Uptown Financial Advisors LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location dallas, TXCIK 0002066147All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
74 | $121.36M | VUG, VO, IJR, SPYV | 13F-HR | Oct 15, 2025 | 000206614725000001 | ||
75 | $116.73M | VUG, VO, IJR, SPYV | 13F-HR | Jul 10, 2025 | 000108514625003710 | ||
70 | $97.98M | VUG, VO, IJR, SPYV | 13F-HR | May 6, 2025 | 000108514625002628 | ||
65 | $92.73M | VUG, VO, IJR, SPYV | 13F-HR | Apr 29, 2025 | 000108514625002439 |