Up Strategic Wealth Investment Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Up Strategic Wealth Investment Advisors LLC reported 104 stock positions worth $167.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 18.3% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 14.1%) and Vanguard Core Bond ETF (VCRB, 5.8%). Compared with Q1 2026, it opened 10 new positions, sold out of 4, added to 28 and reduced 18. The biggest buy was Micron Technology (MU, shares +12%) and the biggest sale Nvidia (NVDA, shares −15%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0002011649
Portfolio Value
$167.9M (Q2 2026)
SEC Filing
0002011649-26-000003 ↗ filed Aug 7, 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 Q1 2026 Q2 2026: $167.9M $167.9M Q2 2026

Holdings 104 stocks · $167.9M
VEA Vanguard Ftse Developed ETF 18.35% 425,817 $30.8M Add +3.3%
SCHX Schwab US Large-Cap ETF 14.08% 778,611 $23.6M Add +1.9%
VCRB Vanguard Core Bond ETF 5.77% 127,301 $9.7M Add +5.7%
IWB iShares Russell 1000 ETF 5.39% 21,509 $9.1M No change
NVDA Nvidia Corp. 4.66% 35,735 $7.8M Reduce -15.3%
AAPL Apple Inc. 4.07% 21,972 $6.8M Add +0.8%
ITOT iShares Core S&P Total U.S. 3.30% 32,902 $5.5M No change
MSFT Microsoft Corp. 2.78% 9,592 $4.7M Add +0.1%
GOOGL Alphabet Inc. Class A 2.56% 11,861 $4.3M No change
DFVX Dim US Large Cap Vector ETF 2.25% 44,209 $3.8M Add +2.8%
AMZN Amazon.com Inc. 2.18% 13,447 $3.7M Add +0.3%
JPM JPMorgan Chase & Co. 1.39% 6,494 $2.3M No change
SCHE Schwab Emrg Mrkts Eqty ETF 1.20% 55,104 $2.0M No change
MU Micron Technology Inc. 1.16% 2,189 $2.0M Add +11.9%
DFEM Dimensional Emrg MRKT Core 1.08% 46,304 $1.8M Add +17.9%
AVGO Broadcom Inc. 1.03% 4,121 $1.7M No change
VCRM Vanguard Core Tax-Ex Bond 0.96% 21,459 $1.6M Reduce -43.2%
VOO Vanguard S&P 500 ETF 0.93% 2,217 $1.6M Add +0.2%
LLY Eli Lilly & Co. 0.93% 1,328 $1.6M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.78% 3,630 $1.3M No change
AMD Advanced Micro Devices 0.78% 2,700 $1.3M Add +0.1%
WMT Walmart Inc. 0.77% 11,492 $1.3M Reduce -2.1%
COST Costco Wholesale Corp. 0.75% 1,340 $1.3M Reduce -1.3%
VEU Vanguard Ftse All-World Ex-U 0.75% 14,858 $1.3M No change
META Meta Platforms Inc. Class A 0.73% 2,085 $1.2M Add +26.3%
MA Mastercard Inc. Class A 0.70% 2,053 $1.2M Add +10.8%
MDY State Street SPDR S&P Midcap 0.64% 1,537 $1.1M No change
QQQ Invesco QQQ Trust Series 1 0.61% 1,418 $1.0M Add +0.3%
V Visa Inc. Class A 0.58% 2,642 $974K Add +17.7%
HD Home Depot Inc. 0.57% 2,698 $953K Add +25.3%
TSLA Tesla Inc. 0.54% 2,833 $911K Add +0.9%
AMAT Applied Materials Inc. 0.51% 1,590 $849K No change
ABBV Abbvie Inc. 0.48% 3,294 $811K Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.48% 1,563 $811K Reduce -12.4%
RSP Invesco S&P 500 Equal Weight 0.47% 3,601 $791K No change
JNJ Johnson & Johnson 0.43% 2,822 $727K No change
TXN Texas Instruments Inc. 0.43% 2,615 $726K No change
IVV iShares Core S&P 500 ETF 0.43% 935 $723K No change
CSCO Cisco Systems Inc. 0.42% 5,853 $711K No change
XLF SS Financial Select Sector 0.41% 11,809 $685K No change
IDEV iShares Core MSCI Dev MKTS 0.40% 7,276 $672K No change
