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Elizabeth Urish

Up Strategic Wealth Investment Advisors Llc

Assets Managed
$158.776M
Holdings
98
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
15.32%(2Q avg: 9.26%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Up Strategic Wealth Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Up Strategic Wealth Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 158.776M in assets, with a quarterly growth rate of 15.32% and a 2-quarter average growth rate of 9.26%. The portfolio is managed by Elizabeth Urish, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.19%
18.1%
$28.727M
412,336 shares@ $69.67 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 6.27%
13.85%
$21.987M
763,704 shares@ $28.8 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 32.13%
5.86%
$9.289M
120,396 shares@ $77.16 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 16.71%
5.63%
$8.925M
42,197 shares@ $211.51 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
5.42%
$8.591M
21,509 shares@ $399.42 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.63%
3.95%
$6.267M
21,804 shares@ $287.44 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -0.81%
3.32%
$5.264M
32,902 shares@ $160.0 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.86%
2.98%
$4.721M
11,861 shares@ $397.99 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 11.33%
2.54%
$4.031M
9,581 shares@ $420.77 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 11.31%
2.3%
$3.637M
13,413 shares@ $271.17 avg price

1-10 of 98