Up Strategic Wealth Investment Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Up Strategic Wealth Investment Advisors LLC reported 95 stock positions worth $128.2 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 18.8% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 12.3%) and iShares Russell 1000 ETF (IWB, 5.7%). Compared with Q1 2025, it opened 15 new positions, sold out of 6, added to 25 and reduced 39. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +14%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0002011649
- Portfolio Value
- $128.2M (Q2 2025)
- SEC Filing
- 0002011649-25-000005 ↗ filed Aug 12, 2025
Holdings Value
Holdings 95 stocks · $128.2M
| VEA Vanguard Ftse Developed ETF | 18.75% | 421,867 | $24.1M | Reduce -0.4% |
| SCHX Schwab US Large-Cap ETF | 12.29% | 644,696 | $15.8M | Add +14.2% |
| IWB iShares Russell 1000 ETF | 5.70% | 21,509 | $7.3M | No change |
| NVDA Nvidia Corp. | 5.27% | 42,748 | $6.8M | Reduce -0.9% |
| VCRB Vanguard Core Bond ETF | 4.89% | 80,885 | $6.3M | Add +7.5% |
| AAPL Apple Inc. | 3.70% | 23,133 | $4.7M | Reduce -4.4% |
| DFVX Dim US Large Cap Vector ETF | 3.69% | 68,686 | $4.7M | Reduce -3.6% |
| MSFT Microsoft Corp. | 3.64% | 9,378 | $4.7M | Add +15.3% |
| ITOT iShares Core S&P Total U.S. | 3.49% | 33,172 | $4.5M | No change |
| AMZN Amazon.com Inc. | 2.16% | 12,648 | $2.8M | Reduce -9.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.78% | 75,786 | $2.3M | Add +9.9% |
| GOOGL Alphabet Inc. Class A | 1.78% | 12,954 | $2.3M | Reduce -5.7% |
| JPM JPMorgan Chase & Co. | 1.27% | 5,634 | $1.6M | Add +14.8% |
| META Meta Platforms Inc. Class A | 1.21% | 2,104 | $1.6M | Add +21.1% |
| COST Costco Wholesale Corp. | 1.07% | 1,385 | $1.4M | Reduce -4.0% |
| MA Mastercard Inc. Class A | 1.03% | 2,354 | $1.3M | Reduce -0.8% |
| TSLA Tesla Inc. | 0.98% | 3,969 | $1.3M | Add +25.1% |
| VOO Vanguard S&P 500 ETF | 0.91% | 2,054 | $1.2M | No change |
| WMT Walmart Inc. | 0.91% | 11,925 | $1.2M | Reduce -3.5% |
| AVGO Broadcom Inc. | 0.88% | 4,113 | $1.1M | Add +5.3% |
| HD Home Depot Inc. | 0.86% | 2,995 | $1.1M | Add +27.8% |
| RSP Invesco S&P 500 Equal Weight | 0.80% | 5,667 | $1.0M | No change |
| V Visa Inc. Class A | 0.78% | 2,815 | $999K | Reduce -3.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.78% | 14,858 | $999K | No change |
| LLY Eli Lilly & Co. | 0.74% | 1,223 | $953K | Add +1.7% |
| MDY State Street SPDR S&P Midcap | 0.68% | 1,537 | $871K | No change |
| EQAL Invesco Russell 1000 Equal W | 0.64% | 16,569 | $816K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 1,408 | $777K | Add +2.2% |
| NFLX Netflix Inc. | 0.56% | 540 | $723K | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.54% | 2,204 | $688K | Reduce -8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 1,384 | $672K | No change |
| OMFL Invesco Russell 1000 DYN M/F | 0.52% | 11,488 | $664K | Reduce -10.1% |
| XLF SS Financial Select Sector | 0.48% | 11,809 | $618K | No change |
| IVV iShares Core S&P 500 ETF | 0.47% | 965 | $599K | Add +2.5% |
| XOM Exxon Mobil Corp. | 0.46% | 5,450 | $588K | Add +21.7% |
| ABBV Abbvie Inc. | 0.45% | 3,077 | $571K | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.44% | 3,212 | $570K | Reduce -2.5% |
| IXUS iShares Core Intl Stock ETF | 0.44% | 7,269 | $562K | No change |
| TXN Texas Instruments Inc. | 0.42% | 2,569 | $533K | Add +69.0% |
| ORCL Oracle Corp. | 0.41% | 2,423 | $530K | Add +8.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 1,687 | $513K | Reduce -3.6% |
| MCD McDonald's Corp. | 0.39% | 1,702 | $497K | Reduce -8.6% |
| GILD Gilead Sciences Inc. | 0.39% | 4,465 | $495K | Reduce -11.1% |
| KO The Coca-Cola Co. | 0.37% | 6,771 | $479K | Add +0.5% |
| RTX RTX Corp. | 0.35% | 3,075 | $449K | Reduce -5.9% |
| JNJ Johnson & Johnson | 0.35% | 2,937 | $449K | Reduce -15.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 695 | $429K | No change |
| CSCO Cisco Systems Inc. | 0.33% | 6,178 | $429K | Add +20.8% |
| COR Cencora Inc. | 0.33% | 1,428 | $428K | Reduce -5.9% |
