StockDriftsStockDriftsTop 50 Up Strategic Wealth Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 18.35% | 425.8K | $30.8M | +3.27%(+13.48K) | $49.50(+47.45%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 14.08% | 778.6K | $23.6M | +1.95%(+14.91K) | $21.15(+44.38%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 5.77% | 127.3K | $9.7M | +5.74%(+6.91K) | $77.43(-1.87%) | 2026-06-30 | |
| IWB | ISHARES TR | 5.39% | 21.5K | $9.1M | +0.00%(+0) | $249.11(+70.07%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.66% | 35.7K | $7.8M | -15.31%(-6.46K) | $89.47(+146.41%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.07% | 22.0K | $6.8M | +0.77%(+168) | $206.85(+48.26%) | 2026-06-30 | |
| ITOT | ISHARES TR | 3.3% | 32.9K | $5.5M | +0.00%(+0) | $99.71(+70.07%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.78% | 9.6K | $4.7M | +0.11%(+11) | $398.47(+26.17%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.56% | 11.9K | $4.3M | +0.00%(+0) | $159.87(+119.85%) | 2026-06-30 | |
| DFVX | DIMENSIONAL ETF TRUST | 2.25% | 44.2K | $3.8M | +2.78%(+1.20K) | $62.57(+37.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +55.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +56.02% |
Up Strategic Wealth Investment Advisors LLC reports $167.93M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are VEA (18.4%), SCHX (14.1%) and VCRB (5.8%). The top 20 holdings account for 74.85% of reported assets. Its disclosed equity book has returned +55.07% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Up Strategic Wealth Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011649). View Up Strategic Wealth Investment Advisors LLC’s 13F filings on SEC