Straight Path Wealth Management: 13F holdings
CIK 19025062026Q2
| Positions | 141 |
|---|---|
| Reported value | $427.8m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1,883,822 | $83.6m | 19.5% |
| TSLA TESLA INC | 118,395 | $49.8m | 11.6% |
| DFIC DIMENSIONAL ETF TRUST | 1,061,732 | $39.6m | 9.2% |
| DIMENSIONAL ETF TRUST | 517,408 | $28.2m | 6.6% |
| MTUM ISHARES TR | 71,699 | $24.6m | 5.7% |
| DFEM DIMENSIONAL ETF TRUST | 451,026 | $18.3m | 4.3% |
| IMTM ISHARES TR | 298,739 | $15.9m | 3.7% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 559,555 | $11.4m | 2.7% |
| INVESCO EXCH TRD SLF IDX FD | 599,064 | $11.1m | 2.6% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 556,563 | $10.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1902506")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.