Up Strategic Wealth Investment Advisors

Up Strategic Wealth Investment Advisors as of March 31, 2026

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