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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Q1 2026 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    98

  • Value ($000)

    $158,776

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0002011649
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$28.73M
18 %

412,336

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$21.99M
14 %

763,704

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$9.29M
6 %

120,396

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.92M
6 %

42,197

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$8.59M
5 %

21,509

A
AAPL

APPLE INC

COM
037833100
$6.27M
4 %

21,804

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$5.26M
3 %

32,902

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.72M
3 %

11,861

M
MSFT

MICROSOFT CORP

COM
594918104
$4.03M
3 %

9,581

A
AMZN

AMAZON COM INC

COM
023135106
$3.64M
2 %

13,413

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