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, VCRB, NVDA, IWB, and represent 48.82% of Up Strategic Wealth Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCRM, VCRB, SCHX, NVDA, MU, GOOG, AAPL, MSFT, AMZN, VEA.
- Started 14 new stock positions in PLD, SCHF, CVS, AXTI, MU, CEG, MRVL, IWF, PLTR, VCRM. BK, GEV, LRCX, MSTR.
- Reduced shares in these 10 stocks: RSP, HD, PG, LMT, LOW, PNC, ORCL, V, META, MA.
- Sold out of its positions in LMT, LOW, PNC.
- Up Strategic Wealth Investment Advisors was a net buyer of stock by $14M.
- Up Strategic Wealth Investment Advisors has $159M in assets under management (AUM), dropping by 15.32%.
- Central Index Key (CIK): 0002011649
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Portfolio Holdings for Up Strategic Wealth Investment Advisors
Up Strategic Wealth Investment Advisors holds 98 positions in its portfolio as reported in the March 2026 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) | 18.1 | $29M | 412k | 69.67 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 13.8 | $22M | +6% | 764k | 28.79 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 5.9 | $9.3M | +32% | 120k | 77.16 |
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| NVIDIA Corporation (NVDA) | 5.6 | $8.9M | +16% | 42k | 211.50 |
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| Ishares Tr Rus 1000 Etf (IWB) | 5.4 | $8.6M | 22k | 399.41 |
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| Apple (AAPL) | 3.9 | $6.3M | +11% | 22k | 287.44 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.3 | $5.3M | 33k | 159.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $4.7M | 12k | 397.99 |
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| Microsoft Corporation (MSFT) | 2.5 | $4.0M | +11% | 9.6k | 420.77 |
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| Amazon (AMZN) | 2.3 | $3.6M | +11% | 13k | 271.17 |
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| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 2.2 | $3.5M | +6% | 43k | 80.64 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 1.8 | $2.9M | NEW | 38k | 75.70 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.3 | $2.0M | 55k | 36.61 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $2.0M | +18% | 6.5k | 306.27 |
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| Broadcom (AVGO) | 1.1 | $1.7M | 4.1k | 412.56 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.0 | $1.6M | +11% | 39k | 40.12 |
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| Wal-Mart Stores (WMT) | 1.0 | $1.5M | +2% | 12k | 130.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.5M | 2.2k | 672.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.4M | +132% | 3.6k | 395.30 |
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| Costco Wholesale Corporation (COST) | 0.9 | $1.4M | 1.4k | 1012.06 |
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| Eli Lilly & Co. (LLY) | 0.8 | $1.3M | +4% | 1.3k | 974.94 |
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| Micron Technology (MU) | 0.8 | $1.3M | NEW | 2.0k | 646.63 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $1.2M | 15k | 82.24 |
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| Tesla Motors (TSLA) | 0.7 | $1.2M | 2.8k | 411.79 |
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| Advanced Micro Devices (AMD) | 0.7 | $1.1M | +36% | 2.7k | 408.46 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.7 | $1.0M | 1.5k | 672.37 |
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| Meta Platforms Cl A (META) | 0.6 | $1.0M | -12% | 1.7k | 616.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $982k | 1.4k | 694.94 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $928k | -12% | 1.9k | 500.94 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $848k | +12% | 1.8k | 475.08 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $746k | +9% | 2.6k | 285.24 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $733k | -36% | 3.6k | 203.54 |
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| Visa Com Cl A (V) | 0.5 | $721k | -17% | 2.2k | 321.28 |
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| Home Depot (HD) | 0.4 | $695k | -25% | 2.2k | 322.64 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $687k | -3% | 935.00 | 734.96 |
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| Abbvie (ABBV) | 0.4 | $670k | +15% | 3.3k | 202.71 |
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| Applied Materials (AMAT) | 0.4 | $653k | 1.6k | 410.64 |
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| Netflix (NFLX) | 0.4 | $650k | +65% | 7.4k | 88.25 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $647k | 7.3k | 88.85 |
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| Caterpillar (CAT) | 0.4 | $634k | 708.00 | 895.69 |
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| Gilead Sciences (GILD) | 0.4 | $630k | +5% | 4.7k | 134.06 |
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| Johnson & Johnson (JNJ) | 0.4 | $628k | +3% | 2.8k | 222.51 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.4 | $626k | 9.4k | 66.73 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $609k | 12k | 51.55 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $606k | +19% | 828.00 | 731.37 |
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| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.4 | $563k | 9.8k | 57.66 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $562k | 1.6k | 360.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $553k | 2.0k | 282.26 |
