account_balance

Investment manager · 13F filer · SEC CIK 2005378

Urban Financial Advisory Corp

Reported value$479Mas of Sep 30, 2026
Positions51 5 new, 8 sold out
Top 10 weight90.3%SPY alone is 21%
FiledNov 1243 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
SPY SPDR S&P 500 ETF Trust 21.0% Trimmed −2%
IEFA iShares Tr 19.7% Added +168%
IJH iShares Tr 13.0% Added +46%
IJR iShares Tr 10.8% Added +18%
FNDX Schwab Strategic Tr 9.0% Added +14%
IEMG iShares Inc 6.1% Added +320%
AKRE Profesionally Managed Portfo 3.2% Trimmed −32%
VCSH Vanguard Scottsdale FDS 3.1% Added +4%
VNQI Vanguard Intl Equity Index F 2.4% Added +155%
XLRE Select Sector SPDR Tr 1.9% Added +168%
FDM First Tr Exchange-Traded Fd 1.8% Added +161%
PICB Invesco Exch Traded Fd Tr II 1.4% Trimmed −22%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • VUG $1.49M
  • VTV $1.37M
  • RAFE $564K
  • VBR $56.6K
arrow_upwardAdded
  • IEMG +320%
  • XLRE +168%
  • IEFA +168%
  • FDM +161%
arrow_downwardTrimmed
  • AKRE −32%
  • EEM −23%
  • PICB −22%
  • SPY −2%
remove_circleSold out
  • EFG $394K
  • VV $310K
  • SLYG $299K
  • MDYV $241K

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