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Manager record

Up Strategic Wealth Investment Advisors Llc

Pittsburgh, PA · CIK 2011649 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$167.93MReported 13F valueQ2 2026 · as filed
104Holdings listed
+5.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $128.2M$128.2MQ2 202595 holdingsQ3 2025: $133.4M$133.4MQ3 202587 holdingsQ4 2025: $137.7M$137.7MQ4 202587 holdingsQ1 2026: $158.8M$158.8MQ1 202698 holdingsQ2 2026: $167.9M$167.9MQ2 2026104 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$167.93M · 104 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$158.78M · 98 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$137.69M · 87 holdings listed · View original SEC filing ↗
Nov 19 2025 13F-HR · period Q3 2025

$133.43M · 87 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$128.24M · 95 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology