Uptown Financial Advisors LLC - Portfolio Stock Holdings

Uptown Financial Advisors LLC disclosed 82 stock positions in a recent SEC 13F filing. $140,097,596 of stock holdings were filed, with the largest holdings including VUG, VO, and IJR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $153,813,197 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.