Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Uptown Financial Advisors LLC

•CIK: 2066147•Filing: Q4 2025

**Uptown Financial Advisors LLC** manages $119M across a diversified portfolio of 75 positions. The fund exhibits a significant tilt toward large-cap growth and sector-specific exposure, evidenced by top holdings including VUG at $13.8M and VO at $9.3M. Notable allocations also include IJR ($8.8M) and SPYV ($8.3M), suggesting a strategic focus on broad market indices and established growth vectors. This concentrated approach indicates active management within core equity sectors.

Total AUM

$117.4M

+ $1.1M in options

QoQ Performance

+3.2%

Positions

44

+ 1 option

Top 10 Concentration

59.6%

Latest Filing

Q4 2025

Top Holdings Allocation

VUG

VO

IJR

SPYV

BSV

SPEM

VUG11.6%

VO7.8%

IJR7.4%

SPYV7.0%

BSV6.0%

SPEM5.7%

SPYG4.4%

BIV3.4%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+144.9%

1.5% of portfolio

VANGUARD BD INDEX FDS

+11.8%

6.0% of portfolio

VANGUARD BD INDEX FDS

+13.1%

3.4% of portfolio

BARINGS CORPORATE INVS

NEW

0.3% of portfolio

NETFLIX INC

+900.0%

0.3% of portfolio

📉 Biggest Sells

VANGUARD INDEX FDS

-9.3%

11.6% of portfolio

JPMORGAN CHASE & CO.

-34.3%

0.3% of portfolio

SPDR SERIES TRUST

-2.3%

4.4% of portfolio

VANGUARD INDEX FDS

-2.6%

3.1% of portfolio

SPDR SERIES TRUST

-0.7%

7.0% of portfolio

Sector Breakdown

Other89.0%

Technology4.8%

ETF4.0%

Financial0.8%

Healthcare0.7%

Consumer0.4%

Communication0.3%

🚪 Exited Positionssold since Q3 2025

HOME DEPOT INC

SOLD

$205.8K

Changes from Q3 2025

NEW5 new positions

↑28 increased

↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025

📌 Top Holdings

VANGUARD INDEX FDS

VANGUARD INDEX FDS

SPDR SERIES TRUST

VANGUARD BD INDEX FDS

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