Up Strategic Wealth Investment Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Up Strategic Wealth Investment Advisors LLC reported 87 stock positions worth $137.7 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 19.9% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 14.2%) and iShares Russell 1000 ETF (IWB, 5.9%). Compared with Q3 2025, it opened 9 new positions, sold out of 9, added to 19 and reduced 24. The biggest buy was a new position in Dimensional Emrg MRKT Core (DFEM) and the biggest sale Microsoft (MSFT, shares −5%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0002011649
Portfolio Value
$137.7M (Q4 2025)
SEC Filing
0002011649-26-000001 ↗ filed Feb 10, 2026

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 Q3 2025 Q4 2025: $137.7M $137.7M Q4 2025 Q1 2026: $158.8M Q1 2026 Q2 2026: $167.9M Q2 2026

Holdings 87 stocks · $137.7M
VEA Vanguard Ftse Developed ETF 19.94% 407,487 $27.5M Reduce -0.3%
SCHX Schwab US Large-Cap ETF 14.22% 718,663 $19.6M Add +5.8%
IWB iShares Russell 1000 ETF 5.91% 21,509 $8.1M No change
VCRB Vanguard Core Bond ETF 5.17% 91,120 $7.1M Add +1.0%
NVDA Nvidia Corp. 4.87% 36,157 $6.7M Reduce -15.4%
AAPL Apple Inc. 3.95% 19,534 $5.4M Reduce -14.8%
ITOT iShares Core S&P Total U.S. 3.64% 33,172 $5.0M No change
GOOGL Alphabet Inc. Class A 2.76% 11,761 $3.8M Reduce -4.6%
MSFT Microsoft Corp. 2.51% 8,606 $3.5M Reduce -4.6%
DFVX Dim US Large Cap Vector ETF 2.29% 40,225 $3.1M Reduce -9.1%
AMZN Amazon.com Inc. 1.84% 12,051 $2.5M Reduce -2.9%
SCHE Schwab Emrg Mrkts Eqty ETF 1.42% 55,958 $2.0M Reduce -26.7%
JPM JPMorgan Chase & Co. 1.28% 5,459 $1.8M No change
WMT Walmart Inc. 1.09% 11,492 $1.5M Reduce -3.6%
VOO Vanguard S&P 500 ETF 1.02% 2,212 $1.4M Add +7.7%
AVGO Broadcom Inc. 0.98% 4,065 $1.4M Reduce -1.3%
LLY Eli Lilly & Co. 0.98% 1,271 $1.3M Add +0.2%
COST Costco Wholesale Corp. 0.97% 1,340 $1.3M Add +1.0%
DFEM Dimensional Emrg MRKT Core 0.93% 35,199 $1.3M New
META Meta Platforms Inc. Class A 0.90% 1,882 $1.2M No change
VEU Vanguard Ftse All-World Ex-U 0.85% 14,858 $1.2M No change
MA Mastercard Inc. Class A 0.85% 2,129 $1.2M Add +0.5%
TSLA Tesla Inc. 0.84% 2,806 $1.2M Reduce -3.4%
RSP Invesco S&P 500 Equal Weight 0.83% 5,667 $1.1M No change
HD Home Depot Inc. 0.81% 2,908 $1.1M No change
MDY State Street SPDR S&P Midcap 0.73% 1,537 $1.0M No change
V Visa Inc. Class A 0.66% 2,725 $904K Add +2.8%
QQQ Invesco QQQ Trust Series 1 0.62% 1,408 $858K No change
BRK.B Berkshire Hathaway Inc. Class B 0.58% 1,585 $805K Add +22.7%
GILD Gilead Sciences Inc. 0.49% 4,457 $680K No change
IVV iShares Core S&P 500 ETF 0.49% 965 $669K No change
JNJ Johnson & Johnson 0.47% 2,716 $652K No change
XLF SS Financial Select Sector 0.47% 11,809 $641K No change
IDEV iShares Core MSCI Dev MKTS 0.46% 7,276 $640K No change
ABBV Abbvie Inc. 0.46% 2,852 $637K No change
PG The Procter & Gamble Co. 0.43% 3,738 $595K Add +83.0%
