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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
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 2,700.0 $1.3M 0.78% $482.05 -3.4%
22 WMT WALMART INC Consumer Defensive 11,492.0 $1.3M 0.77% -253.0 -2.1% $112.34 -8.2%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,340.0 $1.3M 0.75% -17.0 -1.2% $941.99 +0.4%
24 VEU VANGUARD INTL EQUITY INDEX F 14,858.0 $1.3M 0.75% $84.57 +1.0%
25 META META PLATFORMS INC Communication Services 2,085.0 $1.2M 0.73% +434.0 +26.3% $588.77 -1.8%
26 MA MASTERCARD INCORPORATED Financial Services 2,053.0 $1.2M 0.70% +200.0 +10.8% $570.48 +4.4%
27 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,537.0 $1.1M 0.64% $701.98 -1.6%
28 QQQ INVESCO QQQ TR Financial Services 1,418.0 $1.0M 0.61% $717.30 -0.1%
29 V VISA INC Financial Services 2,642.0 $974K 0.58% +398.0 +17.7% $368.54 +3.5%
30 HD HOME DEPOT INC Consumer Cyclical 2,698.0 $953K 0.57% +545.0 +25.3% $353.14 -6.5%
31 TSLA TESLA INC Consumer Cyclical 2,833.0 $911K 0.54% +25.0 +0.9% $321.55 +8.5%
32 AMAT APPLIED MATLS INC Technology 1,590.0 $849K 0.51% $534.24 -13.6%
33 ABBV ABBVIE INC Healthcare 3,294.0 $811K 0.48% $246.20 +3.8%
34 BERKSHIRE HATHAWAY INC DEL 1,563.0 $811K 0.48% -221.0 -12.4% $518.85
35 RSP INVESCO EXCHANGE TRADED FD T 3,601.0 $791K 0.47% $219.73 +0.4%
36 JNJ JOHNSON & JOHNSON Healthcare 2,822.0 $727K 0.43% $257.59 +4.1%
37 TXN TEXAS INSTRS INC Technology 2,615.0 $726K 0.43% $277.72 -6.9%
38 IVV ISHARES TR 935.0 $723K 0.43% $773.36 -0.0%
39 CSCO CISCO SYS INC Technology 5,853.0 $711K 0.42% $121.50 -9.5%
40 XLF SELECT SECTOR SPDR TR 11,809.0 $685K 0.41% $58.00 +0.2%
Page 2 of 6  ·  104 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 44.7%
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%