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Portfolio (Quarterly) Guide ↗

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

· CIK 0002011649
13F Portfolio $168M AUM 104 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 21 Added 14 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 35,735.0 $7.8M 4.67% -6K -15.3% $219.22 -0.8%
2 VANGUARD MUN BD FDS 21,459.0 $1.6M 0.96% -16K -43.2% $75.02
3 WMT WALMART INC Consumer Defensive 11,492.0 $1.3M 0.77% -253.0 -2.1% $112.34 -8.2%
4 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,340.0 $1.3M 0.75% -17.0 -1.2% $941.99 +0.4%
5 BERKSHIRE HATHAWAY INC DEL 1,563.0 $811K 0.48% -221.0 -12.4% $518.85
6 OMFL INVESCO EXCH TRD SLF IDX FD 9,300.0 $659K 0.39% -79.0 -0.8% $70.84 +0.1%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 761.0 $586K 0.35% -67.0 -8.1% $769.68 -0.0%
8 VTI VANGUARD INDEX FDS 1,492.0 $566K 0.34% -67.0 -4.3% $379.65 -0.1%
9 XOM EXXON MOBIL CORP Energy 3,076.0 $466K 0.28% -26.0 -0.8% $151.61 +3.4%
10 NFLX NETFLIX INC. Communication Services 5,800.0 $430K 0.26% -2K -21.2% $74.20 +10.1%
11 VIOO VANGUARD ADMIRAL FDS INC 2,837.0 $392K 0.23% -120.0 -4.1% $138.04 -2.3%
12 NEE NEXTERA ENERGY INC Utilities 3,953.0 $340K 0.20% -66.0 -1.6% $85.91 -4.7%
13 AMGN AMGEN INC Healthcare 644.0 $263K 0.16% -4.0 -0.6% $407.83 +6.0%
14 CENCORA INC 697.0 $221K 0.13% -726.0 -51.0% $317.22

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.7%
Financial Services 16.6%
Communication Services 9.4%
Consumer Cyclical 8.9%
Healthcare 8.4%
Consumer Defensive 5.7%
Industrials 3.4%
Energy 1.4%
Utilities 1.1%
Real Estate 0.3%