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Holistic Planning

Latest statistics and disclosures from Uptick Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, FTSM, STXV, STRV, BUXX, and represent 21.99% of Uptick Partners's stock portfolio.
Added to shares of these 10 stocks: SGVT (+$12M), SPYM (+$8.4M), DYNF (+$5.9M), AVLC, CGCB, STRV, FDVV, FENI, FBND, VOO.
Started 58 new stock positions in BINC, ABT, LCTU, FENI, DFCF, SCZ, MBB, FDVV, EVTR, ESGU.
Reduced shares in these 10 stocks: USFR, STXG, STXV, STXM, VYM, BUXX, FAUG, STXK, STXT, DFEB.
Sold out of its positions in FTWO, Comerica Incorporated, FBCG, YMAR, DJAN, FAUG, DAPR, FAPR, IJT, ISTB. SYY.
Uptick Partners was a net buyer of stock by $84M.
Uptick Partners has $469M in assets under management (AUM), dropping by 23.16%.
Central Index Key (CIK): 0002005353

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Portfolio Holdings for Uptick Partners

Uptick Partners holds 278 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	6.4	$30M	-10%	592k	50.32	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	4.0	$19M	+3%	313k	59.93	View chart
Ea Series Trust Strive 1000 Valu (STXV)	3.9	$18M	-12%	550k	33.46	View chart
Ea Series Trust Strive 500 Etf (STRV)	3.9	$18M	+27%	413k	44.09	View chart
Ea Series Trust Strive Enhanced (BUXX)	3.8	$18M	-5%	889k	20.24	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	3.8	$18M	-14%	352k	50.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$15M	+14%	25k	627.12	View chart
Schwab Strategic Tr Government Money (SGVT)	3.1	$15M	+408%	145k	100.49	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$9.3M	+3%	19k	487.86	View chart
Spdr Series Trust State Street Spd (SPYM)	1.9	$9.0M	+1303%	113k	80.22	View chart
Microsoft Corporation (MSFT)	1.6	$7.7M	+12%	16k	483.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$7.4M	+20%	25k	290.22	View chart
Apple (AAPL)	1.5	$7.0M	+10%	26k	271.86	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$6.9M		36k	190.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$6.8M	+6%	9.9k	684.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$6.2M	-5%	10k	614.29	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$5.9M	NEW	98k	60.81	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.2	$5.7M	+248%	214k	26.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$5.6M	-15%	39k	143.52	View chart
Amazon (AMZN)	1.2	$5.5M	+5%	24k	230.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	1.1	$5.3M	-8%	112k	47.72	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.1	$5.0M	NEW	63k	78.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.4M	+4%	14k	312.99	View chart
Ea Series Trust Strive Mid Cap (STXM)	0.9	$4.2M	-20%	149k	28.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$4.0M	-2%	5.9k	681.96	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$3.8M	+19%	87k	43.64	View chart
NVIDIA Corporation (NVDA)	0.7	$3.5M	+3%	19k	186.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$3.4M	-6%	16k	219.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$3.1M	+261%	67k	46.04	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$3.0M	+106%	29k	101.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.0M		8.9k	335.26	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.6	$2.9M	NEW	51k	56.69	View chart
Wal-Mart Stores (WMT)	0.6	$2.8M	+4%	25k	111.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$2.8M	+111%	62k	44.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$2.7M	+28%	8.7k	314.80	View chart
Broadcom (AVGO)	0.6	$2.7M	+6%	7.8k	346.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$2.5M	+129%	34k	75.05	View chart
Procter & Gamble Company (PG)	0.5	$2.5M		18k	143.31	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$2.5M	+25%	7.3k	342.98	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.5M	+16%	7.7k	322.23	View chart
Ea Series Trust Strive Total Ret (STXT)	0.5	$2.5M	-18%	122k	20.10	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.5	$2.4M	NEW	65k	36.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.3M	-4%	18k	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.3M	+3%	11k	212.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.1M		6.8k	313.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$2.1M	+19%	25k	85.37	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.1M	-5%	17k	120.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.4	$2.0M	-3%	51k	39.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.4	$1.9M	+8%	50k	39.29	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.4	$1.9M	-25%	58k	33.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$1.9M	+167%	25k	77.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.4	$1.9M	-7%	47k	40.94	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$1.8M	NEW	56k	33.30	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$1.8M		11k	167.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.8M	+87%	18k	99.88	View chart
Tesla Motors (TSLA)	0.4	$1.7M	+7%	3.8k	449.76	View chart
Ishares Tr Msci Usa Quality (GARP)	0.4	$1.7M	NEW	25k	68.10	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$1.7M	-5%	17k	102.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.7M		24k	69.47	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.4	$1.6M	NEW	45k	36.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$1.6M	-18%	5.8k	279.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.6M	NEW	19k	82.32	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.6M	+11%	5.1k	302.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.5M	+96%	7.8k	198.61	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.5M	+29%	10k	154.81	View chart
Chevron Corporation (CVX)	0.3	$1.5M	-15%	9.9k	152.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.3	$1.5M	-5%	36k	41.65	View chart
Pacer Fds Tr Swan Sos Flex (PSFO)	0.3	$1.5M	NEW	46k	32.40	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$1.5M	NEW	120k	12.43	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$1.5M	+35%	19k	77.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.5M	NEW	18k	81.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.5M	+14%	5.6k	257.94	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$1.4M	-4%	3.0k	480.57	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$1.4M	-2%	12k	114.50	View chart
Meta Platforms Cl A (META)	0.3	$1.4M	+16%	2.1k	660.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.4M	-4%	20k	69.42	View chart
Marathon Petroleum Corp (MPC)	0.3	$1.4M		8.4k	162.64	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.3M		13k	103.56	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$1.3M	-2%	9.8k	134.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.3M	+20%	6.2k	211.78	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$1.3M	NEW	23k	56.81	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.3	$1.2M	NEW	13k	93.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.2M	+4%	2.4k	502.56	View chart
Ea Series Trust Strive 1000 Div (STXD)	0.3	$1.2M	-17%	33k	37.06	View chart
Visa Com Cl A (V)	0.3	$1.2M		3.4k	350.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M	+23%	18k	62.47	View chart
Pfizer (PFE)	0.2	$1.1M	-8%	46k	24.90	View chart
Blackrock Etf Trust Ishares Prime Mo (PMMF)	0.2	$1.1M	+188%	11k	100.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.1M	+10%	15k	74.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M		5.0k	210.35	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.2	$1.0M	NEW	20k	51.50	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M	+21%	4.9k	206.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$1.0M		32k	31.84	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.0M	+2%	4.0k	252.92	View chart
International Business Machines (IBM)	0.2	$1.0M	+27%	3.4k	296.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$985k	+23%	25k	38.74	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$946k	+33%	16k	59.93	View chart
Wells Fargo & Company (WFC)	0.2	$942k	+6%	10k	93.20	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$934k	+32%	17k	55.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$923k	+68%	10k	89.46	View chart
AFLAC Incorporated (AFL)	0.2	$920k	NEW	8.3k	110.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$890k	+122%	27k	32.62	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$884k	NEW	17k	52.77	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$868k	NEW	13k	64.78	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$866k	+36%	9.7k	89.43	View chart
Aon Shs Cl A (AON)	0.2	$864k	NEW	2.4k	352.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$846k	+14%	13k	66.00	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$846k	-24%	19k	44.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$830k	-8%	4.7k	177.37	View chart
Union Pacific Corporation (UNP)	0.2	$812k	+26%	3.5k	231.32	View chart
Costco Wholesale Corporation (COST)	0.2	$807k	-20%	936.00	862.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$797k	-19%	19k	42.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$777k	-8%	8.3k	94.16	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$776k	NEW	6.9k	111.78	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$766k	NEW	18k	42.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.2	$762k	+157%	24k	31.68	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.2	$760k	-11%	11k	68.63	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$750k	+28%	18k	42.87	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$749k	NEW	7.0k	106.70	View chart
McDonald's Corporation (MCD)	0.2	$737k	+12%	2.4k	305.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$737k	+4%	20k	37.82	View chart
Enbridge (ENB)	0.2	$736k	+9%	15k	47.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.2	$733k	-4%	19k	39.26	View chart
Eli Lilly & Co. (LLY)	0.2	$729k	+13%	678.00	1075.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$728k		21k	34.26	View chart
Pepsi (PEP)	0.2	$720k		5.0k	143.51	View chart
Cisco Systems (CSCO)	0.2	$705k	+12%	9.2k	77.03	View chart
Coca-Cola Company (KO)	0.1	$701k	+25%	10k	69.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$695k		17k	41.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$690k	+89%	5.0k	136.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$683k	+14%	7.1k	96.28	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$682k	NEW	9.6k	70.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$679k	-11%	9.5k	71.42	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$678k	+195%	15k	46.54	View chart
