Up Strategic Wealth Investment Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Up Strategic Wealth Investment Advisors LLC reported 79 stock positions worth $100.0 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 16.1% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 9.4%) and iShares Russell 1000 ETF (IWB, 6.9%). Compared with Q3 2024, it opened 9 new positions, sold out of 9, added to 36 and reduced 18. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +40%) and the biggest sale Vanguard Core Bond ETF (VCRB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0002011649
- Portfolio Value
- $100.0M (Q4 2024)
- SEC Filing
- 0002011649-25-000003 ↗ filed Feb 14, 2025
Holdings Value
Holdings 79 stocks · $100.0M
| VEA Vanguard Ftse Developed ETF | 16.07% | 336,096 | $16.1M | Add +39.7% |
| SCHX Schwab US Large-Cap ETF | 9.39% | 405,095 | $9.4M | No change |
| IWB iShares Russell 1000 ETF | 6.93% | 21,509 | $6.9M | No change |
| AAPL Apple Inc. | 5.79% | 23,108 | $5.8M | Add +19.3% |
| DFVX Dim US Large Cap Vector ETF | 5.46% | 83,630 | $5.5M | Add +3.8% |
| NVDA Nvidia Corp. | 5.30% | 39,441 | $5.3M | Add +19.0% |
| ITOT iShares Core S&P Total U.S. | 4.27% | 33,172 | $4.3M | No change |
| VCRB Vanguard Core Bond ETF | 3.93% | 51,823 | $3.9M | Reduce -1.2% |
| MSFT Microsoft Corp. | 3.41% | 8,083 | $3.4M | Add +32.9% |
| AMZN Amazon.com Inc. | 2.72% | 12,380 | $2.7M | Add +27.1% |
| GOOGL Alphabet Inc. Class A | 2.26% | 11,935 | $2.3M | Add +32.6% |
| COST Costco Wholesale Corp. | 1.24% | 1,351 | $1.2M | Add +9.0% |
| JPM JPMorgan Chase & Co. | 1.20% | 5,003 | $1.2M | Add +20.7% |
| MA Mastercard Inc. Class A | 1.16% | 2,209 | $1.2M | Add +12.6% |
| TSLA Tesla Inc. | 1.13% | 2,810 | $1.1M | Add +10.7% |
| OMFL Invesco Russell 1000 DYN M/F | 1.12% | 20,626 | $1.1M | Reduce -32.7% |
| UNH Unitedhealth Group Inc. | 1.11% | 2,204 | $1.1M | Reduce -8.4% |
| VOO Vanguard S&P 500 ETF | 1.11% | 2,054 | $1.1M | No change |
| HD Home Depot Inc. | 1.08% | 2,769 | $1.1M | Add +12.9% |
| WMT Walmart Inc. | 1.04% | 11,508 | $1.0M | Add +14.9% |
| RSP Invesco S&P 500 Equal Weight | 0.99% | 5,667 | $993K | No change |
| META Meta Platforms Inc. Class A | 0.92% | 1,579 | $925K | Add +64.8% |
| MDY State Street SPDR S&P Midcap | 0.88% | 1,537 | $875K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.85% | 14,858 | $853K | No change |
| V Visa Inc. Class A | 0.81% | 2,560 | $809K | Add +21.0% |
| EQAL Invesco Russell 1000 Equal W | 0.80% | 16,569 | $800K | No change |
| AVGO Broadcom Inc. | 0.73% | 3,155 | $731K | Add +80.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 1,378 | $704K | No change |
| GOOG Alphabet Inc. Class C | 0.63% | 3,286 | $626K | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.61% | 3,610 | $605K | Add +26.2% |
| XLF SS Financial Select Sector | 0.57% | 11,809 | $571K | No change |
| LLY Eli Lilly & Co. | 0.56% | 721 | $557K | Reduce -21.5% |
| IVV iShares Core S&P 500 ETF | 0.55% | 941 | $554K | No change |
| MCD McDonald's Corp. | 0.53% | 1,836 | $532K | Add +17.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 1,750 | $507K | Reduce -19.6% |
| ABBV Abbvie Inc. | 0.51% | 2,851 | $507K | Add +23.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 1,096 | $497K | Add +118.8% |
| IXUS iShares Core Intl Stock ETF | 0.48% | 7,269 | $481K | No change |
| PEP Pepsico Inc. | 0.46% | 3,041 | $462K | Reduce -8.3% |
| GILD Gilead Sciences Inc. | 0.45% | 4,844 | $447K | Add +5.2% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 855 | $445K | Add +15.2% |
| IWM iShares Russell 2000 ETF | 0.43% | 1,960 | $433K | No change |
