Uptown Financial Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationdallas, TX
- CIK0002066147
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
78 | $139.59M | NDQ, VUG, VO, IJR | 13F-HR | Jan 23, 2026 | 000206614726000001 | ||
74 | $121.36M | VUG, VO, IJR, SPYV | 13F-HR | Oct 15, 2025 | 000206614725000001 | ||
75 | $116.74M | VUG, VO, IJR, SPYV | 13F-HR | Jul 10, 2025 | 000108514625003710 | ||
70 | $97.98M | VUG, VO, IJR, SPYV | 13F-HR | May 6, 2025 | 000108514625002628 | ||
65 | $92.73M | VUG, VO, IJR, SPYV | 13F-HR | Apr 29, 2025 | 000108514625002439 |