SEC Form 13F

Straight Path Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$427,812,303
Positions141

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$83,566,3551,883,822
TESLA INCTSLACOM$49,796,937118,395
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$39,560,1401,061,732
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$28,178,024517,408
ISHARES TRMTUMMSCI USA MMENTM$24,580,46771,699
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$18,329,692451,026
ISHARES TRIMTMMSCI INTL MOMENT$15,931,776298,739
INVESCO EXCH TRD SLF IDX FDBSCSINVSCO BLSH 28$11,395,345559,555
INVESCO EXCH TRD SLF IDX FDBSCTBULETSHS 2029$11,127,623599,064
INVESCO EXCH TRD SLF IDX FDBSCRBULSHS 2027 CB$10,916,974556,563

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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