Data as of Q4 2025 (Dec 31, 2025)

Urban Wealth Management, LLC

โ€ขCIK: 1845521โ€ขFiling: Q4 2025

**Urban Wealth Management, LLC** manages $108M across a diversified portfolio of 94 positions. The fund maintains significant exposure to mega-cap technology names, notably holding $14.4M in AAPL and $6.4M in NVDA. Core allocations also include substantial positions in GOOGL ($5.3M), AMZN ($4.6M), and MSFT ($4.1M). This concentration suggests a strategic focus on established, market-leading technology growth sectors.

Total AUM
$107.6M
QoQ Performance
N/A
Positions
72
Top 10 Concentration
48.9%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
NVDA
AAPL13.3%
NVDA5.9%
GOOGL4.9%
AMZN4.3%
SMH4.2%
IDMO4.2%
MSFT3.8%
GOLY3.2%

๐Ÿ“ˆ Biggest Buys

AAPL
APPLE INC
NEW
13.3% of portfolio
NVDA
NVIDIA CORPORATION
NEW
5.9% of portfolio
GOOGL
ALPHABET INC
NEW
4.9% of portfolio
AMZN
AMAZON COM INC
NEW
4.3% of portfolio
SMH
VANECK ETF TRUST
NEW
4.2% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other49.9%
Technology33.6%
Consumer6.9%
Healthcare3.3%
ETF3.1%
Financial1.8%
Industrial0.6%
Consumer Staples0.4%