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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
RIA/Wealth
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC is a RIA/Wealth based in San Francisco, CA led by George William Mulwee, reporting $1.0B in AUM as of Q3 2025 with 60% ETF concentration, 65% concentrated in top 10 holdings, and 18% allocation to VEA.
CCOGeorge William Mulwee
- Portfolio Value
- $133.4M
- Positions
- 87
- Top Holding
- VEA at 18.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's portfolio (65% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.7M | 18.50% | -$797.2K Sold | — 408.7K shares | |
ETF ETF | $17.9M | 13.41% | +$909.4K Bought | — 679.2K shares | |
ETF ETF | $7.9M | 5.89% | — | — 21.5K shares | |
Semiconductors Technology | $7.7M | 5.76% | -$3.8K Sold | 0.00% 42.7K shares | |
ETF ETF | $7.1M | 5.32% | +$733.0K Bought | — 90.2K shares | |
Consumer Electronics Technology | $5.7M | 4.29% | -$47.9K Sold | 0.00% 22.9K shares | |
ETF ETF | $4.8M | 3.62% | — | — 33.2K shares | |
Software - Infrastructure Technology | $4.6M | 3.47% | -$181.2K Sold | 0.00% 9.0K shares | |
ETF ETF | $3.2M | 2.40% | -$1.8M Sold | — 44.2K shares | |
Internet Content & Information Communication Services | $3.1M | 2.32% | -$158.4K Sold | 0.00% 12.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+32.4% | |
+31.2% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
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