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.
Urban Wealth Management, LLC (CIK 1845521) reported $97.7M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($13.8M, 14.13%), NVDA ($8.3M, 8.46%), SMH ($4.6M, 4.69%), IDMO ($4.5M, 4.59%), AMZN ($4.5M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.8M | 14.13% | 54,383 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $8.3M | 8.46% | 47,411 | Added |
| 3 | SMH | VANECK ETF TRUST | $4.6M | 4.69% | 11,954 | Trimmed |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | $4.5M | 4.59% | 81,751 | Added |
| 5 | AMZN | AMAZON COM INC | $4.5M | 4.56% | 21,369 | Added |
| 6 | GOOGL | ALPHABET INC | $4.4M | 4.53% | 15,398 | Trimmed |
| 7 | PFFA | ETFIS SER TR I | $2.8M | 2.86% | 137,307 | Added |
| 8 | GOOG | ALPHABET INC | $2.6M | 2.66% | 9,064 | Added |
| 9 | IVV | ISHARES TR | $2.3M | 2.35% | 3,516 | Hold |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $2.3M | 2.31% | 2,264 | Added |
| 11 | CVS | CVS HEALTH CORP | $2.1M | 2.12% | 28,862 | Trimmed |
| 12 | IFRA | ISHARES TR | $2.0M | 2.10% | 35,792 | Trimmed |
| 13 | IJR | ISHARES TR | $2.0M | 2.04% | 16,025 | Trimmed |
| 14 | TDTF | FLEXSHARES TR | $1.9M | 1.96% | 79,224 | Trimmed |
| 15 | GOLY | STRATEGY SHS | $1.9M | 1.94% | 64,317 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $1.7M | 1.71% | 4,499 | Trimmed |
| 17 | DVA | DAVITA INC | $1.5M | 1.59% | 10,076 | Hold |
| 18 | CVX | CHEVRON CORPORATION | $1.5M | 1.54% | 7,290 | Trimmed |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $1.3M | 1.37% | 9,133 | Added |
| 20 | IJH | ISHARES TR | $1.2M | 1.18% | 17,105 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $1.1M | 1.14% | 5,178 | Trimmed |
| 22 | NOC | NORTHROP GRUMMAN CORP | $1.1M | 1.08% | 1,547 | Added |
| 23 | C | CITIGROUP INC | $1.0M | 1.03% | 8,914 | Trimmed |
| 24 | IAU | ISHARES GOLD TR | $930,705 | 0.95% | 10,557 | Hold |
| 25 | VOO | VANGUARD INDEX FDS | $881,288 | 0.90% | 1,475 | Added |
Source: SEC Form 13F filings · as of 2026-03-31