UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Q2 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
95
- Value ($000)
$128,236
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $24.05M | 19 % | 421,867 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $15.76M | 12 % | 644,696 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $7.30M | 6 % | 21,509 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.75M | 5 % | 42,748 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $6.28M | 5 % | 80,885 | ||
AAPL APPLE INC | COM | 037833100 | $4.75M | 4 % | 23,133 | ||
DFVX DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 | $4.73M | 4 % | 68,686 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.66M | 4 % | 9,378 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $4.48M | 4 % | 33,172 | ||
AMZN AMAZON COM INC | COM | 023135106 | $2.77M | 2 % | 12,648 |
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