Up Strategic Wealth Investment Advisors LLC Top Holdings and 13F Report (2026) About Up Strategic Wealth Investment Advisors LLCInvestment ActivityUp Strategic Wealth Investment Advisors LLC has $158.78 million in total holdings as of March 31, 2026.Up Strategic Wealth Investment Advisors LLC owns shares of 98 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 10.48% of the portfolio was purchased this quarter.About 1.51% of the portfolio was sold this quarter.This quarter, Up Strategic Wealth Investment Advisors LLC has purchased 87 new stocks and bought additional shares in 41 stocks.Up Strategic Wealth Investment Advisors LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $28,727,449Schwab US Large-Cap ETF $21,987,044VANGUARD MALVERN FDS $9,289,154NVIDIA $8,924,666iShares Russell 1000 ETF $8,590,910 Largest New Holdings this Quarter 922907712 - VANGUARD MUN BD FDS $2,862,066 Holding595112103 - Micron Technology $1,264,808 Holding00246W103 - AXT $286,554 Holding064058100 - BNY $264,217 Holding573874104 - Marvell Technology $252,976 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 37,808 shares (about $2.86M)VANGUARD MALVERN FDS 29,276 shares (about $2.26M)Schwab US Large-Cap ETF 45,041 shares (about $1.30M)NVIDIA 6,040 shares (about $1.28M)Micron Technology 1,956 shares (about $1.26M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 2,066 shares (about $420.51K)Home Depot 755 shares (about $243.59K)Procter & Gamble 1,618 shares (about $236.32K)Oracle 1,026 shares (about $199.57K)Visa 481 shares (about $154.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUp Strategic Wealth Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$28,727,449$337,830 â–²1.2%412,33618.1%ETFSCHXSchwab US Large-Cap ETF$21,987,044$1,296,731 â–²6.3%763,70413.8%ETFVANGUARD MALVERN FDS$9,289,154$2,258,790 â–²32.1%120,3965.9%CORE BD ETFNVDANVIDIA$8,924,666$1,277,460 â–²16.7%42,1975.6%Computer and TechnologyIWBiShares Russell 1000 ETF$8,590,9100.0%21,5095.4%ETFAAPLApple$6,267,248$652,479 â–²11.6%21,8043.9%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$5,263,991$43,197 â–¼-0.8%32,9023.3%ETFGOOGLAlphabet$4,720,559$39,799 â–²0.9%11,8613.0%Computer and TechnologyMSFTMicrosoft$4,031,397$410,251 â–²11.3%9,5812.5%Computer and TechnologyAMZNAmazon.com$3,637,203$369,334 â–²11.3%13,4132.3%Retail/WholesaleDIMENSIONAL ETF TRUST$3,468,568$224,824 â–²6.9%43,0132.2%US LARGE CAP VECVANGUARD MUN BD FDS$2,862,066$2,862,066 â–²New Holding37,8081.8%CORE TAX EXEMPTSCHESchwab Emerging Markets Equity ETF$2,017,357$31,265 â–¼-1.5%55,1041.3%ETFJPMJPMorgan Chase & Co.$1,988,917$316,989 â–²19.0%6,4941.3%FinanceAVGOBroadcom$1,700,160$23,103 â–²1.4%4,1211.1%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$1,575,833$163,649 â–²11.6%39,2781.0%ETFWALMART INC$1,529,199$32,941 â–²2.2%11,7451.0%COMVOOVanguard S&P 500 ETF$1,487,6580.0%2,2120.9%ETFGOOGAlphabet$1,434,939$818,271 â–²132.7%3,6300.9%Computer and TechnologyCOSTCostco Wholesale$1,373,365$17,205 â–²1.3%1,3570.9%Retail/WholesaleLLYEli Lilly and Company$1,296,664$57,521 â–²4.6%1,3300.8%MedicalMUMicron Technology$1,264,808$1,264,808 â–²New Holding1,9560.8%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,221,9220.0%14,8580.8%ETFTSLATesla$1,156,306$824 â–²0.1%2,8080.7%Auto/Tires/TrucksAMDAdvanced Micro Devices$1,102,025$293,274 â–²36.3%2,6980.7%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,033,4330.0%1,5370.7%ETFMETAMeta Platforms$1,018,353$142,483 â–¼-12.3%1,6510.6%Computer and TechnologyQQQInvesco QQQ$981,950$3,475 â–²0.4%1,4130.6%FinanceMAMastercard$928,242$138,259 â–¼-13.0%1,8530.6%Business ServicesBRK.BBerkshire Hathaway$847,543$94,541 â–²12.6%1,7840.5%FinanceTXNTexas Instruments$745,903$67,031 â–²9.9%2,6150.