§ 13F · FUND PROFILE
Uptown Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $117M (13F)Positions · 75Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$701K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 31K | $14M | 10.9% | +11% |
| 2 | VO | VANGUARD INDEX FDS | 35K | $10M | 8.1% | +11% |
| 3 | IJR | ISHARES TR | 80K | $10M | 7.9% | +9% |
| 4 | SPYV | SPDR SERIES TRUST | 162K | $9M | 7.3% | +11% |
| 5 | BSV | VANGUARD BD INDEX FDS | 100K | $8M | 6.2% | +10% |
| 6 | SPEM | SPDR INDEX SHS FDS | 156K | $7M | 5.8% | +9% |
| 7 | SPYG | SPDR SERIES TRUST | 48K | $5M | 3.7% | −1% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 185K | $5M | 3.6% | +16% |
| 9 | VDE | VANGUARD WORLD FD | 26K | $4M | 3.5% | +2% |
| 10 | BIV | VANGUARD BD INDEX FDS | 54K | $4M | 3.3% | +4% |
§ 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 $117 million in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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