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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, BUXX, STRV, STXV, and represent 21.30% of Uptick Partners's stock portfolio.
Added to shares of these 10 stocks: FTSM, BUXX, STRV, SPYM, DYNF, CGSD, AVLC, ACYN, GARP, CGCB.
Started 34 new stock positions in VYMI, SLVR, XISE, HFSI, AIS, EXI, XPL, BIL, QDEC, NEAR.
Reduced shares in these 10 stocks: USFR (-$5.9M), Ea Series Trust, SGVT, AGG, STXV, STXG, XLE, VYM, , VV.
Sold out of its positions in ABT, Ea Series Trust, AXP, BSX, CGCP, DIS, FTSL, HYLS, FSMB, XOCT. XMAR, UCON, IONQ, IWV, IXUS, USHY, KKR, NOW, USGOW.
Uptick Partners was a net buyer of stock by $39M.
Uptick Partners has $502M in assets under management (AUM), dropping by 6.96%.
Central Index Key (CIK): 0002005353

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Portfolio Holdings for Uptick Partners

Uptick Partners holds 293 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	4.8	$24M	-19%	476k	50.34	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	4.6	$23M	+23%	386k	59.78	View chart
Ea Series Trust Strive Enhanced (BUXX)	4.2	$21M	+18%	1.1M	20.25	View chart
Ea Series Trust Strive 500 Etf (STRV)	4.1	$20M	+17%	486k	41.97	View chart
Ea Series Trust Strive 1000 Valu (STXV)	3.6	$18M	-6%	517k	35.14	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	3.1	$16M	-5%	334k	46.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$15M	+2%	25k	597.56	View chart
Schwab Strategic Tr Government Money (SGVT)	2.4	$12M	-18%	118k	100.72	View chart
Spdr Series Trust State Street Spd (SPYM)	2.3	$12M	+34%	152k	76.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$8.6M	+50%	147k	58.18	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$8.0M	-4%	18k	436.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$7.9M	+22%	12k	653.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$7.7M	+5%	27k	287.18	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.4	$7.2M	+28%	276k	26.26	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.4	$7.1M	+44%	91k	77.55	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$7.1M		36k	196.20	View chart
Apple (AAPL)	1.3	$6.5M		26k	253.79	View chart
Microsoft Corporation (MSFT)	1.3	$6.5M	+9%	18k	370.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$5.9M		10k	577.16	View chart
Amazon (AMZN)	1.1	$5.3M	+7%	26k	208.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	1.0	$5.2M		111k	47.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$5.2M	-9%	35k	148.10	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.0	$4.9M	+33%	116k	42.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$4.4M	+13%	6.7k	650.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.2M	+4%	15k	287.56	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$4.0M	+22%	36k	110.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$3.9M	+27%	85k	45.62	View chart
NVIDIA Corporation (NVDA)	0.8	$3.8M	+16%	22k	174.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$3.6M	+7%	17k	215.07	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.7	$3.3M	+15%	59k	55.24	View chart
Ishares Tr Msci Usa Quality (GARP)	0.7	$3.3M	+102%	51k	63.97	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$3.2M	+31%	86k	37.20	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$3.2M	+24%	42k	75.19	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$3.2M	-16%	52k	61.26	View chart
Wal-Mart Stores (WMT)	0.6	$3.1M		25k	124.28	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.9M	-3%	17k	169.66	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$2.9M	+56%	87k	32.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.7M	-5%	8.4k	320.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.6M	+13%	12k	211.15	View chart
Broadcom (AVGO)	0.5	$2.5M	+5%	8.2k	309.52	View chart
Procter & Gamble Company (PG)	0.5	$2.5M		18k	144.44	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$2.4M	+2%	7.5k	318.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$2.4M	+47%	27k	88.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.3M	+11%	21k	113.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$2.3M	+20%	30k	77.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$2.3M		25k	92.69	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.5	$2.3M	+40%	63k	35.96	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$2.3M	+39%	27k	84.84	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.5	$2.3M	NEW	88k	25.79	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.2M		7.6k	294.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$2.2M	-14%	7.4k	298.84	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$2.2M	+70%	39k	56.58	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.4	$2.1M	+66%	22k	94.73	View chart
Ea Series Trust Strive Total Ret (STXT)	0.4	$2.1M	-15%	104k	19.91	View chart
Marathon Petroleum Corp (MPC)	0.4	$2.0M		8.4k	244.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.0M	+4%	7.1k	286.85	View chart
Chevron Corporation (CVX)	0.4	$2.0M		9.9k	206.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$2.0M	+32%	10k	191.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.4	$2.0M		51k	38.94	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.4	$2.0M	NEW	96k	20.38	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.4	$2.0M	+94%	39k	50.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.4	$1.9M		50k	38.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.4	$1.9M	-4%	45k	41.69	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.8M	+5%	26k	68.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.7M		17k	102.25	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.3	$1.7M	-13%	50k	33.36	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.6M	-2%	11k	155.10	View chart
