Straight Path Wealth Management — 13F holdings

Straight Path Wealth Management reported 157 holdings worth $449M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $87.6M (19.5%)
  2. DFIC DIMENSIONAL ETF TRUST — $42.3M (9.4%)
  3. TSLA TESLA INC — $42.1M (9.4%)
  4. DFGP DIMENSIONAL ETF TRUST — $29.5M (6.6%)
  5. MTUM ISHARES TR — $23.2M (5.2%)
  6. DFEM DIMENSIONAL ETF TRUST — $19.0M (4.2%)
  7. IMTM ISHARES TR — $16.5M (3.7%)
  8. BSCS INVESCO EXCH TRD SLF IDX FD — $11.7M (2.6%)
  9. BSCR INVESCO EXCH TRD SLF IDX FD — $11.5M (2.6%)
  10. BSCT INVESCO EXCH TRD SLF IDX FD — $11.3M (2.5%)