Titelia

Holdings of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

93 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 67.7 % of the equity sleeve

Sector breakdown

  • Technology 18.5 %
  • Funds 7.9 %
  • Communication 5.4 %
  • Financials 4.7 %
  • Consumer discretionary 4.0 %
  • Health care 3.5 %
  • Consumer staples 2.6 %
  • Industrials 1.4 %
  • Utilities 0.5 %
  • Energy 0.3 %
  • Real estate 0.1 %
  • Unattributed 51.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US93149.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard FTSE Developed Markets ETF 412,33628.7M $
2Schwab U.S. Large-Cap ETF 763,70422M $
3Vanguard Core Bond ETF 120,3969.3M $
4NVIDIA Corp 42,1978.9M $
5iShares Trust 21,5098.6M $
6Apple Inc 21,8046.3M $
7iShares Core S&P Total U.S. Stock Market ETF 32,9025.3M $
8Alphabet Inc 11,8614.7M $
9Microsoft Corp 9,5814M $
10Amazon.com Inc 13,4133.6M $
11Schwab Emerging Markets Equity ETF 55,1042M $
12JPMorgan Chase & Co 6,4942M $
13Broadcom Inc 4,1211.7M $
14Walmart Inc 11,7451.5M $
15Vanguard S&P 500 ETF 2,2121.5M $
16Alphabet Inc 3,6301.4M $
17Costco Wholesale Corp 1,3571.4M $
18Eli Lilly & Co 1,3301.3M $
19Micron Technology Inc 1,9561.3M $
20Vanguard FTSE All-World ex-US ETF 14,8581.2M $
21Tesla Inc 2,8081.2M $
22Advanced Micro Devices Inc 2,6981.1M $
23State Street SPDR S&P MidCap 400 ETF Trust 1,5371M $
24Meta Platforms Inc 1,6511M $
25Invesco QQQ Trust Series 1 1,413982K $
26Mastercard Inc 1,853928.2K $
27Berkshire Hathaway Inc 1,784847.5K $
28Texas Instruments Inc 2,615745.9K $
29Invesco S&P 500 Equal Weight ETF 3,601732.9K $
30Visa Inc 2,244721K $
31Home Depot Inc/The 2,153694.6K $
32iShares Core S&P 500 ETF 935687.2K $
33AbbVie Inc 3,305670K $
34Applied Materials Inc 1,590652.9K $
35Netflix Inc 7,362649.7K $
36iShares Core MSCI International Developed Markets ETF 7,276646.5K $
37Caterpillar Inc 708634.1K $
38Gilead Sciences Inc 4,700630.1K $
39Johnson & Johnson 2,822627.9K $
40Invesco Russell 1000 Dynamic Multifactor ETF 9,379625.9K $
41Select Sector Spdr Trust 11,809608.8K $
42State Street SPDR S&P 500 ETF Trust 828605.6K $
43Vanguard Total Stock Market ETF 1,559561.6K $
44iShares Russell 2000 ETF 1,960553.2K $
45Cisco Systems, Inc. 5,853539.4K $
46Intel Corp 4,879534.8K $
47UnitedHealth Group Inc 1,386512.5K $
48iShares Core MSCI Total International Stock ETF 5,042477.8K $
49Coca-Cola Co/The 5,991469.9K $
50Exxon Mobil Corp 3,102454.7K $
51iShares MSCI EAFE ETF 4,408453.5K $
52McDonald's Corp. 1,576447.1K $
53Chevron Corp 2,444446.1K $
54RTX Corp 2,434430.3K $
55Wells Fargo & Co 4,850383.9K $
56NextEra Energy Inc 4,019375.1K $
57Merck & Co Inc 3,261366.2K $
58Charles Schwab Corp/The 4,078365K $
59Cencora Inc 1,423363.8K $
60Analog Devices Inc 875357.5K $
61Morgan Stanley 1,814345K $
62M&T Bank Corp 1,511321.9K $
63AT&T Inc 12,690320.5K $
64Procter & Gamble Co/The 2,120309.6K $
65Thermo Fisher Scientific Inc 624296.1K $
66Bank of America Corp 5,578294.2K $
67iShares MSCI EAFE Small-Cap ETF 3,451292.7K $
68AXT Inc 2,643286.6K $
69American Express Co 871277.6K $
70iShares MSCI Emerging Markets ETF 4,050269.7K $
71General Electric Co 880266.2K $
72Bank of New York Mellon Corp/The 2,022264.2K $
73Blackrock Inc 238254.1K $
74Marvell Technology Inc 1,581253K $
75Waste Management Inc 1,139252.2K $
76Strategy Inc 1,393250.5K $
77Palantir Technologies Inc 1,810248.1K $
78Lam Research Corp 850243.5K $
79Vistra Corp 1,576242.6K $
80Union Pacific Corp 906240K $
81International Business Machines Corp. 965223.2K $
82Amphenol Corp 1,633223.1K $
83iShares Russell 1000 Growth ETF 1,796220.4K $
84Amgen Inc 648213.3K $
85CVS Health Corp 2,438213K $
86Prologis Inc 1,473209.6K $
87GE Vernova Inc 197206K $
88Oracle Corp 1,047203.7K $
89Schwab International Equity ETF 7,467200.9K $
90PepsiCo Inc 1,281200.2K $
91Constellation Energy Corp. 643200.2K $
92Invesco Preferred ETF 11,725130.9K $
93TELA BIO INC 99,888109.9K $