UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

CIK

2011649

Location

PITTSBURGH, PA

Portfolio Value

Micro $68,086,448

Diversification

Diversified

Filing Date

Global Rank

#6,564 / 8,517 ▼ 209

Top Industry

Semiconductors 23.1%

3Y Alpha vs SPY

+45.7%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+249.4%

SPY

+55.7%

Annualised alpha

+45.6%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.5%

−20.2 pts

Top 5

37.9%

−17.0 pts

Top 10

51.7%

−15.3 pts

HHI

403

Diversified−753

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.9%	$29,890,678	20
Financial Services	12.6%	$8,547,603	17
Communication Services	10.9%	$7,412,565	4
Consumer Cyclical	8.5%	$5,809,194	4
Healthcare	8.5%	$5,798,570	11
Consumer Defensive	5.6%	$3,783,778	5
Unclassified	4.0%	$2,693,539	3
Industrials	3.7%	$2,528,022	7
Energy	1.2%	$825,998	2
Utilities	0.9%	$596,954	2
Real Estate	0.3%	$199,547	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
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
LRCX	Lam Research Corp	+2	852	$369,197
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
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
SPY	Spdr S&P 500 ETF Trust	−67	761	$568,291
NEE	Nextera Energy Inc	−66	3,953	$346,954
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

7 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	412,336	$26,422,490
VCRM	Vanguard Core Tax-Exempt Bond ETF	37,808	$2,841,271
VEU	Vanguard FTSE All-World Ex-US ETF	14,858	$1,115,835
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

76 tracked positions · $68,086,448 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 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	35,735	-6,462	$7,150,216	−2.8%	10.50%
AAPL	Apple Inc. Technology	Added	21,972	+168	$6,357,817	+14.9%	9.34%
GOOGL	Alphabet Inc. Communication Services	Held	15,491	0	$5,521,352	+24.0%	8.11%
MSFT	Microsoft Corp Technology	Added	9,592	+11	$3,578,007	+0.9%	5.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,447	+34	$3,204,957	+14.7%	4.71%
MU	Micron Technology Inc Technology	Added	2,189	+233	$2,526,740	+282.4%	3.71%
JPM	Jpmorgan Chase & Co Financial Services	Held	6,494	0	$2,125,681	+11.3%	3.12%
LLY	ELI LILLY & Co Healthcare	Reduced	1,328	-2	$1,592,843	+30.2%	2.34%
AMD	Advanced Micro Devices Inc Technology	Added	2,700	+2	$1,568,457	+185.8%	2.30%
AVGO	Broadcom Inc. Technology	Held	4,121	0	$1,556,707	+22.0%	2.29%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,492	-253	$1,301,583	−10.8%	1.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,340	-17	$1,253,529	−7.3%	1.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,833	+25	$1,191,559	+14.1%	1.75%
META	Meta Platforms, Inc. Communication Services	Added	2,085	+434	$1,174,459	+24.3%	1.72%
APH	Amphenol Corp /De/ Technology	Held	1,633	0	$1,151,722	—	1.69%
AMAT	Applied Materials Inc /De Technology	Held	1,590	0	$1,149,570	+111.5%	1.69%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,537	0	$1,081,033	+14.0%	1.59%
MA	Mastercard Inc Financial Services	Added	2,053	+200	$1,054,420	+13.9%	1.55%
QQQ	Invesco Qqq Trust, Series 1	Added	1,418	+5	$1,044,215	+28.0%	1.53%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,698	+545	$951,530	+34.4%	1.40%
V	Visa Inc. Financial Services	Added	2,642	+398	$906,443	+33.6%	1.33%
ABBV	AbbVie Inc. Healthcare	Reduced	3,294	-11	$828,902	+15.3%	1.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,563	-221	$782,109	−8.5%	1.15%
TXN	Texas Instruments Inc Technology	Held	2,615	0	$779,453	+53.5%	1.14%
CAT	Caterpillar Inc Industrials	Held	708	0	$753,949	+50.3%	1.11%
JNJ	Johnson & Johnson Healthcare	Held	2,822	0	$716,703	+3.9%	1.05%
INTC	Intel Corp Technology	Added	5,066	+187	$707,365	+228.5%	1.04%
CSCO	Cisco Systems, Inc. Technology	Held	5,853	0	$687,493	+51.4%	1.01%
GILD	Gilead Sciences, Inc. Healthcare	Held	4,700	0	$593,798	−9.3%	0.87%
UNH	Unitedhealth Group Inc Healthcare	Held	1,386	0	$576,063	+53.6%	0.85%
SPY	Spdr S&P 500 ETF Trust	Reduced	761	-67	$568,291	+5.5%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,488	+1,368	$511,480	+67.0%	0.75%
KO	Coca Cola Co Consumer Defensive	Held	5,991	0	$486,888	+6.9%	0.72%
MRVL	Marvell Technology, Inc. Technology	Held	1,581	0	$470,964	+200.7%	0.69%
RTX	RTX Corp Industrials	Held	2,434	0	$461,802	−1.6%	0.68%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,706	+130	$461,148	−5.9%	0.68%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,076	-26	$420,550	−20.1%	0.62%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,256	-5	$418,396	+6.7%	0.61%
NFLX	Netflix Inc Communication Services	Reduced	5,800	-1,562	$414,120	−41.5%	0.61%
CVX	Chevron Corp Energy	Added	2,446	+2	$405,448	−19.8%	0.60%
WFC	Wells Fargo & Company/Mn Financial Services	Held	4,850	0	$400,804	+3.8%	0.59%
MS	Morgan Stanley Financial Services	Held	1,814	0	$379,198	+27.0%	0.56%
SCHW	Schwab Charles Corp Financial Services	Held	4,078	0	$376,277	−1.8%	0.55%
LRCX	Lam Research Corp Technology	Added	852	+2	$369,197	+103.3%	0.54%
MTB	M&T Bank Corp Financial Services	Held	1,511	0	$359,633	+15.1%	0.53%
ADI	Analog Devices Inc Technology	Held	875	0	$347,523	+24.8%	0.51%
NEE	Nextera Energy Inc Utilities	Reduced	3,953	-66	$346,954	−7.1%	0.51%
GE	General Electric Co Industrials	Added	890	+10	$332,619	+33.2%	0.49%
WM	Waste Management Inc Industrials	Added	1,449	+310	$322,953	+23.4%	0.47%
SNOW	Snowflake Inc. Technology	NEW	1,264	NEW	$321,688	NEW	0.47%

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.