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Disclosed positions
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- VANGUARD TAX-MANAGED FDS
- Ticker
- VEA
- Class
- VAN FTSE DEV MKT
- Reported value
- $30,807,860
- Reported amount
- 425,817
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002011649-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $30,807,860 | 425,817 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $23,638,623 | 778,611 | SH | None |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $9,696,517 | 127,301 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $9,058,730 | 21,509 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $7,833,827 | 35,735 | SH | None |
| APPLE INC | AAPL | COM | $6,833,190 | 21,972 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $5,547,935 | 32,902 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,675,716 | 9,592 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,298,782 | 11,861 | SH | None |
| DIMENSIONAL ETF TRUST | DFVX | US LARG VECT ETF | $3,782,964 | 44,209 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,666,325 | 13,447 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,332,905 | 6,494 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $2,021,766 | 55,104 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,955,193 | 2,189 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $1,810,949 | 46,304 | SH | None |
| BROADCOM INC | AVGO | COM | $1,723,732 | 4,121 | SH | None |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $1,609,747 | 21,459 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,568,749 | 2,217 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,553,945 | 1,328 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,307,272 | 3,630 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,301,535 | 2,700 | SH | None |
| WALMART INC | WMT | COM | $1,291,011 | 11,492 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,262,267 | 1,340 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $1,256,541 | 14,858 | SH | None |
| META PLATFORMS INC | META | CL A | $1,227,585 | 2,085 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $1,171,195 | 2,053 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $1,078,943 | 1,537 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,017,131 | 1,418 | SH | None |
| VISA INC | V | COM CL A | $973,683 | 2,642 | SH | None |
| HOME DEPOT INC | HD | COM | $952,772 | 2,698 | SH | None |
| TESLA INC | TSLA | COM | $910,951 | 2,833 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $849,442 | 1,590 | SH | None |
| ABBVIE INC | ABBV | COM | $810,983 | 3,294 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $810,963 | 1,563 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $791,248 | 3,601 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $726,907 | 2,822 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $726,238 | 2,615 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $723,092 | 935 | SH | None |
| CISCO SYS INC | CSCO | COM | $711,140 | 5,853 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $684,922 | 11,809 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $671,866 | 7,276 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | OMFL | RUSL 1000 DYNM | $658,845 | 9,300 | SH | None |
| GILEAD SCIENCES INC | GILD | COM | $619,272 | 4,700 | SH | None |
| CATERPILLAR INC | CAT | COM | $616,725 | 708 | SH | None |
| INVESCO EXCH TRADED FD TR II | EQAL | RUSEL 1000 EQL | $589,908 | 9,757 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $587,549 | 1,960 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $585,726 | 761 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $572,072 | 1,386 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $566,438 | 1,492 | SH | None |
| RTX CORPORATION | RTX | COM | $541,103 | 2,434 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.