UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: 13F holdings
CIK 20116492026Q2
| Positions | 104 |
|---|
| Reported value | $167.9m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 104 (+6 vs prior quarter) |
|---|
| Reported value | $167.9m (+5.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 425,817 | $30.8m | 18.3% |
| SCHX SCHWAB STRATEGIC TR | 778,611 | $23.6m | 14.1% |
| VCRB VANGUARD MALVERN FDS | 127,301 | $9.7m | 5.8% |
| IWB ISHARES TR | 21,509 | $9.1m | 5.4% |
| NVDA NVIDIA CORPORATION | 35,735 | $7.8m | 4.7% |
| AAPL APPLE INC | 21,972 | $6.8m | 4.1% |
| ITOT ISHARES TR | 32,902 | $5.5m | 3.3% |
| MSFT MICROSOFT CORP | 9,592 | $4.7m | 2.8% |
| GOOGL ALPHABET INC | 11,861 | $4.3m | 2.6% |
| DFVX DIMENSIONAL ETF TRUST | 44,209 | $3.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011649")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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