Up Strategic Wealth Investment Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 19, 2025), Up Strategic Wealth Investment Advisors LLC reported 87 stock positions worth $133.4 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 18.5% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 13.4%) and iShares Russell 1000 ETF (IWB, 5.9%). Compared with Q2 2025, it opened 5 new positions, sold out of 13, added to 11 and reduced 44. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +5%) and the biggest sale Dim US Large Cap Vector ETF (DFVX, shares −36%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0002011649
Portfolio Value
$133.4M (Q3 2025)
SEC Filing
0002011649-25-000008 ↗ filed Nov 19, 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 Q1 2025 Q2 2025: $128.2M Q2 2025 Q3 2025: $133.4M $133.4M Q3 2025 Q4 2025: $137.7M Q4 2025 Q1 2026: $158.8M Q1 2026 Q2 2026: $167.9M Q2 2026

Holdings 87 stocks · $133.4M
VEA Vanguard Ftse Developed ETF 18.50% 408,668 $24.7M Reduce -3.1%
SCHX Schwab US Large-Cap ETF 13.41% 679,208 $17.9M Add +5.3%
IWB iShares Russell 1000 ETF 5.89% 21,509 $7.9M No change
NVDA Nvidia Corp. 5.76% 42,727 $7.7M Reduce -0.1%
VCRB Vanguard Core Bond ETF 5.32% 90,197 $7.1M Add +11.5%
AAPL Apple Inc. 4.29% 22,941 $5.7M Reduce -0.8%
ITOT iShares Core S&P Total U.S. 3.62% 33,172 $4.8M No change
MSFT Microsoft Corp. 3.47% 9,025 $4.6M Reduce -3.8%
DFVX Dim US Large Cap Vector ETF 2.40% 44,242 $3.2M Reduce -35.6%
GOOGL Alphabet Inc. Class A 2.32% 12,323 $3.1M Reduce -4.9%
AMZN Amazon.com Inc. 2.01% 12,414 $2.7M Reduce -1.9%
SCHE Schwab Emrg Mrkts Eqty ETF 1.92% 76,300 $2.6M Add +0.7%
JPM JPMorgan Chase & Co. 1.25% 5,459 $1.7M Reduce -3.1%
AVGO Broadcom Inc. 1.08% 4,118 $1.4M Add +0.1%
META Meta Platforms Inc. Class A 1.01% 1,882 $1.4M Reduce -10.6%
WMT Walmart Inc. 0.97% 11,925 $1.3M No change
COST Costco Wholesale Corp. 0.95% 1,327 $1.3M Reduce -4.2%
TSLA Tesla Inc. 0.95% 2,906 $1.3M Reduce -26.8%
VOO Vanguard S&P 500 ETF 0.94% 2,054 $1.3M No change
MA Mastercard Inc. Class A 0.89% 2,119 $1.2M Reduce -10.0%
HD Home Depot Inc. 0.85% 2,908 $1.1M Reduce -2.9%
RSP Invesco S&P 500 Equal Weight 0.80% 5,667 $1.1M No change
VEU Vanguard Ftse All-World Ex-U 0.80% 14,858 $1.1M No change
UNH Unitedhealth Group Inc. 0.79% 2,918 $1.1M Add +32.4%
LLY Eli Lilly & Co. 0.79% 1,269 $1.0M Add +3.8%
V Visa Inc. Class A 0.69% 2,650 $916K Reduce -5.9%
MDY State Street SPDR S&P Midcap 0.69% 1,537 $914K No change
EQAL Invesco Russell 1000 Equal W 0.65% 16,569 $866K No change
QQQ Invesco QQQ Trust Series 1 0.64% 1,408 $848K No change
GOOG Alphabet Inc. Class C 0.51% 2,723 $685K Reduce -15.2%
OMFL Invesco Russell 1000 DYN M/F 0.51% 11,333 $678K Reduce -1.4%
ABBV Abbvie Inc. 0.48% 2,852 $645K Reduce -7.3%
IVV iShares Core S&P 500 ETF 0.48% 965 $645K No change
BRK.B Berkshire Hathaway Inc. Class B 0.48% 1,292 $641K Reduce -6.7%
ORCL Oracle Corp. 0.47% 2,079 $631K Reduce -14.2%
XLF SS Financial Select Sector 0.47% 11,809 $629K No change
IXUS iShares Core Intl Stock ETF 0.45% 7,269 $604K No change
