Fund HoldingsUPTICK PARTNERS, LLC

Total Portfolio Value
$643.03M
Total Bought
$163.47M
Total Sold
$32.91M
Net Transaction
+$130.57M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
AMERICAN CENTY ETF TR91,310216,968+125,6587,08119,5183.04%+12,437
FIRST TR EXCHANGE-TRADED FD7,243542,065+534,82281211,2701.75%+10,457
EA SERIES TRUST
STRIVE 500 ETF
485,633585,228+99,59520,38228,2674.40%+7,884
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
7,648205,733+198,0852467,5301.17%+7,284
VANGUARD INDEX FDS25,10530,316+5,21115,00220,8213.24%+5,820
ISHARES TR20,45558,555+38,1002,3148,0531.25%+5,739
ISHARES TR7,24369,655+62,4128125,7500.89%+4,938
ISHARES TR12,12630,955+18,8292,5607,0291.09%+4,468
ALLSPRING EXCHANGE TRADED FU
BROA MARK BD ETF
0136,289+136,28903,3790.53%+3,379
VANGUARD INDEX FDS26,810135,516+108,7067,69910,9191.70%+3,219
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0113,117+113,11703,1730.49%+3,173
ISHARES TR
US TREAS BD ETF
0116,774+116,77402,6600.41%+2,660
ISHARES TR
MSCI USA MMENTM
06,914+6,91402,3700.37%+2,370
EA SERIES TRUST
STRIVE ENHANCED
1,051,1081,152,858+101,75021,28023,3343.63%+2,054
ISHARES TR12,14113,303+1,1627,9319,9621.55%+2,031
JOHNSON & JOHNSON(JNJ)4,86912,288+7,4191,1903,1210.49%+1,931
AMERICAN CENTY ETF TR6,40325,286+18,8835162,4400.38%+1,924
BLACKROCK ETF TRUST
ISHA LA CORE ETF
036,470+36,47001,8370.29%+1,837
VANGUARD INDEX FDS36,05040,800+4,7507,0738,8911.38%+1,819
WISDOMTREE TR(WT)475,638510,939+35,30123,94425,7264.00%+1,782
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
12,99048,865+35,8756242,3670.37%+1,742
APPLE INC(AAPL)25,60328,148+2,5456,4988,1451.27%+1,647
INVESCO EXCH TRADED FD TR II7,24315,036+7,7938122,4290.38%+1,617
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
115,601131,550+15,9494,9186,4831.01%+1,565
VANGUARD INDEX FDS18,216110,420+92,2047,9579,5121.48%+1,555
BLACKROCK ETF TRUST
ISHA I IN TE ETF
86,82682,204-4,6222,8614,3340.67%+1,473
ALPHABET INC(GOOG)14,53815,742+1,2044,1805,6260.87%+1,445
SPDR SERIES TRUST
ST STR BACKE ETF
064,561+64,56101,4400.22%+1,440
TESLA INC(TSLA)4,3157,230+2,9151,6043,0410.47%+1,437
AMERICAN CENTY ETF TR26,80741,473+14,6662,2743,6990.58%+1,425
INVESCO QQQ TR10,1759,852-3235,8737,2551.13%+1,382
ISHARES TR7,24321,214+13,9718122,1360.33%+1,324
WALMART INC(WMT)24,85438,034+13,1803,0894,3080.67%+1,219
AMAZON COM INC(AMZN)25,65927,513+1,8545,3446,5581.02%+1,214
EA SERIES TRUST
STRIVE 1000 GRWT
333,587304,649-28,93815,64716,8352.62%+1,188
INVESCO EXCH TRADED FD TR II7,24383,092+75,8498121,9540.30%+1,142
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
32,25660,945+28,6891,0892,2260.35%+1,137
VANGUARD BD INDEX FDS11,69426,759+15,0658611,9640.31%+1,103
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
42,09147,068+4,9773,1654,2410.66%+1,076
FIRST TR EXCHNG TRADED FD VI
VEST NASDAQ 100
20,04558,884+38,8394981,5600.24%+1,062
BROADCOM INC(AVGO)8,1889,334+1,1462,5343,5260.55%+992
AMERICAN CENTY ETF TR35,93439,737+3,8033,9704,9580.77%+988
VANGUARD INDEX FDS8,4089,845+1,4372,6973,6430.57%+946
NVIDIA CORPORATION(NVDA)21,73123,634+1,9033,7904,7290.74%+939
STATE STR SPDR S&P 500 ETF T(SPY)6,7107,051+3414,3645,2660.82%+902
FIRST TR EXCHNG TRADED FD VI
FT VEST US
110,512121,216+10,7045,2356,1200.95%+886
ADVANCED MICRO DEVICES INC(AMD)2,6712,395-2765431,3920.22%+848
ELI LILLY & CO(LLY)7381,251+5136791,5010.23%+822
GLOBAL X FDS
DEFENSE TECH ETF
19,52236,809+17,2871,3832,1980.34%+815
