UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

CIK

2011649

Location

PITTSBURGH, PA

Portfolio Value

Micro $54,903,506

Diversification

Diversified

Filing Date

Global Rank

#6,359 / 8,232 ▲ 285

Top Industry

Semiconductors 20.9%

3Y Alpha vs SPY

-1.4%

Period ended 2 months ago

Filed May 12, 2026 · 33d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.8%

SPY

+52.9%

Annualised alpha

-1.4%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.4%

+0.7 pts

Top 5

41.2%

−1.6 pts

Top 10

54.4%

−1.8 pts

HHI

469

Diversified−19

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.9%	$22,445,166	19
Financial Services	12.3%	$6,753,644	12
Communication Services	9.9%	$5,431,074	4
Healthcare	9.6%	$5,273,008	11
Consumer Cyclical	9.2%	$5,035,304	4
Consumer Defensive	6.9%	$3,772,576	5
Unclassified	4.2%	$2,301,996	3
Industrials	3.4%	$1,874,328	6
Energy	1.9%	$1,031,948	2
Utilities	1.4%	$789,761	3
Real Estate	0.4%	$194,701	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+6,040	42,197	$7,359,156
NFLX	Netflix Inc	+2,920	7,362	$707,856
AAPL	Apple Inc.	+2,270	21,804	$5,533,637
WFC	Wells Fargo & Company/Mn	+2,000	4,850	$386,108
AMZN	Amazon Com Inc	+1,362	13,413	$2,793,525
JPM	Jpmorgan Chase & Co	+1,035	6,494	$1,910,275
MSFT	Microsoft Corp	+975	9,581	$3,546,598
AMD	Advanced Micro Devices Inc	+718	2,698	$548,854
MS	Morgan Stanley	+500	1,814	$298,529
MTB	M&T Bank Corp	+500	1,511	$312,353
ABBV	AbbVie Inc.	+453	3,305	$718,804
WMT	Walmart Inc.	+253	11,745	$1,459,668
GILD	Gilead Sciences, Inc.	+243	4,700	$655,039
TXN	Texas Instruments Inc	+235	2,615	$507,676
KO	Coca Cola Co	+223	5,991	$455,615
BAC	Bank Of America Corp /De/	+200	5,578	$271,927
BRK-B	Berkshire Hathaway Inc	+199	1,784	$854,892
INTC	Intel Corp	+141	4,879	$215,310
SPY	Spdr S&P 500 ETF Trust	+133	828	$538,481
JNJ	Johnson & Johnson	+106	2,822	$689,809
CVX	Chevron Corp	+101	2,444	$505,663
GOOGL	Alphabet Inc.	+100	11,861	$3,410,749
XOM	Exxon Mobil Corp	+76	3,102	$526,285
NEE	Nextera Energy Inc	+66	4,019	$373,284
LLY	ELI LILLY & Co	+59	1,330	$1,223,294
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	−1,618	2,120	$306,212
ORCL	Oracle Corp	−1,026	1,047	$154,024
HD	Home Depot, Inc.	−755	2,153	$708,100
V	Visa Inc.	−481	2,244	$678,226
MA	Mastercard Inc	−276	1,853	$925,869
META	Meta Platforms, Inc.	−231	1,651	$944,586
MCD	Mcdonalds Corp	−211	1,576	$489,805
VST	Vistra Corp.	−177	1,576	$236,920
RTX	RTX Corp	−69	2,434	$469,518
T	At&T Inc.	−56	12,690	$367,883
SCHW	Schwab Charles Corp	−44	4,078	$383,250
COR	Cencora, Inc.	−29	1,423	$447,021
BLK	BlackRock, Inc.	−21	238	$228,886
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	1,956	$660,815
PLTR	Palantir Technologies Inc.	1,810	$264,766
BNY	Bank of New York Mellon Corp	2,022	$239,869
PLD	Prologis, Inc.	1,473	$194,701
LRCX	Lam Research Corp	850	$181,611
CEG	Constellation Energy Corp	643	$179,557
CVS	CVS HEALTH Corp	2,438	$175,097
MSTR	Strategy Inc	1,393	$173,846
GEV	GE Vernova Inc.	197	$171,961
MRVL	Marvell Technology, Inc.	1,581	$156,598
AXTI	Axt Inc	2,643	$150,598
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LOW	Lowes Companies Inc	760	$183,281
PNC	Pnc Financial Services Group, Inc.	828	$172,828
LMT	Lockheed Martin Corp	351	$169,768
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $54,903,506 total · as of Mar 31, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	42,197	+6,040	$7,359,156	+9.1%	13.40%
AAPL	Apple Inc. Technology	Added	21,804	+2,270	$5,533,637	+4.2%	10.08%
MSFT	Microsoft Corp Technology	Added	9,581	+975	$3,546,598	−14.8%	6.46%
