Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Straight Path Wealth Management (CIK 1902506) reported $374.4M across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($70.7M, 18.90%), TSLA ($44.0M, 11.76%), DFIC ($37.1M, 9.90%), DFGP ($26.4M, 7.05%), MTUM ($18.2M, 4.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $70.7M | 18.90% | 1.8M | Added |
| 2 | TSLA | TESLA INC | $44.0M | 11.76% | 118,435 | Added |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $37.1M | 9.90% | 1.0M | Added |
| 4 | DFGP | DIMENSIONAL ETF TRUST | $26.4M | 7.05% | 488,899 | Added |
| 5 | MTUM | ISHARES TR | $18.2M | 4.87% | 75,912 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $15.9M | 4.24% | 458,952 | Added |
| 7 | IMTM | ISHARES TR | $14.2M | 3.78% | 294,940 | Added |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $11.0M | 2.94% | 539,166 | Added |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | $10.9M | 2.92% | 586,225 | Added |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | $10.6M | 2.84% | 541,776 | Added |
| 11 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $9.4M | 2.52% | 482,655 | Trimmed |
| 12 | DFAR | DIMENSIONAL ETF TRUST | $7.6M | 2.03% | 322,096 | Added |
| 13 | STIP | ISHARES TR | $6.9M | 1.84% | 66,761 | Added |
| 14 | BSCU | INVESCO EXCH TRD SLF IDX FD | $4.5M | 1.21% | 271,731 | Added |
| 15 | BSCV | INVESCO EXCH TRD SLF IDX FD | $4.3M | 1.16% | 262,712 | Added |
| 16 | IVV | ISHARES TR | $4.2M | 1.13% | 6,490 | Added |
| 17 | BSCW | INVESCO EXCH TRD SLF IDX FD | $3.7M | 0.99% | 179,532 | Added |
| 18 | PJUL | INNOVATOR ETFS TRUST | $3.2M | 0.86% | 70,045 | Added |
| 19 | IBHH | ISHARES TR | $3.0M | 0.80% | 128,120 | Added |
| 20 | IBHG | ISHARES TR | $2.8M | 0.75% | 127,576 | Added |
| 21 | IBHI | ISHARES TR | $2.7M | 0.72% | 116,548 | Added |
| 22 | IBHF | ISHARES TR | $2.7M | 0.72% | 118,181 | Added |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $2.6M | 0.69% | 17,609 | Trimmed |
| 24 | BND | VANGUARD BD INDEX FDS | $2.2M | 0.59% | 29,994 | Added |
| 25 | IBHJ | ISHARES TR | $1.9M | 0.52% | 73,952 | Added |
Source: SEC Form 13F filings · as of 2026-03-31