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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 $158,775,996
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 412,336 $28,727,449 18.09%
2.
Schwab Strategic Trust
 SCHD 763,704 $21,987,044 13.85%
3.
Vanguard Malvern Fds - CORE BD ETF
 120,396 $9,289,154 5.85%
4.
Nvidia Corp
 NVDA 42,197 $8,924,666 5.62%
5.
Ishares Trust
 IEF 21,509 $8,590,910 5.41%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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