Up Strategic Wealth Investment Advisors LLC - Q12026 Holdings

Up Strategic Wealth Investment Advisors LLC holds 98 stocks with a total portfolio value of $ 158.78M as of Q12026. In Q12026, Up Strategic Wealth Investment Advisors LLC added 14 new positions, increased stakes in 41 stocks, reduced 17 holdings, and fully exited 3 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 18.09% of the total portfolio.