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CIK: 0002011649
Total reported value
$167.9M
$167.9M
95 檔
35.8%
In Q2 2025, Up Strategic Wealth Investment Advisors LLC's U.S. equity holdings reached a combined market value of $167.9M, distributed across 95 disclosed stock positions.
During Q2 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 | 18.75% | +0.26% | -0.43% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.29% | +0.23% | +14.23% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.70% | -0.02% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.27% | -0.96% | -0.92% | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-Other | 4.89% | -0.08% | +7.45% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.70% | +0.12% | -4.37% | |
| 7 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 3.69% | +0.07% | -3.62% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | +0.24% | +15.32% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.49% | -0.02% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | -0.11% | -9.84% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.78% | -0.07% | +9.89% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | -0.41% | -5.68% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | +0.14% | +14.79% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | +0.09% | +21.13% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.11% | -3.95% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.03% | +0.12% | -0.84% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | -0.19% | +25.13% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.01% | — | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.19% | -3.50% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | -0.04% | +5.30% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | +0.13% | +27.77% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.80% | +0.01% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.13% | -3.36% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | -0.02% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.11% | +1.66% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.68% | -0.01% | — | |
| 27 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.64% | — | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.01% | +2.18% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.15% | +1.31% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.02% | -8.85% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.05% | — | |
| 32 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.52% | — | -10.05% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | +0.03% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | +2.55% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.01% | +21.73% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.06% | -2.41% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.12% | -2.46% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.44% | -0.01% | — | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.42% | -0.04% | +69.01% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.41% | +0.02% | +8.12% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.01% | -3.60% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | — | -8.64% | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.39% | -0.03% | -11.13% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | +0.01% | +0.45% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.35% | +0.05% | -5.91% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | +0.03% | -15.07% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | -0.03% | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.08% | +20.81% | |
| 49 | COR | Cencora Inc | Stock-Healthcare | 0.33% | -0.10% | -5.87% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | — | — |
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 95 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHX, IWB) accounted for 35.8% of total reported equity market value during Q2 2025.
During Q2 2025, Up Strategic Wealth Investment Advisors LLC's top holdings by market value included VEA (18.8%)、SCHX (12.3%)、IWB (5.7%). The largest single position, VEA, represented 18.8% of total portfolio value.
In Q2 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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