Up Strategic Wealth Investment Advisors LLC Portfolio Holdings

Up Strategic Wealth Investment Advisors LLC

  • $128 Billion
  • Q2 2025

Up Strategic Wealth Investment Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $24.1B, Schwab Strategic Tr Us Large C with a value of $15.8B, Ishares Tr Russell 1000 ETF with a value of $7.3B, Nvidia Corp with a value of $6.75B, and Vanguard Malvern Fds with a value of $6.28B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $112B to 128B.

Up Strategic Wealth Investment Advisors LLC is based out at Pittsburgh, PA

Below you can find more details about Up Strategic Wealth Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $65.1 Billion
Technology: $21.3 Billion
Consumer Cyclical: $6.07 Billion
Financial Services: $6.01 Billion
Communication Services: $5.96 Billion
Healthcare: $4.49 Billion
Consumer Defensive: $4.26 Billion
Industrials: $1.56 Billion
Other: $1.71 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$6.75 Billion 5.27% of portfolio
42,748
Q2 2025 Reduced 0.92%
$3.69T
$4.75 Billion 3.7% of portfolio
23,133
Q2 2025 Reduced 4.37%
$3.95T
$4.66 Billion 3.64% of portfolio
9,378
Q2 2025 Added 15.32%
$2.26T
$2.77 Billion 2.16% of portfolio
12,648
Q2 2025 Reduced 9.84%
$1.21T
$2.28 Billion 1.78% of portfolio
12,954
Q2 2025 Reduced 5.68%
$859B
$1.63 Billion 1.27% of portfolio
5,634
Q2 2025 Added 14.79%
$1.78T
$1.55 Billion 1.21% of portfolio
2,104
Q2 2025 Added 21.13%
$439B
$1.37 Billion 1.07% of portfolio
1,385
Q2 2025 Reduced 3.95%
$548B
$1.32 Billion 1.03% of portfolio
2,354
Q2 2025 Reduced 0.84%
$1.08T
$1.26 Billion 0.98% of portfolio
3,969
Q2 2025 Added 25.13%
$281B
$1.17 Billion 0.91% of portfolio
11,925
Q2 2025 Reduced 3.5%
$127B
$1.13 Billion 0.88% of portfolio
4,113
Q2 2025 Added 5.3%
$405B
$1.1 Billion 0.86% of portfolio
2,995
Q2 2025 Added 27.77%
$551B
$999 Million 0.78% of portfolio
2,815
Q2 2025 Reduced 3.36%
$608B
$953 Million 0.74% of portfolio
1,223
Q2 2025 Added 1.66%
$545B
$723 Million 0.56% of portfolio
540
Q2 2025 Added 1.31%
$621B
$672 Million 0.52% of portfolio
1,384
Q1 2025 Added 26.28%
$442B
$588 Million 0.46% of portfolio
5,450
Q2 2025 Added 21.73%
$351B
$571 Million 0.45% of portfolio
3,077
Q2 2025 Reduced 2.41%
$1.24T
$570 Million 0.44% of portfolio
3,212
Q2 2025 Reduced 2.46%
$177B
$533 Million 0.42% of portfolio
2,569
Q2 2025 Added 69.01%
$684B
$530 Million 0.41% of portfolio
2,423
Q2 2025 Added 8.12%
$150B
$495 Million 0.39% of portfolio
4,465
Q2 2025 Reduced 11.13%
$222B
$497 Million 0.39% of portfolio
1,702
Q2 2025 Reduced 8.64%
$306B
$479 Million 0.37% of portfolio
6,771
Q2 2025 Added 0.45%
$229B
$449 Million 0.35% of portfolio
3,075
Q2 2025 Reduced 5.91%
$452B
$449 Million 0.35% of portfolio
2,937
Q2 2025 Reduced 15.07%
$38.4B
$428 Million 0.33% of portfolio
1,428
Q2 2025 Reduced 5.87%
$293B
$429 Million 0.33% of portfolio
6,178
Q2 2025 Added 20.81%
$202B
$402 Million 0.31% of portfolio
3,041
Q2 2025 Reduced 29.83%
$203B
$396 Million 0.31% of portfolio
13,699
Q2 2025 Reduced 13.19%
$187B
$366 Million 0.29% of portfolio
903
Q2 2025 Added 12.73%
$368B
$373 Million 0.29% of portfolio
2,339
Q2 2025 Reduced 32.5%
$179B
$376 Million 0.29% of portfolio
4,126
Q2 2025 Added 7.5%
$87.2B
$354 Million 0.28% of portfolio
1,829
Q2 2025 Added 0.88%
$229B
$349 Million 0.27% of portfolio
2,568
Q2 2025 Added 3.22%
$95.6B
$322 Million 0.25% of portfolio
1,407
Q2 2025 Reduced 3.7%
$135B
$289 Million 0.23% of portfolio
1,255
Q2 2025 Reduced 12.91%
$162B
$291 Million 0.23% of portfolio
1,590
Q2 2025 New
$141B
$292 Million 0.23% of portfolio
4,200
Q2 2025 Reduced 6.67%
$172B
$298 Million 0.23% of portfolio
290
Q2 2025 New
$282B
$281 Million 0.22% of portfolio
1,980
Q2 2025 New
$173B
$278 Million 0.22% of portfolio
1,748
Q2 2025 Added 18.51%
$302B
$264 Million 0.21% of portfolio
3,301
Q2 2025 Reduced 4.07%
$227B
$271 Million 0.21% of portfolio
851
Q2 2025 Reduced 5.55%
$210B
$272 Million 0.21% of portfolio
922
Q2 2025 New
$218B
$275 Million 0.21% of portfolio
708
Q2 2025 Reduced 7.21%
$261B
$261 Million 0.2% of portfolio
1,433
Q2 2025 Added 0.84%
$302B
$256 Million 0.2% of portfolio
1,785
Q2 2025 Reduced 22.49%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $128 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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