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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 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC. Communication Services 7,362.0 $650K 0.41% +3K +65.7% $88.25 +0.4%
22 GILD GILEAD SCIENCES INC Healthcare 4,700.0 $630K 0.40% +243.0 +5.5% $134.06 +0.2%
23 JNJ JOHNSON & JOHNSON Healthcare 2,822.0 $628K 0.40% +106.0 +3.9% $222.51 +5.3%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 828.0 $606K 0.38% +133.0 +19.1% $731.37 +2.0%
25 CSCO CISCO SYS INC Technology 5,853.0 $539K 0.34% +50.0 +0.9% $92.16 +30.7%
26 INTC INTEL CORP Technology 4,879.0 $535K 0.34% +141.0 +3.0% $109.62 +9.3%
27 KO COCA COLA CO Consumer Defensive 5,991.0 $470K 0.30% +223.0 +3.9% $78.43 +3.9%
28 XOM EXXON MOBIL CORP Energy 3,102.0 $455K 0.29% +76.0 +2.5% $146.58 +5.7%
29 CVX CHEVRON CORPORATION Energy 2,444.0 $446K 0.28% +101.0 +4.3% $182.52 +4.9%
30 WFC WELLS FARGO & CO Financial Services 4,850.0 $384K 0.24% +2K +70.2% $79.16 -3.5%
31 NEE NEXTERA ENERGY INC Utilities 4,019.0 $375K 0.24% +66.0 +1.7% $93.32 -5.1%
32 ADI ANALOG DEVICES INC Technology 875.0 $357K 0.23% +6.0 +0.7% $408.52 -2.8%
33 MS MORGAN STANLEY Financial Services 1,814.0 $345K 0.22% +500.0 +38.0% $190.17 +5.7%
34 MTB M & T BK CORP Financial Services 1,511.0 $322K 0.20% +500.0 +49.5% $213.02 +0.1%
35 BAC BANK AMERICA CORP Financial Services 5,578.0 $294K 0.18% +200.0 +3.7% $52.75 -1.8%
36 AXP AMERICAN EXPRESS CO Financial Services 871.0 $278K 0.17% +20.0 +2.4% $318.69 -2.2%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 965.0 $223K 0.14% +30.0 +3.2% $231.31 +9.7%
38 PEP PEPSICO INC Consumer Defensive 1,281.0 $200K 0.13% +14.0 +1.1% $156.29 -3.7%
Page 2 of 2  ·  38 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%