§ 13F · FUND PROFILE
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC.
AUM · $168M (13F)Positions · 104Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 426K | $31M | 18.3% | +3% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 779K | $24M | 14.1% | +2% |
| 3 | VCRB | VANGUARD MALVERN FDS | 127K | $10M | 5.8% | +6% |
| 4 | IWB | ISHARES TR | 22K | $9M | 5.4% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 36K | $8M | 4.7% | −15% |
| 6 | AAPL | APPLE INC | 22K | $7M | 4.1% | +1% |
| 7 | ITOT | ISHARES TR | 33K | $6M | 3.3% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 10K | $5M | 2.8% | ±0% |
| 9 | GOOGL | ALPHABET INC | 12K | $4M | 2.6% | ±0% |
| 10 | DFVX | DIMENSIONAL ETF TRUST | 44K | $4M | 2.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UP SIGNAL
AC read
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC is a Other fund managing $168 million in assets. The fund runs a portfolio of 104 positions.
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