§ 13F · FUND PROFILE
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $128M (13F)Positions · 95Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 412K | $29M | 18.1% | +1% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 764K | $22M | 13.8% | +6% |
| 3 | VCRB | VANGUARD MALVERN FDS | 120K | $9M | 5.9% | +32% |
| 4 | NVDA | NVIDIA CORPORATION | 42K | $9M | 5.6% | +17% |
| 5 | IWB | ISHARES TR | 22K | $9M | 5.4% | ±0% |
| 6 | AAPL | APPLE INC | 22K | $6M | 3.9% | +12% |
| 7 | ITOT | ISHARES TR | 33K | $5M | 3.3% | −1% |
| 8 | GOOGL | ALPHABET INC | 12K | $5M | 3.0% | +1% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4M | 2.5% | +11% |
| 10 | AMZN | AMAZON COM INC | 13K | $4M | 2.3% | +11% |
§ 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 $128 million in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed