§ 13F · FUND PROFILE
Uptown Financial Advisors LLC.
AUM · $152M (13F)Positions · 88Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 187K | $16M | 10.6% | +495% |
| 2 | IJR | ISHARES TR | 79K | $12M | 7.8% | −1% |
| 3 | VO | VANGUARD INDEX FDS | 140K | $11M | 7.4% | +294% |
| 4 | QQQ | INVESCO QQQ TR | 14K | $10M | 6.8% | +627% |
| 5 | SPYV | SPDR SERIES TRUST | 164K | $10M | 6.6% | +2% |
| 6 | SPEM | SPDR INDEX SHS FDS | 156K | $8M | 5.3% | ±0% |
| 7 | BSV | VANGUARD BD INDEX FDS | 100K | $8M | 5.1% | ±0% |
| 8 | SPYG | SPDR SERIES TRUST | 48K | $6M | 3.7% | ±0% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 181K | $5M | 3.3% | −2% |
| 10 | VTV | VANGUARD INDEX FDS | 19K | $4M | 2.7% | −2% |
§ 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 $152 million in assets. The fund runs a portfolio of 88 positions.
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