Up Strategic Wealth Investment Advisors LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Up Strategic Wealth Investment Advisors LLC reported 86 stock positions worth $112.5 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 19.1% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 11.1%) and iShares Russell 1000 ETF (IWB, 5.9%). Compared with Q4 2024, it opened 10 new positions, sold out of 3, added to 47 and reduced 9. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +26%) and the biggest sale Dim US Large Cap Vector ETF (DFVX, shares −15%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0002011649
Portfolio Value
$112.5M (Q1 2025)
SEC Filing
0002011649-25-000004 ↗ filed May 15, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $61.1M Q1 2024 Q2 2024: $66.0M Q2 2024 Q3 2024: $89.3M Q3 2024 Q4 2024: $100.0M Q4 2024 Q1 2025: $112.5M $112.5M Q1 2025 Q2 2025: $128.2M Q2 2025 Q3 2025: $133.4M Q3 2025 Q4 2025: $137.7M Q4 2025 Q1 2026: $158.8M Q1 2026 Q2 2026: $167.9M Q2 2026

Holdings 86 stocks · $112.5M
VEA Vanguard Ftse Developed ETF 19.15% 423,681 $21.5M Add +26.1%
SCHX Schwab US Large-Cap ETF 11.08% 564,364 $12.5M Add +39.3%
IWB iShares Russell 1000 ETF 5.87% 21,509 $6.6M No change
VCRB Vanguard Core Bond ETF 5.18% 75,274 $5.8M Add +45.3%
AAPL Apple Inc. 4.78% 24,191 $5.4M Add +4.7%
NVDA Nvidia Corp. 4.16% 43,147 $4.7M Add +9.4%
DFVX Dim US Large Cap Vector ETF 4.06% 71,267 $4.6M Reduce -14.8%
ITOT iShares Core S&P Total U.S. 3.60% 33,172 $4.0M No change
MSFT Microsoft Corp. 2.71% 8,132 $3.1M Add +0.6%
AMZN Amazon.com Inc. 2.37% 14,028 $2.7M Add +13.3%
GOOGL Alphabet Inc. Class A 1.89% 13,734 $2.1M Add +15.1%
SCHE Schwab Emrg Mrkts Eqty ETF 1.69% 68,963 $1.9M New
COST Costco Wholesale Corp. 1.21% 1,442 $1.4M Add +6.7%
MA Mastercard Inc. Class A 1.16% 2,374 $1.3M Add +7.5%
UNH Unitedhealth Group Inc. 1.13% 2,418 $1.3M Add +9.7%
JPM JPMorgan Chase & Co. 1.07% 4,908 $1.2M Reduce -1.9%
WMT Walmart Inc. 0.96% 12,357 $1.1M Add +7.4%
VOO Vanguard S&P 500 ETF 0.94% 2,054 $1.1M No change
V Visa Inc. Class A 0.91% 2,913 $1.0M Add +13.8%
META Meta Platforms Inc. Class A 0.89% 1,737 $1.0M Add +10.0%
LLY Eli Lilly & Co. 0.88% 1,203 $994K Add +66.8%
RSP Invesco S&P 500 Equal Weight 0.87% 5,667 $982K No change
VEU Vanguard Ftse All-World Ex-U 0.80% 14,858 $901K No change
HD Home Depot Inc. 0.76% 2,344 $859K Reduce -15.3%
TSLA Tesla Inc. 0.73% 3,172 $822K Add +12.9%
MDY State Street SPDR S&P Midcap 0.73% 1,537 $820K No change
EQAL Invesco Russell 1000 Equal W 0.70% 16,569 $783K No change
BRK.B Berkshire Hathaway Inc. Class B 0.66% 1,384 $737K Add +26.3%
OMFL Invesco Russell 1000 DYN M/F 0.61% 12,772 $681K Reduce -38.1%
ABBV Abbvie Inc. 0.59% 3,153 $661K Add +10.6%
AVGO Broadcom Inc. 0.58% 3,906 $654K Add +23.8%
PEP Pepsico Inc. 0.58% 4,334 $650K Add +42.5%
QQQ Invesco QQQ Trust Series 1 0.57% 1,378 $646K No change
PG The Procter & Gamble Co. 0.53% 3,465 $590K Reduce -4.0%
XLF SS Financial Select Sector 0.52% 11,809 $588K No change
MCD McDonald's Corp. 0.52% 1,863 $582K Add +1.5%
