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Uptown Financial Advisors LLC

Q1 2026 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    76

  • Value ($000)

    $125,892

  • Date Filed
    04/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$13.71M
11 %

31,383

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$10.18M
8 %

35,450

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$9.96M
8 %

80,157

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$9.16M
7 %

161,886

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$7.86M
6 %

100,179

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$7.32M
6 %

156,103

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$4.69M
4 %

47,860

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$4.58M
4 %

185,053

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VANGUARD WORLD FD

ENERGY ETF
92204A306
$4.42M
4 %

25,528

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$4.15M
3 %

53,725

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