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Portfolio (Quarterly) Guide ↗

Wheels Up Wealth, Inc.

· CIK 0002107618
13F Portfolio $118M AUM 23 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 Added 6 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 CSGP COSTAR GROUP INC Real Estate 6,940 $280K 0.26% SOLD
Sector Allocation
Financial Services 52.5%
Consumer Defensive 47.5%