Straight Path Wealth Management has filed its quarterly report, known as the 13F-HR, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides transparency regarding the company's investment strategies and positions in the market.
Founded and based in Jenison, Michigan, Straight Path Wealth Management focuses on wealth management services. The firm has consistently submitted its 13F-HR filings, with the latest dated October 23, 2026, under accession number 0002085853-26-001287. This filing follows a series of similar reports, including those from July and April of the same year.
The recent filing indicates that Straight Path Wealth Management continues to adhere to regulatory requirements, reflecting its commitment to transparency in its investment practices. Details about specific holdings were not available in the SEC filing, but the report typically includes a comprehensive overview of the firm’s investments.
This update may affect various stakeholders, including clients, investors, and competitors in the wealth management sector. As firms like Straight Path disclose their holdings, it can influence market perceptions and strategies across the industry.
Looking ahead, it remains unclear what specific actions will follow this filing, as the document does not indicate any upcoming votes or additional filings.
Filing Details
The 13F-HR filing was accepted on October 23, 2026, at 16:56:19, and it reports on the investment positions held by Straight Path Wealth Management as of September 30, 2026. This filing is part of a regulatory requirement for institutional investment managers to disclose their holdings on a quarterly basis.
Straight Path Wealth Management's business address and mailing address are both listed as 7699 Georgetown Center Dr, Jenison, MI 49428. The firm can be contacted via phone at 616-457-5450.
Company Information
Straight Path Wealth Management is identified by its Central Index Key (CIK) number 0001902506. The firm has an Employer Identification Number (EIN) of 300137004 and was incorporated in Michigan. Its fiscal year ends on December 31.
The filing does not provide specific details regarding the investment holdings or any changes in the portfolio, which are typically included in the information table of a 13F-HR filing. Stakeholders may need to refer to the actual documents linked in the filing for a comprehensive view of the firm's investment strategies and positions.