IDEV iShares Core MSCI Dev MKTS 0.44% 7,276 $586K New
MCD McDonald's Corp. 0.41% 1,775 $542K Add +4.3%
NFLX Netflix Inc. 0.40% 440 $529K Reduce -18.5%
GILD Gilead Sciences Inc. 0.40% 4,457 $527K Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.39% 1,599 $525K Reduce -5.2%
JNJ Johnson & Johnson 0.39% 2,716 $519K Reduce -7.5%
IWM iShares Russell 2000 ETF 0.37% 1,960 $491K No change
AMD Advanced Micro Devices 0.35% 1,980 $472K No change
COR Cencora Inc. 0.35% 1,452 $464K Add +1.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 695 $462K No change
EFA iShares MSCI Eafe ETF 0.31% 4,408 $414K No change
TXN Texas Instruments Inc. 0.31% 2,336 $409K Reduce -9.1%
CSCO Cisco Systems Inc. 0.30% 5,803 $403K Reduce -6.1%
RTX RTX Corp. 0.29% 2,503 $393K Reduce -18.6%
SCHW Schwab (charles) Corp. 0.29% 4,122 $389K Reduce -0.1%
VST Vistra Corp. 0.28% 1,802 $380K Reduce -1.5%
KO The Coca-Cola Co. 0.28% 5,655 $379K Reduce -16.5%
CAT Caterpillar Inc. 0.28% 708 $378K No change
AMAT Applied Materials Inc. 0.27% 1,590 $362K No change
T AT&T Inc. 0.27% 13,667 $356K Reduce -0.2%
CVX Chevron Corp. 0.27% 2,342 $356K Add +31.2%
VIOO Vanguard S&P Small-Cap 600 E 0.25% 3,030 $337K Reduce -2.5%
TMO Thermo Fisher Scientific Inc. 0.25% 624 $329K Reduce -30.9%
BLK BlackRock Inc. 0.23% 259 $311K Reduce -0.4%
WM Waste Management Inc. 0.23% 1,450 $310K Add +3.1%
PG The Procter & Gamble Co. 0.23% 2,043 $301K Reduce -12.7%
UNP Union Pacific Corp. 0.22% 1,277 $288K Add +1.8%
ABT Abbott Laboratories 0.21% 2,184 $283K Reduce -14.9%
AXP American Express Co. 0.21% 851 $281K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 5,378 $281K No change
PLTR Palantir Technologies Inc. Class A 0.21% 1,547 $278K No change
CEG Constellation Energy 0.21% 684 $276K No change
MRK Merck & Co. Inc. 0.20% 3,244 $273K New
GE General Electric filed as GE AEROSPACE 0.20% 879 $264K No change
SCZ iShares MSCI Eafe Small-Cap 0.20% 3,451 $264K Reduce -3.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 922 $259K No change
NOW ServiceNow Inc. 0.19% 286 $258K Reduce -1.4%
NEE Nextera Energy Inc. 0.18% 2,876 $247K Reduce -31.5%
WFC Wells Fargo & Co. 0.18% 2,850 $246K Reduce -13.7%
UBER Uber Technologies Inc. 0.18% 2,477 $234K Reduce -2.1%
QCOM Qualcomm Inc. 0.17% 1,417 $231K Reduce -18.9%
EEM iShares MSCI Emerging Market 0.17% 4,210 $227K Reduce -8.5%
PM Philip Morris International 0.17% 1,433 $226K No change
QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.16% 6,430 $217K Reduce -7.8%
MS Morgan Stanley 0.16% 1,314 $214K New
APH Amphenol Corp. Class A 0.15% 1,633 $205K New
ADI Analog Devices Inc. 0.15% 850 $202K No change
CVS CVS Health Corp. 0.15% 2,504 $202K New
TELA Tela Bio Inc. 0.11% 99,888 $148K No change
PGX Invesco Preferred ETF 0.10% 11,725 $136K Reduce -0.1%

Portfolio Sells Q2 2025 → Q3 2025
DFVX Dim US Large Cap Vector ETF Reduce -35.6% 2.40% −1.29
XOM Exxon Mobil Corp. Sold out 0.00% −0.46
PEP Pepsico Inc. Sold out 0.00% −0.31
VEA Vanguard Ftse Developed ETF Reduce -3.1% 18.50% −0.26
ANET Arista Networks Inc. Sold out 0.00% −0.23
