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, NVDA, VCRB, and represent 48.88% of Up Strategic Wealth Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHX, VCRB, IDEV, MRK, UNH, MS, APH, CVS, CVX, LLY.
- Started 5 new stock positions in APH, IDEV, CVS, MRK, MS.
- Reduced shares in these 10 stocks: DFVX, VEA, , TSLA, PEP, ANET, NKE, , COWZ, .
- Sold out of its positions in ANET, BKNG, BR, CMCSA, DIS, XOM, NKE, COWZ, PEP, PGR. CRM, TGT, LIN.
- Up Strategic Wealth Investment Advisors was a net seller of stock by $-5.1M.
- Up Strategic Wealth Investment Advisors has $133M in assets under management (AUM), dropping by 4.05%.
- 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 September 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) | 18.5 | $25M | -3% | 409k | 60.40 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 13.4 | $18M | +5% | 679k | 26.35 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 5.9 | $7.9M | 22k | 365.20 |
|
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| NVIDIA Corporation (NVDA) | 5.8 | $7.7M | 43k | 179.83 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 5.3 | $7.1M | +11% | 90k | 78.72 |
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| Apple (AAPL) | 4.3 | $5.7M | 23k | 249.34 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.6 | $4.8M | 33k | 145.72 |
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| Microsoft Corporation (MSFT) | 3.5 | $4.6M | -3% | 9.0k | 513.43 |
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| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 2.4 | $3.2M | -35% | 44k | 72.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.1M | -4% | 12k | 251.03 |
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| Amazon (AMZN) | 2.0 | $2.7M | 12k | 215.57 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.9 | $2.6M | 76k | 33.49 |
|
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.7M | -3% | 5.5k | 305.69 |
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| Broadcom (AVGO) | 1.1 | $1.4M | 4.1k | 351.33 |
|
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| Meta Platforms Cl A (META) | 1.0 | $1.4M | -10% | 1.9k | 717.55 |
|
| Wal-Mart Stores (WMT) | 1.0 | $1.3M | 12k | 109.03 |
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| Costco Wholesale Corporation (COST) | 0.9 | $1.3M | -4% | 1.3k | 954.99 |
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| Tesla Motors (TSLA) | 0.9 | $1.3M | -26% | 2.9k | 435.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.3M | 2.1k | 611.43 |
|
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| Mastercard Incorporated Cl A (MA) | 0.9 | $1.2M | -9% | 2.1k | 562.81 |
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| Home Depot (HD) | 0.8 | $1.1M | -2% | 2.9k | 388.30 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $1.1M | 5.7k | 188.85 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $1.1M | 15k | 71.94 |
|
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| UnitedHealth (UNH) | 0.8 | $1.1M | +32% | 2.9k | 361.15 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.0M | +3% | 1.3k | 826.71 |
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| Visa Com Cl A (V) | 0.7 | $916k | -5% | 2.7k | 345.69 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $914k | 1.5k | 594.92 |
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| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.6 | $866k | 17k | 52.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $848k | 1.4k | 602.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $685k | -15% | 2.7k | 251.71 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.5 | $678k | 11k | 59.79 |
|
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| Abbvie (ABBV) | 0.5 | $645k | -7% | 2.9k | 226.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $645k | 965.00 | 668.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $641k | -6% | 1.3k | 496.39 |
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| Oracle Corporation (ORCL) | 0.5 | $631k | -14% | 2.1k | 303.59 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $629k | 12k | 53.24 |
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| Ishares Tr Core Msci Total (IXUS) | 0.5 | $604k | 7.3k | 83.15 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $586k | NEW | 7.3k | 80.56 |
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| McDonald's Corporation (MCD) | 0.4 | $542k | +4% | 1.8k | 305.25 |
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| Netflix (NFLX) | 0.4 | $529k | -18% | 440.00 | 1203.29 |
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| Gilead Sciences (GILD) | 0.4 | $527k | 4.5k | 118.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $525k | -5% | 1.6k | 328.38 |