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| Cisco Systems (CSCO) | 0.3 | $539k | 5.9k | 92.16 |
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| Intel Corporation (INTC) | 0.3 | $535k | +2% | 4.9k | 109.62 |
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| UnitedHealth (UNH) | 0.3 | $513k | 1.4k | 369.74 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $478k | 5.0k | 94.77 |
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| Coca-Cola Company (KO) | 0.3 | $470k | +3% | 6.0k | 78.43 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $455k | +2% | 3.1k | 146.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $454k | 4.4k | 102.89 |
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| McDonald's Corporation (MCD) | 0.3 | $447k | -11% | 1.6k | 283.70 |
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| Chevron Corporation (CVX) | 0.3 | $446k | +4% | 2.4k | 182.52 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $430k | -2% | 2.4k | 176.78 |
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| Wells Fargo & Company (WFC) | 0.2 | $384k | +70% | 4.9k | 79.16 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $377k | 3.0k | 127.34 |
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| Nextera Energy (NEE) | 0.2 | $375k | 4.0k | 93.32 |
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| Merck & Co (MRK) | 0.2 | $366k | 3.3k | 112.29 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $365k | 4.1k | 89.50 |
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| AmerisourceBergen (COR) | 0.2 | $364k | 1.4k | 255.66 |
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| Analog Devices (ADI) | 0.2 | $358k | 875.00 | 408.52 |
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| Morgan Stanley Com New (MS) | 0.2 | $345k | +38% | 1.8k | 190.17 |
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| M&T Bank Corporation (MTB) | 0.2 | $322k | +49% | 1.5k | 213.02 |
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| At&t (T) | 0.2 | $321k | 13k | 25.26 |
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| Procter & Gamble Company (PG) | 0.2 | $310k | -43% | 2.1k | 146.06 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $296k | 624.00 | 474.46 |
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| Bank of America Corporation (BAC) | 0.2 | $294k | +3% | 5.6k | 52.75 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $293k | 3.5k | 84.82 |
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| Axt (AXTI) | 0.2 | $287k | NEW | 2.6k | 108.42 |
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| American Express Company (AXP) | 0.2 | $278k | +2% | 871.00 | 318.69 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $270k | 4.1k | 66.59 |
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| Ge Aerospace Com New (GE) | 0.2 | $266k | 880.00 | 302.50 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $264k | NEW | 2.0k | 130.67 |
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| Blackrock (BLK) | 0.2 | $254k | -8% | 238.00 | 1067.74 |
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| Marvell Technology (MRVL) | 0.2 | $253k | NEW | 1.6k | 160.01 |
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| Waste Management (WM) | 0.2 | $252k | 1.1k | 221.45 |
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| Strategy Cl A New (MSTR) | 0.2 | $251k | NEW | 1.4k | 179.84 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $248k | NEW | 1.8k | 137.05 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $244k | NEW | 850.00 | 286.52 |
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| Vistra Energy (VST) | 0.2 | $243k | -10% | 1.6k | 153.95 |
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| Union Pacific Corporation (UNP) | 0.2 | $240k | 906.00 | 264.89 |
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| International Business Machines (IBM) | 0.1 | $223k | +3% | 965.00 | 231.31 |
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| Amphenol Corp Cl A (APH) | 0.1 | $223k | 1.6k | 136.62 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $220k | NEW | 1.8k | 122.74 |
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| Amgen (AMGN) | 0.1 | $213k | 648.00 | 329.09 |
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| CVS Caremark Corporation (CVS) | 0.1 | $213k | NEW | 2.4k | 87.36 |
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| Prologis (PLD) | 0.1 | $210k | NEW | 1.5k | 142.29 |
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| Ge Vernova (GEV) | 0.1 | $206k | NEW | 197.00 | 1045.63 |
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| Oracle Corporation (ORCL) | 0.1 | $204k | -49% | 1.0k | 194.51 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $201k | NEW | 7.5k | 26.91 |
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| Pepsi (PEP) | 0.1 | $200k | 1.3k | 156.29 |
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| Constellation Energy (CEG) | 0.1 | $200k | NEW | 643.00 | 311.28 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $131k | 12k | 11.16 |
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| Tela Bio (TELA) | 0.1 | $110k | 100k | 1.10 |
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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 2026 Q1 filed May 12, 2026
- 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