GOOGL	Alphabet Inc. Communication Services	Added	11,861	+100	$3,410,749	−7.3%	6.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,413	+1,362	$2,793,525	+0.4%	5.09%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,494	+1,035	$1,910,275	+8.6%	3.48%
WMT	Walmart Inc. Consumer Defensive	Added	11,745	+253	$1,459,668	+14.0%	2.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,357	+17	$1,352,155	+17.0%	2.46%
AVGO	Broadcom Inc. Technology	Added	4,121	+56	$1,275,490	−9.3%	2.32%
LLY	ELI LILLY & Co Healthcare	Added	1,330	+59	$1,223,294	−10.4%	2.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,808	+2	$1,043,874	−17.3%	1.90%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,537	0	$947,960	+2.2%	1.73%
META	Meta Platforms, Inc. Communication Services	Reduced	1,651	-231	$944,586	−24.0%	1.72%
MA	Mastercard Inc Financial Services	Reduced	1,853	-276	$925,869	−23.8%	1.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,784	+199	$854,892	+7.3%	1.56%
QQQ	Invesco Qqq Trust, Series 1	Added	1,413	+5	$815,555	−5.7%	1.49%
ABBV	AbbVie Inc. Healthcare	Added	3,305	+453	$718,804	+10.3%	1.31%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,153	-755	$708,100	−29.2%	1.29%
NFLX	Netflix Inc Communication Services	Added	7,362	+2,920	$707,856	+70.0%	1.29%
JNJ	Johnson & Johnson Healthcare	Added	2,822	+106	$689,809	+22.7%	1.26%
V	Visa Inc. Financial Services	Reduced	2,244	-481	$678,226	−29.0%	1.24%
MU	Micron Technology Inc Technology	NEW	1,956	NEW	$660,815	NEW	1.20%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,700	+243	$655,039	+19.7%	1.19%
AMD	Advanced Micro Devices Inc Technology	Added	2,698	+718	$548,854	+29.4%	1.00%
AMAT	Applied Materials Inc /De Technology	Held	1,590	0	$543,446	+33.0%	0.99%
SPY	Spdr S&P 500 ETF Trust	Added	828	+133	$538,481	+13.6%	0.98%
XOM	Exxon Mobil Corp Energy	Added	3,102	+76	$526,285	+44.5%	0.96%
TXN	Texas Instruments Inc Technology	Added	2,615	+235	$507,676	+23.0%	0.92%
CVX	Chevron Corp Energy	Added	2,444	+101	$505,663	+41.6%	0.92%
CAT	Caterpillar Inc Industrials	Held	708	0	$501,589	+23.7%	0.91%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,576	-211	$489,805	−10.3%	0.89%
RTX	RTX Corp Industrials	Reduced	2,434	-69	$469,518	+2.3%	0.86%
KO	Coca Cola Co Consumer Defensive	Added	5,991	+223	$455,615	+13.0%	0.83%
CSCO	Cisco Systems, Inc. Technology	Added	5,853	+50	$454,134	+1.6%	0.83%
COR	Cencora, Inc. Healthcare	Reduced	1,423	-29	$447,021	−8.8%	0.81%
MRK	Merck & Co., Inc. Healthcare	Added	3,261	+12	$392,265	+14.7%	0.71%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,850	+2,000	$386,108	+45.4%	0.70%
SCHW	Schwab Charles Corp Financial Services	Reduced	4,078	-44	$383,250	−6.9%	0.70%
UNH	Unitedhealth Group Inc Healthcare	Held	1,386	0	$375,037	−18.0%	0.68%
NEE	Nextera Energy Inc Utilities	Added	4,019	+66	$373,284	+17.6%	0.68%
T	At&T Inc. Communication Services	Reduced	12,690	-56	$367,883	+16.2%	0.67%
MTB	M&T Bank Corp Financial Services	Added	1,511	+500	$312,353	+53.3%	0.57%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	624	0	$306,714	−15.2%	0.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,120	-1,618	$306,212	−42.8%	0.56%
MS	Morgan Stanley Financial Services	Added	1,814	+500	$298,529	+28.0%	0.54%
ADI	Analog Devices Inc Technology	Added	875	+6	$278,372	+18.1%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Added	5,578	+200	$271,927	−8.1%	0.50%
PLTR	Palantir Technologies Inc. Technology	NEW	1,810	NEW	$264,766	NEW	0.48%
AXP	American Express Co Financial Services	Added	871	+20	$263,460	−16.3%	0.48%
WM	Waste Management Inc Industrials	Held	1,139	0	$261,730	+4.6%	0.48%