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, IWB, NVDA, and represent 48.26% of Up Strategic Wealth Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VEA, VCRB, SCHX, SNOW, DFEM, META, PM, NOW, GS, PNC.
- Started 10 new stock positions in ZION, SNOW, CB, PM, PGR, PNC, PANW, LMT, NOW, GS.
- Reduced shares in these 10 stocks: NVDA, VCRM, , MSTR, COR, PEP, CEG, NFLX, BRK.B, SPY.
- Sold out of its positions in AXTI, CEG, MSTR, PEP.
- Up Strategic Wealth Investment Advisors was a net buyer of stock by $2.0M.
- Up Strategic Wealth Investment Advisors has $168M in assets under management (AUM), dropping by 5.77%.
- Central Index Key (CIK): 0002011649
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Portfolio Holdings for Up Strategic Wealth Investment Advisors
Up Strategic Wealth Investment Advisors holds 104 positions in its portfolio as reported in the June 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) | 18.3 | $31M | +3% | 426k | 72.35 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 14.1 | $24M | 779k | 30.36 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 5.8 | $9.7M | +5% | 127k | 76.17 |
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| Ishares Tr Rus 1000 Etf (IWB) | 5.4 | $9.1M | 22k | 421.16 |
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| NVIDIA Corporation (NVDA) | 4.7 | $7.8M | -15% | 36k | 219.22 |
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| Apple (AAPL) | 4.1 | $6.8M | 22k | 311.00 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.3 | $5.5M | 33k | 168.62 |
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| Microsoft Corporation (MSFT) | 2.8 | $4.7M | 9.6k | 487.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $4.3M | 12k | 362.43 |
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| Dimensional Etf Trust Us Larg Vect Etf (DFVX) | 2.3 | $3.8M | +2% | 44k | 85.57 |
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| Amazon (AMZN) | 2.2 | $3.7M | 13k | 272.65 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $2.3M | 6.5k | 359.24 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.2 | $2.0M | 55k | 36.69 |
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| Micron Technology (MU) | 1.2 | $2.0M | +11% | 2.2k | 893.19 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $1.8M | +17% | 46k | 39.11 |
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| Broadcom (AVGO) | 1.0 | $1.7M | 4.1k | 418.28 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 1.0 | $1.6M | -43% | 22k | 75.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.6M | 2.2k | 707.60 |
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| Eli Lilly & Co. (LLY) | 0.9 | $1.6M | 1.3k | 1170.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.3M | 3.6k | 360.13 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.3M | 2.7k | 482.05 |
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| Wal-Mart Stores (WMT) | 0.8 | $1.3M | -2% | 12k | 112.34 |
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| Costco Wholesale Corporation (COST) | 0.8 | $1.3M | 1.3k | 941.99 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $1.3M | 15k | 84.57 |
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| Meta Platforms Cl A (META) | 0.7 | $1.2M | +26% | 2.1k | 588.77 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $1.2M | +10% | 2.1k | 570.48 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.6 | $1.1M | 1.5k | 701.98 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.0M | 1.4k | 717.30 |
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| Visa Com Cl A (V) | 0.6 | $974k | +17% | 2.6k | 368.54 |
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| Home Depot (HD) | 0.6 | $953k | +25% | 2.7k | 353.14 |
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| Tesla Motors (TSLA) | 0.5 | $911k | 2.8k | 321.55 |
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| Applied Materials (AMAT) | 0.5 | $849k | 1.6k | 534.24 |
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| Abbvie (ABBV) | 0.5 | $811k | 3.3k | 246.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $811k | -12% | 1.6k | 518.85 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $791k | 3.6k | 219.73 |
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| Johnson & Johnson (JNJ) | 0.4 | $727k | 2.8k | 257.59 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $726k | 2.6k | 277.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $723k | 935.00 | 773.36 |
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| Cisco Systems (CSCO) | 0.4 | $711k | 5.9k | 121.50 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $685k | 12k | 58.00 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $672k | 7.3k | 92.34 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.4 | $659k | 9.3k | 70.84 |
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| Gilead Sciences (GILD) | 0.4 | $619k | 4.7k | 131.76 |
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| Caterpillar (CAT) | 0.4 | $617k | 708.00 | 871.08 |
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| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.4 | $590k | 9.8k | 60.46 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $588k | 2.0k | 299.77 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $586k | -8% | 761.00 | 769.68 |
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| UnitedHealth (UNH) | 0.3 | $572k | 1.4k | 412.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $566k | -4% | 1.5k | 379.65 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $541k | 2.4k | 222.31 |
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| Coca-Cola Company (KO) | 0.3 | $520k | 6.0k | 86.83 |
