account_balance
Investment manager · 13F filer · SEC CIK 1902506
Straight Path Wealth Management
Reported value$449Mas of Sep 30, 2026
Positions157 19 new, 3 sold out
Top 10 weight65.6%DFAC alone is 19%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
19.5%Added +5%
DFICDimensional ETF Trust
9.4%Added +6%
TSLATesla, Inc.
9.4%
DFGPDimensional ETF Trust
6.6%Added +10%
MTUMiShares Tr
5.2%Added +2%
DFEMDimensional ETF Trust
4.2%Added +6%
IMTMiShares Tr
3.7%Added +5%
BSCSInvesco Exch TRD SLF Idx Fd
2.6%+4%
BSCRInvesco Exch TRD SLF Idx Fd
2.6%+5%
BSCTInvesco Exch TRD SLF Idx Fd
2.5%
BSCQInvesco Exch TRD SLF Idx Fd
2.1%Trimmed −3%
DFARDfa Invt Dimensions Group In
1.9%+6%
DFACDimensional ETF Trust
19.5%Added +5%
DFICDimensional ETF Trust
9.4%
TSLATesla, Inc.
9.4%
DFGPDimensional ETF Trust
6.6%+10%
MTUMiShares Tr
5.2%
DFEMDimensional ETF Trust
4.2%
IMTMiShares Tr
3.7%
BSCS2.6%
BSCR
BSCT
BSCQ
DFAR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 19.5% Added +5%
DFIC Dimensional ETF Trust 9.4% Added +6%
TSLA Tesla, Inc. 9.4% HeldDFGP Dimensional ETF Trust 6.6% Added +10%
MTUM iShares Tr 5.2% Added +2%
DFEM Dimensional ETF Trust 4.2% Added +6%
IMTM iShares Tr 3.7% Added +5%
BSCS Invesco Exch TRD SLF Idx Fd 2.6% Added +4%
BSCR Invesco Exch TRD SLF Idx Fd 2.6% Added +5%
BSCT Invesco Exch TRD SLF Idx Fd 2.5% Added +4%
BSCQ Invesco Exch TRD SLF Idx Fd 2.1% Trimmed −3%
DFAR Dfa Invt Dimensions Group In 1.9% Added +6%
What changed
Biggest moves since Jun 30, 2026
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