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The Analysis of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds 98 types of securities in its portfolio with a total value $158.8M. In the most recent quarter, they have increased their positions in VCRM (+37.8K shares, valued at $2.9M), VCRB (+29.3K shares, valued at $2.3M), SCHX (+45.0K shares, valued at $1.3M); decreased their positions in N/A (-2.1K shares, valued at $420.5K), HD (-755 shares, valued at $243.6K), PG (-1.6K shares, valued at $236.3K); initiated new positions in VCRM (+37.8K shares, valued at $2.9M), MU (+2.0K shares, valued at $1.3M), AXTI (+2.6K shares, valued at $286.6K).

1M P&L

+5.6M+4.33%

3M P&L

+6.9M+5.41%

HY P&L

+14.0M+11.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A82.4M

65.2%

2Semiconductors8.2M

6.5%

3Consumer Electronics5.4M

4.3%

Top Industries by Stock Count

1N/A24 stocks

31.6%

2Drug Manufacturers - General5 stocks

6.6%

3Semiconductors5 stocks

6.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS412.3K shares1.19%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR763.7K shares6.27%2026-03-312026-05-12

VCRB VANGUARD MALVERN FDS120.4K shares32.13%2026-03-312026-05-12

NVDA NVIDIA CORPORATION42.2K shares16.70%2026-03-312026-05-12

IWB ISHARES TR21.5K shares0.00%2026-03-312026-05-12

AAPL APPLE INC21.8K shares11.62%2026-03-312026-05-12

ITOT ISHARES TR32.9K shares-0.81%2026-03-312026-05-12

ALPHABET INC ALPHABET INC11.9K shares0.85%2026-03-312026-05-12

Sponsored

MSFT MICROSOFT CORP9.6K shares11.33%2026-03-312026-05-12

AMZN AMAZON COM INC13.4K shares11.30%2026-03-312026-05-12

DFVX DIMENSIONAL ETF TRUST43.0K shares6.93%2026-03-312026-05-12

VCRM VANGUARD MUN BD FDS37.8K sharesnew addition2026-03-312026-05-12

SCHE SCHWAB STRATEGIC TR55.1K shares-1.53%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO6.5K shares18.96%2026-03-312026-05-12

BROADCOM INC BROADCOM INC4.1K shares1.38%2026-03-312026-05-12

DFEM DIMENSIONAL ETF TRUST39.3K shares11.59%2026-03-312026-05-12

Sponsored

WMT WALMART INC11.7K shares2.20%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.6K shares132.69%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION1.4K shares1.27%2026-03-312026-05-12

LLY ELI LILLY & CO1.3K shares4.64%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F14.9K shares0.00%2026-03-312026-05-12

TSLA TESLA INC2.8K shares0.07%2026-03-312026-05-12

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AMD ADVANCED MICRO DEVICES INC2.7K shares36.26%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 401.5K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC1.7K shares-12.27%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.36%2026-03-312026-05-12

MA MASTERCARD INCORPORATED1.9K shares-12.96%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares12.56%2026-03-312026-05-12

TXN TEXAS INSTRS INC2.6K shares9.87%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.6K shares-36.46%2026-03-312026-05-12

Sponsored

V VISA INC2.2K shares-17.65%2026-03-312026-05-12

HD HOME DEPOT INC2.2K shares-25.96%2026-03-312026-05-12

IVV ISHARES TR935 shares-3.11%2026-03-312026-05-12

ABBV ABBVIE INC3.3K shares15.88%2026-03-312026-05-12

AMAT APPLIED MATLS INC1.6K shares0.00%2026-03-312026-05-12

NFLX NETFLIX INC.7.4K shares65.74%2026-03-312026-05-12

IDEV ISHARES TR7.3K shares0.00%2026-03-312026-05-12

CAT CATERPILLAR INC708 shares0.00%2026-03-312026-05-12

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GILD GILEAD SCIENCES INC4.7K shares5.45%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON2.8K shares3.90%2026-03-312026-05-12

OMFL INVESCO EXCH TRD SLF IDX FD9.4K shares0.00%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR11.8K shares0.00%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T828 shares19.14%2026-03-312026-05-12

EQAL INVESCO EXCH TRADED FD TR II9.8K shares0.00%2026-03-312026-05-12

VTI VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-12

IWM ISHARES TR2.0K shares0.00%2026-03-312026-05-12

Sponsored

CSCO CISCO SYS INC5.9K shares0.86%2026-03-312026-05-12

INTC INTEL CORP4.9K shares2.98%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC1.4K shares0.00%2026-03-312026-05-12

