68K
Sirius XM Holdings Inc.
SIRI
Shares Held
12K
Value
$277.03K
Ecopetrol S.A.
EC
Shares Held
10K
Value
$149.90K
Robinhood Markets, Inc.
HOOD
Shares Held
9K
Value
$599.10K
Credo Technology Group Holding Ltd
CRDO
Shares Held
7K
Value
$675.86K
Astera Labs, Inc. Common Stock
ALAB
Shares Held
6K
Value
$685.00K
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$303.66K
Bloom Energy Corporation
BE
Shares Held
6K
Value
$745.20K
Abbott Laboratories
ABT
Shares Held
5K
Value
$563.45K