Urban Financial Advisory Corp - Portfolio Stock Holdings

Urban Financial Advisory Corp disclosed 56 stock positions in a recent SEC 13F filing. $362,865,198 of stock holdings were filed, with the largest holdings including SPY, IJR, and IJH. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,275,389,164 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.