account_balance
Investment manager · 13F filer · SEC CIK 2011649
Up Strategic Wealth Investment Advisors LLC
Reported value$165Mas of Sep 30, 2026
Positions95 5 new, 14 sold out
Top 10 weight65.2%VEA alone is 18%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
17.8%Trimmed −3%
SCHXSchwab Strategic Tr
15.4%Added +8%
VCRBVanguard Malvern FDS
6.5%Added +13%
IWBiShares Tr
5.5%
AAPLApple Inc.
4.8%Added +4%
NVDANVIDIA Corp
4.0%Trimmed −8%
ITOTiShares Tr
3.3%
MSFTMicrosoft Corp
3.3%Added +3%
GOOGLAlphabet Inc.
2.4%Added +15%
AMZNAmazon.com Inc
2.2%
DFVXDimensional ETF Trust
1.6%−31%
VCRMVanguard Mun Bd FDS
1.6%+62%
VEAVanguard Tax-Managed FDS
17.8%Trimmed −3%
SCHXSchwab Strategic Tr
15.4%Added +8%
VCRBVanguard Malvern FDS
6.5%+13%
IWBiShares Tr
5.5%
AAPLApple Inc.
4.8%+4%
NVDANVIDIA Corp
4.0%
ITOT3.3%
MSFT3.3%GOOGLAMZNDFVX
VCRM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 17.8% Trimmed −3%
SCHX Schwab Strategic Tr 15.4% Added +8%
VCRB Vanguard Malvern FDS 6.5% Added +13%
IWB iShares Tr 5.5% Held
AAPL Apple Inc. 4.8% Added +4%NVDA NVIDIA Corp 4.0% Trimmed −8%ITOT iShares Tr 3.3% Held
MSFT Microsoft Corp 3.3% Added +3%GOOGL Alphabet Inc. 2.4% Added +15%AMZN Amazon.com Inc 2.2% HeldDFVX Dimensional ETF Trust 1.6% Trimmed −31%
VCRM Vanguard Mun Bd FDS 1.6% Added +62%
What changed
Biggest moves since Jun 30, 2026
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