§ 13F · FUND PROFILE
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $128.2T (13F)Positions · 95Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$137.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 407K | $27.5T | 19.9% | NEW |
| 2 | SCHX | SCHWAB STRATEGIC TR | 719K | $19.6T | 14.2% | NEW |
| 3 | IWB | ISHARES TR | 22K | $8.1T | 5.9% | NEW |
| 4 | VCRB | VANGUARD MALVERN FDS | 91K | $7.1T | 5.2% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 36K | $6.7T | 4.9% | NEW |
| 6 | AAPL | APPLE INC | 20K | $5.4T | 3.9% | NEW |
| 7 | ITOT | ISHARES TR | 33K | $5.0T | 3.6% | NEW |
| 8 | GOOGL | ALPHABET INC | 12K | $3.8T | 2.8% | NEW |
| 9 | MSFT | MICROSOFT CORP | 9K | $3.5T | 2.5% | NEW |
| 10 | DFVX | DIMENSIONAL ETF TRUST | 40K | $3.1T | 2.3% | NEW |
§ 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 $128236.3 trillion in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed