Up Strategic Wealth Investment Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Up Strategic Wealth Investment Advisors LLC reported 98 stock positions worth $158.8 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 18.1% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 13.8%) and Vanguard Core Bond ETF (VCRB, 5.9%). Compared with Q4 2025, it opened 14 new positions, sold out of 3, added to 41 and reduced 17. The biggest buy was a new position in Vanguard Core Tax-Ex Bond (VCRM) and the biggest sale Home Depot (HD, shares −26%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0002011649
Portfolio Value
$158.8M (Q1 2026)
SEC Filing
0002011649-26-000002 ↗ filed May 12, 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 Q4 2025 Q1 2026: $158.8M $158.8M Q1 2026 Q2 2026: $167.9M Q2 2026

Holdings 98 stocks · $158.8M
VEA Vanguard Ftse Developed ETF 18.09% 412,336 $28.7M Add +1.2%
SCHX Schwab US Large-Cap ETF 13.85% 763,704 $22.0M Add +6.3%
VCRB Vanguard Core Bond ETF 5.85% 120,396 $9.3M Add +32.1%
NVDA Nvidia Corp. 5.62% 42,197 $8.9M Add +16.7%
IWB iShares Russell 1000 ETF 5.41% 21,509 $8.6M No change
AAPL Apple Inc. 3.95% 21,804 $6.3M Add +11.6%
ITOT iShares Core S&P Total U.S. 3.32% 32,902 $5.3M Reduce -0.8%
GOOGL Alphabet Inc. Class A 2.97% 11,861 $4.7M Add +0.8%
MSFT Microsoft Corp. 2.54% 9,581 $4.0M Add +11.3%
AMZN Amazon.com Inc. 2.29% 13,413 $3.6M Add +11.3%
DFVX Dim US Large Cap Vector ETF 2.18% 43,013 $3.5M Add +6.9%
VCRM Vanguard Core Tax-Ex Bond 1.80% 37,808 $2.9M New
SCHE Schwab Emrg Mrkts Eqty ETF 1.27% 55,104 $2.0M Reduce -1.5%
JPM JPMorgan Chase & Co. 1.25% 6,494 $2.0M Add +19.0%
AVGO Broadcom Inc. 1.07% 4,121 $1.7M Add +1.4%
DFEM Dimensional Emrg MRKT Core 0.99% 39,278 $1.6M Add +11.6%
WMT Walmart Inc. 0.96% 11,745 $1.5M Add +2.2%
VOO Vanguard S&P 500 ETF 0.94% 2,212 $1.5M No change
GOOG Alphabet Inc. Class C 0.90% 3,630 $1.4M Add +132.7%
COST Costco Wholesale Corp. 0.86% 1,357 $1.4M Add +1.3%
LLY Eli Lilly & Co. 0.82% 1,330 $1.3M Add +4.6%
MU Micron Technology Inc. 0.80% 1,956 $1.3M New
VEU Vanguard Ftse All-World Ex-U 0.77% 14,858 $1.2M No change
TSLA Tesla Inc. 0.73% 2,808 $1.2M Add +0.1%
AMD Advanced Micro Devices 0.69% 2,698 $1.1M Add +36.3%
MDY State Street SPDR S&P Midcap 0.65% 1,537 $1.0M No change
META Meta Platforms Inc. Class A 0.64% 1,651 $1.0M Reduce -12.3%
QQQ Invesco QQQ Trust Series 1 0.62% 1,413 $982K Add +0.4%
MA Mastercard Inc. Class A 0.58% 1,853 $928K Reduce -13.0%
BRK.B Berkshire Hathaway Inc. Class B 0.53% 1,784 $848K Add +12.6%
TXN Texas Instruments Inc. 0.47% 2,615 $746K Add +9.9%
RSP Invesco S&P 500 Equal Weight 0.46% 3,601 $733K Reduce -36.5%
V Visa Inc. Class A 0.45% 2,244 $721K Reduce -17.6%
HD Home Depot Inc. 0.44% 2,153 $695K Reduce -26.0%
IVV iShares Core S&P 500 ETF 0.43% 935 $687K Reduce -3.1%
ABBV Abbvie Inc. 0.42% 3,305 $670K Add +15.9%
AMAT Applied Materials Inc. 0.41% 1,590 $653K No change
NFLX Netflix Inc. 0.41% 7,362 $650K Add +65.7%
IDEV iShares Core MSCI Dev MKTS 0.41% 7,276 $646K No change
CAT Caterpillar Inc. 0.40% 708 $634K No change
GILD Gilead Sciences Inc. 0.40% 4,700 $630K Add +5.5%
JNJ Johnson & Johnson 0.40% 2,822 $628K Add +3.9%