OMFL Invesco Russell 1000 DYN M/F 0.39% 9,300 $659K Reduce -0.8%
GILD Gilead Sciences Inc. 0.37% 4,700 $619K No change
CAT Caterpillar Inc. 0.37% 708 $617K No change
EQAL Invesco Russell 1000 Equal W 0.35% 9,757 $590K No change
IWM iShares Russell 2000 ETF 0.35% 1,960 $588K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 761 $586K Reduce -8.1%
UNH Unitedhealth Group Inc. 0.34% 1,386 $572K No change
VTI VG Morningstar TS MKT ETF-US 0.34% 1,492 $566K Reduce -4.3%
RTX RTX Corp. 0.32% 2,434 $541K No change
KO The Coca-Cola Co. 0.31% 5,991 $520K No change
PG The Procter & Gamble Co. 0.30% 3,488 $512K Add +64.5%
INTC Intel Corp. 0.30% 5,066 $512K Add +3.8%
IXUS iShares Core Intl Stock ETF 0.29% 5,042 $487K No change
EFA iShares MSCI Eafe ETF 0.28% 4,408 $474K No change
MCD McDonald's Corp. 0.28% 1,706 $467K Add +8.3%
XOM Exxon Mobil Corp. 0.28% 3,076 $466K Reduce -0.8%
CVX Chevron Corp. 0.27% 2,446 $456K Add +0.1%
SCHW Schwab (charles) Corp. 0.26% 4,078 $441K No change
WFC Wells Fargo & Co. 0.26% 4,850 $432K No change
NFLX Netflix Inc. 0.26% 5,800 $430K Reduce -21.2%
MRK Merck & Co. Inc. 0.25% 3,256 $418K Reduce -0.1%
SNOW Snowflake Inc. 0.24% 1,264 $400K New
MS Morgan Stanley 0.24% 1,814 $396K No change
VIOO Vanguard S&P Small-Cap 600 E 0.23% 2,837 $392K Reduce -4.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.23% 1,511 $381K No change
TMO Thermo Fisher Scientific Inc. 0.21% 624 $361K No change
BAC Bank of America Corp. 0.21% 5,578 $353K No change
NEE Nextera Energy Inc. 0.20% 3,953 $340K Reduce -1.6%
GE General Electric filed as GE AEROSPACE 0.20% 890 $339K Add +1.1%
T AT&T Inc. 0.20% 14,620 $337K Add +15.2%
MRVL Marvell Technology Inc. 0.20% 1,581 $334K No change
ADI Analog Devices Inc. 0.20% 875 $330K No change
WM Waste Management Inc. 0.19% 1,449 $325K Add +27.2%
BNY Bank of New York Mellon Corp. 0.19% 2,022 $321K No change
AXP American Express Co. 0.18% 871 $304K No change
SCZ iShares MSCI Eafe Small-Cap 0.18% 3,451 $297K No change
PLTR Palantir Technologies Inc. Class A 0.17% 1,810 $287K No change
APH Amphenol Corp. Class A 0.17% 1,633 $281K No change
BLK BlackRock Inc. 0.16% 238 $270K No change
UNP Union Pacific Corp. 0.16% 906 $268K No change
EEM iShares MSCI Emerging Market 0.16% 4,050 $266K No change
AMGN Amgen Inc. 0.16% 644 $263K Reduce -0.6%
LRCX Lam Research Corp. 0.16% 852 $262K Add +0.2%
ORCL Oracle Corp. 0.15% 1,787 $258K Add +70.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 1,052 $248K Add +9.0%
CVS CVS Health Corp. 0.14% 2,452 $243K Add +0.6%
PM Philip Morris International 0.14% 1,273 $241K New
NOW ServiceNow Inc. 0.14% 2,046 $240K New
GS Goldman Sachs Group Inc. 0.13% 211 $224K New
IWF iShares Russell 1000 Growth 0.13% 1,796 $223K Reduce -75.0%
VST Vistra Corp. 0.13% 1,576 $222K No change
COR Cencora Inc. 0.13% 697 $221K Reduce -51.0%
PNC PNC Financial Services Group 0.13% 828 $211K New
SCHF Schwab Intl Equity ETF 0.12% 7,467 $209K No change
PGR Progressive Corp. 0.12% 983 $209K New
ZION Zions Bancorp NA 0.12% 2,906 $208K New
PANW Palo Alto Networks Inc. 0.12% 574 $208K New
PLD Prologis Inc. 0.12% 1,473 $207K No change
