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CIK: 0002011649
Total reported value
$167.9M
$167.9M
98 檔
46.2%
At the close of Q1 2026, Up Strategic Wealth Investment Advisors LLC disclosed equity holdings valued at approximately $167.9M, spread across 98 reported holdings.
In Q1 2026, Up Strategic Wealth Investment Advisors LLC displayed an active expansion posture, initiating 14 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.09% | +0.26% | +1.19% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.85% | +0.23% | +6.27% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.85% | -0.08% | +32.13% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.62% | -0.96% | +16.70% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.41% | -0.02% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.95% | +0.12% | +11.62% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.32% | -0.02% | -0.81% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | -0.41% | +0.85% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.54% | +0.24% | +11.33% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | -0.11% | +11.30% | |
| 11 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 2.18% | +0.07% | +6.93% | |
| 12 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 1.80% | -0.84% | — | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.27% | -0.07% | -1.53% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.14% | +18.96% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | -0.04% | +1.38% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.99% | +0.09% | +11.59% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.19% | +2.20% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.01% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | -0.12% | +132.69% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.11% | +1.27% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.11% | +4.64% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.80% | +0.36% | — | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.77% | -0.02% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.19% | +0.07% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | +0.09% | +36.26% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.65% | -0.01% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | +0.09% | -12.27% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | -0.01% | +0.36% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | +0.12% | -12.96% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.05% | +12.56% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.47% | -0.04% | +9.87% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | +0.01% | -36.46% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.13% | -17.65% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | +0.13% | -25.96% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | -3.11% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.06% | +15.88% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | +0.10% | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.15% | +65.74% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.41% | -0.01% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | -0.03% | — | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.40% | -0.03% | +5.45% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.03% | +3.90% | |
| 43 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.39% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | +0.03% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.03% | +19.14% | |
| 46 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.35% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | -0.01% | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | — | — | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | +0.08% | +0.86% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.34% | -0.04% | +2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +16.70% | Add |
| 2 | VCRB | Vanguard Core Bond ETF | +0.7% | +32.13% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +132.69% | Add |
| 4 | AMZN | Amazon.com Inc | +0.5% | +11.30% | Add |
| 5 | AMD | Advanced Micro Devices | +0.4% | +36.26% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.85% | Add |
| 7 | INTC | Intel CORP | +0.2% | +2.98% | Add |
| 8 | NFLX | Netflix Inc | +0.1% | +65.74% | Add |
| 9 | AVGO | Broadcom Inc | +0.1% | +1.38% | Add |
| 10 | TXN | Texas Instruments Inc | +0.1% | +9.87% | Add |
| 11 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +11.59% | Add |
| 12 | WFC | Wells Fargo & Co | +0.1% | +70.18% | Add |
| 13 | MS | Morgan Stanley | +0.1% | +38.05% | Add |
| 14 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 15 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 16 | MSFT | Microsoft CORP | 0% | +11.33% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +19.14% | Add |
| 18 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 19 | MTB | M & T Bank CORP | 0% | +49.46% | Add |
| 20 | ADI | Analog Devices Inc | 0% | +0.69% | Add |
| 21 | TELA | Tela Bio Inc | 0% | — | Unchanged |
| 22 | AAPL | Apple Inc | — | +11.62% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | — | +0.36% | Add |
| 24 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 25 | CSCO | Cisco Systems Inc | 0% | +0.86% | Add |
| 26 | NEE | Nextera Energy Inc | 0% | +1.67% | Add |
| 27 | VIOO | Vanguard S&p Small-cap 600 E | 0% | — | Unchanged |
| 28 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 29 | PGX | Invesco Preferred ETF | 0% | — | Unchanged |
| 30 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +18.96% | Add |
| 32 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 33 | CVX | Chevron CORP | 0% | +4.31% | Add |
| 34 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 35 | PEP | Pepsico Inc | 0% | +1.10% | Add |
| 36 | KO | Coca-cola Co/the | 0% | +3.87% | Add |
| 37 | BAC | Bank Of America CORP | 0% | +3.72% | Add |
| 38 | WM | Waste Management Inc | 0% | — | Unchanged |
| 39 | SCZ | Ishares Msci Eafe Small-cap | 0% | — | Unchanged |
| 40 | OMFL | Invesco Russell 1000 Dyn M/f | 0% | — | Unchanged |
| 41 | ABBV | Abbvie Inc | 0% | +15.88% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 43 | VST | Vistra CORP | 0% | -10.10% | Trim |
| 44 | BLK | Blackrock Inc | 0% | -8.11% | Trim |
| 45 | GE | General Electric | 0% | — | Unchanged |
| 46 | XOM | Exxon Mobil CORP | 0% | +2.51% | Add |
| 47 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +12.56% | Add |
| 49 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 50 | AXP | American Express Co | -0.1% | +2.35% | Add |
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 98 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SCHX, VCRB) accounted for 46.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCRM
市值: $2.9M
Top Position Liquidated / Trimmed
LMT
前期市值: $218.9K
During Q1 2026, Up Strategic Wealth Investment Advisors LLC's top holdings by market value included VEA (18.1%)、SCHX (13.8%)、VCRB (5.8%). The largest single position, VEA, represented 18.1% of total portfolio value.
In Q1 2026, Up Strategic Wealth Investment Advisors LLC made 75 total portfolio adjustments, initiating 14 new buys, adding to 41 positions, trimming 17 holdings, and fully liquidating 3 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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