account_balance

Investment manager · 13F filer · SEC CIK 1845521

Urban Wealth Management, LLC

Reported value$112Mas of Sep 30, 2026
Positions108 11 new, 10 sold out
Top 10 weight48.3%AAPL alone is 13%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 13.5% Trimmed −7%NVDA NVIDIA Corp 6.3% Trimmed −16%AMZN Amazon.com Inc 6.2% Trimmed −4%
SMH Vaneck ETF Trust 5.2% Trimmed −9%
GOOGL Alphabet Inc. 4.5% Held
IDMO Invesco Exch Traded Fd Tr II 4.1% Trimmed −12%
IVV iShares Tr 2.3% Trimmed −4%
GOOG Alphabet Inc. 2.3% Trimmed −5%DELL Dell Technologies Inc. 2.2% New
IJR iShares Tr 1.7% Trimmed −3%
DVA DaVita Inc. 1.6% Held
PFFA Etfis Ser Tr I 1.6% Trimmed −22%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • CVS +80%
  • GEV +62%
  • PWB +19%
  • FDL +17%
arrow_downwardTrimmed
  • COST −50%
  • SPYM −34%
  • ZM −23%
  • XMMO −23%
remove_circleSold out
  • IXUS $551K
  • PLTR $537K
  • FBND $313K
  • VGT $251K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist