Uptown Financial Advisors Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    dallas, TX
  • CIK
    0002066147
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

75

$116.73 M
VUG, VO, IJR, SPYV
13F-HR
Jul 10, 2025
000108514625003710

70

$97.98 M
VUG, VO, IJR, SPYV
13F-HR
May 6, 2025
000108514625002628

65

$92.73 M
VUG, VO, IJR, SPYV
13F-HR
Apr 29, 2025
000108514625002439