| IWM iShares Russell 2000 ETF | 0.33% | 1,960 | $423K | No change |
| PEP Pepsico Inc. | 0.31% | 3,041 | $402K | Reduce -29.8% |
| T AT&T Inc. | 0.31% | 13,699 | $396K | Reduce -13.2% |
| EFA iShares MSCI Eafe ETF | 0.31% | 4,408 | $394K | No change |
| SCHW Schwab (charles) Corp. | 0.29% | 4,126 | $376K | Add +7.5% |
| PG The Procter & Gamble Co. | 0.29% | 2,339 | $373K | Reduce -32.5% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 903 | $366K | Add +12.7% |
| VST Vistra Corp. | 0.28% | 1,829 | $354K | Add +0.9% |
| ABT Abbott Laboratories | 0.27% | 2,568 | $349K | Add +3.2% |
| WM Waste Management Inc. | 0.25% | 1,407 | $322K | Reduce -3.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.25% | 3,109 | $315K | Reduce -1.5% |
| NOW ServiceNow Inc. | 0.23% | 290 | $298K | New |
| NEE Nextera Energy Inc. | 0.23% | 4,200 | $292K | Reduce -6.7% |
| AMAT Applied Materials Inc. | 0.23% | 1,590 | $291K | New |
| ANET Arista Networks Inc. | 0.23% | 2,844 | $291K | Reduce -23.2% |
| UNP Union Pacific Corp. | 0.23% | 1,255 | $289K | Reduce -12.9% |
| AMD Advanced Micro Devices | 0.22% | 1,980 | $281K | New |
| QCOM Qualcomm Inc. | 0.22% | 1,748 | $278K | Add +18.5% |
| CAT Caterpillar Inc. | 0.21% | 708 | $275K | Reduce -7.2% |
| BLK BlackRock Inc. | 0.21% | 260 | $273K | Reduce -7.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 922 | $272K | New |
| AXP American Express Co. | 0.21% | 851 | $271K | Reduce -5.5% |
| WFC Wells Fargo & Co. | 0.21% | 3,301 | $264K | Reduce -4.1% |
| PM Philip Morris International | 0.20% | 1,433 | $261K | Add +0.8% |
| SCZ iShares MSCI Eafe Small-Cap | 0.20% | 3,569 | $259K | No change |
| CVX Chevron Corp. | 0.20% | 1,785 | $256K | Reduce -22.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 5,378 | $254K | Reduce -16.0% |
| NKE Nike Inc. Class B | 0.19% | 3,356 | $238K | Add +1.0% |
| UBER Uber Technologies Inc. | 0.18% | 2,529 | $236K | New |
| GE General Electric filed as GE AEROSPACE | 0.18% | 879 | $226K | New |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.18% | 6,973 | $225K | Reduce -12.3% |
| BR Broadridge Financial Solutio | 0.17% | 921 | $224K | Reduce -11.0% |
| EEM iShares MSCI Emerging Market | 0.17% | 4,602 | $222K | Reduce -1.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.17% | 4,023 | $222K | No change |
| CEG Constellation Energy | 0.17% | 684 | $221K | New |
| CMCSA Comcast Corp. Class A | 0.17% | 6,159 | $220K | Reduce -7.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 1,742 | $216K | New |
| PGR Progressive Corp. | 0.17% | 808 | $216K | New |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 1,547 | $211K | New |
| TGT Target Corp. | 0.16% | 2,093 | $206K | New |
| CRM Salesforce Inc. | 0.16% | 745 | $203K | New |
| BKNG Booking Holdings Inc. | 0.16% | 35 | $203K | New |
| ADI Analog Devices Inc. | 0.16% | 850 | $202K | New |
| LIN Linde PLC | 0.16% | 431 | $202K | New |
| TELA Tela Bio Inc. | 0.15% | 99,888 | $194K | No change |
| PGX Invesco Preferred ETF | 0.10% | 11,743 | $131K | Reduce -13.4% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -4.4% | 3.70% | −1.08 |
| UNH Unitedhealth Group Inc. | Reduce -8.8% | 0.54% | −0.59 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 18.75% | −0.39 |
| DFVX Dim US Large Cap Vector ETF | Reduce -3.6% | 3.69% | −0.37 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.29 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.27 |
| PEP Pepsico Inc. | Reduce -29.8% | 0.31% | −0.26 |
| PG The Procter & Gamble Co. | Reduce -32.5% | 0.29% | −0.23 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.22 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -9.8% | 2.16% | −0.21 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.19 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.18 |
| JNJ Johnson & Johnson | Reduce -15.1% | 0.35% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 1.07% | −0.14 |
| CVX Chevron Corp. | Reduce -22.5% | 0.20% | −0.14 |
| ABBV Abbvie Inc. | Reduce -2.4% | 0.45% | −0.14 |
