UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationpittsburgh, PA
- CIK0002011649
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
86 | $112.47M | VEA, SCHX, IWB, VCRB | 13F-HR | May 15, 2025 | 000201164925000004 | ||
79 | $100.00M | VEA, SCHX, IWB, AAPL | 13F-HR | Feb 14, 2025 | 000201164925000003 | ||
79 | $89.35M | VEA, SCHX, IWB, DFVX | 13F-HR | Nov 14, 2024 | 000201164924000005 | ||
60 | $66.02M | SCHX, VEA, IWB, ITOT | 13F-HR | Aug 12, 2024 | 000201164924000003 | ||
60 | $61.12M | SCHX, VEA, IWB, ITOT | 13F-HR | May 15, 2024 | 000201164924000002 | ||
58 | $54.82M | VEA, SCHX, IWB, ITOT | 13F-HR | Feb 13, 2024 | 000201164924000001 |