Chief Compliance Officer

0002011649-25-000005.txt : 20250812 0002011649-25-000005.hdr.sgml : 20250812 20250812125647 ACCESSION NUMBER: 0002011649-25-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250812 DATE AS OF CHANGE: 20250812 EFFECTIVENESS DATE: 20250812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CENTRAL INDEX KEY: 0002011649 ORGANIZATION NAME: EIN: 462150272 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23748 FILM NUMBER: 251205617 BUSINESS ADDRESS: STREET 1: 444 LIBERTY AVE STREET 2: SUITE 1400 CITY: PITTSBURGH STATE: PA ZIP: 15222 BUSINESS PHONE: 412-586-2060 MAIL ADDRESS: STREET 1: 444 LIBERTY AVE STREET 2: SUITE 1400 CITY: PITTSBURGH STATE: PA ZIP: 15222 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002011649 XXXXXXXX 06-30-2025 06-30-2025 UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

444 LIBERTY AVE SUITE 1400 PITTSBURGH PA 15222

13F HOLDINGS REPORT 028-23748 000166742 801-130392 N Elizabeth Urish Chief Compliance Officer 4125862060 Elizabeth Urish Pittsburgh PA 08-12-2025 0 95 128236342 false INFORMATION TABLE 2 13fFiling20250630.xml VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 24050638 421867 SH SOLE 0 0 421867 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15756364 644696 SH SOLE 0 0 644696 ISHARES TR RUS 1000 ETF 464287622 7303812 21509 SH SOLE 0 0 21509 NVIDIA CORPORATION COM 67066G104 6753757 42748 SH SOLE 0 0 42748 VANGUARD MALVERN FDS CORE BD ETF 922020748 6275059 80885 SH SOLE 0 0 80885 APPLE INC COM 037833100 4746287 23133 SH SOLE 0 0 23133 DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 4733840 68686 SH SOLE 0 0 68686 MICROSOFT CORP COM 594918104 4664711 9378 SH SOLE 0 0 9378 ISHARES TR CORE S&P TTL STK 464287150 4479547 33172 SH SOLE 0 0 33172 AMAZON COM INC COM 023135106 2774845 12648 SH SOLE 0 0 12648 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2284191 75786 SH SOLE 0 0 75786 ALPHABET INC CAP STK CL A 02079K305 2282934 12954 SH SOLE 0 0 12954 JPMORGAN CHASE & CO. COM 46625H100 1633353 5634 SH SOLE 0 0 5634 META PLATFORMS INC CL A 30303M102 1552942 2104 SH SOLE 0 0 2104 COSTCO WHSL CORP NEW COM 22160K105 1371067 1385 SH SOLE 0 0 1385 MASTERCARD INCORPORATED CL A 57636Q104 1322920 2354 SH SOLE 0 0 2354 TESLA INC COM 88160R101 1260793 3969 SH SOLE 0 0 3969 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1166734 2054 SH SOLE 0 0 2054 WALMART INC COM 931142103 1166027 11925 SH SOLE 0 0 11925 BROADCOM INC COM 11135F101 1133749 4113 SH SOLE 0 0 4113 HOME DEPOT INC COM 437076102 1098087 2995 SH SOLE 0 0 2995 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1029921 5667 SH SOLE 0 0 5667 VISA INC COM CL A 92826C839 999466 2815 SH SOLE 0 0 2815 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 998755 14858 SH SOLE 0 0 14858 ELI LILLY & CO COM 532457108 953165 1223 SH SOLE 0 0 1223 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 870680 1537 SH SOLE 0 0 1537 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 815858 16569 SH SOLE 0 0 16569 INVESCO QQQ TR UNIT SER 1 46090E103 776710 1408 SH SOLE 0 0 1408 NETFLIX INC COM 64110L106 723131 540 SH SOLE 0 0 540 UNITEDHEALTH GROUP INC COM 91324P102 687582 2204 SH SOLE 0 0 2204 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 672306 1384 SH SOLE 0 0 1384 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 663778 11488 SH SOLE 0 0 11488 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 618438 11809 SH SOLE 0 0 11809 ISHARES TR CORE S&P500 ETF 464287200 599169 965 SH SOLE 0 0 965 EXXON MOBIL CORP COM 30231G102 587510 5450 SH SOLE 0 0 5450 ABBVIE INC COM 00287Y109 571153 3077 SH SOLE 0 0 3077 ALPHABET INC CAP STK CL C 02079K107 