UP Strategic Wealth Investment Advisors
UP Strategic Wealth Investment Advisors reported 104 stocks worth $168M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VEA (18.4%), SCHX (14.1%) and VCRB (5.8%). Compared with Q1 2026, the fund opened new positions in SNOW, PM and NOW, added to VEA, SCHX and VCRB, trimmed NVDA, VCRM and LLY and sold out of AXTI, MSTR and PEP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $30.8M | 18.4% | 426K | +13K (+3%) | 8 of 8 | |
| 2 |  SCHX Schwab US Large Cap ETF | $23.6M | 14.1% | 779K | +15K (+2%) | 8 of 8 | |
| 3 |  VCRB Vanguard Malvern Fds | $9.7M | 5.8% | 127K | +6,905 (+6%) | 8 of 8 | |
| 4 |  IWB Ishares TR | $9.1M | 5.4% | 22K | No change | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $7.8M | 4.7% | 36K | −6,462 (−15%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $6.8M | 4.1% | 22K | +168 (+1%) | 8 of 8 | |
| 7 |  ITOT Ishares TR | $5.5M | 3.3% | 33K | No change | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $4.7M | 2.8% | 9,592 | +11 (+0%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $4.3M | 2.6% | 12K | No change | 8 of 8 | |
| 10 |  DFVX Dimensional US Lrge CP | $3.8M | 2.3% | 44K | +1,196 (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →UP Strategic Wealth Investment Advisors 13F FAQ
What does UP Strategic Wealth Investment Advisors own?
UP Strategic Wealth Investment Advisors reported 104 stocks worth $168M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VEA (18.4%), SCHX (14.1%) and VCRB (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did UP Strategic Wealth Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 26 added to, 17 trimmed and 4 sold out. New positions include SNOW, PM and NOW. It sold all of AXTI, MSTR and PEP.
When will UP Strategic Wealth Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is UP Strategic Wealth Investment Advisors's portfolio worth?
The Q2 2026 filing reports $168M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.