Straight Path Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Jenison, MI
CIK
0001902506
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 90 170,465 TSLA, DFAC, DFIC, MTUM 13F-HR 1/23/2024 000190250624000001
Q3 2023 80 147,501 TSLA, DFAC, DFIC, MTUM 13F-HR 10/31/2023 000190250623000004
Q2 2023 77 145,687 TSLA, DFAC, DFIC, MTUM 13F-HR 7/25/2023 000190250623000003
Q1 2023 73 125,725 TSLA, DFAC, DFIC, IMTM 13F-HR 4/26/2023 000190250623000002
Q4 2022 71 104,358 TSLA, DFAC, DFIC, IMTM 13F-HR 1/20/2023 000190250623000001
Q3 2022 73 111,348 TSLA, DFAC, MTUM, IMTM 13F-HR 10/21/2022 000190250622000004
Q2 2022 73 102,077 TSLA, IMTM, IVOL, MTUM 13F-HR 7/19/2022 000190250622000003
Q1 2022 69 118,062 TSLA, MTUM, IMTM, IVOL 13F-HR 4/28/2022 000190250622000002
Q4 2021 77 114,740 TSLA, IMTM, IVOL, MTUM 13F-HR 1/26/2022 000190250622000001