UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held in its portfolio 87 assets valued at $137,685,983 (i.e. $137.69M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($27.45M), SCHWAB STRATEGIC TR ($19.58M), and ISHARES TR ($8.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 407487 | 27452399 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 718663 | 19576390 | US LRG CAP ETF |
| ISHARES TR | 21509 | 8142017 | RUS 1000 ETF |
| VANGUARD MALVERN FDS | 91120 | 7119752 | CORE BD ETF |
| NVIDIA CORPORATION | 36157 | 6703869 | COM |
| APPLE INC | 19534 | 5432796 | COM |
| ISHARES TR | 33172 | 5013616 | CORE S&P TTL STK |
| ALPHABET INC | 11761 | 3797156 | CAP STK CL A |
| MICROSOFT CORP | 8606 | 3452211 | COM |
| DIMENSIONAL ETF TRUST | 40225 | 3146802 | US LARGE CAP VEC |
| AMAZON COM INC | 12051 | 2534566 | COM |
| SCHWAB STRATEGIC TR | 55958 | 1955732 | EMRG MKTEQ ETF |
| JPMORGAN CHASE & CO. | 5459 | 1759982 | COM |
| WALMART INC | 11492 | 1507521 | COM |
| VANGUARD INDEX FDS | 2212 | 1405151 | S&P 500 ETF SHS |
| BROADCOM INC | 4065 | 1353320 | COM |
| ELI LILLY & CO | 1271 | 1344484 | COM |
| COSTCO WHSL CORP NEW | 1340 | 1341554 | COM |
| DIMENSIONAL ETF TRUST | 35199 | 1274204 | EMERGING MKTS CO |
| META PLATFORMS INC | 1882 | 1244868 | CL A |
| VANGUARD INTL EQUITY INDEX F | 14858 | 1176605 | ALLWRLD EX US |
| MASTERCARD INCORPORATED | 2129 | 1168267 | CL A |
| TESLA INC | 2806 | 1153575 | COM |
| INVESCO EXCHANGE TRADED FD T | 5667 | 1146207 | S&P500 EQL WGT |
| HOME DEPOT INC | 2908 | 1120016 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1537 | 1007227 | UTSER1 S&PDCRP |
| VISA INC | 2725 | 903556 | COM CL A |
| INVESCO QQQ TR | 1408 | 858387 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 1585 | 805323 | CL B NEW |
| GILEAD SCIENCES INC | 4457 | 679693 | COM |
| ISHARES TR | 965 | 669498 | CORE S&P500 ETF |
| JOHNSON & JOHNSON | 2716 | 651813 | COM |
| SELECT SECTOR SPDR TR | 11809 | 640756 | STATE STREET FIN |
| ISHARES TR | 7276 | 639633 | CORE MSCI INTL |
| ABBVIE INC | 2852 | 637222 | COM |
| PROCTER AND GAMBLE CO | 3738 | 594967 | COM |
| INVESCO EXCH TRD SLF IDX FD | 9379 | 592486 | RUSL 1000 DYNM |
| MCDONALDS CORP | 1787 | 584635 | COM |
| INVESCO EXCH TRADED FD TR II | 9757 | 550295 | RUSEL 1000 EQL |
| VANGUARD INDEX FDS | 1559 | 531557 | TOTAL STK MKT |
| TEXAS INSTRS INC | 2380 | 527027 | COM |
| CENCORA INC | 1452 | 521631 | COM |
| ISHARES TR | 1960 | 519439 | RUSSELL 2000 ETF |
| CATERPILLAR INC | 708 | 514150 | COM |
| APPLIED MATLS INC | 1590 | 512791 | COM |
| ALPHABET INC | 1560 | 504036 | CAP STK CL C |
| RTX CORPORATION | 2503 | 497246 | COM |
| CISCO SYS INC | 5803 | 492210 | COM |
| SPDR S&P 500 ETF TR | 695 | 479981 | TR UNIT |
| ISHARES TR | 5042 | 458469 | CORE MSCI TOTAL |
| COCA COLA CO | 5768 | 455845 | COM |
| ISHARES TR | 4408 | 452305 | MSCI EAFE ETF |
| EXXON MOBIL CORP | 3026 | 451025 | COM |
| SCHWAB CHARLES CORP | 4122 | 433140 | COM |
| CHEVRON CORP NEW | 2343 | 423717 | COM |
| ADVANCED MICRO DEVICES INC | 1980 | 412711 | COM |
| MERCK & CO INC | 3249 | 396113 | COM |
| UNITEDHEALTH GROUP INC | 1386 | 383437 | COM |
| NETFLIX INC | 4442 | 365132 | COM |
| VANGUARD ADMIRAL FDS INC | 2957 | 360281 | SMLLCP 600 IDX |
| NEXTERA ENERGY INC | 3953 | 353675 | COM |
| AT&T INC | 12746 | 345799 | COM |
| THERMO FISHER SCIENTIFIC INC | 624 | 338726 | COM |
| AMERICAN EXPRESS CO | 851 | 305637 | COM |
| BANK AMERICA CORP | 5378 | 304018 | COM |
| ORACLE CORP | 2073 | 296098 | COM |
| ISHARES TR | 3451 | 287227 | EAFE SML CP ETF |
| GE AEROSPACE | 880 | 282339 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 935 | 279500 | COM |
| ANALOG DEVICES INC | 869 | 278471 | COM |
| BLACKROCK INC | 259 | 273602 | COM |
| WELLS FARGO CO NEW | 2850 | 267815 | COM |
| VISTRA CORP | 1753 | 262336 | COM |
| WASTE MGMT INC DEL | 1139 | 258314 | COM |
| AMGEN INC | 648 | 249039 | COM |
| ISHARES TR | 4050 | 243284 | MSCI EMG MKT ETF |
| M & T BK CORP | 1011 | 240628 | COM |
| INTEL CORP | 4738 | 239695 | COM |
| MORGAN STANLEY | 1314 | 236467 | COM NEW |
| UNION PAC CORP | 906 | 228874 | COM |
| AMPHENOL CORP NEW | 1633 | 222464 | CL A |
| LOCKHEED MARTIN CORP | 351 | 218877 | COM |
| PEPSICO INC | 1267 | 216011 | COM |
| LOWES COS INC | 760 | 211569 | COM |
| PNC FINL SVCS GROUP INC | 828 | 200773 | COM |
| INVESCO EXCH TRADED FD TR II | 11725 | 132962 | PFD ETF |
| TELA BIO INC | 99888 | 80989 | COM |
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