Uptown Financial Advisors

Uptown Financial Advisors as of March 31, 2026

Portfolio Holdings for Uptown Financial Advisors

Uptown Financial Advisors holds 71 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 10.9 $14M 31k 436.80
Vanguard Index Fds Mid Cap Etf (VO) 8.1 $10M 36k 287.18
Ishares Tr Core S&p Scp Etf (IJR) 7.9 $10M 80k 124.31
Spdr Series Trust State Street Spd (SPYV) 7.3 $9.2M 162k 56.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.2 $7.9M 100k 78.41
Spdr Index Shs Fds State Street Spd (SPEM) 5.8 $7.3M 156k 46.91
Spdr Series Trust State Street Spd (SPYG) 3.7 $4.7M 48k 97.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $4.6M 185k 24.75
Vanguard World Energy Etf (VDE) 3.5 $4.4M 26k 173.04
Vanguard Bd Index Fds Intermed Term (BIV) 3.3 $4.1M 54k 77.18
Vanguard Index Fds Value Etf (VTV) 3.0 $3.7M 19k 196.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $3.5M 54k 64.08
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $3.0M 21k 145.80
Energy Transfer Com Ut Ltd Ptn (ET) 2.0 $2.5M 129k 19.30
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.9 $2.4M 3.6k 650.34
NVIDIA Corporation (NVDA) 1.7 $2.1M 12k 174.40
Select Sector Spdr Tr State Street Uti (XLU) 1.6 $2.1M 45k 45.89
Enterprise Products Partners (EPD) 1.4 $1.8M 48k 37.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $1.8M 16k 109.00
Ishares Tr Core S&p500 Etf (IVV) 1.4 $1.7M 2.7k 653.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $1.4M 30k 48.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.3M 2.2k 577.18
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $975k 19k 50.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $968k 14k 67.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $961k 6.5k 148.10
Ishares Tr Russell 2000 Etf (IWM) 0.7 $933k 3.8k 248.00
Spdr Index Shs Fds State Street Spd (SPDW) 0.7 $919k 20k 45.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $833k 9.4k 88.71
Ishares Msci Emrg Chn (EMXC) 0.6 $748k 9.5k 78.66
Spdr Series Trust State Street Spd (JNK) 0.6 $734k 7.7k 95.73
Meta Platforms Cl A (META) 0.6 $719k 1.3k 572.13
Microsoft Corporation (MSFT) 0.6 $700k 1.9k 370.17
Broadcom (AVGO) 0.5 $652k 2.1k 309.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $621k 20k 30.50
Cisco Systems (CSCO) 0.5 $589k 7.6k 77.59
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $587k 5.9k 99.27
Ishares Tr National Mun Etf (MUB) 0.5 $586k 5.5k 106.15
Coreweave Com Cl A Call Option (CRWV) 0.4 $535k 6.9k 77.47
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $518k 4.4k 118.45
Johnson & Johnson (JNJ) 0.4 $449k 1.8k 244.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $439k 734.00 597.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $434k 8.0k 54.05
Ishares Tr Core Msci Eafe (IEFA) 0.3 $422k 4.7k 90.54
Abbvie (ABBV) 0.3 $416k 1.9k 217.49
Apple (AAPL) 0.3 $397k 1.6k 253.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $391k 13k 30.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $388k 1.8k 217.25
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $360k 8.1k 44.46
Vanguard World Inf Tech Etf (VGT) 0.3 $358k 513.00 697.72
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $349k 30k 11.50
Netflix (NFLX) 0.3 $346k 3.6k 96.15
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $343k 5.6k 61.27
American Express Company (AXP) 0.3 $341k 1.1k 302.48
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $334k 12k 29.13
Ishares Core Msci Emkt (IEMG) 0.3 $323k 4.6k 69.75
Ishares Tr Msci Eafe Etf (EFA) 0.3 $316k 3.3k 97.13
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $298k 1.4k 215.06
JPMorgan Chase & Co. (JPM) 0.2 $282k 958.00 294.16
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $280k 6.0k 46.74
Chevron Corporation (CVX) 0.2 $278k 1.3k 206.90
Texas Instruments Incorporated (TXN) 0.2 $260k 1.3k 194.14
Exxon Mobil Corporation (XOM) 0.2 $260k 1.5k 169.66
Wells Fargo & Company (WFC) 0.2 $234k 2.9k 79.61
Kinder Morgan (KMI) 0.2 $233k 7.0k 33.53
Blackstone Gso Flting Rte Fu (BSL) 0.2 $224k 17k 12.95
Alphabet Cap Stk Cl A (GOOGL) 0.2 $224k 778.00 287.56
Amazon (AMZN) 0.2 $222k 1.1k 208.27
Spdr Series Trust State Street Spd (SPSB) 0.2 $214k 7.1k 30.07
Spdr Series Trust State Street Spd (SPMD) 0.2 $208k 3.5k 59.22
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $206k 1.9k 106.50
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $129k 12k 11.23