IXUS ISHARES TR5.0K shares0.00%2026-03-312026-05-12

KO COCA COLA CO6.0K shares3.87%2026-03-312026-05-12

XOM EXXON MOBIL CORP3.1K shares2.51%2026-03-312026-05-12

EFA ISHARES TR4.4K shares0.00%2026-03-312026-05-12

MCD MCDONALDS CORP1.6K shares-11.81%2026-03-312026-05-12

Sponsored

CVX CHEVRON CORPORATION2.4K shares4.31%2026-03-312026-05-12

RTX RTX CORPORATION2.4K shares-2.76%2026-03-312026-05-12

WFC WELLS FARGO & CO4.8K shares70.18%2026-03-312026-05-12

VIOO VANGUARD ADMIRAL FDS INC3.0K shares0.00%2026-03-312026-05-12

NEE NEXTERA ENERGY INC4.0K shares1.67%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC3.3K shares0.37%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP4.1K shares-1.07%2026-03-312026-05-12

CENCORA INC CENCORA INC1.4K shares-2.00%2026-03-312026-05-12

Sponsored

ADI ANALOG DEVICES INC875 shares0.69%2026-03-312026-05-12

MS MORGAN STANLEY1.8K shares38.05%2026-03-312026-05-12

MTB M & T BK CORP1.5K shares49.46%2026-03-312026-05-12

T AT&T INC12.7K shares-0.44%2026-03-312026-05-12

PG PROCTER & GAMBLE CO2.1K shares-43.29%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC624 shares0.00%2026-03-312026-05-12

BAC BANK AMERICA CORP5.6K shares3.72%2026-03-312026-05-12

SCZ ISHARES TR3.5K shares0.00%2026-03-312026-05-12

Sponsored

AXTI AXT INC2.6K sharesnew addition2026-03-312026-05-12

AXP AMERICAN EXPRESS CO871 shares2.35%2026-03-312026-05-12

EEM ISHARES TR4.0K shares0.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE880 shares0.00%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC238 shares-8.11%2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC1.6K sharesnew addition2026-03-312026-05-12

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-05-12

Sponsored

MSTR STRATEGY INC1.4K sharesnew addition2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC1.8K sharesnew addition2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP850 sharesnew addition2026-03-312026-05-12

VST VISTRA CORP1.6K shares-10.10%2026-03-312026-05-12

UNP UNION PAC CORP906 shares0.00%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS965 shares3.21%2026-03-312026-05-12

APH AMPHENOL CORP1.6K shares0.00%2026-03-312026-05-12

IWF ISHARES TR1.8K sharesnew addition2026-03-312026-05-12

Sponsored

AMGN AMGEN INC648 shares0.00%2026-03-312026-05-12

CVS CVS HEALTH CORP2.4K sharesnew addition2026-03-312026-05-12

PLD PROLOGIS INC.1.5K sharesnew addition2026-03-312026-05-12

GEV GE VERNOVA INC197 sharesnew addition2026-03-312026-05-12

ORCL ORACLE CORP1.0K shares-49.49%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR7.5K sharesnew addition2026-03-312026-05-12

PEP PEPSICO INC1.3K shares1.10%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP643 sharesnew addition2026-03-312026-05-12

Sponsored

PGX INVESCO EXCH TRADED FD TR II11.7K shares0.00%2026-03-312026-05-12

TELA TELA BIO INC99.9K shares0.00%2026-03-312026-05-12

VEA

VANGUARD TAX-MANAGED FDS

1.19%

Shares412.3K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

6.27%

Shares763.7K

Event2026-03-31

Filed2026-05-12

VCRB

VANGUARD MALVERN FDS

32.13%

Shares120.4K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

16.70%

Shares42.2K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

0.00%

Shares21.5K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

11.62%

Shares21.8K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

-0.81%

Shares32.9K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.85%

Shares11.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

11.33%

Shares9.6K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

11.30%

Shares13.4K

Event2026-03-31

Filed2026-05-12

DFVX

DIMENSIONAL ETF TRUST

6.93%

Shares43.0K

Event2026-03-31

Filed2026-05-12

VCRM

VANGUARD MUN BD FDS

New

Shares37.8K

Event2026-03-31

Filed2026-05-12

SCHE

SCHWAB STRATEGIC TR

-1.53%

Shares55.1K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

18.96%

Shares6.5K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

1.38%

Shares4.1K

Event2026-03-31

Filed2026-05-12

DFEM

DIMENSIONAL ETF TRUST

11.59%

Shares39.3K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

2.20%

Shares11.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

132.69%

Shares3.6K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

1.27%

Shares1.4K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

4.64%

Shares1.3K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

0.07%

Shares2.8K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

36.26%

Shares2.7K

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12