13F Insight
DOSSIER · 13F-HR · Q2 2026

UPTICK PARTNERS, LLC

$643M in tracked AUM across 384 positions as of Q2 2026.

UP
CIK 0002005353 · last filed Jun 30, 2026
Total AUM
$643M
as of Q2 2026
Holdings
384
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

UPTICK PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
STRV
EA SERIES TRUST
$28M585K4.4%02
USFR
WISDOMTREE TR
$26M511K4.0%03
BUXX
EA SERIES TRUST
$23M1.2M3.6%04
FTSM
FIRST TR EXCHANGE-TRADED FD
$23M387K3.6%05
VOO
VANGUARD INDEX FDS
$21M30K3.2%06
AVLC
AMERICAN CENTY ETF TR
$20M217K3.0%07
STXV
EA SERIES TRUST
$17M461K2.7%08
STXG
EA SERIES TRUST
$17M305K2.6%09
ACYN
FIRST TR EXCHANGE-TRADED FD
$11M542K1.8%10
VO
VANGUARD INDEX FDS
$11M136K1.7%

Filing history

2026Q2Jun 30
$643M▲ 28.2%
384 positionsView →2026Q1Mar 31
$502M▲ 7.0%
339 positionsView →2025Q4Dec 31
$469M▲ 23.2%
326 positionsView →2025Q3Sep 30
$381M▲ 9.0%
277 positionsView →2025Q2Jun 30
$349M▲ 77.3%
275 positionsLocked2025Q1Mar 31
$197M▼ 28.6%
147 positionsLocked2024Q4Dec 31
$276M▲ 16.7%
220 positionsLocked2024Q3Sep 30
$236M▲ 81.7%
211 positionsLocked2024Q2Jun 30
$130M▼ 0.7%
155 positionsLocked2024Q1Mar 31
$131M▲ 10.3%
156 positionsLocked2023Q4Dec 31
$119M—
155 positionsLocked