Up Strategic Wealth Investment Advisors LLC
Annual return '25
+20.1%
SPY '25
+17.7%
Alpha
+2.4ptsvs SPY
Invested
$158.8M
Holdings
98
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: New position (11.8k shares)
18.1%
02
$SCHX
SCHWAB STRATEGIC TR
Q4 2025: New position (10.3k shares)
13.8%
03
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
5.9%
04
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (30.9k shares)
5.6%
05
$IWB
ISHARES TR
Held since at least Q1 2024
5.4%
06
$AAPL
APPLE INC
Q4 2025: New position (30.3k shares)
3.9%
07
$ITOT
ISHARES TR
Held since at least Q1 2024
3.3%
08
$GOOGL
ALPHABET INC
Q4 2025: New position (4.7k shares)
3.0%
09
$MSFT
MICROSOFT CORP
Q4 2025: New position (7.2k shares)
2.5%
10
$AMZN
AMAZON COM INC
Q4 2025: New position (5.8k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:22 UTC.