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
11,44124,112+12,6716041,3030.20%+699
AMERICAN CENTY ETF TR07,593+7,59306930.11%+693
STATE STR SPDR DOW JONES IND(DIA)2,9713,956+9851,3762,0670.32%+691
SEI EXCHANGE TRADED FUNDS
QIM US LARGE VAL
12,03524,412+12,3775001,1720.18%+672
MICROSOFT CORP(MSFT)17,48119,084+1,6036,4717,1191.11%+648
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
25,77929,556+3,7771,7602,3960.37%+636
BLACKROCK ETF TRUST
ISHA PR MONE ETF
13,04218,780+5,7381,3111,8840.29%+573
ISHARES TR10,50811,670+1,1621,6302,1950.34%+565
ALPHABET INC(GOOG)7,1197,377+2582,0422,6070.41%+565
SPACE EXPLORATION TECHN CORP03,237+3,23705530.09%+553
TIDAL TRUST III
VIST ARTI IN ETF
7,0769,897+2,8212978440.13%+548
VANGUARD SPECIALIZED FUNDS16,73717,503+7663,6004,1410.64%+542
EA SERIES TRUST
STRIVE US SEMICO
10,47010,584+1147541,2910.20%+537
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,260+11,26005310.08%+531
WISDOMTREE TR(WT)22,09725,791+3,6942,0932,6230.41%+530
VANGUARD INDEX FDS4,2796,669+2,3907891,3180.20%+529
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
9,73312,476+2,7431,0681,5950.25%+527
ISHARES U S ETF TR
SHOR DURA BD ETF
10,88821,251+10,3635531,0770.17%+523
VANGUARD INDEX FDS5,1225,643+5211,5482,0640.32%+516
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,2335,021+7881,0061,5210.24%+515
ISHARES TR7,4987,917+4192,3852,8970.45%+511
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
275,570295,352+19,7827,2367,7321.20%+496
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
012,112+12,11204950.08%+495
FIDELITY COVINGTON TRUST
ENH MID COR ETF
63,33368,290+4,9572,2772,7710.43%+494
MICRON TECHNOLOGY INC(MU)0416+41604800.07%+480
ISHARES TR2,13211,059+8,9279091,3730.21%+464
CISCO SYS INC(CSCO)9,0869,938+8527051,1670.18%+462
VANGUARD INTL EQUITY INDEX F1,4794,227+2,7482166520.10%+437
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
21,31925,730+4,4118101,2430.19%+432
TIDAL TRUST III
VIST ELEC SU ETF
013,744+13,74404260.07%+426
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
02,189+2,18904200.07%+420
FIDELITY COVINGTON TRUST
ENHANCED INTL
85,68389,759+4,0763,1873,6020.56%+415
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
09,559+9,55904120.06%+412
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY B
013,322+13,32204080.06%+408
CATERPILLAR INC(CAT)890966+766311,0290.16%+398
BERKSHIRE HATHAWAY INC DEL2,1622,844+6821,0361,4230.22%+387
ISHARES TR
CORE DIV GRWTH
19,80823,410+3,6021,3901,7740.28%+384
VANGUARD BD INDEX FDS04,905+4,90503820.06%+382
VANGUARD INDEX FDS5,1125,526+4141,3151,6930.26%+377
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,0752,243+1687011,0710.17%+370
FIRST TR EXCHNG TRADED FD VI
FT VEST NASDAQ
19,70932,664+12,9554377930.12%+356
VANGUARD INTL EQUITY INDEX F02,260+2,26003550.06%+355
SELECT SECTOR SPDR TR
ST STR STAPL ETF
19,13123,076+3,9451,5681,9170.30%+349
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
010,617+10,61703400.05%+340
ISHARES TR0521+52103340.05%+334
SELECT SECTOR SPDR TR
ST STR CARE ETF
10,70111,959+1,2581,5691,8970.30%+329
VANGUARD INDEX FDS7,4397,418-212,2232,5510.40%+328
ISHARES TR
CORE MSCI INTL
03,653+3,65303250.05%+325
IONQ INC(IONQ)06,027+6,02703210.05%+321
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,8194,286+4675078170.13%+309
ISHARES TR2,1494,404+2,2552395480.09%+309
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