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Uptown Financial Advisors

Latest statistics and disclosures from Uptown Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VO, IJR, SPYV, CRWV, and represent 39.53% of Uptown Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: CRWV, XLU, SPYV, TSLA, CVX, HD, IJR, SCHF, SPEM, VO.
Started 3 new stock positions in HD, TSLA, CVX.
Reduced shares in these 10 stocks: QQQ (-$5.1M), NVDA, JAAA, , , VUG, BSV, AMZN, XLE, LQD.
Sold out of its positions in QQQ, KMI, VGSH.
Uptown Financial Advisors was a net seller of stock by $-1.3M.
Uptown Financial Advisors has $121M in assets under management (AUM), dropping by 3.96%.
Central Index Key (CIK): 0002066147

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Positions held by Uptown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Uptown Financial Advisors

Uptown Financial Advisors holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	12.3	$15M		31k	479.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.6	$9.2M		31k	293.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.0	$8.4M		71k	118.83	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	6.7	$8.1M	+3%	147k	55.33	View chart
Coreweave Com Cl A Call Option (CRWV)	6.0	$7.3M	+153%	53k	136.85	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	5.4	$6.6M		141k	46.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.3	$6.4M		81k	78.91	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	4.3	$5.2M		50k	104.51	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$3.6M		20k	186.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.9	$3.6M		46k	78.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.9	$3.5M	+2%	152k	23.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$3.1M		52k	59.92	View chart
Vanguard World Energy Etf (VDE)	2.5	$3.0M		24k	125.86	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.2	$2.7M		19k	142.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$2.4M		3.6k	666.18	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.8	$2.2M		129k	17.16	View chart
NVIDIA Corporation (NVDA)	1.5	$1.9M	-25%	10k	186.58	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.5	$1.8M	+26%	21k	87.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.5M		2.3k	669.30	View chart
Enterprise Products Partners (EPD)	1.2	$1.5M		48k	31.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.2	$1.5M	-3%	13k	111.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$1.1M		23k	49.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$994k		7.0k	140.95	View chart
Microsoft Corporation (MSFT)	0.8	$973k		1.9k	517.95	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$939k	-34%	19k	50.78	View chart
Meta Platforms Cl A (META)	0.8	$915k		1.2k	734.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$883k	-5%	3.6k	241.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$846k		13k	65.26	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$836k		20k	42.79	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.6	$674k	-3%	6.9k	98.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$669k		7.3k	91.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$636k		22k	29.11	View chart
Broadcom (AVGO)	0.5	$629k		1.9k	329.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$614k		6.1k	100.25	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$588k	-2%	8.7k	67.51	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$588k		5.5k	106.49	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$475k		4.3k	110.59	View chart
JPMorgan Chase & Co. (JPM)	0.4	$460k		1.5k	315.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$450k		734.00	612.38	View chart
Abbvie (ABBV)	0.4	$443k		1.9k	231.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$434k	-2%	8.0k	54.18	View chart
Netflix (NFLX)	0.4	$432k		360.00	1198.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$401k		4.6k	87.31	View chart
Apple (AAPL)	0.3	$398k		1.6k	254.79	View chart
American Express Company (AXP)	0.3	$374k		1.1k	332.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$373k		1.8k	208.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$366k		12k	31.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$365k		13k	27.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$362k		485.00	746.63	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$355k		30k	11.69	View chart
Johnson & Johnson (JNJ)	0.3	$341k		1.8k	185.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$336k		3.6k	93.37	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$333k		7.0k	47.75	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$306k		4.6k	65.92	View chart
Cisco Systems (CSCO)	0.2	$300k		4.4k	68.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$299k		1.4k	215.79	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$289k		6.3k	45.51	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$259k		32k	8.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$251k	-26%	2.8k	89.37	View chart
Wells Fargo & Company (WFC)	0.2	$246k		2.9k	83.82	View chart
Texas Instruments Incorporated (TXN)	0.2	$246k		1.3k	183.73	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.2	$244k		17k	14.06	View chart
Amazon (AMZN)	0.2	$234k	-28%	1.1k	219.57	View chart
Tesla Motors (TSLA)	0.2	$230k	NEW	517.00	444.72	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.2	$216k		7.1k	30.29	View chart
International Business Machines (IBM)	0.2	$210k		743.00	282.16	View chart
Chevron Corporation (CVX)	0.2	$209k	NEW	1.3k	155.29	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$207k		1.9k	106.78	View chart
Home Depot (HD)	0.2	$206k	NEW	508.00	405.19	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$205k	-16%	4.3k	48.17	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$131k		12k	11.39	View chart

Past Filings by Uptown Financial Advisors

SEC 13F filings are viewable for Uptown Financial Advisors going back to 2024

Uptown Financial Advisors 2025 Q3 filed Oct. 15, 2025
Uptown Financial Advisors 2025 Q2 filed July 10, 2025
Uptown Financial Advisors 2025 Q1 filed May 6, 2025
Uptown Financial Advisors 2024 Q4 filed April 29, 2025

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