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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MSTR STRATEGY INC Technology 1,393.0 $251K 0.16% NEW $179.84 -11.1%
82 PLTR PALANTIR TECHNOLOGIES INC Technology 1,810.0 $248K 0.16% NEW $137.05 -0.1%
83 LRCX LAM RESEARCH CORP Technology 850.0 $244K 0.15% NEW $286.52 +6.6%
84 VST VISTRA CORP Utilities 1,576.0 $243K 0.15% -177.0 -10.1% $153.95 +1.5%
85 UNP UNION PAC CORP Industrials 906.0 $240K 0.15% $264.89 +0.4%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 965.0 $223K 0.14% +30.0 +3.2% $231.31 +9.7%
87 APH AMPHENOL CORP Technology 1,633.0 $223K 0.14% $136.62 -3.3%
88 IWF ISHARES TR 1,796.0 $220K 0.14% NEW $122.74 +1.8%
89 AMGN AMGEN INC Healthcare 648.0 $213K 0.13% $329.09 +3.1%
90 CVS CVS HEALTH CORP Healthcare 2,438.0 $213K 0.13% NEW $87.36 +6.8%
91 PLD PROLOGIS INC. Real Estate 1,473.0 $210K 0.13% NEW $142.29 +2.5%
92 GEV GE VERNOVA INC Utilities 197.0 $206K 0.13% NEW $1045.63 -0.7%
93 ORCL ORACLE CORP Technology 1,047.0 $204K 0.13% -1K -49.5% $194.51 -1.2%
94 SCHF SCHWAB STRATEGIC TR 7,467.0 $201K 0.13% NEW $26.91 +1.3%
95 PEP PEPSICO INC Consumer Defensive 1,281.0 $200K 0.13% +14.0 +1.1% $156.29 -3.7%
96 CEG CONSTELLATION ENERGY CORP Utilities 643.0 $200K 0.13% NEW $311.28 -5.5%
97 PGX INVESCO EXCH TRADED FD TR II 11,725.0 $131K 0.08% $11.16 -1.9%
98 TELA TELA BIO INC Healthcare 99,888.0 $110K 0.07% $1.10 -19.1%
Page 5 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%