UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC - Portfolio overview

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC has 104 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 17.93%
2. SCHX - SCHWAB STRATEGIC TR, 13.72%
3. VCRB - VANGUARD MALVERN FDS, 5.80%

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

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