0002011649-24-000002.txt : 20240515 0002011649-24-000002.hdr.sgml : 20240515 20240515155238 ACCESSION NUMBER: 0002011649-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CENTRAL INDEX KEY: 0002011649 ORGANIZATION NAME: IRS NUMBER: 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: 24949928 BUSINESS ADDRESS: STREET 1: 401 LIBERTY AVE STREET 2: SUITE 2400 CITY: PITTSBURGH STATE: PA ZIP: 15222 BUSINESS PHONE: 412-586-2060 MAIL ADDRESS: STREET 1: 401 LIBERTY AVE STREET 2: SUITE 2400 CITY: PITTSBURGH STATE: PA ZIP: 15222 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002011649 XXXXXXXX 03-31-2024 03-31-2024 UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

401 LIBERTY AVE SUITE 2400 PITTSBURGH PA 15222

13F HOLDINGS REPORT 028-23748 000166742 801-130392 N Elizabeth Urish 4125862060 Elizabeth Urish Pittsburgh PA 05-15-2024 0 60 61121912 false INFORMATION TABLE 2 13fFiling20240331.xml SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7156495 115316 SH SOLE 0 0 115316 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7070408 140929 SH SOLE 0 0 140929 ISHARES TR RUS 1000 ETF 464287622 6195238 21509 SH SOLE 0 0 21509 ISHARES TR CORE S&P TTL STK 464287150 3824732 33172 SH SOLE 0 0 33172 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 3030091 72231 SH SOLE 0 0 72231 NVIDIA CORPORATION COM 67066G104 2550750 2823 SH SOLE 0 0 2823 APPLE INC COM 037833100 2231127 13011 SH SOLE 0 0 13011 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 2013931 36464 SH SOLE 0 0 36464 DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 1927998 30777 SH SOLE 0 0 30777 MICROSOFT CORP COM 594918104 1708544 4061 SH SOLE 0 0 4061 AMAZON COM INC COM 023135106 1119619 6207 SH SOLE 0 0 6207 UNITEDHEALTH GROUP INC COM 91324P102 1104171 2232 SH SOLE 0 0 2232 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1063305 6278 SH SOLE 0 0 6278 ALPHABET INC CAP STK CL A 02079K305 896977 5943 SH SOLE 0 0 5943 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 871422 14858 SH SOLE 0 0 14858 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 863533 1552 SH SOLE 0 0 1552 COSTCO WHSL CORP NEW COM 22160K105 833733 1138 SH SOLE 0 0 1138 HOME DEPOT INC COM 437076102 827426 2157 SH SOLE 0 0 2157 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 783521 16963 SH SOLE 0 0 16963 MASTERCARD INCORPORATED CL A 57636Q104 777736 1615 SH SOLE 0 0 1615 JPMORGAN CHASE & CO COM 46625H100 675011 3370 SH SOLE 0 0 3370 INVESCO QQQ TR UNIT SER 1 46090E103 632271 1424 SH SOLE 0 0 1424 VANGUARD INDEX FDS TOTAL STK MKT 922908769 600369 2310 SH SOLE 0 0 2310 ELI LILLY & CO COM 532457108 560784 721 SH SOLE 0 0 721 WALMART INC COM 931142103 547487 9099 SH SOLE 0 0 9099 ISHARES TR CORE S&P500 ETF 464287200 522576 994 SH SOLE 0 0 994 PEPSICO INC COM 713448108 516455 2951 SH SOLE 0 0 2951 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 502450 11929 SH SOLE 0 0 11929 ISHARES TR CORE MSCI TOTAL 46432F834 499925 7367 SH SOLE 0 0 7367 ISHARES TR 7-10 YR TRSY BD 464287440 481820 5090 SH SOLE 0 0 5090 VISA INC COM CL A 92826C839 474716 1701 SH SOLE 0 0 1701 ALPHABET INC CAP STK CL C 02079K107 449167 2950 SH SOLE 0 0 2950 ISHARES TR RUSSELL 2000 ETF 464287655 412188 1960 SH SOLE 0 0 1960 ISHARES TR MSCI EAFE ETF 464287465 399380 5001 SH SOLE 0 0 5001 ISHARES TR IBONDS DEC25 ETF 46434VBD1 382298 15409 SH SOLE 0 0 15409 SPDR S&P 500 ETF TR TR UNIT 78462F103 377134 721 SH SOLE 0 0 721 ISHARES TR 1 3 YR TREAS BD 464287457 371936 4548 SH SOLE 0 0 4548 MCDONALDS CORP COM 580135101 359487 1275 SH SOLE 0 0 1275 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 351596 3464 SH SOLE 0 0 3464 ISHARES TR IBONDS DEC2026 46435GAA0 335188 14054 SH SOLE 0 0 14054 ISHARES TR IBONDS 27 ETF 46435UAA9 333914 14030 SH SOLE 0 0 14030 PROCTER AND GAMBLE CO COM 742718109 332994 2052 SH SOLE 0 0 2052 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 305039 9875 SH SOLE 0 0 9875 ABBVIE INC COM 00287Y109 300101 1648 SH SOLE 0 0 1648 ISHARES TR EAFE SML CP ETF 464288273 281756 4449 SH SOLE 0 0 4449 WISDOMTREE TR INTL EQUITY FD 97717W703 273891 4998 SH SOLE 0 0 4998 VISTRA CORP COM 92840M102 273307 3924 SH SOLE 0 0 3924 THERMO FISHER SCIENTIFIC INC COM 883556102 245852 423 SH SOLE 0 0 423 TARGET CORP COM 87612E106 245082 1383 SH SOLE 0 0 1383 WASTE MGMT INC DEL COM 94106L109 240647 1129 SH SOLE 0 0 1129 ISHARES TR MSCI EMG MKT ETF 464287234 236169 5749 SH SOLE 0 0 5749 PACER FDS TR US CASH COWS 100 69374H881 233777 4023 SH SOLE 0 0 4023 NIKE INC CL B 654106103 231097 2459 SH SOLE 0 0 2459 TEXAS INSTRS INC COM 882508104 226473 1300 SH SOLE 0 0 1300 UNION PAC CORP COM 907818108 224043 911 SH SOLE 0 0 911 SCHWAB CHARLES CORP COM 808513105 220855 3053 SH SOLE 0 0 3053 JOHNSON & JOHNSON COM 478160104 205331 1298 SH SOLE 0 0 1298 MERCK & CO INC COM 58933Y105 204775 1552 SH SOLE 0 0 1552 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 141444 11906 SH SOLE 0 0 11906 TELA BIO INC COM 872381108 62370 11000 SH SOLE 0 0 11000