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Home > Institutional Investor > Straight Path Wealth Management > 13F Holdings

Instuitional Investor - Straight Path Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,820,547 $70,746,474 18.9%
2.
Tesla Inc.
 TSLA 118,435 $44,028,211 11.76%
3.
Dimensional Etf Trust
 1,043,507 $37,075,800 9.9%
4.
Dimensional Etf Trust
 488,899 $26,395,644 7.05%
5.
Ishares Trust
 VLUE 75,912 $18,218,155 4.87%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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