| MCD McDonald's Corp. | Reduce -8.6% | 0.39% | −0.13 |
| V Visa Inc. Class A | Reduce -3.4% | 0.78% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 1.03% | −0.13 |
| GILD Gilead Sciences Inc. | Reduce -11.1% | 0.39% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -5.7% | 1.78% | −0.11 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -10.1% | 0.52% | −0.09 |
| T AT&T Inc. | Reduce -13.2% | 0.31% | −0.09 |
| UNP Union Pacific Corp. | Reduce -12.9% | 0.23% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -6.7% | 0.23% | −0.06 |
| WMT Walmart Inc. | Reduce -3.5% | 0.91% | −0.06 |
| WM Waste Management Inc. | Reduce -3.7% | 0.25% | −0.05 |
| BR Broadridge Financial Solutio | Reduce -11.0% | 0.17% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -7.6% | 0.17% | −0.05 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -12.3% | 0.18% | −0.05 |
| COR Cencora Inc. | Reduce -5.9% | 0.33% | −0.04 |
| BAC Bank of America Corp. | Reduce -16.0% | 0.20% | −0.04 |
| RTX RTX Corp. | Reduce -5.9% | 0.35% | −0.03 |
| PGX Invesco Preferred ETF | Reduce -13.4% | 0.10% | −0.03 |
| ANET Arista Networks Inc. | Reduce -23.2% | 0.23% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.6% | 0.40% | −0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -1.5% | 0.25% | −0.03 |
| BLK BlackRock Inc. | Reduce -7.8% | 0.21% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -4.1% | 0.21% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 0.44% | −0.01 |
| CAT Caterpillar Inc. | Reduce -7.2% | 0.21% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -1.6% | 0.17% | −0.01 |
| AXP American Express Co. | Reduce -5.5% | 0.21% | −0.00 |
| NVDA Nvidia Corp. | Reduce -0.9% | 5.27% | +1.11 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHX Schwab US Large-Cap ETF | Add +14.2% | 12.29% | +1.21 |
| MSFT Microsoft Corp. | Add +15.3% | 3.64% | +0.92 |
| META Meta Platforms Inc. Class A | Add +21.1% | 1.21% | +0.32 |
| AVGO Broadcom Inc. | Add +5.3% | 0.88% | +0.30 |
| TSLA Tesla Inc. | Add +25.1% | 0.98% | +0.25 |
| NOW ServiceNow Inc. | New | 0.23% | +0.23 |
| AMAT Applied Materials Inc. | New | 0.23% | +0.23 |
| AMD Advanced Micro Devices | New | 0.22% | +0.22 |
| IBM Intl Business Machines Corp. | New | 0.21% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +14.8% | 1.27% | +0.20 |
| UBER Uber Technologies Inc. | New | 0.18% | +0.18 |
| GE General Electric | New | 0.18% | +0.18 |
| TXN Texas Instruments Inc. | Add +69.0% | 0.42% | +0.17 |
| CEG Constellation Energy | New | 0.17% | +0.17 |
| DIS The Walt Disney Co. | New | 0.17% | +0.17 |
| PGR Progressive Corp. | New | 0.17% | +0.17 |
| PLTR Palantir Technologies Inc. Class A | New | 0.16% | +0.16 |
| TGT Target Corp. | New | 0.16% | +0.16 |
| CRM Salesforce Inc. | New | 0.16% | +0.16 |
| BKNG Booking Holdings Inc. | New | 0.16% | +0.16 |
| ADI Analog Devices Inc. | New | 0.16% | +0.16 |
| LIN Linde PLC | New | 0.16% | +0.16 |
| ORCL Oracle Corp. | Add +8.1% | 0.41% | +0.13 |
| NFLX Netflix Inc. | Add +1.3% | 0.56% | +0.12 |
| HD Home Depot Inc. | Add +27.8% | 0.86% | +0.09 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +9.9% | 1.78% | +0.09 |
| VST Vistra Corp. | Add +0.9% | 0.28% | +0.09 |
| CSCO Cisco Systems Inc. | Add +20.8% | 0.33% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 0.61% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +7.5% | 0.29% | +0.03 |
| QCOM Qualcomm Inc. | Add +18.5% | 0.22% | +0.02 |
| PM Philip Morris International | Add +0.8% | 0.20% | +0.00 |
| NKE Nike Inc. Class B | Add +1.0% | 0.19% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 0.47% | −0.00 |
| XOM Exxon Mobil Corp. | Add +21.7% | 0.46% | −0.02 |
| ABT Abbott Laboratories | Add +3.2% | 0.27% | −0.02 |
| KO The Coca-Cola Co. | Add +0.5% | 0.37% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +12.7% | 0.29% | −0.07 |
| LLY Eli Lilly & Co. | Add +1.7% | 0.74% | −0.14 |
| VCRB Vanguard Core Bond ETF | Add +7.5% | 4.89% | −0.29 |
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 |