Uptown Financial Advisors LLC

Q3 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    74

  • Value ($000)

    $121,356

  • Date Filed
    10/15/2025
  • Form type
    13F-HR
  • CIK
    0002066147
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$14.94M
12 %

31,156

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$9.23M
8 %

31,413

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$8.45M
7 %

71,081

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$8.10M
7 %

146,458

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$6.61M
5 %

141,170

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$6.41M
5 %

81,262

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$5.17M
4 %

49,489

---

COREWEAVE INC

COM CL A
21873S108
$4.95M
4 %

36,200

put
V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$3.63M
3 %

19,489

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$3.55M
3 %

45,480

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