13F Filings History of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$137,685,983
Signature - Title
Daryl Boling - Chief of Staff
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC reported 87 stock holdings with total value $137,685,983 as of Q4 2025. Top holdings included VEA, SCHX, IWB, VCRB, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $137,685,983 +$5,472,218 -$7,756,813 -$2,284,595 VEA, SCHX, IWB, VCRB, NVDA 13F-HR 10 Feb 2026, 11:46
Q3 2025 87 $133,425,531 +$3,566,003 -$8,671,907 -$5,105,904 VEA, SCHX, IWB, NVDA, VCRB 13F-HR 19 Nov 2025, 14:18
Q2 2025 95 $128,236,342 +$8,363,198 -$3,989,390 +$4,373,808 VEA, SCHX, IWB, NVDA, VCRB 13F-HR 12 Aug 2025, 12:56
Q1 2025 86 $112,471,109 +$18,188,285 -$2,324,618 +$15,863,667 VEA, SCHX, IWB, VCRB, AAPL 13F-HR 15 May 2025, 10:05
Q4 2024 79 $99,999,211 +$21,079,678 -$4,752,506 +$16,327,172 VEA, SCHX, IWB, AAPL, DFVX 13F-HR 14 Feb 2025, 12:39
Q3 2024 79 $89,349,089 +$24,364,559 -$4,420,577 +$19,943,982 VEA, SCHX, IWB, DFVX, AAPL 13F-HR 14 Nov 2024, 14:51
Q2 2024 60 $66,023,563 +$7,506,364 -$1,652,362 +$5,854,002 SCHX, VEA, IWB, ITOT, NVDA 13F-HR 12 Aug 2024, 16:52
Q1 2024 60 $61,121,912 +$2,894,626 -$842,065 +$2,052,561 SCHX, VEA, IWB, ITOT, DFCF 13F-HR 15 May 2024, 15:52
Q4 2023 58 $54,815,650 $0 $0 $0 VEA, SCHX, IWB, ITOT, DFCF 13F-HR 13 Feb 2024, 11:03