Up Strategic Wealth Investment Advisors LLC Portfolio Holdings

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025

Up Strategic Wealth Investment Advisors LLC has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $24.7B, Schwab Strategic Tr Us Large C with a value of $17.9B, Ishares Tr Russell 1000 ETF with a value of $7.86B, Nvidia Corp with a value of $7.68B, and Vanguard Malvern Fds with a value of $7.1B.

Examining the 13F form we can see an increase of $5.19B in the current position value, from $128B to 133B.

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 $133 Billion
ETFs: $70.1 Billion
Technology: $23.4 Billion
Communication Services: $6.02 Billion
Financial Services: $5.83 Billion
Consumer Cyclical: $5.61 Billion
Healthcare: $5.49 Billion
Consumer Defensive: $3.47 Billion
Industrials: $1.63 Billion
Other: $1.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.7 Billion 18.5% of portfolio
408,668
Q3 2025 Reduced 3.13%
$0
$17.9 Billion 13.41% of portfolio
679,208
Q3 2025 Added 5.35%
$0
$7.86 Billion 5.89% of portfolio
21,509
Q1 2024 Added 2.02%
$465B
$7.68 Billion 5.76% of portfolio
42,727
Q3 2025 Reduced 0.05%
Vanguard Malvern Fds
-
$7.1 Billion 5.32% of portfolio
-
Q3 2025 Added 11.51%
$4.3T
$5.72 Billion 4.29% of portfolio
22,941
Q3 2025 Reduced 0.83%
$0
$4.83 Billion 3.62% of portfolio
33,172
Q1 2024 Reduced 2.15%
$3.78T
$4.63 Billion 3.47% of portfolio
9,025
Q3 2025 Reduced 3.76%
Dimensional ETF Trust
-
$3.2 Billion 2.4% of portfolio
-
Q3 2025 Reduced 35.59%
$1.65T
$3.09 Billion 2.32% of portfolio
12,323
Q3 2025 Reduced 4.87%
$2.39T
$2.68 Billion 2.01% of portfolio
12,414
Q3 2025 Reduced 1.85%
$0
$2.56 Billion 1.92% of portfolio
76,300
Q3 2025 Added 0.68%
$881B
$1.67 Billion 1.25% of portfolio
5,459
Q3 2025 Reduced 3.11%
$139B
$1.45 Billion 1.08% of portfolio
4,118
Q3 2025 Added 0.12%
$1.37T
$1.35 Billion 1.01% of portfolio
1,882
Q3 2025 Reduced 10.55%
$279B
$1.3 Billion 0.97% of portfolio
11,925
Q2 2025 Reduced 3.5%
$404B
$1.27 Billion 0.95% of portfolio
1,327
Q3 2025 Reduced 4.19%
$0
$1.26 Billion 0.94% of portfolio
2,054
Q3 2024 New
$512B
$1.19 Billion 0.89% of portfolio
2,119
Q3 2025 Reduced 9.98%
$367B
$1.13 Billion 0.85% of portfolio
2,908
Q3 2025 Reduced 2.9%
$0
$1.07 Billion 0.8% of portfolio
5,667
Q2 2024 Reduced 9.73%
$0
$1.07 Billion 0.8% of portfolio
14,858
Q4 2023 New
$300B
$1.05 Billion 0.79% of portfolio
2,918
Q3 2025 Added 32.4%
$971B
$1.05 Billion 0.79% of portfolio
1,269
Q3 2025 Added 3.76%
$533B
$916 Million 0.69% of portfolio
2,650
Q3 2025 Reduced 5.86%
$0
$914 Million 0.69% of portfolio
1,537
Q2 2024 Reduced 0.97%
$0
$866 Million 0.65% of portfolio
16,569
Q2 2024 Reduced 2.32%
$0
$848 Million 0.64% of portfolio
1,408
Q2 2025 Added 2.18%
$1.74T
$685 Million 0.51% of portfolio
2,723
Q3 2025 Reduced 15.22%
$0
$678 Million 0.51% of portfolio
11,333
Q3 2025 Reduced 1.35%
$414B
$645 Million 0.48% of portfolio
2,852
Q3 2025 Reduced 7.31%
$662B
$641 Million 0.48% of portfolio
1,292
Q3 2025 Reduced 6.65%
$0
$645 Million 0.48% of portfolio
965
Q2 2025 Added 2.55%
$593B
$631 Million 0.47% of portfolio
2,079
Q3 2025 Reduced 14.2%
$0
$629 Million 0.47% of portfolio
11,809
Q2 2024 Reduced 1.01%
$0
$604 Million 0.45% of portfolio
7,269
Q2 2024 Reduced 1.33%
$0
$586 Million 0.44% of portfolio
7,276
Q3 2025 New
$224B
$542 Million 0.41% of portfolio
1,775
Q3 2025 Added 4.29%
$156B
$527 Million 0.4% of portfolio
4,457
Q3 2025 Reduced 0.18%
$49.1B
$529 Million 0.4% of portfolio
440
Q3 2025 Reduced 18.52%
$0
$525 Million 0.39% of portfolio
1,599
Q3 2025 Reduced 5.22%
$522B
$519 Million 0.39% of portfolio
2,716
Q3 2025 Reduced 7.52%
$0
$491 Million 0.37% of portfolio
1,960
Q4 2023 New
$38.4B
$464 Million 0.35% of portfolio
1,452
Q3 2025 Added 1.68%
$0
$462 Million 0.35% of portfolio
695
Q2 2024 Reduced 3.61%
$388B
$472 Million 0.35% of portfolio
1,980
Q2 2025 New
$177B
$409 Million 0.31% of portfolio
2,336
Q3 2025 Reduced 9.07%
$0
$414 Million 0.31% of portfolio
4,408
Q2 2024 Reduced 11.86%
$319B
$403 Million 0.3% of portfolio
5,803
Q3 2025 Reduced 6.07%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $133 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 19, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email