Uptown Financial Advisors LLC - Portfolio Stock Holdings
Uptown Financial Advisors LLC disclosed 76 stock positions in a recent SEC 13F filing. $136,457,782 of stock holdings were filed, with the largest holdings including VUG, IJR, and VO. This filing represented positions held on June 30, 2026, and was filed today.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.
Report Period:
June 30, 2026No. of Stocks:
76Est. Stock Holding Value:
$136,457,782Top Stock Holdings By Sector
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Portfolio Stock Holdings - Uptown Financial Advisors LLC
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Portfolio Options Holdings - Uptown Financial Advisors LLC
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