UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

CIK

2011649

Location

PITTSBURGH, PA

Portfolio Value

Small $164,281,820

Diversification

Diversified

Filing Date

Global Rank

#7,095 / 8,793 ▼ 26 · as of Jun 2026

Top Industry

Semiconductors 23.0%

Period ended 3 months ago

Filed Aug 7, 2026 · 56d

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

91 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.5%

−2.4 pts

Top 5

54.8%

−0.5 pts

Top 10

69.5%

−0.1 pts

HHI

809

Diversified−82

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.1%	$98,704,593	16
Technology	17.8%	$29,314,817	20
Financial Services	5.7%	$9,307,782	19
Communication Services	4.5%	$7,412,565	4
Consumer Cyclical	3.5%	$5,809,194	4
Healthcare	3.5%	$5,798,570	11
Consumer Defensive	2.3%	$3,783,778	5
Industrials	1.5%	$2,528,022	7
Energy	0.5%	$825,998	2
Utilities	0.4%	$596,954	2
Real Estate	0.1%	$199,547	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+14,907	841,182	$25,119,427
VEA	Vanguard FTSE Developed Markets ETF	+13,481	425,817	$30,339,461
DCOR	Dimensional US Core Equity 1 ETF	+8,222	90,513	$5,517,232
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+6,905	127,301	$9,831,838
T	At&T Inc.	+1,930	14,620	$302,634
PG	PROCTER & GAMBLE Co	+1,368	3,488	$511,480
ORCL	Oracle Corp	+740	1,787	$261,884
HD	Home Depot, Inc.	+545	2,698	$951,530
META	Meta Platforms, Inc.	+434	2,085	$1,174,459
V	Visa Inc.	+398	2,642	$906,443
WM	Waste Management Inc	+310	1,449	$322,953
MU	Micron Technology Inc	+233	2,189	$2,526,740
MA	Mastercard Inc	+200	2,053	$1,054,420
INTC	Intel Corp	+187	5,066	$707,365
AAPL	Apple Inc.	+168	21,972	$6,357,817
MCD	Mcdonalds Corp	+130	1,706	$461,148
IBM	International Business Machines Corp	+87	1,052	$295,832
AMZN	Amazon Com Inc	+34	13,447	$3,204,957
TSLA	Tesla, Inc.	+25	2,833	$1,191,559
CVS	CVS HEALTH Corp	+14	2,452	$253,659
MSFT	Microsoft Corp	+11	9,592	$3,578,007
GE	General Electric Co	+10	890	$332,619
QQQ	Invesco Qqq Trust, Series 1	+5	1,418	$1,044,215
AMD	Advanced Micro Devices Inc	+2	2,700	$1,568,457
CVX	Chevron Corp	+2	2,446	$405,448
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	−16,349	21,459	$1,639,467
NVDA	Nvidia Corp	−6,462	35,735	$7,150,216
NFLX	Netflix Inc	−1,562	5,800	$414,120
COR	Cencora, Inc.	−726	697	$197,237
WMT	Walmart Inc.	−253	11,492	$1,301,583
BRK-B	Berkshire Hathaway Inc	−221	1,563	$782,109
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	−120	2,837	$390,200
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−79	9,300	$637,422
SPY	Spdr S&P 500 ETF Trust	−67	761	$568,291
NEE	Nextera Energy Inc	−66	3,953	$346,954
VB	Vanguard Morningstar Small-Cap ETF	−62	3,709	$2,074,756
XOM	ExxonMobil Holdings Corp	−26	3,076	$420,550
COST	Costco Wholesale Corp /New	−17	1,340	$1,253,529
ABBV	AbbVie Inc.	−11	3,294	$828,902
MRK	Merck & Co., Inc.	−5	3,256	$418,396
AMGN	Amgen Inc	−4	644	$233,205
LLY	ELI LILLY & Co	−2	1,328	$1,592,843
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
SNOW	Snowflake Inc.	1,264	$321,688
PM	Philip Morris International Inc.	1,273	$230,298
PGR	Progressive Corp/Oh/	983	$214,736
GS	Goldman Sachs Group Inc	211	$213,399
PNC	Pnc Financial Services Group, Inc.	828	$203,870
NOW	ServiceNow, Inc.	2,046	$203,126
ZION	Zions Bancorporation, National Association /Ut/	2,906	$201,066
CB	Chubb Ltd	576	$196,266
PANW	Palo Alto Networks Inc	574	$195,745
LMT	Lockheed Martin Corp	351	$178,820
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	1,281	$198,926
CEG	Constellation Energy Corp	643	$179,557
MSTR	Strategy Inc	1,393	$173,846
AXTI	Axt Inc	2,643	$150,598
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

