Uptown Financial Advisors LLC
Q3 2025 13F Holdings
- Locationdallas, TX
- Num holdings
74
- Value ($000)
$121,356
- Date Filed10/15/2025
- Form type13F-HR
- CIK0002066147
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.94 M | 12 % | 31,156 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.23 M | 8 % | 31,413 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.45 M | 7 % | 71,081 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $8.10 M | 7 % | 146,458 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $6.61 M | 5 % | 141,170 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $6.41 M | 5 % | 81,262 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $5.17 M | 4 % | 49,489 | ||
COREWEAVE INC | COM CL A | 21873S108 | $4.95 M | 4 % | 36,200 | put | |
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $3.63 M | 3 % | 19,489 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $3.55 M | 3 % | 45,480 |
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