13FBOX
Wheels Up Wealth, Inc. · 13F Holdings
Options Calculator Rankings

Wheels Up Wealth, Inc.

No.8848 Data as of 2026Q2
Latest AUM (Q2 2026)
$117.9M
QoQ Change Q1 2026
+$11.6M+10.9%
Holdings
23
New Buys
0
Adds
12
Reduces
6
Exits
1
Unchanged
5
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DDIMENSIONAL ETF TRUSTDFAC
29.21%27.65%$34.5M776,633$29.4M756,857+19,776+2.61%Add
DDIMENSIONAL ETF TRUSTDFCF
13.92%14.3%$16.4M388,885$15.2M360,348+28,537+7.92%Add
AAMERICAN CENTY ETF TRAVUS
10.68%10.61%$12.6M98,356$11.3M101,485-3,129-3.08%Reduce
DDIMENSIONAL ETF TRUSTDFGP
10.55%10.87%$12.4M228,468$11.6M214,229+14,239+6.65%Add
DDIMENSIONAL ETF TRUSTDFIC
8.31%8.69%$9.8M263,086$9.2M260,049+3,037+1.17%Add
AVANTIS INTLNGG
4.02%4.19%$4.7M53,088$4.5M52,599+489+0.93%Add
DDIMENSIONAL ETF TRUSTDFSU
3.51%3.23%$4.1M88,743$3.4M83,718+5,025+6.00%Add
DDIMENSIONAL ETF TRUSTDFEM
3.48%3.41%$4.1M100,926$3.6M105,015-4,089-3.89%Reduce
AAVANTIS CORE FIXED INCOME ETFAVIG
2.86%3.04%$3.4M81,380$3.2M77,887+3,493+4.48%Add
AAMERICAN CENTY ETF TRAVEM
2.58%2.5%$3.0M31,563$2.7M32,989-1,426-4.32%Reduce
DDIMENSIONAL ETF TRUSTDFSD
2.11%2.29%$2.5M52,183$2.4M50,965+1,218+2.39%Add
DDIMENSIONAL ETF TRUSTDFGR
1.57%1.58%$1.9M63,937$1.7M63,195+742+1.17%Add
DDIMENSIONAL ETF TRUSTDFSB
1.4%1.35%$1.6M31,600$1.4M27,707+3,893+14.05%Add
DDIMENSIONAL ETF TRUSTDFNM
1.35%1.48%$1.6M32,896$1.6M32,772+124+0.38%Add
DDIMENSIONAL ETF TRUSTDFSI
1.33%1.34%$1.6M34,897$1.4M33,556+1,341+4.00%Add
DDIMENSIONAL ETF TRUSTDFAU
0.69%0.67%$814,94515,766$711,36215,76600.00%Unchanged
DDIMENSIONAL ETF TRUSTDFSE
0.67%0.67%$791,75016,198$710,66716,773-575-3.43%Reduce
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.46%0.49%$541,03513,116$523,77813,444-328-2.44%Reduce
VVANGUARD INDEX FDSVOO
0.35%0.3%$410,401557$321,66755700.00%Unchanged
WALMART INCWMT
0.32%0.38%$372,0593,285$408,2603,28500.00%Unchanged
AAMERICAN CENTY ETF TRAVMU
0.23%0.25%$266,0475,711$261,5445,71100.00%Unchanged
MMANAGER DIRECTED PORTFOLIOSVGSR
0.21%0.22%$246,36021,639$233,55122,609-970-4.29%Reduce
DDIMENSIONAL ETF TRUSTDFCA
0.21%0.23%$245,9824,902$244,3654,90200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow