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Home > Institutional Investor > Wheels Up Wealth, Inc. > 13F Holdings

Instuitional Investor - Wheels Up Wealth, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 765,501 $34,026,502 28.82%
2.
Dimensional Etf Trust
 DFAC 402,203 $16,136,384 13.67%
3.
American Centy Etf Tr - US EQT ETF
 97,788 $12,525,680 10.61%
4.
Dimensional Etf Trust
 DFAC 232,725 $12,084,478 10.23%
5.
Dimensional Etf Trust
 DFAC 262,626 $9,877,364 8.36%
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.