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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LMT	LOCKHEED MARTIN CORP	Industrials	351	$219K	0.16%	SOLD
2	LOW	LOWES COS INC	Consumer Cyclical	760	$212K	0.15%	SOLD
3	PNC	PNC FINL SVCS GROUP INC	Financial Services	828	$201K	0.15%	SOLD

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%