Uptown Financial Advisors LLC: 13F holdings
CIK 20661472026Q2
| Positions | 77 |
|---|
| Reported value | $151.9m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 77 (+6 vs prior quarter) |
|---|
| Reported value | $151.9m (+20.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 186,647 | $16.1m | 10.6% |
| IJR ISHARES TR | 79,404 | $11.8m | 7.8% |
| VO VANGUARD INDEX FDS | 139,720 | $11.3m | 7.4% |
| SPYV SPDR SERIES TRUST | 164,321 | $10.0m | 6.6% |
| SPEM SPDR INDEX SHS FDS | 155,992 | $8.1m | 5.3% |
| BSV VANGUARD BD INDEX FDS | 100,179 | $7.8m | 5.1% |
| SPYG SPDR SERIES TRUST | 47,799 | $5.7m | 3.7% |
| SCHF SCHWAB STRATEGIC TR | 181,155 | $5.0m | 3.3% |
| VTV VANGUARD INDEX FDS | 18,712 | $4.1m | 2.7% |
| BIV VANGUARD BD INDEX FDS | 52,739 | $4.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066147")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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