UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Q4 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
87
- Value ($000)
$137,686
- Date Filed02/10/2026
- Form type13F-HR
- CIK0002011649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $27.45M | 20 % | 407,487 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $19.58M | 14 % | 718,663 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $8.14M | 6 % | 21,509 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $7.12M | 5 % | 91,120 | ||
NVIDIA CORPORATION | COM | 67066G104 | $6.7M | 5 % | 36,157 | ||
APPLE INC | COM | 037833100 | $5.43M | 4 % | 19,534 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | $5.01M | 4 % | 33,172 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $3.8M | 3 % | 11,761 | ||
MICROSOFT CORP | COM | 594918104 | $3.45M | 3 % | 8,606 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 | $3.15M | 2 % | 40,225 |
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