—

UPTICK PARTNERS, LLC

Q1 2026 13F Holdings

  • Location
    nacogdoches, TX
  • Num holdings

    293

  • Value ($000)

    $501,725

  • Date Filed
    05/04/2026
  • Form type
    13F-HR
  • CIK
    0002005353
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$23.94M
5 %

475,638

F
FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
33739Q408
$23.08M
5 %

386,047

B
BUXX

EA SERIES TRUST

STRIVE ENHANCED
02072L441
$21.28M
4 %

1,051,108

S
STRV

EA SERIES TRUST

STRIVE 500 ETF
02072L680
$20.38M
4 %

485,633

S
STXV

EA SERIES TRUST

STRIVE 1000 VALU
02072L599
$18.17M
4 %

517,058

S
STXG

EA SERIES TRUST

STRIVE 1000 GRWT
02072L615
$15.65M
3 %

333,587

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$15M
3 %

25,105

---

SCHWAB STRATEGIC TR

GOVERNMENT MONEY
808524581
$11.92M
2 %

118,372

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$11.6M
2 %

151,508

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$8.56M
2 %

147,138

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 293