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Uptown Financial Advisors LLC

Q2 2026 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    88

  • Value ($000)

    $151,865

  • Date Filed
    07/10/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$16.08M
11 %

186,647

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$11.78M
8 %

79,404

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$11.26M
7 %

139,720

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$10.31M
7 %

14,000

put
S
SPYV

SPDR SERIES TRUST

ST STR P500VAL
78464A508
$9.99M
7 %

164,321

S
SPEM

SPDR INDEX SHS FDS

ST PORT MARK ETF
78463X509
$8.08M
5 %

155,992

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$7.8M
5 %

100,179

K
KRE

SPDR SERIES TRUST

ST STR P500GRW
78464A409
$5.69M
4 %

47,799

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$5.02M
3 %

181,155

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$4.08M
3 %

18,712

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