Up Strategic Wealth Investment Advisors LLC
All holdings · as of Jun 30, 2026
| 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% |
| Mastercard Inc | $1.17M | 0.7% |
| STATE STR SPDR S&P MIDCAP 40 | $1.08M | 0.6% |
| INVESCO QQQ TR | $1.02M | 0.6% |
| Visa Inc | $973.7K | 0.6% |
| HOME DEPOT, INC. | $952.8K | 0.6% |
| Tesla Inc | $911.0K | 0.5% |
| APPLIED MATERIALS INC /DE | $849.4K | 0.5% |
| AbbVie Inc. | $811.0K | 0.5% |
| Warren E. Buffett | $811.0K | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $791.2K | 0.5% |
| JOHNSON & JOHNSON | $726.9K | 0.4% |
| TEXAS INSTRUMENTS INC | $726.2K | 0.4% |
| ISHARES TR | $723.1K | 0.4% |
| CISCO SYSTEMS, INC. | $711.1K | 0.4% |
| SELECT SECTOR SPDR TR | $684.9K | 0.4% |
| iShares MSCI UAE ETF | $671.9K | 0.4% |
| INVESCO EXCH TRD SLF IDX FD | $658.8K | 0.4% |
| GILEAD SCIENCES, INC. | $619.3K | 0.4% |
| CATERPILLAR INC | $616.7K | 0.4% |
| INVESCO EXCH TRADED FD TR II | $589.9K | 0.4% |
| ISHARES TR | $587.5K | 0.3% |
| STATE STR SPDR S&P 500 ETF T | $585.7K | 0.3% |
| UNITEDHEALTH GROUP INC | $572.1K | 0.3% |
| VANGUARD INDEX FDS | $566.4K | 0.3% |
| RTX Corp | $541.1K | 0.3% |