Straight Path Wealth Management
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$374.4M
Holdings
129
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.61M shares)
18.9%
02
$TSLA
TESLA INC
Q1 2026: Exited (was 695.1k shares)
11.8%
03
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 949.6k shares)
9.9%
04
$DFGP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 410.7k shares)
7.1%
05
$MTUM
ISHARES TR
Q4 2025: Exited (was 69.8k shares)
4.9%
06
$DFEM
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 422.0k shares)
4.2%
07
$IMTM
ISHARES TR
Q4 2025: Exited (was 272.7k shares)
3.8%
08
$BSCS
INVESCO EXCH TRD SLF IDX FD
Q4 2025: Exited (was 478.0k shares)
2.9%
09
$BSCT
INVESCO EXCH TRD SLF IDX FD
Q4 2025: Exited (was 218.9k shares)
2.9%
10
$BSCR
INVESCO EXCH TRD SLF IDX FD
Q4 2025: Exited (was 494.1k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:14 UTC.