Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC (CIK 2011649) reported $158.8M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($28.7M, 18.09%), SCHX ($22.0M, 13.85%), VCRB ($9.3M, 5.85%), NVDA ($8.9M, 5.62%), IWB ($8.6M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $28.7M | 18.09% | 412,336 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $22.0M | 13.85% | 763,704 | Added |
| 3 | VCRB | VANGUARD MALVERN FDS | $9.3M | 5.85% | 120,396 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $8.9M | 5.62% | 42,197 | Added |
| 5 | IWB | ISHARES TR | $8.6M | 5.41% | 21,509 | Hold |
| 6 | AAPL | APPLE INC | $6.3M | 3.95% | 21,804 | Added |
| 7 | ITOT | ISHARES TR | $5.3M | 3.32% | 32,902 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $4.7M | 2.97% | 11,861 | Added |
| 9 | MSFT | MICROSOFT CORP | $4.0M | 2.54% | 9,581 | Added |
| 10 | AMZN | AMAZON COM INC | $3.6M | 2.29% | 13,413 | Added |
| 11 | DFVX | DIMENSIONAL ETF TRUST | $3.5M | 2.18% | 43,013 | Added |
| 12 | VCRM | VANGUARD MUN BD FDS | $2.9M | 1.80% | 37,808 | New |
| 13 | SCHE | SCHWAB STRATEGIC TR | $2.0M | 1.27% | 55,104 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $2.0M | 1.25% | 6,494 | Added |
| 15 | AVGO | BROADCOM INC | $1.7M | 1.07% | 4,121 | Added |
| 16 | DFEM | DIMENSIONAL ETF TRUST | $1.6M | 0.99% | 39,278 | Added |
| 17 | WMT | WALMART INC | $1.5M | 0.96% | 11,745 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $1.5M | 0.94% | 2,212 | Hold |
| 19 | GOOG | ALPHABET INC | $1.4M | 0.90% | 3,630 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $1.4M | 0.86% | 1,357 | Added |
| 21 | LLY | ELI LILLY & CO | $1.3M | 0.82% | 1,330 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $1.3M | 0.80% | 1,956 | New |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.77% | 14,858 | Hold |
| 24 | TSLA | TESLA INC | $1.2M | 0.73% | 2,808 | Added |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.69% | 2,698 | Added |
Source: SEC Form 13F filings · as of 2026-03-31