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.
