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Institutional

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

CIK 0002011649
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC · Q1 2026

AI · grounded in 13F

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported no active positions for the period ending March 31, 2026. The fund added no new holdings and reduced no existing positions. Total assets under management remained at $0.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

No holdings ingested yet.

Source: SEC EDGAR · accession 0002011649-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.