Straight Path Wealth Management has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $174 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $32.8M, Tesla, Inc. with a value of $23.7M, Dimensional ETF Tr Dimensional with a value of $15.2M, Ishares Msci Usa Momentum Fact with a value of $11.2M, and Ishares Msci Intl Momentum Fac with a value of $8.07M.
Examining the 13F form we can see an increase of $4.87M in the current position value, from $169M to 174M.
Below you can find more details about Straight Path Wealth Management portfolio as well as his latest detailed transactions.