# EDGAR Filing Document

**Accession Number:** 0002011649
**File Stem:** 0002011649-26-000001
**Filing Date:** 2026-2
**Character Count:** 12171
**Document Hash:** 09a57dd8342ce863b7d30d53a68a03fa
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002011649-26-000001.hdr.sgml**: 20260210

**ACCESSION NUMBER**: 0002011649-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260210

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
- **CENTRAL INDEX KEY:** 0002011649

**ORGANIZATION NAME:**
- **EIN:** 462150272
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23748
- **FILM NUMBER:** 26614453

**BUSINESS ADDRESS:**
- **STREET 1:** 444 LIBERTY AVE
- **STREET 2:** SUITE 1400
- **CITY:** PITTSBURGH
- **STATE:** PA
- **ZIP:** 15222
- **BUSINESS PHONE:** 412-586-2060

**MAIL ADDRESS:**
- **STREET 1:** 444 LIBERTY AVE
- **STREET 2:** SUITE 1400
- **CITY:** PITTSBURGH
- **STATE:** PA
- **ZIP:** 15222

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC<br>**Address:** 444 LIBERTY AVE<br>SUITE 1400<br>PITTSBURGH, PA 15222

**Form 13F File Number:** 028-23748

**CRD Number (if applicable):** 000166742

**SEC File Number (if applicable):** 801-130392

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daryl Boling<br>**Title:** Chief of Staff<br>**Phone:** 4125862060

**Signature, Place, and Date of Signing:**

Daryl Boling  Pittsburgh, PA  02-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $137685983