Raytheon Technologies Corp (RTX)	0.1	$675k	+10%	3.7k	183.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$656k	+42%	27k	24.04	View chart
Southern Company (SO)	0.1	$653k	+22%	7.5k	87.20	View chart
Home Depot (HD)	0.1	$627k	+55%	1.8k	344.04	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.1	$624k		17k	36.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$622k	+9%	5.2k	120.18	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$618k		15k	40.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$617k	+18%	14k	44.29	View chart
Merck & Co (MRK)	0.1	$611k	-18%	5.8k	105.26	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$610k		19k	33.05	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$595k	NEW	13k	47.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$594k	-19%	1.3k	473.19	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$579k	NEW	6.1k	95.22	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$572k	NEW	2.3k	251.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$558k	+167%	12k	48.32	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$550k	+191%	3.8k	143.99	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$545k	NEW	14k	38.56	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$540k	+11%	1.8k	303.89	View chart
Duke Energy Corp Com New (DUK)	0.1	$536k	+7%	4.6k	117.22	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$531k	NEW	20k	26.47	View chart
Verizon Communications (VZ)	0.1	$523k	-26%	13k	40.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$521k	-23%	11k	48.84	View chart
General Motors Company (GM)	0.1	$514k		6.3k	81.31	View chart
Lowe's Companies (LOW)	0.1	$513k	+2%	2.1k	241.14	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$504k	-14%	8.4k	60.17	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$502k		20k	25.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$500k	+3%	6.0k	83.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$496k		2.0k	246.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$484k	-5%	10k	47.57	View chart
Caterpillar (CAT)	0.1	$484k	+76%	844.00	572.92	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.1	$471k	-16%	17k	28.53	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.1	$468k		20k	23.66	View chart
Regions Financial Corporation (RF)	0.1	$466k		17k	27.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$461k	-13%	1.2k	396.31	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$460k	NEW	3.9k	119.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$460k	+17%	610.00	753.84	View chart
Advanced Micro Devices (AMD)	0.1	$457k		2.1k	214.16	View chart
Old National Ban (ONB)	0.1	$455k		20k	22.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$449k	+11%	6.3k	71.39	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$448k	+43%	4.4k	102.38	View chart
Enterprise Products Partners (EPD)	0.1	$447k		14k	32.06	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$446k	NEW	9.2k	48.68	View chart
Shell Spon Ads (SHEL)	0.1	$445k	-2%	6.1k	73.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$443k		13k	33.00	View chart
Deere & Company (DE)	0.1	$441k	+14%	947.00	465.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$437k	+19%	16k	27.43	View chart
Emerson Electric (EMR)	0.1	$437k	+18%	3.3k	132.72	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$431k	-4%	6.4k	67.07	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$429k		3.1k	138.46	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$428k	-12%	3.3k	131.61	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$427k	NEW	5.5k	77.53	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$422k	-19%	10k	41.86	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$404k		11k	38.22	View chart
salesforce (CRM)	0.1	$403k		1.5k	264.99	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$401k	+49%	4.0k	99.52	View chart
Valero Energy Corporation (VLO)	0.1	$400k	+4%	2.5k	162.80	View chart
Oracle Corporation (ORCL)	0.1	$397k	-3%	2.0k	194.91	View chart
Abbvie (ABBV)	0.1	$389k	+27%	1.7k	228.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$389k	-18%	9.8k	39.60	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$389k	+10%	8.8k	44.42	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$388k	NEW	7.2k	54.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$387k	-3%	1.0k	373.28	View chart
Capital One Financial (COF)	0.1	$386k	-6%	1.6k	242.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$382k		9.2k	41.29	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$369k	+3%	1.1k	322.92	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$368k	NEW	6.9k	53.36	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$358k	NEW	2.0k	175.57	View chart
Ge Aerospace Com New (GE)	0.1	$353k	+15%	1.1k	308.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$353k	-20%	6.2k	57.06	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$350k	-6%	5.9k	59.28	View chart
Blackrock (BLK)	0.1	$349k	+18%	326.00	1071.73	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$344k	NEW	9.2k	37.40	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$341k	NEW	4.6k	74.09	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$333k	+63%	3.4k	98.33	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$332k	NEW	14k	23.38	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$327k	-20%	7.1k	45.88	View chart
