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Up Strategic Wealth Investment Advisors LLC

CIK:0002011649
Investment Adviser
$116M AUM
95 holdings
Pittsburgh, PA, US
Founded:2011
5 employees
steeltowerinv.com
Latest filing:Jun 30, 2025

UP Strategic Wealth Investment Advisors LLC, also operating as Steel Tower Investments, is an independent, fee-based registered investment adviser headquartered in Pittsburgh, Pennsylvania. Founded in 2011, the firm employs 5 professionals who specialize in providing comprehensive wealth management, investment advisory, family office, financial planning, tax and estate planning, and risk management services. Their client base includes individuals (including high-net-worth individuals) and institutions, such as insurance companies and corporations, mainly across the United States. The firm emphasizes boutique, expert-focused, cross-disciplinary solutions for managing complex wealth.

Investment Strategy

UP Strategic Wealth Investment Advisors LLC takes a cross-disciplinary approach integrating investment management, tax and estate planning, family office services, and risk management. The firm builds customized portfolios primarily for individuals and institutions, utilizing a $6 billion open architecture platform through affiliated partners. Emphasis is placed on diversified, long-term wealth management, proactive risk mitigation, and tax efficiency, with a tailored focus to address each client’s goals and financial landscape. Investment selections are diversified, often including ETFs, large-cap equities, and strategic asset allocations to maximize outcomes and preserve legacy wealth.

Latest 13F Filing Activity

Up Strategic Wealth Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 94 equity positions with a total 13F market value of $128M. The fund increased holdings in Schwab Strategic TR, Vanguard Tax-managed FDS, Nvidia Corporation among other positions. Up Strategic Wealth Investment Advisors LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Accenture PLC Ireland among others.

Top Buys
S
SCHXSCHWAB STRATEGIC TR
+$3.3M
V
VEAVANGUARD TAX-MANAGED FDS
+$2.5M
N
NVDANVIDIA CORPORATION
+$2.1M
M
MSFTMICROSOFT CORP
+$1.6M
I
IWBISHARES TR
+$706.1K
Top Sells
A
AAPLAPPLE INC
-$627.3K
U
UNHUNITEDHEALTH GROUP INC
-$578.8K
A
ACNACCENTURE PLC IRELAND
-$330.5K
M
MRKMERCK & CO INC
-$303.1K
P
PEPPEPSICO INC
-$248.3K

Top Holdings

V
VEAVANGUARD TAX-MANAGED FDS
+18.8%$24.1M
S
SCHXSCHWAB STRATEGIC TR
+12.3%$15.8M
I
IWBISHARES TR
+5.7%$7.3M
N
NVDANVIDIA CORPORATION
+5.3%$6.8M
V
VCRBVANGUARD MALVERN FDS
+4.9%$6.3M

Equity Positions (94)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VEA
VANGUARD TAX-MANAGED FDS18.75%$24.1M421,867$49.53$57.01+$2.5M
S
SCHX
SCHWAB STRATEGIC TR12.29%$15.8M644,696$20.67$24.44+$3.3M
I
IWB
ISHARES TR5.70%$7.3M21,509$262.76$339.57+$706.1K
N
NVDA
NVIDIA CORPORATION5.27%$6.8M42,748$75.90$157.99+$2.1M
V
VCRB
VANGUARD MALVERN FDS4.89%$6.3M80,885$78.57$77.58+$446.6K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+7.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.4%
SERVICES-PREPACKAGED SOFTWARE
+4.3%
ELECTRONIC COMPUTERS
+4.3%
PHARMACEUTICAL PREPARATIONS
+2.1%
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