OMFL Invesco Russell 1000 DYN M/F 0.39% 9,379 $626K No change
XLF SS Financial Select Sector 0.38% 11,809 $609K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.38% 828 $606K Add +19.1%
EQAL Invesco Russell 1000 Equal W 0.35% 9,757 $563K No change
VTI VG Morningstar TS MKT ETF-US 0.35% 1,559 $562K No change
IWM iShares Russell 2000 ETF 0.35% 1,960 $553K No change
CSCO Cisco Systems Inc. 0.34% 5,853 $539K Add +0.9%
INTC Intel Corp. 0.34% 4,879 $535K Add +3.0%
UNH Unitedhealth Group Inc. 0.32% 1,386 $512K No change
IXUS iShares Core Intl Stock ETF 0.30% 5,042 $478K No change
KO The Coca-Cola Co. 0.30% 5,991 $470K Add +3.9%
XOM Exxon Mobil Corp. 0.29% 3,102 $455K Add +2.5%
EFA iShares MSCI Eafe ETF 0.29% 4,408 $454K No change
MCD McDonald's Corp. 0.28% 1,576 $447K Reduce -11.8%
CVX Chevron Corp. 0.28% 2,444 $446K Add +4.3%
RTX RTX Corp. 0.27% 2,434 $430K Reduce -2.8%
WFC Wells Fargo & Co. 0.24% 4,850 $384K Add +70.2%
VIOO Vanguard S&P Small-Cap 600 E 0.24% 2,957 $377K No change
NEE Nextera Energy Inc. 0.24% 4,019 $375K Add +1.7%
MRK Merck & Co. Inc. 0.23% 3,261 $366K Add +0.4%
SCHW Schwab (charles) Corp. 0.23% 4,078 $365K Reduce -1.1%
COR Cencora Inc. 0.23% 1,423 $364K Reduce -2.0%
ADI Analog Devices Inc. 0.23% 875 $357K Add +0.7%
MS Morgan Stanley 0.22% 1,814 $345K Add +38.0%
MTB M & T Bank Corp. filed as M & T BK CORP 0.20% 1,511 $322K Add +49.5%
T AT&T Inc. 0.20% 12,690 $321K Reduce -0.4%
PG The Procter & Gamble Co. 0.20% 2,120 $310K Reduce -43.3%
TMO Thermo Fisher Scientific Inc. 0.19% 624 $296K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 5,578 $294K Add +3.7%
SCZ iShares MSCI Eafe Small-Cap 0.18% 3,451 $293K No change
AXTI Axt Inc. 0.18% 2,643 $287K New
AXP American Express Co. 0.17% 871 $278K Add +2.4%
EEM iShares MSCI Emerging Market 0.17% 4,050 $270K No change
GE General Electric filed as GE AEROSPACE 0.17% 880 $266K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.17% 2,022 $264K New
BLK BlackRock Inc. 0.16% 238 $254K Reduce -8.1%
MRVL Marvell Technology Inc. 0.16% 1,581 $253K New
WM Waste Management Inc. 0.16% 1,139 $252K No change
MSTR Strategy Inc. 0.16% 1,393 $251K New
PLTR Palantir Technologies Inc. Class A 0.16% 1,810 $248K New
LRCX Lam Research Corp. 0.15% 850 $244K New
VST Vistra Corp. 0.15% 1,576 $243K Reduce -10.1%
UNP Union Pacific Corp. 0.15% 906 $240K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 965 $223K Add +3.2%
APH Amphenol Corp. Class A 0.14% 1,633 $223K No change
IWF iShares Russell 1000 Growth 0.14% 1,796 $220K New
AMGN Amgen Inc. 0.13% 648 $213K No change
CVS CVS Health Corp. 0.13% 2,438 $213K New
PLD Prologis Inc. 0.13% 1,473 $210K New
GEV GE Vernova Inc. 0.13% 197 $206K New
ORCL Oracle Corp. 0.13% 1,047 $204K Reduce -49.5%
SCHF Schwab Intl Equity ETF 0.13% 7,467 $201K New
PEP Pepsico Inc. 0.13% 1,281 $200K Add +1.1%
CEG Constellation Energy 0.13% 643 $200K New
PGX Invesco Preferred ETF 0.08% 11,725 $131K No change
TELA Tela Bio Inc. 0.07% 99,888 $110K No change

Portfolio Sells Q4 2025 → Q1 2026
HD Home Depot Inc. Reduce -26.0% 0.44% −0.38
RSP Invesco S&P 500 Equal Weight Reduce -36.5% 0.46% −0.37
ITOT iShares Core S&P Total U.S. Reduce -0.8% 3.32% −0.33