JNJ Johnson & Johnson 0.51% 3,458 $573K Add +141.5%
GILD Gilead Sciences Inc. 0.50% 5,024 $563K Add +3.7%
XOM Exxon Mobil Corp. 0.47% 4,477 $532K New
IVV iShares Core S&P 500 ETF 0.47% 941 $529K No change
GOOG Alphabet Inc. Class C 0.46% 3,293 $514K Add +0.2%
IXUS iShares Core Intl Stock ETF 0.45% 7,269 $507K No change
NFLX Netflix Inc. 0.44% 533 $497K Add +18.7%
KO The Coca-Cola Co. 0.43% 6,741 $483K No change
VTI VG Morningstar TS MKT ETF-US 0.43% 1,750 $481K No change
T AT&T Inc. 0.40% 15,781 $446K Add +11.9%
RTX RTX Corp. 0.38% 3,268 $433K Add +45.8%
COR Cencora Inc. 0.38% 1,517 $422K Add +15.4%
TMO Thermo Fisher Scientific Inc. 0.35% 801 $399K Reduce -6.3%
IWM iShares Russell 2000 ETF 0.35% 1,960 $391K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 695 $389K No change
CVX Chevron Corp. 0.34% 2,303 $385K Reduce -3.3%
EFA iShares MSCI Eafe ETF 0.32% 4,408 $360K No change
UNP Union Pacific Corp. 0.30% 1,441 $340K Add +9.7%
WM Waste Management Inc. 0.30% 1,461 $338K Add +3.0%
ACN Accenture PLC Class A 0.29% 1,059 $330K Add +23.9%
ABT Abbott Laboratories 0.29% 2,488 $330K Add +5.1%
NEE Nextera Energy Inc. 0.28% 4,500 $319K New
CSCO Cisco Systems Inc. 0.28% 5,114 $316K Add +4.6%
ORCL Oracle Corp. 0.28% 2,241 $313K Add +18.2%
VIOO Vanguard S&P Small-Cap 600 E 0.27% 3,155 $304K No change
MRK Merck & Co. Inc. 0.27% 3,377 $303K Add +6.4%
SCHW Schwab (charles) Corp. 0.27% 3,838 $300K Add +2.1%
ANET Arista Networks Inc. 0.26% 3,703 $287K Add +8.2%
TXN Texas Instruments Inc. 0.24% 1,520 $273K Add +12.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.24% 6,401 $267K Add +31.4%
BLK BlackRock Inc. 0.24% 282 $267K Add +18.0%
CAT Caterpillar Inc. 0.22% 763 $252K Add +16.9%
BR Broadridge Financial Solutio 0.22% 1,035 $251K Add +6.2%
QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.22% 7,948 $249K Reduce -1.3%
WFC Wells Fargo & Co. 0.22% 3,441 $247K New
CMCSA Comcast Corp. Class A 0.22% 6,668 $246K New
ISRG Intuitive Surgical Inc. 0.22% 492 $244K Add +16.9%
AXP American Express Co. 0.22% 901 $242K Add +19.5%
SPGI S&P Global Inc. 0.21% 473 $240K New
SCZ iShares MSCI Eafe Small-Cap 0.20% 3,569 $227K No change
QCOM Qualcomm Inc. 0.20% 1,475 $227K Add +1.4%
PM Philip Morris International 0.20% 1,421 $226K New
COWZ Pacer US Cash Cows 100 ETF 0.20% 4,023 $220K No change
VST Vistra Corp. 0.19% 1,813 $213K Reduce -9.4%
AMGN Amgen Inc. 0.19% 683 $213K New
NKE Nike Inc. Class B 0.19% 3,322 $211K Add +7.7%
INTU Intuit Inc. 0.18% 336 $206K New
EEM iShares MSCI Emerging Market 0.18% 4,678 $204K New
PGX Invesco Preferred ETF 0.14% 13,563 $152K Add +15.3%
TELA Tela Bio Inc. 0.11% 99,888 $122K No change

Portfolio Sells Q4 2024 → Q1 2025
DFVX Dim US Large Cap Vector ETF Reduce -14.8% 4.06% −1.40
OMFL Invesco Russell 1000 DYN M/F Reduce -38.1% 0.61% −0.51
VMBS Vanguard Mortgage-Backed Sec Sold out 0.00% −0.41
HD Home Depot Inc. Reduce -15.3% 0.76% −0.31
NOW ServiceNow Inc. Sold out 0.00% −0.24
TGT Target Corp. Sold out 0.00% −0.20
JPM JPMorgan Chase & Co. Reduce -1.9% 1.07% −0.13