Starbucks Corporation (SBUX)	0.1	$323k	NEW	3.8k	84.20	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$321k	-7%	7.2k	44.34	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$318k	-31%	13k	25.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$316k	-13%	13k	23.73	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$316k	NEW	6.6k	47.85	View chart
Tractor Supply Company (TSCO)	0.1	$310k	+24%	6.2k	50.01	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$304k	+40%	6.3k	48.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$302k		13k	23.71	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.1	$302k		1.7k	174.58	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$297k		18k	16.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$297k	-14%	7.2k	41.53	View chart
Qualcomm (QCOM)	0.1	$295k	+28%	1.7k	171.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$293k	-8%	6.6k	44.34	View chart
Nextera Energy (NEE)	0.1	$287k	+18%	3.6k	80.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$286k		8.0k	35.72	View chart
Ionq Inc Pipe (IONQ)	0.1	$285k	+7%	6.4k	44.87	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$279k	-8%	12k	22.64	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$277k	NEW	5.0k	55.57	View chart
Welltower Inc Com reit (WELL)	0.1	$276k	NEW	1.5k	185.56	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$276k	NEW	7.3k	37.78	View chart
At&t (T)	0.1	$276k	+19%	11k	24.84	View chart
Bank of America Corporation (BAC)	0.1	$275k	+19%	5.0k	55.00	View chart
Walt Disney Company (DIS)	0.1	$275k	+26%	2.4k	113.79	View chart
BP Sponsored Adr (BP)	0.1	$274k		7.9k	34.73	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.1	$268k	NEW	8.0k	33.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$265k	-4%	2.3k	113.94	View chart
Cigna Corp (CI)	0.1	$263k	NEW	957.00	275.13	View chart
Servicenow (NOW)	0.1	$260k	+433%	1.7k	153.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$259k	+4%	1.5k	177.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$258k	-31%	2.7k	96.89	View chart
ConocoPhillips (COP)	0.1	$258k	+18%	2.8k	93.59	View chart
Boston Scientific Corporation (BSX)	0.1	$257k	+5%	2.7k	95.35	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$251k	NEW	6.0k	41.70	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$249k	NEW	1.7k	148.98	View chart
Texas Instruments Incorporated (TXN)	0.1	$249k	+6%	1.4k	173.45	View chart
Evergy (EVRG)	0.1	$248k	NEW	3.4k	72.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$245k	-5%	3.2k	75.45	View chart
3M Company (MMM)	0.1	$243k		1.5k	160.10	View chart
Altria (MO)	0.1	$241k	+2%	4.2k	57.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$240k		4.3k	55.92	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$238k	NEW	1.8k	128.83	View chart
Lockheed Martin Corporation (LMT)	0.0	$234k	+4%	483.00	483.53	View chart
Analog Devices (ADI)	0.0	$230k	NEW	846.00	271.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$228k	NEW	1.1k	199.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$225k		4.5k	50.29	View chart
CSX Corporation (CSX)	0.0	$218k	+5%	6.0k	36.25	View chart
Netflix (NFLX)	0.0	$217k	+895%	2.3k	93.76	View chart
Mastercard Incorporated Cl A (MA)	0.0	$216k	+3%	378.00	571.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.0	$216k	NEW	9.2k	23.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$215k		5.4k	39.99	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$215k		6.5k	32.80	View chart
American Express Company (AXP)	0.0	$213k	NEW	577.00	369.85	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$213k	NEW	1.5k	143.32	View chart
Kkr & Co (KKR)	0.0	$212k	-16%	1.7k	127.47	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$212k	-3%	547.00	386.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$209k		4.9k	42.79	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$209k		1.7k	121.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.0	$208k	-22%	5.2k	39.93	View chart
Kinder Morgan (KMI)	0.0	$205k	+2%	7.5k	27.49	View chart
Abbott Laboratories (ABT)	0.0	$202k	NEW	1.6k	125.32	View chart
Honeywell International (HON)	0.0	$201k	+5%	1.0k	195.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.0	$200k	NEW	5.3k	37.74	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$200k	NEW	10k	20.05	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$200k	NEW	2.4k	84.65	View chart
Ford Motor Company (F)	0.0	$185k	+14%	14k	13.12	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$22k		11k	1.97	View chart
Us Goldmining *w Exp 99/99/999 (USGOW)	0.0	$6.7k	NEW	10k	0.67	View chart
Osisko Development Corp *w Exp 05/27/202 (ODVWZ)	0.0	$1.8k	NEW	10k	0.18	View chart

Past Filings by Uptick Partners

SEC 13F filings are viewable for Uptick Partners going back to 2024

Uptick Partners 2025 Q4 filed Feb. 2, 2026
Uptick Partners 2025 Q3 filed Nov. 4, 2025
Uptick Partners 2025 Q2 filed July 28, 2025
Holistic Planning 2025 Q1 filed April 24, 2025
Holistic Planning 2024 Q4 filed Jan. 24, 2025
Holistic Planning 2024 Q3 filed Nov. 1, 2024
Holistic Planning 2024 Q2 filed July 22, 2024
Holistic Planning 2024 Q1 filed May 1, 2024

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