UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

CIK 0002011649 • 6 13F filings • May 15, 2025 – Aug 7, 2026

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Filer information

Filed by: UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC, Chief of Staff
Address: 444 LIBERTY AVE, SUITE 1400, PITTSBURGH, PA, 15222
Phone: 4125862060
AUM: $137.7M

AUM over time

$167.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $137.7M87 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$637K	0.5%Prev: 0.5%	2,852 SH	Decreased
ADVANCED MICRO DEVICES INC	COM	$413K	0.3%Prev: 0.4%	1,980 SH	Decreased
ALPHABET INC	CAP STK CL A	$3.8M	2.8%Prev: 2.3%	11,761 SH	Increased-562 SH
ALPHABET INC	CAP STK CL C	$504K	0.4%Prev: 0.5%	1,560 SH	Decreased-1,163 SH
AMAZON COM INC	COM	$2.5M	1.8%Prev: 2.0%	12,051 SH	Decreased-363 SH
AMERICAN EXPRESS CO	COM	$306K	0.2%Prev: 0.2%	851 SH	Increased
AMGEN INC	COM	$249K	0.2%	648 SH	New
AMPHENOL CORP NEW	CL A	$222K	0.2%Prev: 0.2%	1,633 SH	Increased
ANALOG DEVICES INC	COM	$278K	0.2%Prev: 0.2%	869 SH	Increased+19 SH
APPLE INC	COM	$5.4M	3.9%Prev: 4.3%	19,534 SH	Decreased-3,407 SH
APPLIED MATLS INC	COM	$513K	0.4%Prev: 0.3%	1,590 SH	Increased
AT&T INC	COM	$346K	0.3%Prev: 0.3%	12,746 SH	Decreased-921 SH
BANK AMERICA CORP	COM	$304K	0.2%Prev: 0.2%	5,378 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$805K	0.6%Prev: 0.5%	1,585 SH	Increased+293 SH
BLACKROCK INC	COM	$274K	0.2%Prev: 0.2%	259 SH	Decreased
BROADCOM INC	COM	$1.4M	1.0%Prev: 1.1%	4,065 SH	Decreased-53 SH
CATERPILLAR INC	COM	$514K	0.4%Prev: 0.3%	708 SH	Increased
CENCORA INC	COM	$522K	0.4%Prev: 0.3%	1,452 SH	Increased
CHEVRON CORP NEW	COM	$424K	0.3%Prev: 0.3%	2,343 SH	Increased+1 SH
CISCO SYS INC	COM	$492K	0.4%Prev: 0.3%	5,803 SH	Increased
COCA COLA CO	COM	$456K	0.3%Prev: 0.3%	5,768 SH	Increased+113 SH
COSTCO WHSL CORP NEW	COM	$1.3M	1.0%Prev: 0.9%	1,340 SH	Increased+13 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.3M	0.9%	35,199 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VEC	$3.1M	2.3%Prev: 2.4%	40,225 SH	Decreased-4,017 SH
ELI LILLY & CO	COM	$1.3M	1.0%Prev: 0.8%	1,271 SH	Increased+2 SH
EXXON MOBIL CORP	COM	$451K	0.3%	3,026 SH	New
GE AEROSPACE	COM NEW	$282K	0.2%Prev: 0.2%	880 SH	Increased+1 SH
GILEAD SCIENCES INC	COM	$680K	0.5%Prev: 0.4%	4,457 SH	Increased
HOME DEPOT INC	COM	$1.1M	0.8%Prev: 0.8%	2,908 SH	Decreased
INTEL CORP	COM	$240K	0.2%	4,738 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$280K	0.2%Prev: 0.2%	935 SH	Increased+13 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$133K	0.1%Prev: 0.1%	11,725 SH	Decreased
INVESCO EXCH TRADED FD TR II	RUSEL 1000 EQL	$550K	0.4%Prev: 0.6%	9,757 SH	Decreased-6,812 SH
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$592K	0.4%Prev: 0.5%	9,379 SH	Decreased-1,954 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.1M	0.8%Prev: 0.8%	5,667 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$858K	0.6%Prev: 0.6%	1,408 SH	Increased
ISHARES TR	CORE MSCI INTL	$640K	0.5%Prev: 0.4%	7,276 SH	Increased
ISHARES TR	CORE MSCI TOTAL	$458K	0.3%Prev: 0.5%	5,042 SH	Decreased-2,227 SH
ISHARES TR	CORE S&P TTL STK	$5.0M	3.6%Prev: 3.6%	33,172 SH	Increased
ISHARES TR	CORE S&P500 ETF	$669K	0.5%Prev: 0.5%	965 SH	Increased
ISHARES TR	EAFE SML CP ETF	$287K	0.2%Prev: 0.2%	3,451 SH	Increased
ISHARES TR	MSCI EAFE ETF	$452K	0.3%Prev: 0.3%	4,408 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$243K	0.2%Prev: 0.2%	4,050 SH	Increased-160 SH