TMO Thermo Fisher Scientific Inc. Reduce -6.3% 0.35% −0.09
VST Vistra Corp. Reduce -9.4% 0.19% −0.09
PG The Procter & Gamble Co. Reduce -4.0% 0.53% −0.08
QAI Nylim HDG MLT-STR TRC ETF-Ui Reduce -1.3% 0.22% −0.03
CVX Chevron Corp. Reduce -3.3% 0.34% −0.00

Portfolio Buys Q4 2024 → Q1 2025
VEA Vanguard Ftse Developed ETF Add +26.1% 19.15% +3.08
SCHE Schwab Emrg Mrkts Eqty ETF New 1.69% +1.69
SCHX Schwab US Large-Cap ETF Add +39.3% 11.08% +1.69
VCRB Vanguard Core Bond ETF Add +45.3% 5.18% +1.25
XOM Exxon Mobil Corp. New 0.47% +0.47
LLY Eli Lilly & Co. Add +66.8% 0.88% +0.33
JNJ Johnson & Johnson Add +141.5% 0.51% +0.30
NEE Nextera Energy Inc. New 0.28% +0.28
WFC Wells Fargo & Co. New 0.22% +0.22
CMCSA Comcast Corp. Class A New 0.22% +0.22
SPGI S&P Global Inc. New 0.21% +0.21
PM Philip Morris International New 0.20% +0.20
AMGN Amgen Inc. New 0.19% +0.19
INTU Intuit Inc. New 0.18% +0.18
EEM iShares MSCI Emerging Market New 0.18% +0.18
BRK.B Berkshire Hathaway Inc. Class B Add +26.3% 0.66% +0.16
RTX RTX Corp. Add +45.8% 0.38% +0.13
PEP Pepsico Inc. Add +42.5% 0.58% +0.12
V Visa Inc. Class A Add +13.8% 0.91% +0.10
ABBV Abbvie Inc. Add +10.6% 0.59% +0.08
COR Cencora Inc. Add +15.4% 0.38% +0.08
T AT&T Inc. Add +11.9% 0.40% +0.08
GILD Gilead Sciences Inc. Add +3.7% 0.50% +0.05
NFLX Netflix Inc. Add +18.7% 0.44% +0.04
ABT Abbott Laboratories Add +5.1% 0.29% +0.03
BAC Bank of America Corp. Add +31.4% 0.24% +0.02
WM Waste Management Inc. Add +3.0% 0.30% +0.01
UNH Unitedhealth Group Inc. Add +9.7% 1.13% +0.01
UNP Union Pacific Corp. Add +9.7% 0.30% +0.00
BR Broadridge Financial Solutio Add +6.2% 0.22% +0.00
PGX Invesco Preferred ETF Add +15.3% 0.14% −0.00
ISRG Intuitive Surgical Inc. Add +16.9% 0.22% −0.00
MA Mastercard Inc. Class A Add +7.5% 1.16% −0.01
ACN Accenture PLC Class A Add +23.9% 0.29% −0.01
BLK BlackRock Inc. Add +18.0% 0.24% −0.01
AXP American Express Co. Add +19.5% 0.22% −0.01
CSCO Cisco Systems Inc. Add +4.6% 0.28% −0.01
TXN Texas Instruments Inc. Add +12.6% 0.24% −0.01
SCHW Schwab (charles) Corp. Add +2.1% 0.27% −0.01
CAT Caterpillar Inc. Add +16.9% 0.22% −0.01
MCD McDonald's Corp. Add +1.5% 0.52% −0.01
QCOM Qualcomm Inc. Add +1.4% 0.20% −0.02
COST Costco Wholesale Corp. Add +6.7% 1.21% −0.03
META Meta Platforms Inc. Class A Add +10.0% 0.89% −0.03
ORCL Oracle Corp. Add +18.2% 0.28% −0.04
NKE Nike Inc. Class B Add +7.7% 0.19% −0.05
MRK Merck & Co. Inc. Add +6.4% 0.27% −0.05
WMT Walmart Inc. Add +7.4% 0.96% −0.08
ANET Arista Networks Inc. Add +8.2% 0.26% −0.12
AVGO Broadcom Inc. Add +23.8% 0.58% −0.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 104$167.9MVEA, SCHX, VCRB, IWB, NVDA
Q1 2026 98$158.8MVEA, SCHX, VCRB, NVDA, IWB
Q4 2025 87$137.7MVEA, SCHX, IWB, VCRB, NVDA
Q3 2025 87$133.4MVEA, SCHX, IWB, NVDA, VCRB
Q2 2025 95$128.2MVEA, SCHX, IWB, NVDA, VCRB
Q1 2025 86$112.5MVEA, SCHX, IWB, VCRB, AAPL
Q4 2024 79$100.0MVEA, SCHX, IWB, AAPL, DFVX
Q3 2024 79$89.3MVEA, SCHX, IWB, DFVX, AAPL
Q2 2024 60$66.0MSCHX, VEA, IWB, ITOT, NVDA
Q1 2024 60$61.1MSCHX, VEA, IWB, ITOT, DFCF