account_balance

Investment manager · 13F filer · SEC CIK 2066147

Uptown Financial Advisors LLC

Reported value$140Mas of Sep 30, 2026

Positions77 5 new, 5 sold out

Top 10 weight60.2%VUG alone is 12%

FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VUGVanguard Index FDS

12.2%

VOVanguard Index FDS

8.0%

IJRiShares Tr

7.8%

SPYVSPDR Series Trust

7.2%

SPEMSPDR Index SHS FDS

5.8%

BSVVanguard Bd Index FDS

5.4%

SPYGSPDR Series Trust

4.2%

SCHFSchwab Strategic Tr

3.6%

VDEVanguard World Fd

3.1%

VTVVanguard Index FDS

2.8%

BIVVanguard Bd Index FDS

2.8%

VEAVanguard Tax-Managed FDS

2.7%

VUGVanguard Index FDS

12.2%

VOVanguard Index FDS

8.0%

IJRiShares Tr

7.8%

SPYVSPDR Series Trust

7.2%

SPEMSPDR Index SHS FDS

5.8%

BSVVanguard Bd Index FDS

5.4%

SPYGSPDR Series Trust

4.2%

SCHFSchwab Strategic Tr

3.6%

VDE3.1%

VTV2.8%

BIV2.8%

VEA2.7%

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

VUG Vanguard Index FDS 12.2% Held

VO Vanguard Index FDS 8.0% Held

IJR iShares Tr 7.8% Held

SPYV SPDR Series Trust 7.2% Held

SPEM SPDR Index SHS FDS 5.8% Held

BSV Vanguard Bd Index FDS 5.4% Held

SPYG SPDR Series Trust 4.2% Held

SCHF Schwab Strategic Tr 3.6% Held

VDE Vanguard World Fd 3.1% Held

VTV Vanguard Index FDS 2.8% Held

BIV Vanguard Bd Index FDS 2.8% Held

VEA Vanguard Tax-Managed FDS 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 10, 2026 filing

add_circleNew

VPU $513K
VCIT $370K
XLK $277K
VGSH $218K

arrow_upwardAdded

VOO +156%
MSFT +66%
VIG +47%
CSCO +31%

arrow_downwardTrimmed

XLU −22%
SCHC −5%
MUB −4%
JNK −3%

remove_circleSold out

TSLA $214K
IBM $209K
MIDD $206K
QQQ $171K

Uptown Financial Advisors LLC

Where the money is

Biggest moves since Jun 30, 2026

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