| KO The Coca-Cola Co. | 0.42% | 6,741 | $420K | Add +30.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 695 | $407K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.41% | 8,950 | $406K | New |
| NFLX Netflix Inc. | 0.40% | 449 | $400K | Add +55.4% |
| ANET Arista Networks Inc. | 0.38% | 3,424 | $378K | Add +10.3% |
| CVX Chevron Corp. | 0.34% | 2,382 | $345K | Add +63.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.33% | 3,155 | $335K | Reduce -19.8% |
| EFA iShares MSCI Eafe ETF | 0.33% | 4,408 | $333K | No change |
| T AT&T Inc. | 0.32% | 14,106 | $321K | Add +7.3% |
| ORCL Oracle Corp. | 0.32% | 1,896 | $316K | Add +40.9% |
| MRK Merck & Co. Inc. | 0.32% | 3,173 | $316K | Add +51.5% |
| TELA Tela Bio Inc. | 0.30% | 99,888 | $302K | Add +808.1% |
| ACN Accenture PLC Class A | 0.30% | 855 | $301K | Add +17.0% |
| UNP Union Pacific Corp. | 0.30% | 1,314 | $300K | Add +27.7% |
| COR Cencora Inc. | 0.30% | 1,315 | $295K | Reduce -9.4% |
| CSCO Cisco Systems Inc. | 0.29% | 4,889 | $289K | New |
| WM Waste Management Inc. | 0.29% | 1,418 | $286K | Add +15.5% |
| SCHW Schwab (charles) Corp. | 0.28% | 3,760 | $278K | Add +4.3% |
| VST Vistra Corp. | 0.28% | 2,002 | $276K | Reduce -7.6% |
| ABT Abbott Laboratories | 0.27% | 2,368 | $268K | New |
| RTX RTX Corp. | 0.26% | 2,242 | $259K | Reduce -19.5% |
| TXN Texas Instruments Inc. | 0.25% | 1,350 | $253K | Reduce -13.7% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.25% | 8,052 | $253K | Reduce -24.9% |
| BLK BlackRock Inc. | 0.24% | 239 | $245K | Add +12.7% |
| CAT Caterpillar Inc. | 0.24% | 653 | $237K | New |
| NOW ServiceNow Inc. | 0.24% | 222 | $235K | New |
| NKE Nike Inc. Class B | 0.23% | 3,084 | $233K | Add +21.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.23% | 4,023 | $227K | No change |
| AXP American Express Co. | 0.22% | 754 | $224K | New |
| QCOM Qualcomm Inc. | 0.22% | 1,455 | $224K | New |
| BR Broadridge Financial Solutio | 0.22% | 975 | $220K | Reduce -6.0% |
| ISRG Intuitive Surgical Inc. | 0.22% | 421 | $220K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.22% | 3,569 | $217K | Reduce -30.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 4,873 | $214K | New |
| JNJ Johnson & Johnson | 0.21% | 1,432 | $207K | Reduce -26.1% |
| TGT Target Corp. | 0.20% | 1,499 | $203K | Reduce -15.5% |
| PGX Invesco Preferred ETF | 0.14% | 11,764 | $136K | Reduce -17.0% |
Portfolio Sells Q3 2024 → Q4 2024
| VCRB Vanguard Core Bond ETF | Reduce -1.2% | 3.93% | −0.72 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -32.7% | 1.12% | −0.70 |
| UNH Unitedhealth Group Inc. | Reduce -8.4% | 1.11% | −0.46 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.43 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.38 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.38 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.36 |
| LLY Eli Lilly & Co. | Reduce -21.5% | 0.56% | −0.35 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.32 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.32 |
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −0.29 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.26 |
| CVY Invesco Zacks Multi-Asset Inc. | Sold out | 0.00% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -19.6% | 0.51% | −0.18 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -30.2% | 0.22% | −0.17 |
| PEP Pepsico Inc. | Reduce -8.3% | 0.46% | −0.17 |
| JNJ Johnson & Johnson | Reduce -26.1% | 0.21% | −0.14 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -19.8% | 0.33% | −0.14 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -24.9% | 0.25% | −0.13 |
