# EDGAR Filing Document

**Accession Number:** 0002011649
**File Stem:** 0002011649-25-000005
**Filing Date:** 2025-8
**Character Count:** 12852
**Document Hash:** db20f57f9b15b77ef48b3370d1e1a16a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002011649-25-000005.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0002011649-25-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**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:** 251205617

**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:** 06-30-2025

**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:** Elizabeth Urish<br>**Title:** Chief Compliance Officer<br>**Phone:** 4125862060

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

Elizabeth Urish  Pittsburgh, PA  08-12-2025<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:** 95

**Form 13F Information Table Value Total:** $128236342

      (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 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 24050638 | 421867 | SH |  | SOLE |  | 0 | 0 | 421867 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 15756364 | 644696 | SH |  | SOLE |  | 0 | 0 | 644696 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 7303812 | 21509 | SH |  | SOLE |  | 0 | 0 | 21509 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6753757 | 42748 | SH |  | SOLE |  | 0 | 0 | 42748 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 6275059 | 80885 | SH |  | SOLE |  | 0 | 0 | 80885 |
| APPLE INC | COM | 037833100 |  | 4746287 | 23133 | SH |  | SOLE |  | 0 | 0 | 23133 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 |  | 4733840 | 68686 | SH |  | SOLE |  | 0 | 0 | 68686 |
| MICROSOFT CORP | COM | 594918104 |  | 4664711 | 9378 | SH |  | SOLE |  | 0 | 0 | 9378 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 4479547 | 33172 | SH |  | SOLE |  | 0 | 0 | 33172 |
| AMAZON COM INC | COM | 023135106 |  | 2774845 | 12648 | SH |  | SOLE |  | 0 | 0 | 12648 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 2284191 | 75786 | SH |  | SOLE |  | 0 | 0 | 75786 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2282934 | 12954 | SH |  | SOLE |  | 0 | 0 | 12954 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1633353 | 5634 | SH |  | SOLE |  | 0 | 0 | 5634 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1552942 | 2104 | SH |  | SOLE |  | 0 | 0 | 2104 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1371067 | 1385 | SH |  | SOLE |  | 0 | 0 | 1385 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1322920 | 2354 | SH |  | SOLE |  | 0 | 0 | 2354 |
| TESLA INC | COM | 88160R101 |  | 1260793 | 3969 | SH |  | SOLE |  | 0 | 0 | 3969 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1166734 | 2054 | SH |  | SOLE |  | 0 | 0 | 2054 |
| WALMART INC | COM | 931142103 |  | 1166027 | 11925 | SH |  | SOLE |  | 0 | 0 | 11925 |
| BROADCOM INC | COM | 11135F101 |  | 1133749 | 4113 | SH |  | SOLE |  | 0 | 0 | 4113 |
| HOME DEPOT INC | COM | 437076102 |  | 1098087 | 2995 | SH |  | SOLE |  | 0 | 0 | 2995 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1029921 | 5667 | SH |  | SOLE |  | 0 | 0 | 5667 |
| VISA INC | COM CL A | 92826C839 |  | 999466 | 2815 | SH |  | SOLE |  | 0 | 0 | 2815 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 998755 | 14858 | SH |  | SOLE |  | 0 | 0 | 14858 |
| ELI LILLY  CO | COM | 532457108 |  | 953165 | 1223 | SH |  | SOLE |  | 0 | 0 | 1223 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 870680 | 1537 | SH |  | SOLE |  | 0 | 0 | 1537 |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 |  | 815858 | 16569 | SH |  | SOLE |  | 0 | 0 | 16569 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 776710 | 1408 | SH |  | SOLE |  | 0 | 0 | 1408 |
| NETFLIX INC | COM | 64110L106 |  | 723131 | 540 | SH |  | SOLE |  | 0 | 0 | 540 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 687582 | 2204 | SH |  | SOLE |  | 0 | 0 | 2204 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 672306 | 1384 | SH |  | SOLE |  | 0 | 0 | 1384 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 663778 | 11488 | SH |  | SOLE |  | 0 | 0 | 11488 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 618438 | 11809 | SH |  | SOLE |  | 0 | 0 | 11809 |
| ISHARES TR | CORE S ETF | 464287200 |  | 599169 | 965 | SH |  | SOLE |  | 0 | 0 | 965 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 587510 | 5450 | SH |  | SOLE |  | 0 | 0 | 5450 |
| ABBVIE INC | COM | 00287Y109 |  | 571153 | 3077 | SH |  | SOLE |  | 0 | 0 | 3077 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 569828 | 3212 | SH |  | SOLE |  | 0 | 0 | 3212 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 561967 | 7269 | SH |  | SOLE |  | 0 | 0 | 7269 |
| TEXAS INSTRS INC | COM | 882508104 |  | 533376 | 2569 | SH |  | SOLE |  | 0 | 0 | 2569 |
| ORACLE CORP | COM | 68389X105 |  | 529644 | 2423 | SH |  | SOLE |  | 0 | 0 | 2423 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 512730 | 1687 | SH |  | SOLE |  | 0 | 0 | 1687 |
| MCDONALDS CORP | COM | 580135101 |  | 497274 | 1702 | SH |  | SOLE |  | 0 | 0 | 1702 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 495035 | 4465 | SH |  | SOLE |  | 0 | 0 | 4465 |