Tesla Motors (TSLA)	0.3	$1.6M	+12%	4.3k	371.79	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.6M	+7%	11k	146.61	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$1.6M		19k	81.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.5M		5.1k	302.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.5M		5.7k	261.93	View chart
Pacer Fds Tr Swan Sos Flex (PSFO)	0.3	$1.5M		47k	31.69	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$1.5M	+92%	35k	42.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.3	$1.5M	-4%	35k	42.40	View chart
Meta Platforms Cl A (META)	0.3	$1.4M	+22%	2.5k	572.13	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$1.4M		12k	114.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$1.4M	NEW	44k	31.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.4M		20k	70.18	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$1.4M	+45%	20k	70.84	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.4M		3.0k	463.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.4M		6.2k	217.25	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$1.3M	+70%	12k	111.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$1.3M	-11%	5.1k	257.33	View chart
Blackrock Etf Trust Ishares Prime Mo (PMMF)	0.3	$1.3M	+16%	13k	100.50	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$1.3M		9.7k	131.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$1.2M	-3%	13k	96.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.2M	+3%	19k	64.08	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.2M	+37%	23k	51.93	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		4.9k	244.43	View chart
Pfizer (PFE)	0.2	$1.2M	-7%	42k	28.08	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$1.2M	-10%	107k	11.06	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$1.2M	+67%	12k	97.91	View chart
Visa Com Cl A (V)	0.2	$1.1M	+11%	3.8k	302.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$1.1M	+51%	32k	33.77	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$1.1M	NEW	9.7k	109.69	View chart
Aon Shs Cl A (AON)	0.2	$1.1M	+34%	3.3k	322.78	View chart
Ea Series Trust Strive 1000 Div (STXD)	0.2	$1.1M	-8%	30k	35.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.0M	-10%	2.2k	479.14	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$1.0M	+57%	15k	68.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.0M	-5%	4.8k	213.66	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.0M	+5%	4.2k	237.64	View chart
Costco Wholesale Corporation (COST)	0.2	$941k		945.00	995.90	View chart
Enbridge (ENB)	0.2	$925k	+11%	17k	54.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$920k	-7%	30k	31.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$919k	+15%	32k	29.13	View chart
AFLAC Incorporated (AFL)	0.2	$917k		8.4k	109.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$914k	-5%	24k	38.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$909k	+69%	2.1k	426.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$901k	+5%	10k	87.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$895k	-4%	9.9k	90.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$890k	+31%	36k	24.75	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$872k	+70%	24k	36.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$868k		13k	67.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$861k	-20%	12k	73.64	View chart
Union Pacific Corporation (UNP)	0.2	$841k		3.5k	242.60	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$835k	+116%	16k	53.77	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$823k	+55%	31k	26.30	View chart
International Business Machines (IBM)	0.2	$821k		3.4k	242.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$812k	+87%	7.2k	112.12	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.2	$810k	+191%	21k	38.00	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$799k	-15%	13k	59.55	View chart
Wells Fargo & Company (WFC)	0.2	$791k		9.9k	79.61	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$789k	-8%	4.3k	184.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$787k		19k	41.88	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$782k	+45%	3.3k	236.38	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$756k	+30%	8.0k	94.95	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.2	$754k	-5%	11k	72.02	View chart
Coca-Cola Company (KO)	0.1	$748k		9.8k	76.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$745k	-19%	14k	55.35	View chart
Southern Company (SO)	0.1	$734k		7.6k	96.52	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$725k	-5%	7.8k	92.74	View chart
McDonald's Corporation (MCD)	0.1	$724k	-3%	2.3k	310.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$723k		19k	38.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$714k	NEW	24k	29.69	View chart
Raytheon Technologies Corp (RTX)	0.1	$711k		3.7k	192.89	View chart
Cisco Systems (CSCO)	0.1	$705k		9.1k	77.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$704k	-2%	19k	37.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$701k	+16%	2.1k	337.95	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$698k	-8%	17k	40.19	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$692k	+95%	14k	51.29	View chart
