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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNP UNION PAC CORP Industrials 906.0 $268K 0.16% $295.54 +4.0%
82 EEM ISHARES TR 4,050.0 $266K 0.16% $65.72 +2.2%
83 AMGN AMGEN INC Healthcare 644.0 $263K 0.16% -4.0 -0.6% $407.83 +6.0%
84 LRCX LAM RESEARCH CORP Technology 852.0 $262K 0.16% $307.42 -1.8%
85 ORCL ORACLE CORP Technology 1,787.0 $258K 0.15% +740.0 +70.7% $144.40 +4.4%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 1,052.0 $248K 0.15% +87.0 +9.0% $235.92 -0.1%
87 CVS CVS HEALTH CORP Healthcare 2,452.0 $243K 0.14% +14.0 +0.6% $99.12 -6.1%
88 PM PHILIP MORRIS INTL INC Consumer Defensive 1,273.0 $241K 0.14% NEW $188.93 +1.6%
89 NOW SERVICENOW INC Technology 2,046.0 $240K 0.14% NEW $117.22 +23.5%
90 GS GOLDMAN SACHS GROUP INC Financial Services 211.0 $224K 0.13% NEW $1060.38 -2.5%
91 IWF ISHARES TR 1,796.0 $223K 0.13% $123.89 -0.9%
92 VST VISTRA CORP Utilities 1,576.0 $222K 0.13% $140.58 -2.5%
93 CENCORA INC 697.0 $221K 0.13% -726.0 -51.0% $317.22
94 PNC PNC FINL SVCS GROUP INC Financial Services 828.0 $211K 0.13% NEW $255.37 -5.1%
95 SCHF SCHWAB STRATEGIC TR 7,467.0 $209K 0.12% $28.04 +0.9%
96 PGR PROGRESSIVE CORP Financial Services 983.0 $209K 0.12% NEW $212.76 +2.8%
97 ZION ZIONS BANCORPORATION NATL AS Financial Services 2,906.0 $208K 0.12% NEW $71.70 -5.5%
98 PANW PALO ALTO NETWORKS INC Technology 574.0 $208K 0.12% NEW $362.66 +2.5%
99 PLD PROLOGIS INC. Real Estate 1,473.0 $207K 0.12% $140.76 -0.0%
100 CB CHUBB LIMITED Financial Services 576.0 $203K 0.12% NEW $352.54 -3.6%
Page 5 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%