OMFL Invesco Russell 1000 DYN M/F 0.43% 9,379 $592K Reduce -17.2%
MCD McDonald's Corp. 0.42% 1,787 $585K Add +0.7%
EQAL Invesco Russell 1000 Equal W 0.40% 9,757 $550K Reduce -41.1%
VTI VG Morningstar TS MKT ETF-US 0.39% 1,559 $532K Reduce -2.5%
TXN Texas Instruments Inc. 0.38% 2,380 $527K Add +1.9%
COR Cencora Inc. 0.38% 1,452 $522K No change
IWM iShares Russell 2000 ETF 0.38% 1,960 $519K No change
CAT Caterpillar Inc. 0.37% 708 $514K No change
AMAT Applied Materials Inc. 0.37% 1,590 $513K No change
GOOG Alphabet Inc. Class C 0.37% 1,560 $504K Reduce -42.7%
RTX RTX Corp. 0.36% 2,503 $497K No change
CSCO Cisco Systems Inc. 0.36% 5,803 $492K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 695 $480K No change
IXUS iShares Core Intl Stock ETF 0.33% 5,042 $458K Reduce -30.6%
KO The Coca-Cola Co. 0.33% 5,768 $456K Add +2.0%
EFA iShares MSCI Eafe ETF 0.33% 4,408 $452K No change
XOM Exxon Mobil Corp. 0.33% 3,026 $451K New
SCHW Schwab (charles) Corp. 0.31% 4,122 $433K No change
CVX Chevron Corp. 0.31% 2,343 $424K Add +0.0%
AMD Advanced Micro Devices 0.30% 1,980 $413K No change
MRK Merck & Co. Inc. 0.29% 3,249 $396K Add +0.1%
UNH Unitedhealth Group Inc. 0.28% 1,386 $383K Reduce -52.5%
NFLX Netflix Inc. 0.27% 4,442 $365K Add +0.9%
VIOO Vanguard S&P Small-Cap 600 E 0.26% 2,957 $360K Reduce -2.4%
NEE Nextera Energy Inc. 0.26% 3,953 $354K Add +37.5%
T AT&T Inc. 0.25% 12,746 $346K Reduce -6.7%
TMO Thermo Fisher Scientific Inc. 0.25% 624 $339K No change
AXP American Express Co. 0.22% 851 $306K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 5,378 $304K No change
ORCL Oracle Corp. 0.22% 2,073 $296K Reduce -0.3%
SCZ iShares MSCI Eafe Small-Cap 0.21% 3,451 $287K No change
GE General Electric filed as GE AEROSPACE 0.21% 880 $282K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 935 $280K Add +1.4%
ADI Analog Devices Inc. 0.20% 869 $278K Add +2.2%
BLK BlackRock Inc. 0.20% 259 $274K No change
WFC Wells Fargo & Co. 0.19% 2,850 $268K No change
VST Vistra Corp. 0.19% 1,753 $262K Reduce -2.7%
WM Waste Management Inc. 0.19% 1,139 $258K Reduce -21.4%
AMGN Amgen Inc. 0.18% 648 $249K New
EEM iShares MSCI Emerging Market 0.18% 4,050 $243K Reduce -3.8%
MTB M & T Bank Corp. filed as M & T BK CORP 0.17% 1,011 $241K New
INTC Intel Corp. 0.17% 4,738 $240K New
MS Morgan Stanley 0.17% 1,314 $236K No change
UNP Union Pacific Corp. 0.17% 906 $229K Reduce -29.1%
APH Amphenol Corp. Class A 0.16% 1,633 $222K No change
LMT Lockheed Martin Corp. 0.16% 351 $219K New
PEP Pepsico Inc. 0.16% 1,267 $216K New
LOW Lowe's Cos Inc. 0.15% 760 $212K New
PNC PNC Financial Services Group 0.15% 828 $201K New
PGX Invesco Preferred ETF 0.10% 11,725 $133K No change
TELA Tela Bio Inc. 0.06% 99,888 $81K No change

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -4.6% 2.51% −0.97
NVDA Nvidia Corp. Reduce -15.4% 4.87% −0.89
