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Manager record

Wheels Up Wealth, Inc.

Benicia, CA · CIK 2107618 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$117.94MReported 13F valueQ2 2026 · as filed
23Holdings listed
+10.9%vs prior quartervalue change includes market moves
3Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $107.3M$107.3MQ4 202525 holdingsQ1 2026: $106.4M$106.4MQ1 202624 holdingsQ2 2026: $117.9M$117.9MQ2 202623 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 27 2026 13F-HR · period Q2 2026

$117.94M · 23 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$106.38M · 24 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$107.34M · 25 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 27, 2026 · Change methodology