Wheels Up Wealth, Inc.

Wheels Up Wealth, Inc. is a wealth-management firm allocating client money, running a $106.4M US long book across 24 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL CORE FIXED INC, DIMENSIONAL GLBL CORE PL FIX, AVANTIS U.S. EQUITY ETF, DIMENSIONAL INTERNATIONAL CO.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.