Urban Wealth Management
Latest statistics and disclosures from Urban Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, AMZN, SMH, and represent 32.64% of Urban Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$14M), NVDA (+$5.6M), GOOGL, AMZN, IDMO, SMH, MSFT, GOLY, CVS, GOOG.
- Started 60 new stock positions in IYF, RY, SRE, FBND, IJH, HD, IHF, GOLY, IYW, MSFT.
- Reduced shares in these 10 stocks: CCRV, IEFA, , , VZ, NUMV, DVA, IDRV, TDVG, NUSC.
- Sold out of its positions in AGNC, AES, AMLP, RIGS, Amc Entmt Hldgs Inc Cl A, T, ARKK, ARKW, ABBV, ACHC.
- Urban Wealth Management was a net buyer of stock by $77M.
- Urban Wealth Management has $108M in assets under management (AUM), dropping by 262.11%.
- Central Index Key (CIK): 0001845521
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Portfolio Holdings for Urban Wealth Management
Urban Wealth Management holds 94 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 | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 13.3 | $14M | NEW | 53k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 5.9 | $6.4M | +784% | 34k | 186.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $5.3M | +1802% | 17k | 313.00 |
|
| Amazon (AMZN) | 4.3 | $4.6M | NEW | 20k | 230.82 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.2 | $4.6M | +6998% | 13k | 360.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 4.2 | $4.5M | NEW | 82k | 55.57 |
|
| Microsoft Corporation (MSFT) | 3.8 | $4.1M | NEW | 8.4k | 483.61 |
|
| Strategy Gold Enhanced Et (GOLY) | 3.2 | $3.5M | NEW | 99k | 34.95 |
|
| CVS Caremark Corporation (CVS) | 2.6 | $2.8M | NEW | 36k | 79.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $2.6M | +2545% | 8.3k | 313.80 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $2.4M | NEW | 3.5k | 684.91 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $2.1M | NEW | 18k | 120.18 |
|
| Ishares Tr Us Infrastruc (IFRA) | 1.9 | $2.1M | +35% | 40k | 52.62 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 1.9 | $2.0M | NEW | 93k | 21.55 |
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 1.8 | $2.0M | NEW | 83k | 23.96 |
|
| salesforce (CRM) | 1.7 | $1.8M | +74% | 6.9k | 264.92 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $1.5M | +211% | 1.7k | 862.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $1.4M | NEW | 4.2k | 335.27 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.2 | $1.3M | +6023% | 16k | 80.22 |
|
| Palantir Technologies Cl A (PLTR) | 1.2 | $1.3M | +1737% | 7.2k | 177.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $1.2M | NEW | 18k | 66.00 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $1.1M | NEW | 5.2k | 219.78 |
|
| DaVita (DVA) | 1.1 | $1.1M | -30% | 10k | 113.61 |
|
| Chevron Corporation (CVX) | 1.1 | $1.1M | NEW | 7.5k | 152.41 |
|
| Simplify Exchange Traded Fun Simplify Interst (PFIX) | 1.0 | $1.1M | NEW | 23k | 47.93 |
|
| Citigroup Com New (C) | 1.0 | $1.1M | NEW | 9.4k | 116.69 |
|
| Nasdaq Omx (NDAQ) | 1.0 | $1.1M | NEW | 11k | 97.13 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $1.0M | NEW | 13k | 75.44 |
|
| Tesla Motors (TSLA) | 0.9 | $931k | +79% | 2.1k | 449.72 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $923k | NEW | 1.5k | 626.93 |
|
| Best Buy (BBY) | 0.8 | $894k | NEW | 13k | 66.93 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $871k | NEW | 1.8k | 473.21 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $857k | NEW | 11k | 81.17 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.8 | $811k | NEW | 5.7k | 141.14 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $756k | NEW | 1.2k | 614.31 |
|
| Qualcomm (QCOM) | 0.7 | $723k | NEW | 4.2k | 171.05 |
|
| Northrop Grumman Corporation (NOC) | 0.7 | $717k | NEW | 1.3k | 570.21 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $713k | NEW | 3.6k | 199.68 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $682k | NEW | 9.2k | 74.07 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.6 | $651k | +257% | 7.7k | 84.64 |
|
| Broadcom (AVGO) | 0.6 | $624k | +1276% | 1.8k | 346.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $575k | -5% | 1.8k | 322.24 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $570k | NEW | 1.9k | 301.15 |
