UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Q1 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
86
- Value ($000)
$112,471
- Date Filed05/15/2025
- Form type13F-HR
- CIK0002011649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $21.54M | 19 % | 423,681 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $12.46M | 11 % | 564,364 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $6.60M | 6 % | 21,509 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $5.83M | 5 % | 75,274 | ||
AAPL APPLE INC | COM | 037833100 | $5.37M | 5 % | 24,191 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.68M | 4 % | 43,147 | ||
DFVX DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 | $4.57M | 4 % | 71,267 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $4.05M | 4 % | 33,172 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.05M | 3 % | 8,132 | ||
AMZN AMAZON COM INC | COM | 023135106 | $2.67M | 2 % | 14,028 |
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