UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Est. AUM

$158.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$28.7M	412336	18.16%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$22.0M	763704	13.90%	SOLE
3	VANGUARD MALVERN FDS	CORE BD ETF	$9.3M	120396	5.87%	SOLE
4	NVIDIA CORPORATION	COM	$8.9M	42197	5.64%	SOLE
5	ISHARES TR	RUS 1000 ETF	$8.6M	21509	5.43%	SOLE
6	APPLE INC	COM	$6.3M	21804	3.96%	SOLE
7	ISHARES TR	CORE S&P TTL STK	$5.3M	32902	3.33%	SOLE
8	ALPHABET INC	CAP STK CL A	$4.7M	11861	2.98%	SOLE
9	MICROSOFT CORP	COM	$4.0M	9581	2.55%	SOLE
10	AMAZON COM INC	COM	$3.6M	13413	2.30%	SOLE
11	DIMENSIONAL ETF TRUST	US LARGE CAP VEC	$3.5M	43013	2.19%	SOLE
12	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$2.9M	37808	1.81%	SOLE
13	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.0M	55104	1.27%	SOLE
14	JPMORGAN CHASE & CO	COM	$2.0M	6494	1.26%	SOLE
15	BROADCOM INC	COM	$1.7M	4121	1.07%	SOLE
16	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.6M	39278	1.00%	SOLE
17	WALMART INC	COM	$1.5M	11745	0.97%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2212	0.94%	SOLE
19	ALPHABET INC	CAP STK CL C	$1.4M	3630	0.91%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$1.4M	1357	0.87%	SOLE
21	ELI LILLY & CO	COM	$1.3M	1330	0.82%	SOLE
22	MICRON TECHNOLOGY INC	COM	$1.3M	1956	0.80%	SOLE
23	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	14858	0.77%	SOLE
24	TESLA INC	COM	$1.2M	2808	0.73%	SOLE
25	ADVANCED MICRO DEVICES INC	COM	$1.1M	2698	0.70%	SOLE
26	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.0M	1537	0.65%	SOLE
27	META PLATFORMS INC	CL A	$1.0M	1651	0.64%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$982K	1413	0.62%	SOLE
29	MASTERCARD INCORPORATED	CL A	$928K	1853	0.59%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$848K	1784	0.54%	SOLE
31	TEXAS INSTRS INC	COM	$746K	2615	0.47%	SOLE
32	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$733K	3601	0.46%	SOLE
33	VISA INC	COM CL A	$721K	2244	0.46%	SOLE
34	HOME DEPOT INC	COM	$695K	2153	0.44%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$687K	935	0.43%	SOLE
36	ABBVIE INC	COM	$670K	3305	0.42%	SOLE
37	APPLIED MATLS INC	COM	$653K	1590	0.41%	SOLE
38	NETFLIX INC.	COM	$650K	7362	0.41%	SOLE
39	ISHARES TR	CORE MSCI INTL	$646K	7276	0.41%	SOLE
40	CATERPILLAR INC	COM	$634K	708	0.40%	SOLE
41	GILEAD SCIENCES INC	COM	$630K	4700	0.40%	SOLE
42	JOHNSON & JOHNSON	COM	$628K	2822	0.40%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$626K	9379	0.40%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET FIN	$609K	11809	0.38%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$606K	828	0.38%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$562K	1559	0.36%	SOLE
47	ISHARES TR	RUSSELL 2000 ETF	$553K	1960	0.35%	SOLE
48	CISCO SYS INC	COM	$539K	5853	0.34%	SOLE
49	INTEL CORP	COM	$535K	4879	0.34%	SOLE
50	UNITEDHEALTH GROUP INC	COM	$512K	1386	0.32%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.