|
| Rbc Cad (RY) | 0.5 | $563k | NEW | 3.3k | 170.49 |
|
| Wells Fargo & Company (WFC) | 0.5 | $529k | NEW | 5.7k | 93.20 |
|
| Advisors Inner Circle Fd Ii Frontier Asset T (FINT) | 0.5 | $497k | NEW | 16k | 31.57 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.5 | $490k | NEW | 10k | 47.94 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $488k | NEW | 11k | 46.04 |
|
| Verizon Communications (VZ) | 0.4 | $483k | -61% | 12k | 40.73 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.4 | $460k | NEW | 4.4k | 105.00 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $445k | NEW | 414.00 | 1074.68 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.4 | $436k | NEW | 3.4k | 128.93 |
|
| Kkr & Co (KKR) | 0.4 | $431k | -28% | 3.4k | 127.48 |
|
| Advisors Inner Circle Fd Ii Frontier Asset G (FGSM) | 0.4 | $427k | NEW | 14k | 30.10 |
|
| Servicenow (NOW) | 0.4 | $420k | +2109% | 2.7k | 153.19 |
|
| Pepsi (PEP) | 0.4 | $400k | NEW | 2.8k | 143.51 |
|
| General Dynamics Corporation (GD) | 0.4 | $392k | NEW | 1.2k | 336.66 |
|
| Johnson Ctls Intl SHS (JCI) | 0.4 | $391k | -13% | 3.3k | 119.75 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $374k | -37% | 3.1k | 121.61 |
|
| American Tower Reit (AMT) | 0.3 | $367k | -18% | 2.1k | 175.57 |
|
| Home Depot (HD) | 0.3 | $364k | NEW | 1.1k | 344.10 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.3 | $355k | NEW | 2.8k | 128.83 |
|
| American Electric Power Company (AEP) | 0.3 | $346k | NEW | 3.0k | 115.31 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $338k | -44% | 3.9k | 86.25 |
|
| Advanced Micro Devices (AMD) | 0.3 | $335k | NEW | 1.6k | 214.16 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $334k | -79% | 3.7k | 89.46 |
|
| General Motors Company (GM) | 0.3 | $329k | +385% | 4.0k | 81.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $328k | NEW | 652.00 | 502.65 |
|
| Zoetis Cl A (ZTS) | 0.3 | $324k | +12% | 2.6k | 125.82 |
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.3 | $318k | +313% | 4.3k | 74.09 |
|
| Sempra Energy (SRE) | 0.3 | $318k | NEW | 3.6k | 88.29 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $313k | NEW | 1.0k | 303.89 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $284k | NEW | 626.00 | 453.36 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $283k | +37% | 5.9k | 48.32 |
|
| Lincoln National Corporation (LNC) | 0.3 | $274k | NEW | 6.1k | 44.53 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $272k | -16% | 1.8k | 148.98 |
|
| Ge Aerospace Com New (GE) | 0.2 | $269k | NEW | 872.00 | 308.03 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.2 | $267k | -38% | 3.0k | 89.20 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $260k | -24% | 6.3k | 41.08 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $259k | NEW | 531.00 | 487.86 |
|
| Palo Alto Networks (PANW) | 0.2 | $250k | NEW | 1.4k | 184.20 |
|
| Cummins (CMI) | 0.2 | $250k | NEW | 489.00 | 510.45 |
|
| Pfizer (PFE) | 0.2 | $247k | NEW | 9.9k | 24.90 |
|
| Automatic Data Processing (ADP) | 0.2 | $244k | NEW | 947.00 | 257.23 |
|
| Netflix (NFLX) | 0.2 | $242k | +1245% | 2.6k | 93.76 |
|
| Cardinal Health (CAH) | 0.2 | $236k | 1.2k | 205.50 |
|
|
| Zoom Communications Cl A (ZM) | 0.2 | $234k | -30% | 2.7k | 86.29 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $217k | NEW | 954.00 | 227.51 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $212k | NEW | 989.00 | 214.69 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $209k | -33% | 2.9k | 71.45 |
|
| Dutch Bros Cl A (BROS) | 0.2 | $207k | +5107% | 3.4k | 61.22 |
|
| AmerisourceBergen (COR) | 0.2 | $207k | NEW | 613.00 | 337.75 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $207k | NEW | 2.6k | 80.37 |
|
| JetBlue Airways Corporation (JBLU) | 0.1 | $147k | NEW | 32k | 4.55 |
|
Past Filings by Urban Wealth Management
SEC 13F filings are viewable for Urban Wealth Management going back to 2020
- Urban Wealth Management 2025 Q4 filed Jan. 30, 2026
- Urban Wealth Management 2022 Q2 filed July 22, 2022
- Urban Wealth Management 2020 Q4 filed Feb. 17, 2021