Wheels Up Wealth, Inc. - Portfolio overview

Wheels Up Wealth, Inc. has 24 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Real Estate.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 27.65%
2. DFCF - DIMENSIONAL ETF TRUST, 14.30%
3. DFGP - DIMENSIONAL ETF TRUST, 10.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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