0001902506-24-000001.txt : 20240123 0001902506-24-000001.hdr.sgml : 20240123 20240123161044 ACCESSION NUMBER: 0001902506-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Straight Path Wealth Management CENTRAL INDEX KEY: 0001902506 ORGANIZATION NAME: IRS NUMBER: 300137004 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21497 FILM NUMBER: 24552592 BUSINESS ADDRESS: STREET 1: 7699 GEORGETOWN CENTER DR CITY: JENISON STATE: MI ZIP: 49428 BUSINESS PHONE: 616-457-5450 MAIL ADDRESS: STREET 1: 7699 GEORGETOWN CENTER DR CITY: JENISON STATE: MI ZIP: 49428 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001902506 XXXXXXXX 12-31-2023 12-31-2023 false Straight Path Wealth Management

7699 Georgetown Center Dr Jenison MI 49428

13F HOLDINGS REPORT 028-21497 000148897 801-120307 N MATTHEW B. BOERSEN 616-288-3670 /s/ MATTHEW B. BOERSEN Jenison MI 01-23-2024 0 90 170465885 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 819900 7500 SH SOLE 7500 0 0 AIRBNB INC COM CL A 009066101 612630 4500 SH SOLE 4500 0 0 ALTRIA GROUP INC COM 02209S103 621236 15400 SH SOLE 15400 0 0 APPLE INC COM 037833100 834425 4334 SH SOLE 4334 0 0 APPLIED MATLS INC COM 038222105 253153 1562 SH SOLE 1562 0 0 ARK ETF TR INNOVATION ETF 00214Q104 676097 12910 SH SOLE 12910 0 0 B. 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