Uma Financial Services, Inc. Portfolio Holdings

Uma Financial Services, Inc.

  • $656 Million
  • Q4 2025

Uma Financial Services, Inc. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $656 Million distributed in 2027 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $92.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $32.9M, Blackrock ETF Tr U S Equity Fa with a value of $31.2M, Ishares S&P 500 Value ETF with a value of $29.8M, and Dimensional ETF Tr with a value of $28.2M.

Examining the 13F form we can see an increase of $8.12M in the current position value, from $648M to 656M.

Below you can find more details about Uma Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $656 Million
ETFs: $545 Million
Technology: $48.8 Million
Financial Services: $11.9 Million
Healthcare: $11.8 Million
Consumer Cyclical: $10.1 Million
Communication Services: $6.27 Million
Industrials: $4.96 Million
Consumer Defensive: $4.81 Million
Other: $9.76 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.7 Million 2.54% of portfolio
62,305
Q4 2025 Reduced 21.39%
$465B
$9.98 Million 1.52% of portfolio
53,486
Q4 2025 Reduced 9.71%
$3.78T
$7.24 Million 1.1% of portfolio
14,266
Q4 2025 Reduced 20.14%
$8.6B
$4.79 Million 0.73% of portfolio
47,044
Q4 2025 Reduced 12.16%
$169B
$4.62 Million 0.7% of portfolio
5,531
Q4 2025 Added 352.99%
$2.39T
$3.48 Million 0.53% of portfolio
14,817
Q4 2025 Reduced 5.71%
$1.29T
$2.43 Million 0.37% of portfolio
5,933
Q4 2025 Reduced 3.04%
$662B
$2.34 Million 0.36% of portfolio
4,598
Q4 2025 Reduced 27.32%
$1.65T
$2.33 Million 0.35% of portfolio
8,432
Q4 2025 Added 6.96%
$404B
$1.68 Million 0.26% of portfolio
1,841
Q4 2025 Reduced 5.69%
$17.8B
$1.45 Million 0.22% of portfolio
10,884
Q4 2025 Added 0.17%
$279B
$1.47 Million 0.22% of portfolio
14,247
Q4 2025 Reduced 0.43%
$1.74T
$1.38 Million 0.21% of portfolio
4,821
Q4 2025 Added 0.9%
$139B
$1.18 Million 0.18% of portfolio
3,431
Q4 2025 Reduced 7.14%
$388B
$1.03 Million 0.16% of portfolio
4,299
Q4 2025 Added 2.36%
$1.37T
$1.06 Million 0.16% of portfolio
1,739
Q4 2025 Reduced 9.8%
$23.5B
$893,000 0.14% of portfolio
1,782
Q4 2025 Reduced 0.45%
$512B
$804,000 0.12% of portfolio
1,499
Q4 2025 Added 3.45%
$881B
$711,000 0.11% of portfolio
2,369
Q4 2025 Added 3.18%
$82.8B
$723,000 0.11% of portfolio
2,667
Q4 2025 Reduced 1.66%
$7.63B
$702,000 0.11% of portfolio
13,767
Q4 2025 Reduced 0.61%
$197B
$639,000 0.1% of portfolio
2,798
Q4 2025 Added 8.32%
$522B
$628,000 0.1% of portfolio
3,148
Q4 2025 Reduced 15.51%
$224B
$640,000 0.1% of portfolio
2,102
Q4 2025 Added 1.59%
$342B
$689,000 0.1% of portfolio
3,963
Q4 2025 Reduced 4.14%
$1.46T
$666,000 0.1% of portfolio
2,362
Q4 2025 Added 10.68%
$255B
$530,000 0.08% of portfolio
1,554
Q4 2025 Added 2.1%
$533B
$522,000 0.08% of portfolio
1,603
Q4 2025 Added 3.42%
$291B
$473,000 0.07% of portfolio
857
Q4 2025 Added 3.75%
$303B
$474,000 0.07% of portfolio
3,063
Q4 2025 Reduced 1.95%
$0
$459,000 0.07% of portfolio
47,429
Q4 2025 Added 0.23%
$346B
$436,000 0.07% of portfolio
2,990
Q4 2025 Reduced 31.7%
$187B
$428,000 0.07% of portfolio
2,570
Q4 2025 Reduced 0.89%
$154M
$431,000 0.07% of portfolio
52,376
Q4 2025 Reduced 6.73%
$19.2B
$467,000 0.07% of portfolio
6,025
Q4 2025 Added 0.42%
$317B
$467,000 0.07% of portfolio
5,601
Q4 2025 Reduced 0.3%
$27.1B
$362,000 0.06% of portfolio
3,455
Q4 2025 Added 0.73%
$413B
$424,000 0.06% of portfolio
8,255
Q4 2025 Added 3.25%
$367B
$412,000 0.06% of portfolio
1,152
Q4 2025 Reduced 14.79%
$235B
$407,000 0.06% of portfolio
4,383
Q4 2025 Reduced 4.51%
$204B
$369,000 0.06% of portfolio
2,499
Q4 2025 Reduced 65.69%
$79.6B
$331,000 0.05% of portfolio
2,477
Q4 2025 Added 2.52%
$191B
$341,000 0.05% of portfolio
71
Q4 2025 Added 1.43%
$70.2B
$298,000 0.05% of portfolio
9,268
Q2 2025 Added 0.01%
$490B
$360,000 0.05% of portfolio
3,062
Q4 2025 Added 10.46%
$328B
$308,000 0.05% of portfolio
1,027
Q4 2025 Added 0.98%
$84.4B
$343,000 0.05% of portfolio
1,688
Q4 2025 Reduced 13.08%
$49.1B
$305,000 0.05% of portfolio
2,766
Q4 2025 Added 1,006.4%
$3.76B
$314,000 0.05% of portfolio
4,825
Q3 2025 Added 0.96%

Summary

  • Portfolio
  • No. of Stocks 2,027
  • Current Value $656 Million
  • Prior Value $648 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 289 stocks
  • Additional Purchases 693 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 450 stocks
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