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Home > Institutional Investor > Up Strategic Wealth Investment Advisors Llc > Profile

Instuitional Investor - Up Strategic Wealth Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Up Strategic Wealth Investment Advisors Llc
Portfolio Value $167,929,891
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 425,817 $30,807,860 18.35%
2.
Schwab Strategic Trust
 SCHD 778,611 $23,638,623 14.08%
3.
Vanguard Malvern Fds - CORE BD ETF
 127,301 $9,696,517 5.77%
4.
Ishares Trust
 IEF 21,509 $9,058,730 5.39%
5.
Nvidia Corp
 NVDA 35,735 $7,833,827 4.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.