Uptown Financial Advisors LLC
Q1 2025 13F Holdings
- Locationdallas, TX
- Num holdings
70
- Value ($000)
$97,979
- Date Filed05/06/2025
- Form type13F-HR
- CIK0002066147
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $11.32M | 12 % | 30,530 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.16M | 8 % | 31,551 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.94M | 7 % | 66,330 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $6.61M | 7 % | 129,458 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $6.33M | 7 % | 80,860 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $5.62M | 6 % | 142,754 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $3.67M | 4 % | 47,897 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $3.57M | 4 % | 44,368 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $3.51M | 4 % | 20,317 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $2.94M | 3 % | 148,457 |
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