Uptown Financial Advisors LLC Portfolio Holdings

Uptown Financial Advisors LLC

  • $140 Billion
  • Q4 2025

Uptown Financial Advisors LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $13.8B, Vanguard Mid Cap ETF with a value of $9.26B, Ishares Core S&P Sm Cap ETF with a value of $8.82B, Spdr Portfolio S&P 500 Value E with a value of $8.26B, and Vanguard Bd Index Fd Inc Short with a value of $7.16B.

Examining the 13F form we can see an increase of $18.2B in the current position value, from $121B to 140B.

Uptown Financial Advisors LLC is based out at Dallas, TX

Below you can find more details about Uptown Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $122 Billion
Technology: $7.04 Billion
Energy: $3.89 Billion
Financial Services: $2.5 Billion
Communication Services: $1.41 Billion
Healthcare: $817 Million
Consumer Cyclical: $475 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$374 Million 0.27% of portfolio
20,594
Q4 2025 New
$0
$365 Million 0.26% of portfolio
30,340
Q2 2025 Added 41.78%
$0
$256 Million 0.18% of portfolio
31,600
Q1 2025 Added 24.9%
$0
$234 Million 0.17% of portfolio
17,320
Q1 2025 Added 25.14%
$0
$134 Million 0.1% of portfolio
11,499
Q4 2024 New
$0
$141 Million 0.1% of portfolio
11,050
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $140 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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