CB Chubb Ltd. 0.12% 576 $203K New
LMT Lockheed Martin Corp. 0.12% 351 $203K New
GEV GE Vernova Inc. 0.12% 197 $201K No change
PGX Invesco Preferred ETF 0.07% 11,725 $126K No change
TELA Tela Bio Inc. 0.05% 99,888 $91K No change

Portfolio Sells Q1 2026 → Q2 2026
NVDA Nvidia Corp. Reduce -15.3% 4.66% −0.96
VCRM Vanguard Core Tax-Ex Bond Reduce -43.2% 0.96% −0.84
WMT Walmart Inc. Reduce -2.1% 0.77% −0.19
AXTI Axt Inc. Sold out 0.00% −0.18
MSTR Strategy Inc. Sold out 0.00% −0.16
NFLX Netflix Inc. Reduce -21.2% 0.26% −0.15
CEG Constellation Energy Sold out 0.00% −0.13
PEP Pepsico Inc. Sold out 0.00% −0.13
COST Costco Wholesale Corp. Reduce -1.3% 0.75% −0.11
COR Cencora Inc. Reduce -51.0% 0.13% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -12.4% 0.48% −0.05
NEE Nextera Energy Inc. Reduce -1.6% 0.20% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.1% 0.35% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -4.3% 0.34% −0.02
XOM Exxon Mobil Corp. Reduce -0.8% 0.28% −0.01
IWF iShares Russell 1000 Growth Reduce -75.0% 0.13% −0.01
VIOO Vanguard S&P Small-Cap 600 E Reduce -4.1% 0.23% −0.00
OMFL Invesco Russell 1000 DYN M/F Reduce -0.8% 0.39% −0.00
MRK Merck & Co. Inc. Reduce -0.1% 0.25% +0.02
AMGN Amgen Inc. Reduce -0.6% 0.16% +0.02
ABBV Abbvie Inc. Reduce -0.3% 0.48% +0.06
LLY Eli Lilly & Co. Reduce -0.1% 0.93% +0.11

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +11.9% 1.16% +0.37
VEA Vanguard Ftse Developed ETF Add +3.3% 18.35% +0.25
MSFT Microsoft Corp. Add +0.1% 2.78% +0.25
SNOW Snowflake Inc. New 0.24% +0.24
SCHX Schwab US Large-Cap ETF Add +1.9% 14.08% +0.23
PM Philip Morris International New 0.14% +0.14
NOW ServiceNow Inc. New 0.14% +0.14
GS Goldman Sachs Group Inc. New 0.13% +0.13
HD Home Depot Inc. Add +25.3% 0.57% +0.13
PNC PNC Financial Services Group New 0.13% +0.13
V Visa Inc. Class A Add +17.7% 0.58% +0.13
PGR Progressive Corp. New 0.12% +0.12
ZION Zions Bancorp NA New 0.12% +0.12
PANW Palo Alto Networks Inc. New 0.12% +0.12
AAPL Apple Inc. Add +0.8% 4.07% +0.12
CB Chubb Ltd. New 0.12% +0.12
LMT Lockheed Martin Corp. New 0.12% +0.12
MA Mastercard Inc. Class A Add +10.8% 0.70% +0.11
PG The Procter & Gamble Co. Add +64.5% 0.30% +0.11
META Meta Platforms Inc. Class A Add +26.3% 0.73% +0.09
DFEM Dimensional Emrg MRKT Core Add +17.9% 1.08% +0.09
AMD Advanced Micro Devices Add +0.1% 0.78% +0.08
DFVX Dim US Large Cap Vector ETF Add +2.8% 2.25% +0.07
WM Waste Management Inc. Add +27.2% 0.19% +0.03
GE General Electric Add +1.1% 0.20% +0.03
ORCL Oracle Corp. Add +70.7% 0.15% +0.03
CVS CVS Health Corp. Add +0.6% 0.14% +0.01
IBM Intl Business Machines Corp. Add +9.0% 0.15% +0.01
LRCX Lam Research Corp. Add +0.2% 0.16% +0.00
T AT&T Inc. Add +15.2% 0.20% −0.00
VOO Vanguard S&P 500 ETF Add +0.2% 0.93% −0.00
MCD McDonald's Corp. Add +8.3% 0.28% −0.00
CVX Chevron Corp. Add +0.1% 0.27% −0.01
QQQ Invesco QQQ Trust Series 1 Add +0.3% 0.61% −0.01
INTC Intel Corp. Add +3.8% 0.30% −0.03
VCRB Vanguard Core Bond ETF Add +5.7% 5.77% −0.08
AMZN Amazon.com Inc. Add +0.3% 2.18% −0.11
TSLA Tesla Inc. Add +0.9% 0.54% −0.19

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