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Portfolio (Quarterly) Guide ↗

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

· CIK 0002011649
13F Portfolio $159M AUM 98 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 38 Added 16 Reduced 3 Exited
Page 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,330.0 $1.3M 0.82% +59.0 +4.6% $974.94 +9.2%
22 MU MICRON TECHNOLOGY INC Technology 1,956.0 $1.3M 0.80% NEW $646.63 +16.1%
23 VEU VANGUARD INTL EQUITY INDEX F 14,858.0 $1.2M 0.77% $82.24 +0.2%
24 TSLA TESLA INC Consumer Cyclical 2,808.0 $1.2M 0.73% $411.79 +3.5%
25 AMD ADVANCED MICRO DEVICES INC Technology 2,698.0 $1.1M 0.69% +718.0 +36.3% $408.46 +14.5%
26 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,537.0 $1.0M 0.65% $672.37 -0.3%
27 META META PLATFORMS INC Communication Services 1,651.0 $1.0M 0.64% -231.0 -12.3% $616.81 -1.1%
28 QQQ INVESCO QQQ TR Financial Services 1,413.0 $982K 0.62% $694.94 +3.3%
29 MA MASTERCARD INCORPORATED Financial Services 1,853.0 $928K 0.58% -276.0 -13.0% $500.94 -0.5%
30 BERKSHIRE HATHAWAY INC DEL 1,784.0 $848K 0.53% +199.0 +12.6% $475.08
31 TXN TEXAS INSTRS INC Technology 2,615.0 $746K 0.47% +235.0 +9.9% $285.24 +8.4%
32 RSP INVESCO EXCHANGE TRADED FD T 3,601.0 $733K 0.46% -2K -36.5% $203.54 +1.5%
33 V VISA INC Financial Services 2,244.0 $721K 0.45% -481.0 -17.6% $321.28 +2.4%
34 HD HOME DEPOT INC Consumer Cyclical 2,153.0 $695K 0.44% -755.0 -26.0% $322.64 -3.0%
35 IVV ISHARES TR 935.0 $687K 0.43% -30.0 -3.1% $734.96 +1.9%
36 ABBV ABBVIE INC Healthcare 3,305.0 $670K 0.42% +453.0 +15.9% $202.71 +6.4%
37 AMAT APPLIED MATLS INC Technology 1,590.0 $653K 0.41% $410.64 +5.2%
38 NFLX NETFLIX INC. Communication Services 7,362.0 $650K 0.41% +3K +65.7% $88.25 +0.4%
39 IDEV ISHARES TR 7,276.0 $646K 0.41% $88.85 +0.9%
40 CAT CATERPILLAR INC Industrials 708.0 $634K 0.40% $895.69 -1.8%
Page 2 of 5  ·  98 positions

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 44.1%
Financial Services 13.8%
Communication Services 12.8%
Consumer Cyclical 9.3%
Healthcare 7.8%
Consumer Defensive 6.1%
Industrials 2.9%
Utilities 1.6%
Energy 1.4%
Real Estate 0.3%