Uma Financial Services, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $648 Million distributed in 11496 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 $90.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $31.6M, Blackrock ETF Tr U S Equity Fa with a value of $29.9M, Dimensional ETF Tr with a value of $27.5M, and Ishares Msci Usa Quality Facto with a value of $25.9M.
Examining the 13F form we can see an increase of $47.7M in the current position value, from $601M to 648M.
Below you can find more details about Uma Financial Services, Inc. portfolio as well as his latest detailed transactions.