91 tracked positions · $164,281,820 total · filing declares 104 positions · $167,929,891 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 91 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	425,817	+13,481	$30,339,461	+14.8%	18.47%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	841,182	+14,907	$25,119,427	+16.4%	15.29%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Held	79,279	0	$17,595,509	—	10.71%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	127,301	+6,905	$9,831,838	+5.5%	5.98%
NVDA	Nvidia Corp Technology	Reduced	35,735	-6,462	$7,150,216	−2.8%	4.35%
AAPL	Apple Inc. Technology	Added	21,972	+168	$6,357,817	+14.9%	3.87%
GOOGL	Alphabet Inc. Communication Services	Held	15,491	0	$5,521,352	+24.0%	3.36%
DCOR	Dimensional US Core Equity 1 ETF	Added	90,513	+8,222	$5,517,232	+21.2%	3.36%
MSFT	Microsoft Corp Technology	Added	9,592	+11	$3,578,007	+0.9%	2.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,447	+34	$3,204,957	+14.7%	1.95%
MU	Micron Technology Inc Technology	Added	2,189	+233	$2,526,740	+282.4%	1.54%
JPM	Jpmorgan Chase & Co Financial Services	Held	6,494	0	$2,125,681	+11.3%	1.29%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	3,709	-62	$2,074,756	+13.9%	1.26%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	21,459	-16,349	$1,639,467	−42.3%	1.00%
LLY	ELI LILLY & Co Healthcare	Reduced	1,328	-2	$1,592,843	+30.2%	0.97%
AMD	Advanced Micro Devices Inc Technology	Added	2,700	+2	$1,568,457	+185.8%	0.95%
AVGO	Broadcom Inc. Technology	Held	4,121	0	$1,556,707	+22.0%	0.95%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,492	-253	$1,301,583	−10.8%	0.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,340	-17	$1,253,529	−7.3%	0.76%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	14,858	0	$1,244,357	+11.5%	0.76%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,833	+25	$1,191,559	+14.1%	0.73%
META	Meta Platforms, Inc. Communication Services	Added	2,085	+434	$1,174,459	+24.3%	0.71%
AMAT	Applied Materials Inc /De Technology	Held	1,590	0	$1,149,570	+111.5%	0.70%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,537	0	$1,081,033	+14.0%	0.66%
MA	Mastercard Inc Financial Services	Added	2,053	+200	$1,054,420	+13.9%	0.64%
QQQ	Invesco Qqq Trust, Series 1	Added	1,418	+5	$1,044,215	+28.0%	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,698	+545	$951,530	+34.4%	0.58%
V	Visa Inc. Financial Services	Added	2,642	+398	$906,443	+33.6%	0.55%
ABBV	AbbVie Inc. Healthcare	Reduced	3,294	-11	$828,902	+15.3%	0.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,563	-221	$782,109	−8.5%	0.48%
TXN	Texas Instruments Inc Technology	Held	2,615	0	$779,453	+53.5%	0.47%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	3,601	0	$766,184	+10.9%	0.47%
CAT	Caterpillar Inc Industrials	Held	708	0	$753,949	+50.3%	0.46%
JNJ	Johnson & Johnson Healthcare	Held	2,822	0	$716,703	+3.9%	0.44%
INTC	Intel Corp Technology	Added	5,066	+187	$707,365	+228.5%	0.43%
CSCO	Cisco Systems, Inc. Technology	Held	5,853	0	$687,493	+51.4%	0.42%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Reduced	9,300	-79	$637,422	+13.0%	0.39%
STT	State Street Corp Financial Services	Held	11,809	0	$633,080	+8.6%	0.39%
GILD	Gilead Sciences, Inc. Healthcare	Held	4,700	0	$593,798	−9.3%	0.36%
BAB	Invesco Taxable Municipal Bond ETF	Held	9,757	0	$578,141	+7.5%	0.35%
UNH	Unitedhealth Group Inc Healthcare	Held	1,386	0	$576,063	+53.6%	0.35%
APH	Amphenol Corp /De/ Technology	Held	1,633	0	$575,861	+39.5%	0.35%
SPY	Spdr S&P 500 ETF Trust	Reduced	761	-67	$568,291	+5.5%	0.35%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,488	+1,368	$511,480	+67.0%	0.31%
KO	Coca Cola Co Consumer Defensive	Held	5,991	0	$486,888	+6.9%	0.30%
MRVL	Marvell Technology, Inc. Technology	Held	1,581	0	$470,964	+200.7%	0.29%
RTX	RTX Corp Industrials	Held	2,434	0	$461,802	−1.6%	0.28%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,706	+130	$461,148	−5.9%	0.28%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,076	-26	$420,550	−20.1%	0.26%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,256	-5	$418,396	+6.7%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.