UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
•CIK: 2011649•Filing: Q4 2025
**UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC** manages $138M across a diversified portfolio of 87 positions. The fund exhibits significant international exposure, with the top holding being VEA at $27.5M. Core allocations include SCHX ($19.6M) and IWB ($8.1M), suggesting a focus on global equity and sector rotation. Notable technology concentrations are evident with NVDA ($6.7M), AAPL ($5.4M), and MSFT ($3.5M).
Total AUM
$137.7M
QoQ Performance
+3.2%
Positions
74
Top 10 Concentration
65.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
SCHX
IWB
VCRB
VEA19.9%
SCHX14.2%
IWB5.9%
VCRB5.2%
NVDA4.9%
AAPL3.9%
ITOT3.6%
GOOGL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.3%
Technology18.0%
Consumer6.1%
Financial4.5%
Healthcare3.4%
ETF1.9%
Industrial1.3%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW9 new positions
↑19 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023