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| Johnson & Johnson (JNJ) | 0.4 | $519k | -7% | 2.7k | 191.17 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $491k | 2.0k | 250.33 |
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| Advanced Micro Devices (AMD) | 0.4 | $472k | 2.0k | 238.60 |
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| AmerisourceBergen (COR) | 0.3 | $464k | 1.5k | 319.61 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $462k | 695.00 | 665.17 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $414k | 4.4k | 93.85 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $409k | -9% | 2.3k | 175.27 |
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| Cisco Systems (CSCO) | 0.3 | $403k | -6% | 5.8k | 69.52 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $393k | -18% | 2.5k | 157.00 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $389k | 4.1k | 94.33 |
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| Vistra Energy (VST) | 0.3 | $380k | 1.8k | 210.85 |
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| Coca-Cola Company (KO) | 0.3 | $379k | -16% | 5.7k | 67.08 |
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| Caterpillar (CAT) | 0.3 | $378k | 708.00 | 534.05 |
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| Applied Materials (AMAT) | 0.3 | $362k | 1.6k | 227.58 |
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| At&t (T) | 0.3 | $356k | 14k | 26.07 |
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| Chevron Corporation (CVX) | 0.3 | $356k | +31% | 2.3k | 152.12 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $337k | -2% | 3.0k | 111.12 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $329k | -30% | 624.00 | 527.87 |
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| Blackrock (BLK) | 0.2 | $312k | 259.00 | 1202.59 |
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| Waste Management (WM) | 0.2 | $310k | +3% | 1.5k | 213.69 |
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| Procter & Gamble Company (PG) | 0.2 | $301k | -12% | 2.0k | 147.41 |
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| Union Pacific Corporation (UNP) | 0.2 | $288k | 1.3k | 225.72 |
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| Abbott Laboratories (ABT) | 0.2 | $283k | -14% | 2.2k | 129.45 |
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| American Express Company (AXP) | 0.2 | $281k | 851.00 | 330.66 |
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| Bank of America Corporation (BAC) | 0.2 | $281k | 5.4k | 52.28 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $278k | 1.5k | 179.62 |
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| Constellation Energy (CEG) | 0.2 | $276k | 684.00 | 403.95 |
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| Merck & Co (MRK) | 0.2 | $273k | NEW | 3.2k | 84.12 |
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| Ge Aerospace Com New (GE) | 0.2 | $264k | 879.00 | 300.29 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $264k | -3% | 3.5k | 76.45 |
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| International Business Machines (IBM) | 0.2 | $259k | 922.00 | 280.75 |
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| Servicenow (NOW) | 0.2 | $258k | 286.00 | 903.05 |
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| Nextera Energy (NEE) | 0.2 | $247k | -31% | 2.9k | 85.79 |
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| Wells Fargo & Company (WFC) | 0.2 | $246k | -13% | 2.9k | 86.46 |
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| Uber Technologies (UBER) | 0.2 | $234k | -2% | 2.5k | 94.52 |
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| Qualcomm (QCOM) | 0.2 | $231k | -18% | 1.4k | 162.97 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $227k | -8% | 4.2k | 53.84 |
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| Philip Morris International (PM) | 0.2 | $226k | 1.4k | 157.73 |
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| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.2 | $217k | -7% | 6.4k | 33.81 |
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| Morgan Stanley Com New (MS) | 0.2 | $214k | NEW | 1.3k | 162.65 |
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| Amphenol Corp Cl A (APH) | 0.2 | $205k | NEW | 1.6k | 125.60 |
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| Analog Devices (ADI) | 0.2 | $202k | 850.00 | 238.15 |
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| CVS Caremark Corporation (CVS) | 0.2 | $202k | NEW | 2.5k | 80.67 |
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| Tela Bio (TELA) | 0.1 | $148k | 100k | 1.48 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $136k | 12k | 11.60 |
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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 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