Up Strategic Wealth Investment Advisors LLC 13F Holdings · Q2 2026
Up Strategic Wealth Investment Advisors LLC reported 104 securities worth $167.93M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (18.35%), SCHX (14.08%), VCRB (5.77%). Among its top 25 positions this quarter: 12 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $30.8M | 18.35% | 425,817 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $23.6M | 14.08% | 778,611 | Added |
| 3 | VCRB | VANGUARD MALVERN FDS | $9.7M | 5.77% | 127,301 | Added |
| 4 | IWB | ISHARES TR | $9.1M | 5.39% | 21,509 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $7.8M | 4.66% | 35,735 | Trimmed |
| 6 | AAPL | APPLE INC | $6.8M | 4.07% | 21,972 | Added |
| 7 | ITOT | ISHARES TR | $5.5M | 3.30% | 32,902 | Hold |
| 8 | MSFT | MICROSOFT CORP | $4.7M | 2.78% | 9,592 | Added |
| 9 | GOOGL | ALPHABET INC | $4.3M | 2.56% | 11,861 | Hold |
| 10 | DFVX | DIMENSIONAL ETF TRUST | $3.8M | 2.25% | 44,209 | Added |
| 11 | AMZN | AMAZON COM INC | $3.7M | 2.18% | 13,447 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $2.3M | 1.39% | 6,494 | Hold |
| 13 | SCHE | SCHWAB STRATEGIC TR | $2.0M | 1.20% | 55,104 | Hold |
| 14 | MU | MICRON TECHNOLOGY INC | $2.0M | 1.16% | 2,189 | Added |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $1.8M | 1.08% | 46,304 | Added |
| 16 | AVGO | BROADCOM INC | $1.7M | 1.03% | 4,121 | Hold |
| 17 | VCRM | VANGUARD MUN BD FDS | $1.6M | 0.96% | 21,459 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $1.6M | 0.93% | 1,328 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $1.6M | 0.93% | 2,217 | Added |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.78% | 2,700 | Added |
| 21 | GOOG | ALPHABET INC | $1.3M | 0.78% | 3,630 | Hold |
| 22 | WMT | WALMART INC | $1.3M | 0.77% | 11,492 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.3M | 0.75% | 1,340 | Trimmed |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.75% | 14,858 | Hold |
| 25 | META | META PLATFORMS INC | $1.2M | 0.73% | 2,085 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR