UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported 104 positions worth $167.9M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VEA (18.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $30.8M | 18.35% | 425,817 | — | — | |
| ▸ 2 | SCHX | SH | $23.6M | 14.08% | 778,611 | — | — | |
| ▸ 3 | VCRB | SH | $9.7M | 5.77% | 127,301 | — | — | |
| ▸ 4 | IWB | SH | $9.1M | 5.39% | 21,509 | — | — | |
| ▸ 5 | NVDA | SH | $7.8M | 4.67% | 35,735 | — | — | |
| ▸ 6 | AAPL | SH | $6.8M | 4.07% | 21,972 | — | — | |
| ▸ 7 | ITOT | SH | $5.5M | 3.30% | 32,902 | — | — | |
| ▸ 8 | MSFT | SH | $4.7M | 2.78% | 9,592 | — | — | |
| ▸ 9 | GOOGL | SH | $4.3M | 2.56% | 11,861 | — | — | |
| ▸ 10 | DFVX | SH | $3.8M | 2.25% | 44,209 | — | — |
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Frequently Asked Questions
What stocks does UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC hold as of Q2 2026?
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported 104 positions worth $167.9M in its Q2 2026 13F filing. Largest positions: VEA (18.3%), SCHX (14.1%), VCRB (5.8%), IWB (5.4%) and NVDA (4.7%).
What did UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.