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Uptown Financial Advisors LLC

Q4 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    78

  • Value ($000)

    $139,591

  • Date Filed
    01/23/2026
  • Form type
    13F-HR
  • CIK
    0002066147
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$18.12M
13 %

29,500

put
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$13.79M
10 %

28,269

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$9.26M
7 %

31,906

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$8.82M
6 %

73,411

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$8.26M
6 %

145,397

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$7.16M
5 %

90,876

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$6.7M
5 %

143,200

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$5.16M
4 %

48,337

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$4.01M
3 %

51,432

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$3.82M
3 %

159,015

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