CIK 2011649
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
87
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 407K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 719K | $1M+ | SH |
| IWB | ISHARES TR | 22K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 91K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 36K | $1M+ | SH |
| AAPL | APPLE INC | 20K | $1M+ | SH |
| ITOT | ISHARES TR | 33K | $1M+ | SH |
| GOOGL | ALPHABET INC | 12K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| DFVX | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| AMZN | AMAZON COM INC | 12K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 56K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| WMT | WALMART INC | 11K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 35K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 15K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 4K | $500K+ | SH |
| IVV | ISHARES TR | 965 | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| IDEV | ISHARES TR | 7K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 9K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| EQAL | INVESCO EXCH TRADED FD TR II | 10K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 2K | $500K+ | SH |
| COR | CENCORA INC | 1K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 708 | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 695 | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |