Up Strategic Wealth Investment Advisors LLC - Q42025 Holdings

Up Strategic Wealth Investment Advisors LLC holds 87 stocks with a total portfolio value of $ 137.69M as of Q42025. In Q42025, Up Strategic Wealth Investment Advisors LLC added 9 new positions, increased stakes in 19 stocks, reduced 24 holdings, and fully exited 9 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 19.94% of the total portfolio.