Pepsi (PEP)	0.1	$690k	-11%	4.4k	155.28	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$689k		9.4k	73.14	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$681k	-8%	16k	42.31	View chart
Eli Lilly & Co. (LLY)	0.1	$679k	+8%	738.00	919.70	View chart
Merck & Co (MRK)	0.1	$676k	-3%	5.6k	120.30	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$667k	+51%	14k	47.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$665k	-3%	6.8k	97.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$659k	-10%	22k	30.62	View chart
Duke Energy Corp Com New (DUK)	0.1	$649k	+8%	5.0k	130.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$639k	-6%	16k	40.78	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$633k	+2%	19k	33.48	View chart
Caterpillar (CAT)	0.1	$631k	+5%	890.00	708.64	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$629k	+6%	16k	38.42	View chart
Verizon Communications (VZ)	0.1	$629k	-2%	13k	50.20	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$624k	+12%	13k	48.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$617k	-4%	5.0k	124.32	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.1	$615k	-2%	17k	36.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$604k	NEW	11k	52.78	View chart
Home Depot (HD)	0.1	$592k		1.8k	328.82	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$589k	-8%	4.6k	128.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$578k	+16%	7.0k	82.75	View chart
Flexshares Tr Us Quality Cap (QLC)	0.1	$578k	NEW	7.4k	78.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$571k	-5%	13k	43.43	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$570k	NEW	12k	46.31	View chart
Shell Spon Ads (SHEL)	0.1	$564k		6.1k	93.01	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.1	$554k	-14%	14k	39.48	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$554k	NEW	11k	50.84	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.1	$549k	NEW	16k	34.72	View chart
Advanced Micro Devices (AMD)	0.1	$543k	+25%	2.7k	203.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$541k	+10%	18k	30.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$529k	+80%	13k	41.09	View chart
Enterprise Products Partners (EPD)	0.1	$528k		14k	37.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$516k	NEW	6.4k	80.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$514k	+2%	1.2k	430.40	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$508k		3.8k	132.89	View chart
Deere & Company (DE)	0.1	$507k	-5%	899.00	563.55	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$500k	NEW	12k	41.56	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$498k		20k	24.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$496k	+98%	6.4k	77.11	View chart
Valero Energy Corporation (VLO)	0.1	$491k	-19%	2.0k	247.07	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$487k	+20%	4.9k	100.17	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$484k	-7%	7.7k	62.56	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$472k	+18%	10k	45.65	View chart
General Motors Company (GM)	0.1	$472k		6.3k	74.50	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$471k	+25%	4.2k	110.78	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$469k	-30%	10k	46.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$468k	-8%	9.8k	47.91	View chart
Lowe's Companies (LOW)	0.1	$465k	-7%	2.0k	236.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$462k	+8%	662.00	697.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$454k		4.4k	103.42	View chart
Old National Ban (ONB)	0.1	$454k		21k	22.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$451k		13k	33.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$450k		3.1k	145.02	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.1	$450k		19k	23.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$448k	-5%	9.6k	46.74	View chart
Regions Financial Corporation (RF)	0.1	$445k		17k	26.12	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$441k	-5%	5.9k	74.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	0.1	$437k	NEW	20k	22.18	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$436k	NEW	8.1k	53.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$435k	-12%	1.8k	247.97	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$428k		3.2k	132.49	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$420k	+15%	2.4k	178.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$419k	-76%	4.2k	99.26	View chart
Oracle Corporation (ORCL)	0.1	$406k	+35%	2.8k	147.09	View chart
Emerson Electric (EMR)	0.1	$395k	-8%	3.0k	131.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$387k		9.8k	39.42	View chart
RBB F/m Us Treasury (TBIL)	0.1	$385k	NEW	7.7k	49.86	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$384k	-35%	8.2k	47.08	View chart
ConocoPhillips (COP)	0.1	$380k	+4%	2.9k	131.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$379k		9.2k	41.06	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$376k		11k	35.59	View chart
Microsoft Corp Call Call Option	0.1	$370k	NEW	1.0k	370.17	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$368k		7.2k	50.80	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$361k	+15%	7.3k	49.40	View chart
BP Sponsored Adr (BP)	0.1	$358k	-3%	7.6k	47.00	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$357k		1.1k	313.74	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$355k	+10%	5.1k	70.14	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$353k	-18%	4.5k	78.41	View chart