ISHARES TR	RUS 1000 ETF	$8.1M	5.9%Prev: 5.9%	21,509 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$519K	0.4%Prev: 0.4%	1,960 SH	Increased
JOHNSON & JOHNSON	COM	$652K	0.5%Prev: 0.4%	2,716 SH	Increased
JPMORGAN CHASE & CO.	COM	$1.8M	1.3%Prev: 1.3%	5,459 SH	Increased
LOCKHEED MARTIN CORP	COM	$219K	0.2%	351 SH	New
LOWES COS INC	COM	$212K	0.2%	760 SH	New
M & T BK CORP	COM	$241K	0.2%	1,011 SH	New
MASTERCARD INCORPORATED	CL A	$1.2M	0.8%Prev: 0.9%	2,129 SH	Decreased+10 SH
MCDONALDS CORP	COM	$585K	0.4%Prev: 0.4%	1,787 SH	Increased+12 SH
MERCK & CO INC	COM	$396K	0.3%Prev: 0.2%	3,249 SH	Increased+5 SH
META PLATFORMS INC	CL A	$1.2M	0.9%Prev: 1.0%	1,882 SH	Decreased
MICROSOFT CORP	COM	$3.5M	2.5%Prev: 3.5%	8,606 SH	Decreased-419 SH
MORGAN STANLEY	COM NEW	$236K	0.2%Prev: 0.2%	1,314 SH	Increased
NETFLIX INC	COM	$365K	0.3%Prev: 0.4%	4,442 SH	Decreased+4,002 SH
NEXTERA ENERGY INC	COM	$354K	0.3%Prev: 0.2%	3,953 SH	Increased+1,077 SH
NVIDIA CORPORATION	COM	$6.7M	4.9%Prev: 5.8%	36,157 SH	Decreased-6,570 SH
ORACLE CORP	COM	$296K	0.2%Prev: 0.5%	2,073 SH	Decreased-6 SH
PEPSICO INC	COM	$216K	0.2%	1,267 SH	New
PNC FINL SVCS GROUP INC	COM	$201K	0.1%	828 SH	New
PROCTER AND GAMBLE CO	COM	$595K	0.4%Prev: 0.2%	3,738 SH	Increased+1,695 SH
RTX CORPORATION	COM	$497K	0.4%Prev: 0.3%	2,503 SH	Increased
SCHWAB CHARLES CORP	COM	$433K	0.3%Prev: 0.3%	4,122 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.0M	1.4%Prev: 1.9%	55,958 SH	Decreased-20,342 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$19.6M	14.2%Prev: 13.4%	718,663 SH	Increased+39,455 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$641K	0.5%	11,809 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$480K	0.3%Prev: 0.3%	695 SH	Increased
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.0M	0.7%Prev: 0.7%	1,537 SH	Increased
TELA BIO INC	COM	$81K	0.1%Prev: 0.1%	99,888 SH	Decreased
TESLA INC	COM	$1.2M	0.8%Prev: 0.9%	2,806 SH	Decreased-100 SH
TEXAS INSTRS INC	COM	$527K	0.4%Prev: 0.3%	2,380 SH	Increased+44 SH
THERMO FISHER SCIENTIFIC INC	COM	$339K	0.2%Prev: 0.2%	624 SH	Increased
UNION PAC CORP	COM	$229K	0.2%Prev: 0.2%	906 SH	Decreased-371 SH
UNITEDHEALTH GROUP INC	COM	$383K	0.3%Prev: 0.8%	1,386 SH	Decreased-1,532 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$360K	0.3%Prev: 0.3%	2,957 SH	Increased-73 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	1.0%Prev: 0.9%	2,212 SH	Increased+158 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$532K	0.4%Prev: 0.4%	1,559 SH	Increased-40 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	0.9%Prev: 0.8%	14,858 SH	Increased
VANGUARD MALVERN FDS	CORE BD ETF	$7.1M	5.2%Prev: 5.3%	91,120 SH	Increased+923 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$27.5M	19.9%Prev: 18.5%	407,487 SH	Increased-1,181 SH
VISA INC	COM CL A	$904K	0.7%Prev: 0.7%	2,725 SH	Decreased+75 SH
VISTRA CORP	COM	$262K	0.2%Prev: 0.3%	1,753 SH	Decreased-49 SH
WALMART INC	COM	$1.5M	1.1%Prev: 1.0%	11,492 SH	Increased-433 SH
WASTE MGMT INC DEL	COM	$258K	0.2%Prev: 0.2%	1,139 SH	Decreased-311 SH
WELLS FARGO CO NEW	COM	$268K	0.2%Prev: 0.2%	2,850 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $283K
CONSTELLATION ENERGY CORP — $276K
CVS HEALTH CORP — $202K
NEW YORK LIFE INVESTMENTS ET — $217K
PALANTIR TECHNOLOGIES INC — $278K
PHILIP MORRIS INTL INC — $226K
QUALCOMM INC — $231K
SELECT SECTOR SPDR TR — $629K
SERVICENOW INC — $258K
UBER TECHNOLOGIES INC — $234K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0002011649-26-000001	$137.7M	View
Nov 19, 2025	Q3 2025	13F-HR	0002011649-25-000008	$133.4M	View
Aug 7, 2026	Q2 2026