Up Strategic Wealth Investment Advisors
Latest statistics and disclosures from Up Strategic Wealth Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, SCHX, IWB, VCRB, NVDA, and represent 50.11% of Up Strategic Wealth Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFEM, SCHX, XOM, NFLX, PG, AMGN, MTB, INTC, LMT, PEP.
- Started 9 new stock positions in XOM, AMGN, PNC, MTB, PEP, LOW, LMT, INTC, DFEM.
- Reduced shares in these 10 stocks: NVDA, AAPL, SCHE, UNH, EQAL, GOOG, DFVX, ABT, PLTR, CEG.
- Sold out of its positions in ABT, CVS, CEG, QAI, PLTR, PM, QCOM, NOW, UBER.
- Up Strategic Wealth Investment Advisors was a net seller of stock by $-2.3M.
- Up Strategic Wealth Investment Advisors has $138M in assets under management (AUM), dropping by 3.19%.
- Central Index Key (CIK): 0002011649
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Portfolio Holdings for Up Strategic Wealth Investment Advisors
Up Strategic Wealth Investment Advisors holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 19.9 | $28M | 408k | 67.37 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 14.2 | $20M | +5% | 719k | 27.24 |
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| Ishares Tr Rus 1000 Etf (IWB) | 5.9 | $8.1M | 22k | 378.54 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 5.2 | $7.1M | 91k | 78.14 |
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| NVIDIA Corporation (NVDA) | 4.9 | $6.7M | -15% | 36k | 185.41 |
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| Apple (AAPL) | 3.9 | $5.4M | -14% | 20k | 278.12 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.6 | $5.0M | 33k | 151.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $3.8M | -4% | 12k | 322.86 |
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| Microsoft Corporation (MSFT) | 2.5 | $3.5M | -4% | 8.6k | 401.14 |
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| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 2.3 | $3.1M | -9% | 40k | 78.23 |
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| Amazon (AMZN) | 1.8 | $2.5M | -2% | 12k | 210.32 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.4 | $2.0M | -26% | 56k | 34.95 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.8M | 5.5k | 322.40 |
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| Wal-Mart Stores (WMT) | 1.1 | $1.5M | -3% | 12k | 131.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.4M | +7% | 2.2k | 635.24 |
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| Broadcom (AVGO) | 1.0 | $1.4M | 4.1k | 332.92 |
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| Eli Lilly & Co. (LLY) | 1.0 | $1.3M | 1.3k | 1057.82 |
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| Costco Wholesale Corporation (COST) | 1.0 | $1.3M | 1.3k | 1001.16 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.9 | $1.3M | NEW | 35k | 36.20 |
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| Meta Platforms Cl A (META) | 0.9 | $1.2M | 1.9k | 661.46 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $1.2M | 15k | 79.19 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $1.2M | 2.1k | 548.74 |
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| Tesla Motors (TSLA) | 0.8 | $1.2M | -3% | 2.8k | 411.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $1.1M | 5.7k | 202.26 |
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| Home Depot (HD) | 0.8 | $1.1M | 2.9k | 385.15 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $1.0M | 1.5k | 655.32 |
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| Visa Com Cl A (V) | 0.7 | $904k | +2% | 2.7k | 331.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $858k | 1.4k | 609.65 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $805k | +22% | 1.6k | 508.09 |
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| Gilead Sciences (GILD) | 0.5 | $680k | 4.5k | 152.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $670k | 965.00 | 693.78 |
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| Johnson & Johnson (JNJ) | 0.5 | $652k | 2.7k | 239.99 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $641k | 12k | 54.26 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $640k | 7.3k | 87.91 |
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| Abbvie (ABBV) | 0.5 | $637k | 2.9k | 223.43 |
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| Procter & Gamble Company (PG) | 0.4 | $595k | +82% | 3.7k | 159.17 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.4 | $593k | -17% | 9.4k | 63.17 |
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| McDonald's Corporation (MCD) | 0.4 | $585k | 1.8k | 327.16 |
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| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.4 | $550k | -41% | 9.8k | 56.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $532k | -2% | 1.6k | 340.96 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $527k | 2.4k | 221.44 |
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| AmerisourceBergen (COR) | 0.4 | $522k | 1.5k | 359.25 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $519k | 2.0k | 265.02 |
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| Caterpillar (CAT) | 0.4 | $514k | 708.00 | 726.20 |
