What does UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD TAX-MANAGED FDS

$29M412K18.1%

SCHWAB STRATEGIC TR

$22M764K13.8%

VANGUARD MALVERN FDS

$9M120K5.9%

NVIDIA CORPORATION

$9M42K5.6%

ISHARES TR

$9M22K5.4%

APPLE INC

$6M22K3.9%

ISHARES TR

$5M33K3.3%

ALPHABET INC

$5M12K3.0%

MICROSOFT CORP

$4M10K2.5%

AMAZON COM INC

$4M13K2.3%

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