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URS Advisory

Latest statistics and disclosures from URS Advisory's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111352

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Positions held by URS Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for URS Advisory

URS Advisory holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.1	$21M	65k	320.81	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	9.7	$13M	268k	49.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	8.5	$12M	49k	237.62	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	8.0	$11M	221k	49.69	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	6.7	$9.1M	24k	383.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	6.4	$8.7M	90k	97.13	View chart
Ishares Tr Intl Sel Div Etf (IDV)	6.2	$8.5M	200k	42.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.1	$8.4M	13k	650.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.0	$5.5M	37k	148.10	View chart
Spdr Series Trust State Street Spd (SPYM)	3.2	$4.4M	57k	76.54	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.4	$3.3M	65k	50.62	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.4	$3.2M	64k	50.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.2	$3.0M	60k	49.95	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	1.8	$2.5M	62k	40.47	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.5	$2.1M	37k	56.79	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.5	$2.0M	43k	46.07	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$1.6M	3.7k	430.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.6M	51k	30.68	View chart
Global X Fds Global X Uranium (URA)	1.0	$1.4M	29k	48.43	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.8	$1.1M	46k	25.18	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$1.1M	22k	50.98	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$984k	14k	68.14	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.7	$920k	9.1k	101.14	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.6	$873k	18k	49.49	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.5	$653k	13k	50.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$609k	12k	50.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$566k	866.00	653.32	View chart
Johnson & Johnson (JNJ)	0.4	$512k	2.1k	244.44	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$497k	9.4k	52.64	View chart
Raytheon Technologies Corp (RTX)	0.4	$490k	2.5k	192.90	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$487k	5.0k	97.90	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$473k	41k	11.50	View chart
Chevron Corporation (CVX)	0.3	$430k	2.1k	206.90	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$384k	3.6k	106.14	View chart
Microsoft Corporation (MSFT)	0.3	$367k	992.00	370.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$357k	512.00	698.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$350k	12k	29.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$343k	14k	24.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$341k	1.6k	211.13	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$320k	29k	11.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$317k	1.1k	298.85	View chart
JPMorgan Chase & Co. (JPM)	0.2	$312k	1.1k	294.16	View chart
Allstate Corporation (ALL)	0.2	$307k	1.5k	207.34	View chart
Capital One Financial (COF)	0.2	$279k	1.5k	182.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$270k	940.00	287.04	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$265k	5.3k	49.93	View chart
McDonald's Corporation (MCD)	0.2	$258k	828.00	310.97	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$242k	4.2k	58.19	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$218k	3.3k	67.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$202k	941.00	214.96	View chart
Nuveen Municipal Income Fund (NMI)	0.1	$107k	10k	10.45	View chart

Past Filings by URS Advisory

SEC 13F filings are viewable for URS Advisory going back to 2026

URS Advisory 2026 Q1 filed April 24, 2026

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