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DOSSIER · 13F-HR · Q1 2026

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

$159M in tracked AUM across 98 positions as of Q1 2026.

US
CIK 0002011649 · last filed Mar 31, 2026
Total AUM
$159M
as of Q1 2026
Holdings
98
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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