UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 158,776
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 98 | 158,776 | 13F-HR | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
| Q4 2025 | 2/10/2026 | 87 | 137,686 | 13F-HR | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
| Q3 2025 | 11/19/2025 | 87 | 133,426 | 13F-HR | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
| Q2 2025 | 8/12/2025 | 95 | 128,236 | 13F-HR | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.26 K | 39.2% | 0 | 34.92 K | -34.92 K |
| ETFs | 96.52 K | 60.8% | 56.01 K | 0 | 56.01 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
158,776
Holdings
98
QoQ value change ($000)
21,090
(15.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.