Wheels Up Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Wheels Up Wealth, Inc. held in its portfolio 25 assets valued at $107,342,055 (i.e. $107.34M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($29.73M), DIMENSIONAL ETF TRUST ($15.27M), and DIMENSIONAL ETF TRUST ($11.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wheels Up Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 751008 | 29732406 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 358722 | 15267200 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 209179 | 11310309 | GLOBAL CORE PLUS |
| AMERICAN CENTY ETF TR | 98957 | 11061439 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 262772 | 9055123 | INTL CORE EQUITY |
| AMERICAN CENTY ETF TR | 56509 | 4651829 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 84031 | 3649466 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 107273 | 3548591 | EMERGING MKTS CO |
| AMERICAN CENTY ETF TR | 77284 | 3239962 | AVANTIS CORE FI |
| AMERICAN CENTY ETF TR | 35688 | 2748698 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 51459 | 2467459 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 66476 | 1756296 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 35246 | 1697800 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 34582 | 1481666 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 25069 | 1298574 | GLOBAL SUSTAINA |
| DIMENSIONAL ETF TRUST | 18343 | 760868 | EMERGING MARKETS |
| DIMENSIONAL ETF TRUST | 15766 | 737849 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 15965 | 608426 | INTL CORE EQT MK |
| COSTAR GROUP INC | 6940 | 466646 | COM |
| INVESCO QQQ TR | 659 | 405019 | UNIT SER 1 |
| WALMART INC | 3285 | 365982 | COM |
| MICROSOFT CORP | 602 | 291170 | COM |
| MANAGER DIRECTED PORTFOLIOS | 25746 | 267758 | VERT GLB SUST RE |
| DIMENSIONAL ETF TRUST | 5124 | 256611 | CALIF MUN BD ETF |
| AMERICAN CENTY ETF TR | 4937 | 214908 | REAL ESTATE ETF |
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