What does Straight Path Wealth Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Straight Path Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$71M1.8M18.9%

TESLA INC

$44M118K11.8%

DIMENSIONAL ETF TRUST

$37M1.0M9.9%

DIMENSIONAL ETF TRUST

$26M489K7.1%

ISHARES TR

$18M76K4.9%

DIMENSIONAL ETF TRUST

$16M459K4.2%

ISHARES TR

$14M295K3.8%

INVESCO EXCH TRD SLF IDX FD

$11M539K2.9%

INVESCO EXCH TRD SLF IDX FD

$11M586K2.9%

INVESCO EXCH TRD SLF IDX FD

$11M542K2.8%

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