UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
99 holdingsFiling period: 2026-03-31Current AUM: $182.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 412.3K | $28.7M | $31.7M | 17.31% | +4.8K | 2026-03-31 |
| 2 | SCHX | SCHWAB STRATEGIC TR | 763.7K | $22.0M | $25.2M | 13.80% | +45.0K | 2026-03-31 |
| 3 | VCRB | VANGUARD MALVERN FDS | 120.4K | $9.3M | $9.1M | 4.98% | +29.3K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 42.2K | $8.9M | $10.3M | 5.62% | +6.0K | 2026-03-31 |
| 5 | IWB | ISHARES TR | 21.5K | $8.6M | $9.8M | 5.38% | -- | 2026-03-31 |
| 6 | AAPL | APPLE INC | 21.8K | $6.3M | $7.6M | 4.17% | +2.3K | 2026-03-31 |
| 7 | ITOT | ISHARES TR | 32.9K | $5.3M | $6.0M | 3.31% | -270 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 11.9K | $4.7M | $5.8M | 3.20% | +100 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 9.6K | $4.0M | $5.1M | 2.77% | +975 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 13.4K | $3.6M | $4.7M | 2.59% | +1.4K | 2026-03-31 |
| 11 | DFVX | DIMENSIONAL ETF TRUST | 43.0K | $3.5M | $3.9M | 2.14% | +2.8K | 2026-03-31 |
| 12 | VCRM | VANGUARD MUN BD FDS | 37.8K | $2.9M | $2.9M | 1.56% | -- | 2026-03-31 |
| 13 | SCHE | SCHWAB STRATEGIC TR | 55.1K | $2.0M | $2.2M | 1.21% | -854 | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 6.5K | $2.0M | $2.4M | 1.30% | +1.0K | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 4.1K | $1.7M | $2.1M | 1.17% | +56 | 2026-03-31 |
| 16 | DFEM | DIMENSIONAL ETF TRUST | 39.3K | $1.6M | $1.7M | 0.94% | +4.1K | 2026-03-31 |
| 17 | WMT | WALMART INC | 11.7K | $1.5M | $1.4M | 0.75% | +253 | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 2.2K | $1.5M | $1.7M | 0.93% | -- | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 3.6K | $1.4M | $1.8M | 0.97% | +2.1K | 2026-03-31 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | 1.4K | $1.4M | $1.3M | 0.72% | +17 | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO | 1.3K | $1.3M | $1.6M | 0.89% | +59 | 2026-03-31 |
| 22 | MU | MICRON TECHNOLOGY INC | 2.0K | $1.3M | $3.1M | 1.68% | -- | 2026-03-31 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | 14.9K | $1.2M | $1.3M | 0.74% | -- | 2026-03-31 |
| 24 | TSLA | TESLA INC | 2.8K | $1.2M | $968K | 0.53% | +2 | 2026-03-31 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 2.7K | $1.1M | $2.6M | 1.41% | +718 | 2026-03-31 |
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