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 637222 | 2852 | SH |  | SOLE | 0 | 0 | 0 | 2852 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 412711 | 1980 | SH |  | SOLE | 0 | 0 | 0 | 1980 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3797156 | 11761 | SH |  | SOLE | 0 | 0 | 0 | 11761 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 504036 | 1560 | SH |  | SOLE | 0 | 0 | 0 | 1560 |
| AMAZON COM INC | COM | 023135106 |  | 2534566 | 12051 | SH |  | SOLE | 0 | 0 | 0 | 12051 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 305637 | 851 | SH |  | SOLE | 0 | 0 | 0 | 851 |
| AMGEN INC | COM | 031162100 |  | 249039 | 648 | SH |  | SOLE | 0 | 0 | 0 | 648 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 222464 | 1633 | SH |  | SOLE | 0 | 0 | 0 | 1633 |
| ANALOG DEVICES INC | COM | 032654105 |  | 278471 | 869 | SH |  | SOLE | 0 | 0 | 0 | 869 |
| APPLE INC | COM | 037833100 |  | 5432796 | 19534 | SH |  | SOLE | 0 | 0 | 0 | 19534 |
| APPLIED MATLS INC | COM | 038222105 |  | 512791 | 1590 | SH |  | SOLE | 0 | 0 | 0 | 1590 |
| AT INC | COM | 00206R102 |  | 345799 | 12746 | SH |  | SOLE | 0 | 0 | 0 | 12746 |
| BANK AMERICA CORP | COM | 060505104 |  | 304018 | 5378 | SH |  | SOLE | 0 | 0 | 0 | 5378 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 805323 | 1585 | SH |  | SOLE | 0 | 0 | 0 | 1585 |
| BLACKROCK INC | COM | 09290D101 |  | 273602 | 259 | SH |  | SOLE | 0 | 0 | 0 | 259 |
| BROADCOM INC | COM | 11135F101 |  | 1353320 | 4065 | SH |  | SOLE | 0 | 0 | 0 | 4065 |
| CATERPILLAR INC | COM | 149123101 |  | 514150 | 708 | SH |  | SOLE | 0 | 0 | 0 | 708 |
| CENCORA INC | COM | 03073E105 |  | 521631 | 1452 | SH |  | SOLE | 0 | 0 | 0 | 1452 |
| CHEVRON CORP NEW | COM | 166764100 |  | 423717 | 2343 | SH |  | SOLE | 0 | 0 | 0 | 2343 |
| CISCO SYS INC | COM | 17275R102 |  | 492210 | 5803 | SH |  | SOLE | 0 | 0 | 0 | 5803 |
| COCA COLA CO | COM | 191216100 |  | 455845 | 5768 | SH |  | SOLE | 0 | 0 | 0 | 5768 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1341554 | 1340 | SH |  | SOLE | 0 | 0 | 0 | 1340 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 1274204 | 35199 | SH |  | SOLE | 0 | 0 | 0 | 35199 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 |  | 3146802 | 40225 | SH |  | SOLE | 0 | 0 | 0 | 40225 |
| ELI LILLY  CO | COM | 532457108 |  | 1344484 | 1271 | SH |  | SOLE | 0 | 0 | 0 | 1271 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 451025 | 3026 | SH |  | SOLE | 0 | 0 | 0 | 3026 |
| GE AEROSPACE | COM NEW | 369604301 |  | 282339 | 880 | SH |  | SOLE | 0 | 0 | 0 | 880 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 679693 | 4457 | SH |  | SOLE | 0 | 0 | 0 | 4457 |
| HOME DEPOT INC | COM | 437076102 |  | 1120016 | 2908 | SH |  | SOLE | 0 | 0 | 0 | 2908 |
| INTEL CORP | COM | 458140100 |  | 239695 | 4738 | SH |  | SOLE | 0 | 0 | 0 | 4738 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 279500 | 935 | SH |  | SOLE | 0 | 0 | 0 | 935 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 132962 | 11725 | SH |  | SOLE | 0 | 0 | 0 | 11725 |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 |  | 550295 | 9757 | SH |  | SOLE | 0 | 0 | 0 | 9757 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 592486 | 9379 | SH |  | SOLE | 0 | 0 | 0 | 9379 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1146207 | 5667 | SH |  | SOLE | 0 | 0 | 0 | 5667 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 858387 | 1408 | SH |  | SOLE | 0 | 0 | 0 | 1408 |
| ISHARES TR | CORE S ETF | 464287200 |  | 669498 | 965 | SH |  | SOLE | 0 | 0 | 0 | 965 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 8142017 | 21509 | SH |  | SOLE | 0 | 0 | 0 | 21509 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 519439 | 1960 | SH |  | SOLE | 0 | 0 | 0 | 1960 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 452305 | 4408 | SH |  | SOLE | 0 | 0 | 0 | 4408 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 5013616 | 33172 | SH |  | SOLE | 0 | 0 | 0 | 33172 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 287227 | 3451 | SH |  | SOLE | 0 | 0 | 0 | 3451 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 243284 | 4050 | SH |  | SOLE | 0 | 0 | 0 | 4050 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 458469 | 5042 | SH |  | SOLE | 0 | 0 | 0 | 5042 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 639633 | 7276 | SH |  | SOLE | 0 | 0 | 0 | 7276 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 651813 | 2716 | SH |  | SOLE | 0 | 0 | 0 | 2716 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1759982 | 5459 | SH |  | SOLE | 0 | 0 | 0 | 5459 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 218877 | 351 | SH |  | SOLE | 0 | 0 | 0 | 351 |
