UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 167,930
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 104 | 167,930 | 13F-HR | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
| 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 | 66.7 K | 39.7% | 4.438 K | 0 | 4.438 K |
| ETFs | 101.2 K | 60.3% | 4.717 K | 0 | 4.717 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
167,930
Holdings
104
QoQ value change ($000)
9,154
(5.8%)
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.