UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Q3 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
87
- Value ($000)
$133,426
- Date Filed 11/19/2025
- Form type13F-HR
- CIK 0002011649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $24.68M | 19 % | 408,668 | ||
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $17.90M | 13 % | 679,208 | ||
I ISHARES TR | RUS 1000 ETF | 464287622 | $7.86M | 6 % | 21,509 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $7.68M | 6 % | 42,727 | ||
V VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $7.10M | 5 % | 90,197 | ||
A APPLE INC | COM | 037833100 | $5.72M | 4 % | 22,941 | ||
I ISHARES TR | CORE S&P TTL STK | 464287150 | $4.83M | 4 % | 33,172 | ||
M MICROSOFT CORP | COM | 594918104 | $4.63M | 4 % | 9,025 | ||
D DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 | $3.20M | 2 % | 44,242 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $3.09M | 2 % | 12,323 |
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