UP Strategic Wealth Investment Advisors LLC ETF holdings
Pittsburgh, PA
Reported $101.2M in 30 ETFs in its Form 13F for June 30, 2026.
ETF value
$101.2M
ETFs held
30
Change from prior quarter
+4.9%
With price moves
ETFs as a share of its 13F
60.3%
of $167.9M
Top 10 of 30 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $30.8M | 425,817 | +13,481 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $23.6M | 778,611 | +14,907 shares |
| VCRB | Vanguard Core Bond ETF | $9.7M | 127,301 | +6,905 shares |
| IWB | iShares Russell 1000 ETF | $9.1M | 21,509 | No change |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $5.5M | 32,902 | No change |
| DFVX | Dimensional US Large Cap Vector ETF | $3.8M | 44,209 | +1,196 shares |
| SCHE | Schwab Emerging Markets Equity ETF | $2.0M | 55,104 | No change |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $1.8M | 46,304 | +7,026 shares |
| VCRM | Vanguard Core Tax-ex Bond | $1.6M | 21,459 | −16,349 shares |
| VOO | Vanguard S&P 500 ETF | $1.6M | 2,217 | +5 shares |
20 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002011649. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does UP Strategic Wealth Investment Advisors LLC own?
UP Strategic Wealth Investment Advisors LLC reported 30 ETF positions worth $101.2M in its Form 13F for June 30, 2026. The largest was VEA, at $30.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.