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| Applied Materials (AMAT) | 0.4 | $513k | 1.6k | 322.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $504k | -42% | 1.6k | 323.10 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $497k | 2.5k | 198.66 |
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| Cisco Systems (CSCO) | 0.4 | $492k | 5.8k | 84.82 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $480k | 695.00 | 690.62 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $459k | -30% | 5.0k | 90.93 |
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| Coca-Cola Company (KO) | 0.3 | $456k | 5.8k | 79.03 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $452k | 4.4k | 102.61 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $451k | NEW | 3.0k | 149.05 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $433k | 4.1k | 105.08 |
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| Chevron Corporation (CVX) | 0.3 | $424k | 2.3k | 180.84 |
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| Advanced Micro Devices (AMD) | 0.3 | $413k | 2.0k | 208.44 |
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| Merck & Co (MRK) | 0.3 | $396k | 3.2k | 121.92 |
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| UnitedHealth (UNH) | 0.3 | $383k | -52% | 1.4k | 276.65 |
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| Netflix (NFLX) | 0.3 | $365k | +909% | 4.4k | 82.20 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $360k | -2% | 3.0k | 121.84 |
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| Nextera Energy (NEE) | 0.3 | $354k | +37% | 4.0k | 89.47 |
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| At&t (T) | 0.3 | $346k | -6% | 13k | 27.13 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $339k | 624.00 | 542.83 |
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| American Express Company (AXP) | 0.2 | $306k | 851.00 | 359.15 |
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| Bank of America Corporation (BAC) | 0.2 | $304k | 5.4k | 56.53 |
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| Oracle Corporation (ORCL) | 0.2 | $296k | 2.1k | 142.84 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $287k | 3.5k | 83.23 |
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| Ge Aerospace Com New (GE) | 0.2 | $282k | 880.00 | 320.84 |
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| International Business Machines (IBM) | 0.2 | $280k | 935.00 | 298.93 |
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| Analog Devices (ADI) | 0.2 | $279k | +2% | 869.00 | 320.45 |
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| Blackrock (BLK) | 0.2 | $274k | 259.00 | 1056.38 |
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| Wells Fargo & Company (WFC) | 0.2 | $268k | 2.9k | 93.97 |
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| Vistra Energy (VST) | 0.2 | $262k | -2% | 1.8k | 149.65 |
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| Waste Management (WM) | 0.2 | $258k | -21% | 1.1k | 226.79 |
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| Amgen (AMGN) | 0.2 | $249k | NEW | 648.00 | 384.32 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $243k | -3% | 4.1k | 60.07 |
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| M&T Bank Corporation (MTB) | 0.2 | $241k | NEW | 1.0k | 238.01 |
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| Intel Corporation (INTC) | 0.2 | $240k | NEW | 4.7k | 50.59 |
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| Morgan Stanley Com New (MS) | 0.2 | $237k | 1.3k | 179.96 |
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| Union Pacific Corporation (UNP) | 0.2 | $229k | -29% | 906.00 | 252.62 |
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| Amphenol Corp Cl A (APH) | 0.2 | $223k | 1.6k | 136.23 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $219k | NEW | 351.00 | 623.58 |
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| Pepsi (PEP) | 0.2 | $216k | NEW | 1.3k | 170.49 |
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| Lowe's Companies (LOW) | 0.2 | $212k | NEW | 760.00 | 278.38 |
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| PNC Financial Services (PNC) | 0.1 | $201k | NEW | 828.00 | 242.48 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $133k | 12k | 11.34 |
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| Tela Bio (TELA) | 0.1 | $81k | 100k | 0.81 |
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Past Filings by Up Strategic Wealth Investment Advisors
SEC 13F filings are viewable for Up Strategic Wealth Investment Advisors going back to 2024
- Up Strategic Wealth Investment Advisors 2025 Q4 filed Feb. 10, 2026
- Up Strategic Wealth Investment Advisors 2025 Q3 filed Nov. 19, 2025
- Up Strategic Wealth Investment Advisors 2025 Q2 filed Aug. 12, 2025
- Up Strategic Wealth Investment Advisors 2025 Q1 filed May 15, 2025
- Up Strategic Wealth Investment Advisors 2024 Q4 filed Feb. 14, 2025
- Up Strategic Wealth Investment Advisors 2024 Q3 filed Nov. 14, 2024
- Up Strategic Wealth Investment Advisors 2024 Q2 filed Aug. 12, 2024
- Up Strategic Wealth Investment Advisors 2024 Q1 filed May 15, 2024