Straight Path Wealth Management has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $47.2M, Dimensional ETF Tr U S Core Eq with a value of $43.1M, Dimensional ETF Tr Dimensional with a value of $19.4M, Ishares Msci Usa Momentum Fact with a value of $12.9M, and Ishares Msci Intl Momentum Fac with a value of $8.78M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $208M to 228M.
Below you can find more details about Straight Path Wealth Management portfolio as well as his latest detailed transactions.