1y return+20.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $153 against $157 in the S&P 500.2
Up Strategic Wealth Investment Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VEAVanguard Tax-managed Fds | $30.8M | 18.3% | +3.3% |
| SCHXSchwab Strategic Tr | $23.6M | 14.1% | +2.0% |
| VCRBVanguard Malvern Fds | $9.7M | 5.8% | +5.7% |
| IWBIshares Tr | $9.1M | 5.4% | |
| NVDANvidia Corporation | $7.8M | 4.7% | −15.3% |
| AAPLApple Inc | $6.8M | 4.1% | |
| ITOTIshares Tr | $5.5M | 3.3% | |
| MSFTMicrosoft Corp | $4.7M | 2.8% | |
| GOOGLAlphabet Inc | $4.3M | 2.6% | |
| DFVXDimensional Etf Trust | $3.8M | 2.3% | +2.8% |
| AMZNAmazon Com Inc | $3.7M | 2.2% | |
| JPMJpmorgan Chase & Co | $2.3M | 1.4% | |
| SCHESchwab Strategic Tr | $2.0M | 1.2% | |
| MUMicron Technology Inc | $2.0M | 1.2% | +11.9% |
| DFEMDimensional Etf Trust | $1.8M | 1.1% | +17.9% |
| AVGOBroadcom Inc | $1.7M | 1.0% | |
| VCRMVanguard Mun Bd Fds | $1.6M | 1.0% | −43.2% |
| VOOVanguard Index Fds | $1.6M | 0.9% | |
| LLYEli Lilly & Co | $1.6M | 0.9% | |
| GOOGAlphabet Inc | $1.3M | 0.8% | |
| AMDAdvanced Micro Devices Inc | $1.3M | 0.8% | |
| WMTWalmart Inc | $1.3M | 0.8% | −2.2% |
| COSTCostco Wholesale Corporation | $1.3M | 0.8% | −1.3% |
| VEUVanguard Intl Equity Index F | $1.3M | 0.7% | |
| METAMeta Platforms Inc | $1.2M | 0.7% | +26.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $1.3M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $7.8M |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $849K |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $4.3M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $1.3M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $1.7M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $1.3M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $1.6M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $711K |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $2.3M |
Sold off last quarter
- AXTIAxt Inc was $287K
- MSTRStrategy Inc was $251K
- PEPPepsico Inc was $200K
- CEGConstellation Energy Corp was $200K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +10.1% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Up Strategic Wealth Investment Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011649&type=13F-HR&dateb=&owner=include&count=40CIK 2011649
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011649/000201164926000003/Filed August 7, 2026 · accession 0002011649-26-000003