§ 13F · FUND PROFILE
Uptown Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $116.7T (13F)Positions · 75Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$139.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 30K | $18.1T | 13.0% | NEW |
| 2 | VUG | VANGUARD INDEX FDS | 28K | $13.8T | 9.9% | NEW |
| 3 | VO | VANGUARD INDEX FDS | 32K | $9.3T | 6.6% | NEW |
| 4 | IJR | ISHARES TR | 73K | $8.8T | 6.3% | NEW |
| 5 | SPYV | SPDR SERIES TRUST | 145K | $8.3T | 5.9% | NEW |
| 6 | BSV | VANGUARD BD INDEX FDS | 91K | $7.2T | 5.1% | NEW |
| 7 | SPEM | SPDR INDEX SHS FDS | 143K | $6.7T | 4.8% | NEW |
| 8 | SPYG | SPDR SERIES TRUST | 48K | $5.2T | 3.7% | NEW |
| 9 | BIV | VANGUARD BD INDEX FDS | 51K | $4.0T | 2.9% | NEW |
| 10 | SCHF | SCHWAB STRATEGIC TR | 159K | $3.8T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UPTOWN SIGNAL
AC read
Uptown Financial Advisors LLC is a Other fund managing $116734.9 trillion in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed