Straight Path Wealth Management
Straight Path Wealth Management reported 141 positions worth $427.8M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DFAC (19.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $83.6M | 19.53% | 1,883,822 | — | — | |
| ▸ 2 | TSLA | SH | $49.8M | 11.64% | 118,395 | — | — | |
| ▸ 3 | DFIC | SH | $39.6M | 9.25% | 1,061,732 | — | — | |
| ▸ 4 | DFGP | SH | $28.2M | 6.59% | 517,408 | — | — | |
| ▸ 5 | MTUM | SH | $24.6M | 5.75% | 71,699 | — | — | |
| ▸ 6 | DFEM | SH | $18.3M | 4.28% | 451,026 | — | — | |
| ▸ 7 | IMTM | SH | $15.9M | 3.72% | 298,739 | — | — | |
| ▸ 8 | BSCS | SH | $11.4M | 2.66% | 559,555 | — | — | |
| ▸ 9 | BSCT | SH | $11.1M | 2.60% | 599,064 | — | — | |
| ▸ 10 | BSCR | SH | $10.9M | 2.55% | 556,563 | — | — |
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Frequently Asked Questions
What stocks does Straight Path Wealth Management hold as of Q2 2026?
Straight Path Wealth Management reported 141 positions worth $427.8M in its Q2 2026 13F filing. Largest positions: DFAC (19.5%), TSLA (11.6%), DFIC (9.2%), DFGP (6.6%) and MTUM (5.7%).
What did Straight Path Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Straight Path Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.