MA Mastercard Inc. Class A Reduce -13.0% 0.58% −0.26
META Meta Platforms Inc. Class A Reduce -12.3% 0.64% −0.26
PG The Procter & Gamble Co. Reduce -43.3% 0.20% −0.24
V Visa Inc. Class A Reduce -17.6% 0.45% −0.20
LMT Lockheed Martin Corp. Sold out 0.00% −0.16
LOW Lowe's Cos Inc. Sold out 0.00% −0.15
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.5% 1.27% −0.15
COR Cencora Inc. Reduce -2.0% 0.23% −0.15
PNC PNC Financial Services Group Sold out 0.00% −0.15
MCD McDonald's Corp. Reduce -11.8% 0.28% −0.14
RTX RTX Corp. Reduce -2.8% 0.27% −0.09
ORCL Oracle Corp. Reduce -49.5% 0.13% −0.09
SCHW Schwab (charles) Corp. Reduce -1.1% 0.23% −0.08
IVV iShares Core S&P 500 ETF Reduce -3.1% 0.43% −0.05
T AT&T Inc. Reduce -0.4% 0.20% −0.05
BLK BlackRock Inc. Reduce -8.1% 0.16% −0.04
VST Vistra Corp. Reduce -10.1% 0.15% −0.04

Portfolio Buys Q4 2025 → Q1 2026
VCRM Vanguard Core Tax-Ex Bond New 1.80% +1.80
MU Micron Technology Inc. New 0.80% +0.80
NVDA Nvidia Corp. Add +16.7% 5.62% +0.75
VCRB Vanguard Core Bond ETF Add +32.1% 5.85% +0.68
GOOG Alphabet Inc. Class C Add +132.7% 0.90% +0.54
AMZN Amazon.com Inc. Add +11.3% 2.29% +0.45
AMD Advanced Micro Devices Add +36.3% 0.69% +0.39
GOOGL Alphabet Inc. Class A Add +0.8% 2.97% +0.22
AXTI Axt Inc. New 0.18% +0.18
BNY Bank of New York Mellon Corp. New 0.17% +0.17
INTC Intel Corp. Add +3.0% 0.34% +0.16
MRVL Marvell Technology Inc. New 0.16% +0.16
MSTR Strategy Inc. New 0.16% +0.16
PLTR Palantir Technologies Inc. Class A New 0.16% +0.16
LRCX Lam Research Corp. New 0.15% +0.15
NFLX Netflix Inc. Add +65.7% 0.41% +0.14
IWF iShares Russell 1000 Growth New 0.14% +0.14
CVS CVS Health Corp. New 0.13% +0.13
PLD Prologis Inc. New 0.13% +0.13
GEV GE Vernova Inc. New 0.13% +0.13
SCHF Schwab Intl Equity ETF New 0.13% +0.13
CEG Constellation Energy New 0.13% +0.13
AVGO Broadcom Inc. Add +1.4% 1.07% +0.09
TXN Texas Instruments Inc. Add +9.9% 0.47% +0.09
DFEM Dimensional Emrg MRKT Core Add +11.6% 0.99% +0.07
WFC Wells Fargo & Co. Add +70.2% 0.24% +0.05
MS Morgan Stanley Add +38.0% 0.22% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +19.1% 0.38% +0.03
MSFT Microsoft Corp. Add +11.3% 2.54% +0.03
MTB M & T Bank Corp. Add +49.5% 0.20% +0.03
ADI Analog Devices Inc. Add +0.7% 0.23% +0.02
AAPL Apple Inc. Add +11.6% 3.95% +0.00
QQQ Invesco QQQ Trust Series 1 Add +0.4% 0.62% −0.01
CSCO Cisco Systems Inc. Add +0.9% 0.34% −0.02
NEE Nextera Energy Inc. Add +1.7% 0.24% −0.02
JPM JPMorgan Chase & Co. Add +19.0% 1.25% −0.03
CVX Chevron Corp. Add +4.3% 0.28% −0.03
PEP Pepsico Inc. Add +1.1% 0.13% −0.03
KO The Coca-Cola Co. Add +3.9% 0.30% −0.04
BAC Bank of America Corp. Add +3.7% 0.19% −0.04
ABBV Abbvie Inc. Add +15.9% 0.42% −0.04
XOM Exxon Mobil Corp. Add +2.5% 0.29% −0.04
AXP American Express Co. Add +2.4% 0.17% −0.05
BRK.B Berkshire Hathaway Inc. Class B Add +12.6% 0.53% −0.05
MRK Merck & Co. Inc. Add +0.4% 0.23% −0.06
IBM Intl Business Machines Corp. Add +3.2% 0.14% −0.06
JNJ Johnson & Johnson Add +3.9% 0.40% −0.08
GILD Gilead Sciences Inc. Add +5.5% 0.40% −0.10
DFVX Dim US Large Cap Vector ETF Add +6.9% 2.18% −0.10
COST Costco Wholesale Corp. Add +1.3% 0.86% −0.11

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