META Meta Platforms Inc. Class A Reduce -10.6% 1.01% −0.20
NKE Nike Inc. Class B Sold out 0.00% −0.19
BR Broadridge Financial Solutio Sold out 0.00% −0.17
COWZ Pacer US Cash Cows 100 ETF Sold out 0.00% −0.17
CMCSA Comcast Corp. Class A Sold out 0.00% −0.17
DIS The Walt Disney Co. Sold out 0.00% −0.17
PGR Progressive Corp. Sold out 0.00% −0.17
NFLX Netflix Inc. Reduce -18.5% 0.40% −0.17
MSFT Microsoft Corp. Reduce -3.8% 3.47% −0.16
TGT Target Corp. Sold out 0.00% −0.16
CRM Salesforce Inc. Sold out 0.00% −0.16
AMZN Amazon.com Inc. Reduce -1.9% 2.01% −0.16
BKNG Booking Holdings Inc. Sold out 0.00% −0.16
LIN Linde PLC Sold out 0.00% −0.16
MA Mastercard Inc. Class A Reduce -10.0% 0.89% −0.14
COST Costco Wholesale Corp. Reduce -4.2% 0.95% −0.12
TXN Texas Instruments Inc. Reduce -9.1% 0.31% −0.11
V Visa Inc. Class A Reduce -5.9% 0.69% −0.09
KO The Coca-Cola Co. Reduce -16.5% 0.28% −0.09
PG The Procter & Gamble Co. Reduce -12.7% 0.23% −0.06
ABT Abbott Laboratories Reduce -14.9% 0.21% −0.06
RTX RTX Corp. Reduce -18.6% 0.29% −0.06
QCOM Qualcomm Inc. Reduce -18.9% 0.17% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.7% 0.48% −0.04
NEE Nextera Energy Inc. Reduce -31.5% 0.18% −0.04
T AT&T Inc. Reduce -0.2% 0.27% −0.04
NOW ServiceNow Inc. Reduce -1.4% 0.19% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -30.9% 0.25% −0.04
TSLA Tesla Inc. Reduce -26.8% 0.95% −0.04
CSCO Cisco Systems Inc. Reduce -6.1% 0.30% −0.03
JPM JPMorgan Chase & Co. Reduce -3.1% 1.25% −0.02
WFC Wells Fargo & Co. Reduce -13.7% 0.18% −0.02
QAI Nylim HDG MLT-STR TRC ETF-Ui Reduce -7.8% 0.16% −0.01
HD Home Depot Inc. Reduce -2.9% 0.85% −0.01
OMFL Invesco Russell 1000 DYN M/F Reduce -1.4% 0.51% −0.01
UBER Uber Technologies Inc. Reduce -2.1% 0.18% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -5.2% 0.39% −0.01
SCZ iShares MSCI Eafe Small-Cap Reduce -3.3% 0.20% −0.00
EEM iShares MSCI Emerging Market Reduce -8.5% 0.17% −0.00
SCHW Schwab (charles) Corp. Reduce -0.1% 0.29% −0.00
PGX Invesco Preferred ETF Reduce -0.1% 0.10% 0.00
VIOO Vanguard S&P Small-Cap 600 E Reduce -2.5% 0.25% +0.01
VST Vistra Corp. Reduce -1.5% 0.28% +0.01
GILD Gilead Sciences Inc. Reduce -0.2% 0.40% +0.01
BLK BlackRock Inc. Reduce -0.4% 0.23% +0.02

Portfolio Buys Q2 2025 → Q3 2025
SCHX Schwab US Large-Cap ETF Add +5.3% 13.41% +1.13
IDEV iShares Core MSCI Dev MKTS New 0.44% +0.44
VCRB Vanguard Core Bond ETF Add +11.5% 5.32% +0.43
UNH Unitedhealth Group Inc. Add +32.4% 0.79% +0.25
MRK Merck & Co. Inc. New 0.20% +0.20
AVGO Broadcom Inc. Add +0.1% 1.08% +0.20
MS Morgan Stanley New 0.16% +0.16
APH Amphenol Corp. Class A New 0.15% +0.15
CVS CVS Health Corp. New 0.15% +0.15
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.7% 1.92% +0.13
CVX Chevron Corp. Add +31.2% 0.27% +0.07
LLY Eli Lilly & Co. Add +3.8% 0.79% +0.04
MCD McDonald's Corp. Add +4.3% 0.41% +0.02
COR Cencora Inc. Add +1.7% 0.35% +0.01
UNP Union Pacific Corp. Add +1.8% 0.22% −0.01
WM Waste Management Inc. Add +3.1% 0.23% −0.02

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