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$732,948$420,514 â–¼-36.5%3,6010.5%ETFVVisa$720,952$154,536 â–¼-17.7%2,2440.5%Business ServicesHDHome Depot$694,644$243,593 â–¼-26.0%2,1530.4%Retail/WholesaleIVViShares Core S&P 500 ETF$687,188$22,049 â–¼-3.1%9350.4%ETFABBVAbbVie$669,957$91,828 â–²15.9%3,3050.4%MedicalAMATApplied Materials$652,9180.0%1,5900.4%Computer and TechnologyNFLXNetflix$649,697$257,690 â–²65.7%7,3620.4%Consumer DiscretionaryIDEViShares Core MSCI International Developed Markets ETF$646,4730.0%7,2760.4%ETFCATCaterpillar$634,1490.0%7080.4%IndustrialsGILDGilead Sciences$630,082$32,577 â–²5.5%4,7000.4%MedicalJNJJohnson & Johnson$627,913$23,586 â–²3.9%2,8220.4%MedicalOMFLInvesco Russell 1000 Dynamic Multifactor ETF$625,8840.0%9,3790.4%ETFXLFFinancial Select Sector SPDR Fund$608,7540.0%11,8090.4%ETFSPYSPDR S&P 500 ETF Trust$605,577$97,273 â–²19.1%8280.4%FinanceEQALInvesco Russell 1000 Equal Weight ETF$562,5880.0%9,7570.4%ETFVTIVanguard Total Stock Market ETF$561,5520.0%1,5590.4%ETFIWMiShares Russell 2000 ETF$553,2300.0%1,9600.3%FinanceCSCOCisco Systems$539,412$4,608 â–²0.9%5,8530.3%Computer and TechnologyINTCIntel$534,836$15,456 â–²3.0%4,8790.3%Computer and TechnologyUNHUnitedHealth Group$512,4600.0%1,3860.3%MedicalIXUSiShares Core MSCI Total International Stock ETF$477,8300.0%5,0420.3%ManufacturingKOCocaCola$469,874$17,490 â–²3.9%5,9910.3%Consumer StaplesXOMExxonMobil$454,691$11,140 â–²2.5%3,1020.3%EnergyEFAiShares MSCI EAFE ETF$453,5390.0%4,4080.3%FinanceMCDMcDonald's$447,111$59,861 â–¼-11.8%1,5760.3%Retail/WholesaleCVXChevron$446,084$18,435 â–²4.3%2,4440.3%EnergyRTXRTX$430,283$12,198 â–¼-2.8%2,4340.3%AerospaceWFCWells Fargo & Company$383,926$158,320 â–²70.2%4,8500.2%FinanceVIOOVanguard S&P Small-Cap 600 ETF$376,5440.0%2,9570.2%ETFNEENextEra Energy$375,053$6,159 â–²1.7%4,0190.2%UtilitiesMRKMerck & Co., Inc.$366,177$1,347 â–²0.4%3,2610.2%MedicalSCHWCharles Schwab$364,981$3,938 â–¼-1.1%4,0780.2%FinanceCORCencora$363,804$7,414 â–¼-2.0%1,4230.2%MedicalADIAnalog Devices$357,455$2,451 â–²0.7%8750.2%Computer and TechnologyMSMorgan Stanley$344,968$95,085 â–²38.1%1,8140.2%FinanceMTBM&T Bank$321,873$106,510 â–²49.5%1,5110.2%FinanceTAT&T$320,549$1,415 â–¼-0.4%12,6900.2%Computer and TechnologyPGProcter & Gamble$309,644$236,323 â–¼-43.3%2,1200.2%Consumer StaplesTMOThermo Fisher Scientific$296,0630.0%6240.2%MedicalBACBank of America$294,240$10,550 â–²3.7%5,5780.2%FinanceSCZiShares MSCI EAFE Small-Cap ETF$292,7140.0%3,4510.2%ETFAXTIAXT$286,554$286,554 â–²New Holding2,6430.2%Computer and TechnologyAXPAmerican Express$277,579$6,374 â–²2.4%8710.2%FinanceEEMiShares MSCI Emerging Markets ETF$269,6900.0%4,0500.2%FinanceGEGE Aerospace$266,1960.0%8800.2%AerospaceBKBNY$264,217$264,217 â–²New Holding2,0220.2%FinanceBLACKROCK INC$254,122$22,423 â–¼-8.1%2380.2%COMMRVLMarvell Technology$252,976$252,976 â–²New Holding1,5810.2%Computer and TechnologyWMWaste Management$252,2320.0%1,1390.2%Business ServicesMSTRStrategy$250,517$250,517 â–²New Holding1,3930.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$248,061$248,061 â–²New Holding1,8100.2%CL ALAM RESEARCH CORP$243,542$243,542 â–²New Holding8500.2%COM NEWVSTVistra$242,625$27,249 â–¼-10.1%1,5760.2%UtilitiesUNPUnion Pacific$239,9900.0%9060.2%TransportationIBMInternational Business Machines$223,214$6,939 â–²3.2%9650.1%Computer and TechnologyAPHAmphenol$223,1000.0%1,6330.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$220,441$220,441 â–²New Holding1,7960.1%ETFAMGNAmgen$213,2500.0%6480.1%MedicalCVSCVS Health$212,984$212,984 â–²New Holding2,4380.1%MedicalPLDPrologis$209,593$209,593 â–²New Holding1,4730.1%FinanceGE VERNOVA INC$205,989$205,989 â–²New Holding1970.1%COMORCLOracle$203,650$199,565 â–¼-49.5%1,0470.1%Computer and TechnologySCHFSchwab International Equity ETF$200,937$200,937 â–²New Holding7,4670.1%ETFPEPPepsiCo$200,207$2,188 â–²1.1%1,2810.1%Consumer StaplesCEGConstellation Energy$200,153$200,153 â–²New Holding6430.1%EnergyPGXInvesco Preferred ETF$130,8510.0%11,7250.1%ETFTELATELA Bio$109,8770.0%99,8880.1%MedicalLMTLockheed Martin$0$218,877 â–¼-100.0%00.0%AerospaceLOWLowe's Companies$0$211,569 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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