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Upexi shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Upexi (UPXI) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Upexi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upexi by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $999 1.6k 0.63

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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 Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
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 Core Equity 2 (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 Upexi

Vanguard Capital Management
MMCAP International Inc. SPC
Susquehanna International
Jane Street
UBS Group
Qube Research & Technologies
Vanguard Group
BlackRock
Geode Capital Management
Advisor Group Holdings
Citadel Advisors
Hrt Financial
Quadrature Capital
Vanguard Fiduciary Trust
Millennium Management

View all funds holding Upexi