Straight Path Wealth Management
RIA/Wealth
Straight Path Wealth Management is a RIA/Wealth based in Jenison, MI led by Matthew Brian Boersen, managing $355.9M across 123 long positions as of Q3 2025 with 77% ETF concentration, 68% concentrated in top 10 holdings, 17% allocation to DFAC, and minimal technology exposure.
PresidentMatthew Brian Boersen
- Portfolio Value
- $355.9M
- Positions
- 123
- Top Holding
- DFAC at 17.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Straight Path Wealth Management's portfolio (67.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $62.2M | 17.48% | +$5.8M Bought | — 1.6M shares | |
Auto - Manufacturers Consumer Cyclical | $52.1M | 14.64% | +$10.7K Bought | 0.00% 117.2K shares | |
ETF ETF | $31.1M | 8.75% | +$2.4M Bought | — 949.6K shares | |
ETF ETF | $22.8M | 6.41% | +$1.1M Bought | — 410.7K shares | |
ETF ETF | $17.9M | 5.03% | +$878.3K Bought | — 69.8K shares | |
ETF ETF | $13.5M | 3.80% | +$1.1M Bought | — 422.0K shares | |
ETF ETF | $13.1M | 3.67% | +$741.8K Bought | — 272.7K shares | |
ETF ETF | $9.8M | 2.76% | +$1.2M Bought | — 478.0K shares | |
ETF ETF | $9.7M | 2.74% | +$1.1M Bought | — 494.1K shares | |
ETF ETF | $9.5M | 2.66% | +$885.5K Bought | — 483.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Straight Path Wealth Management's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Straight Path Wealth Management
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