Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Uptown Financial Advisors LLC (CIK 2066147) reported $125.9M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($13.7M, 10.89%), VO ($10.2M, 8.09%), IJR ($10.0M, 7.92%), SPYV ($9.2M, 7.28%), BSV ($7.9M, 6.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $13.7M | 10.89% | 31,383 | Added |
| 2 | VO | VANGUARD INDEX FDS | $10.2M | 8.09% | 35,450 | Added |
| 3 | IJR | ISHARES TR | $10.0M | 7.92% | 80,157 | Added |
| 4 | SPYV | SPDR SERIES TRUST | $9.2M | 7.28% | 161,886 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $7.9M | 6.24% | 100,179 | Added |
| 6 | SPEM | SPDR INDEX SHS FDS | $7.3M | 5.82% | 156,103 | Added |
| 7 | SPYG | SPDR SERIES TRUST | $4.7M | 3.72% | 47,860 | Trimmed |
| 8 | SCHF | SCHWAB STRATEGIC TR | $4.6M | 3.64% | 185,053 | Added |
| 9 | VDE | VANGUARD WORLD FD | $4.4M | 3.51% | 25,528 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $4.1M | 3.29% | 53,725 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $3.7M | 2.98% | 19,098 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $3.5M | 2.76% | 54,309 | Added |
| 13 | VSS | VANGUARD INTL EQUITY INDEX F | $3.0M | 2.39% | 20,619 | Added |
| 14 | ET | ENERGY TRANSFER L P | $2.5M | 1.97% | 128,734 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $2.4M | 1.87% | 3,628 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $2.1M | 1.68% | 12,126 | Added |
| 17 | XLU | SELECT SECTOR SPDR TR | $2.1M | 1.65% | 45,235 | Added |
| 18 | EPD | ENTERPRISE PRODS PARTNERS L | $1.8M | 1.44% | 48,051 | Hold |
| 19 | LQD | ISHARES TR | $1.8M | 1.42% | 16,397 | Added |
| 20 | IVV | ISHARES TR | $1.7M | 1.38% | 2,661 | Added |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $1.4M | 1.14% | 29,948 | Added |
| 22 | QQQ | INVESCO QQQ TR | $1.3M | 1.02% | 2,232 | Trimmed |
| 23 | IJH | ISHARES TR | $968,043 | 0.77% | 14,335 | Trimmed |
| 24 | JAAA | JANUS DETROIT STR TR | $974,458 | 0.77% | 19,346 | Added |
| 25 | VYM | VANGUARD WHITEHALL FDS | $961,169 | 0.76% | 6,490 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31