UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 13F Holdings
CIK 0002011649
As of Sep 30, 2025, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported 87 positions worth
CIK 0002011649
As of Sep 30, 2025, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported 87 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 408,668 | $24.7M | 18.50% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 679,208 | 7.9M | 13.41% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 21,509 | $7.9M | 5.89% |
| NVIDIA CORP | NVDA | Technology | 42,727 | $7.7M | 5.76% |
| VANGUARD CORE BOND ETF | VCRB | — | 90,197 | $7.1M | 5.32% |
| APPLE INC | AAPL | Technology | 22,941 | $5.7M | 4.29% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 33,172 | $4.8M | 3.62% |
| MICROSOFT CORP | MSFT | Technology | 9,025 | $4.6M | 3.47% |
| DIMENSIONAL ETF TRUST | DFVX | — | 44,242 | $3.2M | 2.40% |
| ALPHABET INC | GOOGL | Equity | 12,323 | $3.1M | 2.32% |
| AMAZON.COM INC | AMZN | Equity | 12,414 | $2.7M | 2.01% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 76,300 | $2.6M | 1.92% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,459 | .7M | 1.25% |
| BROADCOM INC | AVGO | Technology | 4,118 | .4M | 1.08% |
| META PLATFORMS INC | META | Communication Services | 1,882 | .4M | 1.01% |
| WALMART INC | WMT | Consumer Defensive | 11,925 | .3M | 0.97% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,327 | .3M | 0.95% |
| TESLA INC | TSLA | Consumer Cyclical | 2,906 | .3M | 0.95% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,054 | .3M | 0.94% |
| MASTERCARD INC | MA | Financial Services | 2,119 | .2M | 0.89% |
| HOME DEPOT INC | HD | Consumer Cyclical | 2,908 | .1M | 0.85% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 5,667 | .1M | 0.80% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 14,858 | .1M | 0.80% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 2,918 | .1M | 0.79% |
| ELI LILLY & CO | LLY | Healthcare | 1,269 | .0M | 0.79% |