| RTX RTX Corp. | Reduce -19.5% | 0.26% | −0.12 |
| TXN Texas Instruments Inc. | Reduce -13.7% | 0.25% | −0.11 |
| TGT Target Corp. | Reduce -15.5% | 0.20% | −0.11 |
| COR Cencora Inc. | Reduce -9.4% | 0.30% | −0.07 |
| PGX Invesco Preferred ETF | Reduce -17.0% | 0.14% | −0.06 |
| BR Broadridge Financial Solutio | Reduce -6.0% | 0.22% | −0.03 |
| VST Vistra Corp. | Reduce -7.6% | 0.28% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 0.63% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| VEA Vanguard Ftse Developed ETF | Add +39.7% | 16.07% | +1.85 |
| NVDA Nvidia Corp. | Add +19.0% | 5.30% | +0.79 |
| AAPL Apple Inc. | Add +19.3% | 5.79% | +0.73 |
| AMZN Amazon.com Inc. | Add +27.1% | 2.72% | +0.68 |
| GOOGL Alphabet Inc. Class A | Add +32.6% | 2.26% | +0.59 |
| MSFT Microsoft Corp. | Add +32.9% | 3.41% | +0.48 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.41% | +0.41 |
| AVGO Broadcom Inc. | Add +80.1% | 0.73% | +0.39 |
| TSLA Tesla Inc. | Add +10.7% | 1.13% | +0.39 |
| META Meta Platforms Inc. Class A | Add +64.8% | 0.92% | +0.31 |
| CSCO Cisco Systems Inc. | New | 0.29% | +0.29 |
| TELA Tela Bio Inc. | Add +808.1% | 0.30% | +0.27 |
| ABT Abbott Laboratories | New | 0.27% | +0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +118.8% | 0.50% | +0.24 |
| CAT Caterpillar Inc. | New | 0.24% | +0.24 |
| NOW ServiceNow Inc. | New | 0.24% | +0.24 |
| AXP American Express Co. | New | 0.22% | +0.22 |
| QCOM Qualcomm Inc. | New | 0.22% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +20.7% | 1.20% | +0.22 |
| ISRG Intuitive Surgical Inc. | New | 0.22% | +0.22 |
| BAC Bank of America Corp. | New | 0.21% | +0.21 |
| NFLX Netflix Inc. | Add +55.4% | 0.40% | +0.17 |
| V Visa Inc. Class A | Add +21.0% | 0.81% | +0.16 |
| WMT Walmart Inc. | Add +14.9% | 1.04% | +0.13 |
| CVX Chevron Corp. | Add +63.5% | 0.34% | +0.10 |
| MA Mastercard Inc. Class A | Add +12.6% | 1.16% | +0.08 |
| ORCL Oracle Corp. | Add +40.9% | 0.32% | +0.06 |
| PG The Procter & Gamble Co. | Add +26.2% | 0.61% | +0.05 |
| MRK Merck & Co. Inc. | Add +51.5% | 0.32% | +0.05 |
| ANET Arista Networks Inc. | Add +10.3% | 0.38% | +0.05 |
| BLK BlackRock Inc. | Add +12.7% | 0.24% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +4.3% | 0.28% | +0.02 |
| UNP Union Pacific Corp. | Add +27.7% | 0.30% | +0.02 |
| GILD Gilead Sciences Inc. | Add +5.2% | 0.45% | +0.02 |
| ACN Accenture PLC Class A | Add +17.0% | 0.30% | +0.01 |
| COST Costco Wholesale Corp. | Add +9.0% | 1.24% | +0.01 |
| KO The Coca-Cola Co. | Add +30.4% | 0.42% | +0.00 |
| MCD McDonald's Corp. | Add +17.9% | 0.53% | +0.00 |
| WM Waste Management Inc. | Add +15.5% | 0.29% | +0.00 |
| T AT&T Inc. | Add +7.3% | 0.32% | −0.00 |
| ABBV Abbvie Inc. | Add +23.3% | 0.51% | −0.00 |
| NKE Nike Inc. Class B | Add +21.0% | 0.23% | −0.02 |
| HD Home Depot Inc. | Add +12.9% | 1.08% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +15.2% | 0.44% | −0.07 |
| DFVX Dim US Large Cap Vector ETF | Add +3.8% | 5.46% | −0.45 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 104 | $167.9M | VEA, SCHX, VCRB, IWB, NVDA |
| Q1 2026 | 98 | $158.8M | VEA, SCHX, VCRB, NVDA, IWB |
| Q4 2025 | 87 | $137.7M | VEA, SCHX, IWB, VCRB, NVDA |
| Q3 2025 | 87 | $133.4M | VEA, SCHX, IWB, NVDA, VCRB |
| Q2 2025 | 95 | $128.2M | VEA, SCHX, IWB, NVDA, VCRB |
| Q1 2025 | 86 | $112.5M | VEA, SCHX, IWB, VCRB, AAPL |
| Q4 2024 | 79 | $100.0M | VEA, SCHX, IWB, AAPL, DFVX |
| Q3 2024 | 79 | $89.3M | VEA, SCHX, IWB, DFVX, AAPL |
| Q2 2024 | 60 | $66.0M | SCHX, VEA, IWB, ITOT, NVDA |
| Q1 2024 | 60 | $61.1M | SCHX, VEA, IWB, ITOT, DFCF |