Urban Financial Advisory Corp has filed its 13F form on November 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $94.7B, Ishares Core S&P Mid Cap ETF with a value of $31B, Invesco ETF Tr Ii Intl Corp Bd with a value of $21.6B, Schwab Fundamental U S Large C with a value of $18.5B, and Vanguard Sht Term Corp Bd ETF with a value of $12.8B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $199B to 215B.

Urban Financial Advisory Corp is based out at Chicago, IL

Below you can find more details about Urban Financial Advisory Corp portfolio as well as his latest detailed transactions.

Portfolio value $215 Billion
ETFs: $214 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $215 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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