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Wheels Up Experience shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Wheels Up Experience shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Wheels Up Experience

Tip: Access up to 7 years of quarterly data

All positions including Wheels Up Experience held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wheels Up Experience by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $0 100 0.00

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Vanguard Bd Index Fds Vanguard Ultra (VUSB)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Wheels Up Experience

Delta Air Lines
Knighthead Capital Management
Whitebox Advisors
Kore Advisors
BlackRock
Masters Capital Mgmt
Vanguard Capital Management
Susquehanna International
Geode Capital Management
Militia Capital Management
UBS Group
CWM Advisors
Northern Trust
Vanguard Portfolio Management
Sixth Street Partners Management Company

View all funds holding Wheels Up Experience