Abbvie (ABBV)	0.1	$353k	-4%	1.6k	217.49	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$352k	NEW	1.8k	197.12	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$351k	NEW	3.8k	91.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$350k		6.2k	56.50	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$348k		18k	19.30	View chart
Starbucks Corporation (SBUX)	0.1	$348k		3.9k	89.60	View chart
Nextera Energy (NEE)	0.1	$339k	+2%	3.6k	92.89	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$337k	+2%	15k	23.14	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.1	$336k		1.7k	194.53	View chart
Ge Aerospace Com New (GE)	0.1	$331k		1.2k	283.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$329k	-11%	922.00	356.46	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$322k		5.9k	54.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$312k		13k	23.40	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$311k	+33%	2.3k	135.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$306k		13k	24.00	View chart
Welltower Inc Com reit (WELL)	0.1	$299k		1.5k	197.71	View chart
Tidal Trust Iii Vistashares Arti (AIS)	0.1	$297k	NEW	7.1k	41.91	View chart
Palantir Technologies Cl A (PLTR)	0.1	$294k	+38%	2.0k	146.25	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$293k	+41%	1.6k	181.44	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$293k	-6%	6.2k	47.55	View chart
Capital One Financial (COF)	0.1	$291k		1.6k	182.40	View chart
Blackrock (BLK)	0.1	$291k	-7%	302.00	963.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$287k	+40%	6.9k	41.91	View chart
Altria (MO)	0.1	$279k		4.2k	66.00	View chart
Tractor Supply Company (TSCO)	0.1	$279k		6.2k	45.30	View chart
Evergy (EVRG)	0.1	$278k		3.4k	81.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$277k		7.9k	35.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$276k	-5%	457.00	604.75	View chart
At&t (T)	0.1	$275k	-14%	9.5k	28.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$273k		5.0k	54.84	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$271k	+19%	7.2k	37.49	View chart
salesforce (CRM)	0.1	$269k	-5%	1.4k	186.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$268k		2.7k	100.63	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$266k	NEW	3.0k	88.49	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.1	$266k	NEW	8.6k	30.91	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Dua (DLFE)	0.1	$265k	NEW	9.0k	29.43	View chart
Texas Instruments Incorporated (TXN)	0.1	$264k	-5%	1.4k	194.16	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$258k	+8%	1.8k	141.42	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.1	$253k	NEW	1.4k	181.01	View chart
Ea Series Trust Strive Natural (FTWO)	0.1	$253k	NEW	5.6k	45.43	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$252k	NEW	7.3k	34.63	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$248k	NEW	3.6k	69.75	View chart
Bank of America Corporation (BAC)	0.0	$247k		5.1k	48.75	View chart
Analog Devices (ADI)	0.0	$246k	-8%	773.00	318.27	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.0	$246k	NEW	7.6k	32.15	View chart
Cigna Corp (CI)	0.0	$244k	-4%	916.00	266.71	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$243k	+8%	2.0k	121.19	View chart
CSX Corporation (CSX)	0.0	$241k	-2%	5.9k	41.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$239k	-7%	2.1k	111.39	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$239k	NEW	2.5k	94.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$237k	-17%	5.4k	43.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$235k		4.3k	54.72	View chart
Qualcomm (QCOM)	0.0	$234k	+5%	1.8k	128.78	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$232k	NEW	1.1k	208.05	View chart
Honeywell International (HON)	0.0	$230k		1.0k	226.12	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$229k	NEW	9.4k	24.27	View chart
Netflix (NFLX)	0.0	$226k		2.4k	96.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.0	$225k	+6%	9.9k	22.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$223k		4.5k	49.89	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.0	$223k	-13%	6.9k	32.14	View chart
3M Company (MMM)	0.0	$222k		1.5k	145.23	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.0	$221k	-38%	3.9k	56.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$218k		5.4k	40.47	View chart
Kinder Morgan (KMI)	0.0	$218k	-13%	6.5k	33.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$216k		1.5k	145.78	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.0	$209k	NEW	3.5k	59.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.0	$207k	NEW	6.9k	29.97	View chart
Mastercard Incorporated Cl A (MA)	0.0	$205k	+8%	410.00	500.21	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$205k		6.5k	31.33	View chart
Ford Motor Company (F)	0.0	$145k	-10%	13k	11.54	View chart
Gold Royalty Corp *w Exp 05/31/202 (GROY.WS)	0.0	$17k	NEW	10k	1.65	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$15k		11k	1.40	View chart
Solitario Expl & Rty Corp (XPL)	0.0	$8.2k	NEW	10k	0.82	View chart
Osisko Development Corp *w Exp 05/27/202 (ODVWZ)	0.0	$3.7k	+47%	15k	0.25	View chart

Past Filings by Uptick Partners

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

Uptick Partners 2026 Q1 filed May 4, 2026
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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