UNH Unitedhealth Group Inc. Reduce -52.5% 0.28% −0.51
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -26.7% 1.42% −0.49
AAPL Apple Inc. Reduce -14.8% 3.95% −0.34
ORCL Oracle Corp. Reduce -0.3% 0.22% −0.26
EQAL Invesco Russell 1000 Equal W Reduce -41.1% 0.40% −0.25
ABT Abbott Laboratories Sold out 0.00% −0.21
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.21
CEG Constellation Energy Sold out 0.00% −0.21
NOW ServiceNow Inc. Sold out 0.00% −0.19
UBER Uber Technologies Inc. Sold out 0.00% −0.18
QCOM Qualcomm Inc. Sold out 0.00% −0.17
PM Philip Morris International Sold out 0.00% −0.17
AMZN Amazon.com Inc. Reduce -2.9% 1.84% −0.16
QAI Nylim HDG MLT-STR TRC ETF-Ui Sold out 0.00% −0.16
CVS CVS Health Corp. Sold out 0.00% −0.15
GOOG Alphabet Inc. Class C Reduce -42.7% 0.37% −0.15
IXUS iShares Core Intl Stock ETF Reduce -30.6% 0.33% −0.12
DFVX Dim US Large Cap Vector ETF Reduce -9.1% 2.29% −0.12
TSLA Tesla Inc. Reduce -3.4% 0.84% −0.11
AVGO Broadcom Inc. Reduce -1.3% 0.98% −0.10
VST Vistra Corp. Reduce -2.7% 0.19% −0.09
OMFL Invesco Russell 1000 DYN M/F Reduce -17.2% 0.43% −0.08
UNP Union Pacific Corp. Reduce -29.1% 0.17% −0.05
WM Waste Management Inc. Reduce -21.4% 0.19% −0.04
T AT&T Inc. Reduce -6.7% 0.25% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -2.5% 0.39% −0.01
EEM iShares MSCI Emerging Market Reduce -3.8% 0.18% +0.01
VIOO Vanguard S&P Small-Cap 600 E Reduce -2.4% 0.26% +0.01
WMT Walmart Inc. Reduce -3.6% 1.09% +0.12
GOOGL Alphabet Inc. Class A Reduce -4.6% 2.76% +0.44
VEA Vanguard Ftse Developed ETF Reduce -0.3% 19.94% +1.44

Portfolio Buys Q3 2025 → Q4 2025
DFEM Dimensional Emrg MRKT Core New 0.93% +0.93
SCHX Schwab US Large-Cap ETF Add +5.8% 14.22% +0.80
XOM Exxon Mobil Corp. New 0.33% +0.33
PG The Procter & Gamble Co. Add +83.0% 0.43% +0.21
LLY Eli Lilly & Co. Add +0.2% 0.98% +0.19
AMGN Amgen Inc. New 0.18% +0.18
MTB M & T Bank Corp. New 0.17% +0.17
INTC Intel Corp. New 0.17% +0.17
LMT Lockheed Martin Corp. New 0.16% +0.16
PEP Pepsico Inc. New 0.16% +0.16
LOW Lowe's Cos Inc. New 0.15% +0.15
PNC PNC Financial Services Group New 0.15% +0.15
BRK.B Berkshire Hathaway Inc. Class B Add +22.7% 0.58% +0.10
MRK Merck & Co. Inc. Add +0.1% 0.29% +0.08
VOO Vanguard S&P 500 ETF Add +7.7% 1.02% +0.08
TXN Texas Instruments Inc. Add +1.9% 0.38% +0.08
NEE Nextera Energy Inc. Add +37.5% 0.26% +0.07
ADI Analog Devices Inc. Add +2.2% 0.20% +0.05
KO The Coca-Cola Co. Add +2.0% 0.33% +0.05
CVX Chevron Corp. Add +0.0% 0.31% +0.04
COST Costco Wholesale Corp. Add +1.0% 0.97% +0.02
MCD McDonald's Corp. Add +0.7% 0.42% +0.02
IBM Intl Business Machines Corp. Add +1.4% 0.20% +0.01
GE General Electric Add +0.1% 0.21% +0.01
V Visa Inc. Class A Add +2.8% 0.66% −0.03
MA Mastercard Inc. Class A Add +0.5% 0.85% −0.05
NFLX Netflix Inc. Add +0.9% 0.27% −0.13
VCRB Vanguard Core Bond ETF Add +1.0% 5.17% −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