Institutional Fund
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PACIK 20116495 filings on record
Portfolio Value
$158.78M
Q1 2026
Holdings
98
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+15.3%
from $137.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds18.1%
- Schwab Strategic Tr13.8%
- Vanguard Malvern Fds5.9%
- Nvidia Corporation5.6%
- Ishares Tr5.4%
- Apple Inc3.9%
- Other47.2%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 412.3K | $28.73M | 18.1% | +4.8K | Added |
| 2 | Schwab Strategic Tr | 763.7K | $21.99M | 13.8% | +45.0K | Added |
| 3 | Vanguard Malvern Fds | 120.4K | $9.29M | 5.9% | +29.3K | Added |
| 4 | Nvidia Corporation | 42.2K | $8.92M | 5.6% | +6.0K | Added |
| 5 | Ishares Tr | 21.5K | $8.59M | 5.4% | 0 | Held |
| 6 | Apple Inc | 21.8K | $6.27M | 3.9% | +2.3K | Added |
| 7 | Ishares Tr | 32.9K | $5.26M | 3.3% | −270 | Reduced |
| 8 | Alphabet Inc | 11.9K | $4.72M | 3.0% | +100 | Added |
| 9 | Microsoft Corp | 9.6K | $4.03M | 2.5% | +975 | Added |
| 10 | Amazon Com Inc | 13.4K | $3.64M | 2.3% | +1.4K | Added |
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