Uptown Financial Advisors LLC
CIK: 0002066147SEC EDGAR →
Portfolio Value
$115.4M
Holdings
75
As of
Q4 2025
New Positions
3
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 28,269 | $13.8M | 11.95% |
| 2 | VANGUARD INDEX FDS | 31,906 | $9.3M | 8.02% |
| 3 | ISHARES TR | 73,411 | $8.8M | 7.64% |
| 4 | SPDR SERIES TRUST | 145,397 | $8.3M | 7.16% |
| 5 | VANGUARD BD INDEX FDS | 90,876 | $7.2M | 6.21% |
| 6 | SPDR INDEX SHS FDS | 143,200 | $6.7M | 5.81% |
| 7 | SPDR SERIES TRUST | 48,337 | $5.2M | 4.47% |
| 8 | VANGUARD BD INDEX FDS | 51,432 | $4.0M | 3.47% |
| 9 | SCHWAB STRATEGIC TR | 159,015 | $3.8M | 3.31% |
| 10 | VANGUARD INDEX FDS | 18,984 | $3.6M | 3.14% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $99.0M | 85.8% |
| Technology | 12 | $9.8M | 8.5% |
| Energy | 3 | $3.9M | 3.4% |
| Unknown | 4 | $843K | 0.7% |
| Healthcare | 2 | $817K | 0.7% |
| Communication Services | 3 | $581K | 0.5% |
| Consumer Cyclical | 2 | $474K | 0.4% |