| LOWES COS INC | COM | 548661107 |  | 211569 | 760 | SH |  | SOLE | 0 | 0 | 0 | 760 |
| M  T BK CORP | COM | 55261F104 |  | 240628 | 1011 | SH |  | SOLE | 0 | 0 | 0 | 1011 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1168267 | 2129 | SH |  | SOLE | 0 | 0 | 0 | 2129 |
| MCDONALDS CORP | COM | 580135101 |  | 584635 | 1787 | SH |  | SOLE | 0 | 0 | 0 | 1787 |
| MERCK  CO INC | COM | 58933Y105 |  | 396113 | 3249 | SH |  | SOLE | 0 | 0 | 0 | 3249 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1244868 | 1882 | SH |  | SOLE | 0 | 0 | 0 | 1882 |
| MICROSOFT CORP | COM | 594918104 |  | 3452211 | 8606 | SH |  | SOLE | 0 | 0 | 0 | 8606 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 236467 | 1314 | SH |  | SOLE | 0 | 0 | 0 | 1314 |
| NETFLIX INC | COM | 64110L106 |  | 365132 | 4442 | SH |  | SOLE | 0 | 0 | 0 | 4442 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 353675 | 3953 | SH |  | SOLE | 0 | 0 | 0 | 3953 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6703869 | 36157 | SH |  | SOLE | 0 | 0 | 0 | 36157 |
| ORACLE CORP | COM | 68389X105 |  | 296098 | 2073 | SH |  | SOLE | 0 | 0 | 0 | 2073 |
| PEPSICO INC | COM | 713448108 |  | 216011 | 1267 | SH |  | SOLE | 0 | 0 | 0 | 1267 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 200773 | 828 | SH |  | SOLE | 0 | 0 | 0 | 828 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 594967 | 3738 | SH |  | SOLE | 0 | 0 | 0 | 3738 |
| RTX CORPORATION | COM | 75513E101 |  | 497246 | 2503 | SH |  | SOLE | 0 | 0 | 0 | 2503 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 433140 | 4122 | SH |  | SOLE | 0 | 0 | 0 | 4122 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 19576390 | 718663 | SH |  | SOLE | 0 | 0 | 0 | 718663 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 1955732 | 55958 | SH |  | SOLE | 0 | 0 | 0 | 55958 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 640756 | 11809 | SH |  | SOLE | 0 | 0 | 0 | 11809 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 479981 | 695 | SH |  | SOLE | 0 | 0 | 0 | 695 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 1007227 | 1537 | SH |  | SOLE | 0 | 0 | 0 | 1537 |
| TELA BIO INC | COM | 872381108 |  | 80989 | 99888 | SH |  | SOLE | 0 | 0 | 0 | 99888 |
| TESLA INC | COM | 88160R101 |  | 1153575 | 2806 | SH |  | SOLE | 0 | 0 | 0 | 2806 |
| TEXAS INSTRS INC | COM | 882508104 |  | 527027 | 2380 | SH |  | SOLE | 0 | 0 | 0 | 2380 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 338726 | 624 | SH |  | SOLE | 0 | 0 | 0 | 624 |
| UNION PAC CORP | COM | 907818108 |  | 228874 | 906 | SH |  | SOLE | 0 | 0 | 0 | 906 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 383437 | 1386 | SH |  | SOLE | 0 | 0 | 0 | 1386 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 360281 | 2957 | SH |  | SOLE | 0 | 0 | 0 | 2957 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1405151 | 2212 | SH |  | SOLE | 0 | 0 | 0 | 2212 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 531557 | 1559 | SH |  | SOLE | 0 | 0 | 0 | 1559 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1176605 | 14858 | SH |  | SOLE | 0 | 0 | 0 | 14858 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 7119752 | 91120 | SH |  | SOLE | 0 | 0 | 0 | 91120 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 27452399 | 407487 | SH |  | SOLE | 0 | 0 | 0 | 407487 |
| VISA INC | COM CL A | 92826C839 |  | 903556 | 2725 | SH |  | SOLE | 0 | 0 | 0 | 2725 |
| VISTRA CORP | COM | 92840M102 |  | 262336 | 1753 | SH |  | SOLE | 0 | 0 | 0 | 1753 |
| WALMART INC | COM | 931142103 |  | 1507521 | 11492 | SH |  | SOLE | 0 | 0 | 0 | 11492 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 258314 | 1139 | SH |  | SOLE | 0 | 0 | 0 | 1139 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 267815 | 2850 | SH |  | SOLE | 0 | 0 | 0 | 2850 |

---