Straight Path Wealth Management - Portfolio overview

Straight Path Wealth Management has 148 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 18.09%
2. TSLA - TESLA INC, 11.26%
3. DFIC - DIMENSIONAL ETF TRUST, 9.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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