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| Procter & Gamble Company (PG) | 0.3 | $512k | +64% | 3.5k | 146.81 |
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| Intel Corporation (INTC) | 0.3 | $512k | +3% | 5.1k | 101.06 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $488k | 5.0k | 96.68 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $474k | 4.4k | 107.43 |
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| McDonald's Corporation (MCD) | 0.3 | $467k | +8% | 1.7k | 274.00 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $466k | 3.1k | 151.61 |
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| Chevron Corporation (CVX) | 0.3 | $456k | 2.4k | 186.40 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $441k | 4.1k | 108.02 |
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| Wells Fargo & Company (WFC) | 0.3 | $433k | 4.9k | 89.17 |
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| Netflix (NFLX) | 0.3 | $430k | -21% | 5.8k | 74.20 |
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| Merck & Co (MRK) | 0.2 | $418k | 3.3k | 128.35 |
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| Snowflake Com Shs (SNOW) | 0.2 | $401k | NEW | 1.3k | 316.84 |
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| Morgan Stanley Com New (MS) | 0.2 | $396k | 1.8k | 218.27 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $392k | -4% | 2.8k | 138.04 |
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| M&T Bank Corporation (MTB) | 0.2 | $381k | 1.5k | 251.94 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $361k | 624.00 | 577.83 |
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| Bank of America Corporation (BAC) | 0.2 | $353k | 5.6k | 63.25 |
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| Nextera Energy (NEE) | 0.2 | $340k | 4.0k | 85.91 |
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| Ge Aerospace Com New (GE) | 0.2 | $339k | 890.00 | 381.07 |
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| At&t (T) | 0.2 | $337k | +15% | 15k | 23.06 |
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| Marvell Technology (MRVL) | 0.2 | $334k | 1.6k | 211.02 |
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| Analog Devices (ADI) | 0.2 | $331k | 875.00 | 377.69 |
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| Waste Management (WM) | 0.2 | $325k | +27% | 1.4k | 224.31 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $321k | 2.0k | 158.75 |
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| American Express Company (AXP) | 0.2 | $304k | 871.00 | 348.99 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $297k | 3.5k | 85.92 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $287k | 1.8k | 158.43 |
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| Amphenol Corp Cl A (APH) | 0.2 | $281k | 1.6k | 172.24 |
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| Blackrock (BLK) | 0.2 | $270k | 238.00 | 1133.58 |
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| Union Pacific Corporation (UNP) | 0.2 | $268k | 906.00 | 295.54 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $266k | 4.1k | 65.72 |
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| Amgen (AMGN) | 0.2 | $263k | 644.00 | 407.83 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $262k | 852.00 | 307.42 |
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| Oracle Corporation (ORCL) | 0.2 | $258k | +70% | 1.8k | 144.40 |
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| International Business Machines (IBM) | 0.1 | $248k | +9% | 1.1k | 235.92 |
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| CVS Caremark Corporation (CVS) | 0.1 | $243k | 2.5k | 99.12 |
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| Philip Morris International (PM) | 0.1 | $241k | NEW | 1.3k | 188.93 |
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| Servicenow (NOW) | 0.1 | $240k | NEW | 2.0k | 117.22 |
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| Goldman Sachs (GS) | 0.1 | $224k | NEW | 211.00 | 1060.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $223k | 1.8k | 123.89 |
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| Vistra Energy (VST) | 0.1 | $222k | 1.6k | 140.58 |
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| AmerisourceBergen (COR) | 0.1 | $221k | -51% | 697.00 | 317.22 |
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| PNC Financial Services (PNC) | 0.1 | $211k | NEW | 828.00 | 255.37 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $209k | 7.5k | 28.04 |
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| Progressive Corporation (PGR) | 0.1 | $209k | NEW | 983.00 | 212.76 |
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| Zions Bancorporation (ZION) | 0.1 | $208k | NEW | 2.9k | 71.70 |
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| Palo Alto Networks (PANW) | 0.1 | $208k | NEW | 574.00 | 362.66 |
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| Prologis (PLD) | 0.1 | $207k | 1.5k | 140.76 |
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| Chubb (CB) | 0.1 | $203k | NEW | 576.00 | 352.54 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $203k | NEW | 351.00 | 577.60 |
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| Ge Vernova (GEV) | 0.1 | $201k | 197.00 | 1017.96 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $126k | 12k | 10.74 |
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| Tela Bio (TELA) | 0.1 | $91k | 100k | 0.92 |
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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 Q2 filed Aug. 7, 2026
- 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