569828 3212 SH SOLE 0 0 3212 ISHARES TR CORE MSCI TOTAL 46432F834 561967 7269 SH SOLE 0 0 7269 TEXAS INSTRS INC COM 882508104 533376 2569 SH SOLE 0 0 2569 ORACLE CORP COM 68389X105 529644 2423 SH SOLE 0 0 2423 VANGUARD INDEX FDS TOTAL STK MKT 922908769 512730 1687 SH SOLE 0 0 1687 MCDONALDS CORP COM 580135101 497274 1702 SH SOLE 0 0 1702 GILEAD SCIENCES INC COM 375558103 495035 4465 SH SOLE 0 0 4465 COCA COLA CO COM 191216100 479049 6771 SH SOLE 0 0 6771 RTX CORPORATION COM 75513E101 449012 3075 SH SOLE 0 0 3075 JOHNSON & JOHNSON COM 478160104 448627 2937 SH SOLE 0 0 2937 SPDR S&P 500 ETF TR TR UNIT 78462F103 429406 695 SH SOLE 0 0 695 CISCO SYS INC COM 17275R102 428630 6178 SH SOLE 0 0 6178 CENCORA INC COM 03073E105 428186 1428 SH SOLE 0 0 1428 ISHARES TR RUSSELL 2000 ETF 464287655 422949 1960 SH SOLE 0 0 1960 PEPSICO INC COM 713448108 401534 3041 SH SOLE 0 0 3041 AT&T INC COM 00206R102 396450 13699 SH SOLE 0 0 13699 ISHARES TR MSCI EAFE ETF 464287465 394032 4408 SH SOLE 0 0 4408 SCHWAB CHARLES CORP COM 808513105 376457 4126 SH SOLE 0 0 4126 PROCTER AND GAMBLE CO COM 742718109 372624 2339 SH SOLE 0 0 2339 THERMO FISHER SCIENTIFIC INC COM 883556102 366131 903 SH SOLE 0 0 903 VISTRA CORP COM 92840M102 354479 1829 SH SOLE 0 0 1829 ABBOTT LABS COM 002824100 349274 2568 SH SOLE 0 0 2568 WASTE MGMT INC DEL COM 94106L109 321950 1407 SH SOLE 0 0 1407 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 314725 3109 SH SOLE 0 0 3109 SERVICENOW INC COM 81762P102 298144 290 SH SOLE 0 0 290 NEXTERA ENERGY INC COM 65339F101 291564 4200 SH SOLE 0 0 4200 APPLIED MATLS INC COM 038222105 291082 1590 SH SOLE 0 0 1590 ARISTA NETWORKS INC COM SHS 040413205 290970 2844 SH SOLE 0 0 2844 UNION PAC CORP COM 907818108 288751 1255 SH SOLE 0 0 1255 ADVANCED MICRO DEVICES INC COM 007903107 280962 1980 SH SOLE 0 0 1980 QUALCOMM INC COM 747525103 278317 1748 SH SOLE 0 0 1748 CATERPILLAR INC COM 149123101 274853 708 SH SOLE 0 0 708 BLACKROCK INC COM 09290D101 272805 260 SH SOLE 0 0 260 INTERNATIONAL BUSINESS MACHS COM 459200101 271788 922 SH SOLE 0 0 922 AMERICAN EXPRESS CO COM 025816109 271452 851 SH SOLE 0 0 851 WELLS FARGO CO NEW COM 949746101 264477 3301 SH SOLE 0 0 3301 PHILIP MORRIS INTL INC COM 718172109 260993 1433 SH SOLE 0 0 1433 ISHARES TR EAFE SML CP ETF 464288273 259395 3569 SH SOLE 0 0 3569 CHEVRON CORP NEW COM 166764100 255663 1785 SH SOLE 0 0 1785 BANK AMERICA CORP COM 060505104 254487 5378 SH SOLE 0 0 5378 NIKE INC CL B 654106103 238411 3356 SH SOLE 0 0 3356 UBER TECHNOLOGIES INC COM 90353T100 235956 2529 SH SOLE 0 0 2529 GE AEROSPACE COM NEW 369604301 226365 879 SH SOLE 0 0 879 NEW YORK LIFE INVESTMENTS ET NYLI HEDGE MULTI 45409B107 225368 6973 SH SOLE 0 0 6973 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 223831 921 SH SOLE 0 0 921 ISHARES TR MSCI EMG MKT ETF 464287234 222001 4602 SH SOLE 0 0 4602 PACER FDS TR US CASH COWS 100 69374H881 221668 4023 SH SOLE 0 0 4023 CONSTELLATION ENERGY CORP COM 21037T109 220768 684 SH SOLE 0 0 684 COMCAST CORP NEW CL A 20030N101 219815 6159 SH SOLE 0 0 6159 DISNEY WALT CO COM 254687106 216026 1742 SH SOLE 0 0 1742 PROGRESSIVE CORP COM 743315103 215623 808 SH SOLE 0 0 808 PALANTIR TECHNOLOGIES INC CL A 69608A108 210888 1547 SH SOLE 0 0 1547 TARGET CORP COM 87612E106 206475 2093 SH SOLE 0 0 2093 SALESFORCE INC COM 79466L302 203155 745 SH SOLE 0 0 745 BOOKING HOLDINGS INC COM 09857L108 202624 35 SH SOLE 0 0 35 ANALOG DEVICES INC COM 032654105 202317 850 SH SOLE 0 0 850 LINDE PLC SHS G54950103 202217 431 SH SOLE 0 0 431 TELA BIO INC COM 872381108 193783 99888 SH SOLE 0 0 99888 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 130700 11743 SH SOLE 0 0 11743