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CIK: 0002011649
Total reported value
$167.9M
$167.9M
86 檔
30.8%
During the Q1 2025 filing period, Up Strategic Wealth Investment Advisors LLC (CIK: 0002011649) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $167.9M across 86 reported positions.
During Q1 2025, Up Strategic Wealth Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.15% | +0.26% | +26.06% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 11.08% | +0.23% | +39.32% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.87% | -0.02% | — | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.18% | -0.08% | +45.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.78% | +0.12% | +4.69% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | -0.96% | +9.40% | |
| 7 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 4.06% | +0.07% | -14.78% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.60% | -0.02% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | +0.24% | +0.61% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | -0.11% | +13.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | -0.41% | +15.07% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.69% | -0.07% | — | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.21% | -0.11% | +6.74% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.16% | +0.12% | +7.47% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.13% | +0.02% | +9.71% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | +0.14% | -1.90% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.19% | +7.38% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.01% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.13% | +13.79% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | +0.09% | +10.01% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.11% | +66.85% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | +0.01% | — | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.80% | -0.02% | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | +0.13% | -15.35% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.19% | +12.88% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.73% | -0.01% | — | |
| 27 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.70% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.05% | +26.28% | |
| 29 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.61% | — | -38.08% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.06% | +10.59% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.04% | +23.80% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.13% | EXIT | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | -0.01% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | +0.10% | -4.02% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.52% | +0.03% | — | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | — | +1.47% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | +0.03% | +141.48% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.50% | -0.03% | +3.72% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.01% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.12% | +0.21% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.45% | -0.01% | — | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.15% | +18.71% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | +0.01% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | -0.01% | — | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.40% | — | +11.87% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.38% | +0.05% | +45.76% | |
| 48 | COR | Cencora Inc | Stock-Healthcare | 0.38% | -0.10% | +15.36% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | +0.02% | -6.32% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | — | — |
According to official SEC Form 13F filings, Up Strategic Wealth Investment Advisors LLC reported a total U.S. public equity portfolio value of $167.9M across 86 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHX, IWB) accounted for 30.8% of total reported equity market value during Q1 2025.
During Q1 2025, Up Strategic Wealth Investment Advisors LLC's top holdings by market value included VEA (19.1%)、SCHX (11.1%)、IWB (5.9%). The largest single position, VEA, represented 19.1% of total portfolio value.
In Q1 2025, Up Strategic Wealth Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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