| COCA COLA CO | COM | 191216100 |  | 479049 | 6771 | SH |  | SOLE |  | 0 | 0 | 6771 |
| RTX CORPORATION | COM | 75513E101 |  | 449012 | 3075 | SH |  | SOLE |  | 0 | 0 | 3075 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 448627 | 2937 | SH |  | SOLE |  | 0 | 0 | 2937 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 429406 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| CISCO SYS INC | COM | 17275R102 |  | 428630 | 6178 | SH |  | SOLE |  | 0 | 0 | 6178 |
| CENCORA INC | COM | 03073E105 |  | 428186 | 1428 | SH |  | SOLE |  | 0 | 0 | 1428 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 422949 | 1960 | SH |  | SOLE |  | 0 | 0 | 1960 |
| PEPSICO INC | COM | 713448108 |  | 401534 | 3041 | SH |  | SOLE |  | 0 | 0 | 3041 |
| AT INC | COM | 00206R102 |  | 396450 | 13699 | SH |  | SOLE |  | 0 | 0 | 13699 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 394032 | 4408 | SH |  | SOLE |  | 0 | 0 | 4408 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 376457 | 4126 | SH |  | SOLE |  | 0 | 0 | 4126 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 372624 | 2339 | SH |  | SOLE |  | 0 | 0 | 2339 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 366131 | 903 | SH |  | SOLE |  | 0 | 0 | 903 |
| VISTRA CORP | COM | 92840M102 |  | 354479 | 1829 | SH |  | SOLE |  | 0 | 0 | 1829 |
| ABBOTT LABS | COM | 002824100 |  | 349274 | 2568 | SH |  | SOLE |  | 0 | 0 | 2568 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 321950 | 1407 | SH |  | SOLE |  | 0 | 0 | 1407 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 314725 | 3109 | SH |  | SOLE |  | 0 | 0 | 3109 |
| SERVICENOW INC | COM | 81762P102 |  | 298144 | 290 | SH |  | SOLE |  | 0 | 0 | 290 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 291564 | 4200 | SH |  | SOLE |  | 0 | 0 | 4200 |
| APPLIED MATLS INC | COM | 038222105 |  | 291082 | 1590 | SH |  | SOLE |  | 0 | 0 | 1590 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 290970 | 2844 | SH |  | SOLE |  | 0 | 0 | 2844 |
| UNION PAC CORP | COM | 907818108 |  | 288751 | 1255 | SH |  | SOLE |  | 0 | 0 | 1255 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 280962 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| QUALCOMM INC | COM | 747525103 |  | 278317 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| CATERPILLAR INC | COM | 149123101 |  | 274853 | 708 | SH |  | SOLE |  | 0 | 0 | 708 |
| BLACKROCK INC | COM | 09290D101 |  | 272805 | 260 | SH |  | SOLE |  | 0 | 0 | 260 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 271788 | 922 | SH |  | SOLE |  | 0 | 0 | 922 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 271452 | 851 | SH |  | SOLE |  | 0 | 0 | 851 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 264477 | 3301 | SH |  | SOLE |  | 0 | 0 | 3301 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 260993 | 1433 | SH |  | SOLE |  | 0 | 0 | 1433 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 259395 | 3569 | SH |  | SOLE |  | 0 | 0 | 3569 |
| CHEVRON CORP NEW | COM | 166764100 |  | 255663 | 1785 | SH |  | SOLE |  | 0 | 0 | 1785 |
| BANK AMERICA CORP | COM | 060505104 |  | 254487 | 5378 | SH |  | SOLE |  | 0 | 0 | 5378 |
| NIKE INC | CL B | 654106103 |  | 238411 | 3356 | SH |  | SOLE |  | 0 | 0 | 3356 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 235956 | 2529 | SH |  | SOLE |  | 0 | 0 | 2529 |
| GE AEROSPACE | COM NEW | 369604301 |  | 226365 | 879 | SH |  | SOLE |  | 0 | 0 | 879 |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | 45409B107 |  | 225368 | 6973 | SH |  | SOLE |  | 0 | 0 | 6973 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 223831 | 921 | SH |  | SOLE |  | 0 | 0 | 921 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 222001 | 4602 | SH |  | SOLE |  | 0 | 0 | 4602 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 221668 | 4023 | SH |  | SOLE |  | 0 | 0 | 4023 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 220768 | 684 | SH |  | SOLE |  | 0 | 0 | 684 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 219815 | 6159 | SH |  | SOLE |  | 0 | 0 | 6159 |
| DISNEY WALT CO | COM | 254687106 |  | 216026 | 1742 | SH |  | SOLE |  | 0 | 0 | 1742 |
| PROGRESSIVE CORP | COM | 743315103 |  | 215623 | 808 | SH |  | SOLE |  | 0 | 0 | 808 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 210888 | 1547 | SH |  | SOLE |  | 0 | 0 | 1547 |
| TARGET CORP | COM | 87612E106 |  | 206475 | 2093 | SH |  | SOLE |  | 0 | 0 | 2093 |
| SALESFORCE INC | COM | 79466L302 |  | 203155 | 745 | SH |  | SOLE |  | 0 | 0 | 745 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 202624 | 35 | SH |  | SOLE |  | 0 | 0 | 35 |
| ANALOG DEVICES INC | COM | 032654105 |  | 202317 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| LINDE PLC | SHS | G54950103 |  | 202217 | 431 | SH |  | SOLE |  | 0 | 0 | 431 |
| TELA BIO INC | COM | 872381108 |  | 193783 | 99888 | SH |  | SOLE |  | 0 | 0 | 99888 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 130700 | 11743 | SH |  | SOLE |  | 0 | 0 | 11743 |

---