Straight Path Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$232M
Signature - Title
Matthew B. Boersen - CCO
Location
Jenison, MI
Summary
This page shows a list of all the recent 13F filings made by Straight Path Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Straight Path Wealth Management reported 98 stock holdings with total value $232M as of Q3 2024. Top holdings included DFAC, TSLA, DFGP, DFIC, and MTUM.
Holdings Value