Q3 2025 · 13F-HR
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLCholdings as filed
Filed 2025-11-19 · accession 0002011649-25-000008
$0
Reported value
0
Positions
2025-09-30
Period end
The Brief · UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC · Q3 2025
AI · grounded in 13F
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC closed 95 positions this quarter. The largest exit was VEA with a reduction of $24.1M. The fund also liquidated holdings in SCHX for $15.8M and IWB for $7.3M. Other closed positions included NVDA, VCRB, and AAPL.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.