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UP Strategic Wealth Investment Advisors LLCETFConcentrated long-term

CIK: 0002011649 | PITTSBURGH, PA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR104$167.9M2026-08-07SEC ↗
Q1 2026
13F-HR98$158.8M2026-05-12SEC ↗
Q4 2025
13F-HR87$137.7M2026-02-10SEC ↗
Q3 2025
13F-HR87$133.4M2025-11-19SEC ↗
Q2 2025
13F-HR95$128.2M2025-08-12SEC ↗
Q1 2025
13F-HR86$112.5M2025-05-15SEC ↗
Q4 2024
13F-HR79$100.0M2025-02-14SEC ↗
Q3 2024
13F-HR79$89.3M2024-11-14SEC ↗
Q2 2024
13F-HR60$66.0M2024-08-12SEC ↗
Q1 2024
13F-HR60$61.1M2024-05-15SEC ↗
Q4 2023
13F-HR58$54.8M2024-02-13SEC ↗