Institutions / Up Strategic Wealth Investment Advisors LLC
Up Strategic Wealth Investment Advisors LLC
CIK 2011649 · Institution · as of Jun 30, 2026
Portfolio value
$167.93M
Positions
104
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$167.93M+22.0%Positions
104+19.5%Top holdings
Jun 30, 2026View all 104 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $30.81M | 18.3% |
| Schwab Strategic Tr | $23.64M | 14.1% |
| Vanguard Malvern Fds | $9.70M | 5.8% |
| iShares Tr | $9.06M | 5.4% |
| NVIDIA Corp | $7.83M | 4.7% |
| Apple Inc. | $6.83M | 4.1% |
| iShares MSCI UAE ETF | $5.55M | 3.3% |
| Microsoft Corp | $4.68M | 2.8% |
| Alphabet Inc. | $4.30M | 2.6% |
| Dimensional ETF Trust | $3.78M | 2.3% |
| Amazon.com Inc | $3.67M | 2.2% |
| JPMORGAN CHASE & CO | $2.33M | 1.4% |
| Schwab Strategic Tr | $2.02M | 1.2% |
| Micron Technology Inc | $1.96M | 1.2% |
| Dimensional ETF Trust | $1.81M | 1.1% |
| Broadcom Inc. | $1.72M | 1.0% |
| Vanguard Mun Bd Fds | $1.61M | 1.0% |
| Vanguard Index Fds | $1.57M | 0.9% |
| ELI LILLY & Co | $1.55M | 0.9% |
| Alphabet Inc. | $1.31M | 0.8% |
| Advanced Micro Devices Inc | $1.30M | 0.8% |
| Walmart Inc. | $1.29M | 0.8% |
| Costco Wholesale Corp /New | $1.26M | 0.8% |
| Vanguard Intl Equity Index F | $1.26M | 0.7% |
| Meta Platforms Inc | $1.23M | 0.7% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922020748 | $2.76M | +36K +39.71% | 127,301 5.77% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc | $1.96M | +2K | 2,189 1.16% of portfolio | low |
| Q2 2026 as of | Add | 808524201 | $1.82M | +60K +8.34% | 778,611 14.08% of portfolio | low |
| Q2 2026 as of | New | 922907712 | $1.61M | +21K | 21,459 0.96% of portfolio | low |
| Q2 2026 as of | Add | 921943858 | $1.33M | +18K +4.50% | 425,817 18.35% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. | $758.2K | +2K +12.48% | 21,972 4.07% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. | $745.5K | +2K +132.69% | 3,630 0.78% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp | $480.6K | +986 +11.46% | 9,592 2.78% of portfolio | low |
| Q2 2026 as of | Trim | 46137V357 | $-454.0K | -2K -36.46% | 3,601 0.47% of portfolio | low |
| Q2 2026 as of | Add | 25434V732 | $434.3K | +11K +31.55% | 46,304 1.08% of portfolio | low |