Uptown Financial Advisors LLC Portfolio Holdings

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

Uptown Financial Advisors LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $14.9B, Vanguard Mid Cap ETF with a value of $9.23B, Ishares Core S&P Sm Cap ETF with a value of $8.45B, Spdr Portfolio S&P 500 Value E with a value of $8.1B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $6.61B.

Examining the 13F form we can see an increase of $4.62B in the current position value, from $117B to 121B.

Uptown Financial Advisors LLC is based out at Dallas, TX

Below you can find more details about Uptown Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $101 Billion
Technology: $4.61 Billion
Energy: $3.92 Billion
Financial Services: $2.07 Billion
Communication Services: $1.35 Billion
Healthcare: $784 Million
Consumer Cyclical: $670 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.9 Billion 12.31% of portfolio
31,156
Q3 2025 Reduced 0.72%
$0
$9.23 Billion 7.6% of portfolio
31,413
Q3 2025 Added 0.54%
$0
$8.45 Billion 6.96% of portfolio
71,081
Q3 2025 Added 1.82%
$0
$8.1 Billion 6.68% of portfolio
146,458
Q3 2025 Added 3.03%
$0
$6.61 Billion 5.45% of portfolio
141,170
Q3 2025 Added 0.9%
$0
$6.41 Billion 5.28% of portfolio
81,262
Q3 2025 Reduced 1.64%
$0
$5.17 Billion 4.26% of portfolio
49,489
Q3 2025 Added 0.16%
$0
$3.63 Billion 2.99% of portfolio
19,489
Q3 2025 Reduced 1.23%
$0
$3.55 Billion 2.93% of portfolio
45,480
Q3 2025 Reduced 1.43%
$0
$3.54 Billion 2.92% of portfolio
151,965
Q3 2025 Added 2.21%
$0
$3.1 Billion 2.55% of portfolio
51,722
Q3 2025 Added 0.09%
$0
$3.03 Billion 2.5% of portfolio
24,060
Q3 2025 Added 1.33%
$0
$2.67 Billion 2.2% of portfolio
18,704
Q3 2025 Added 1.54%
$0
$2.41 Billion 1.98% of portfolio
3,614
Q3 2025 Added 0.17%
$52.2B
$2.21 Billion 1.82% of portfolio
128,642
Q3 2025 Added 0.07%
$477B
$1.86 Billion 1.53% of portfolio
9,957
Q3 2025 Added 6.85%
$67.8B
$1.5 Billion 1.24% of portfolio
48,051
Q4 2024 New
$0
$1.47 Billion 1.21% of portfolio
16,860
Q3 2025 Added 2.31%
$0
$1.45 Billion 1.19% of portfolio
13,007
Q3 2025 Reduced 3.84%
$0
$1.13 Billion 0.93% of portfolio
22,804
Q3 2025 Reduced 1.07%
$0
$994 Million 0.82% of portfolio
7,049
Q4 2024 New
$3.96T
$973 Million 0.8% of portfolio
1,879
Q2 2025 Added 0.11%
$0
$939 Million 0.77% of portfolio
18,490
Q3 2025 Reduced 34.79%
$1.65T
$915 Million 0.75% of portfolio
1,246
Q2 2025 Added 4.79%
$0
$883 Million 0.73% of portfolio
3,649
Q3 2025 Reduced 5.02%
$0
$846 Million 0.7% of portfolio
12,960
Q3 2025 Reduced 1.09%
$0
$836 Million 0.69% of portfolio
19,546
Q3 2025 Reduced 0.4%
$0
$674 Million 0.56% of portfolio
6,876
Q3 2025 Reduced 3.67%
$0
$669 Million 0.55% of portfolio
7,312
Q3 2025 Added 0.21%
$0
$636 Million 0.52% of portfolio
21,850
Q4 2024 New
$147B
$628 Million 0.52% of portfolio
1,905
Q1 2025 Added 42.06%
$0
$614 Million 0.51% of portfolio
6,127
Q3 2025 Reduced 0.66%
$0
$588 Million 0.48% of portfolio
8,707
Q3 2025 Reduced 2.05%
$0
$588 Million 0.48% of portfolio
5,518
Q4 2024 New
$0
$475 Million 0.39% of portfolio
4,291
Q4 2024 New
$892B
$460 Million 0.38% of portfolio
1,458
Q4 2024 New
$0
$449 Million 0.37% of portfolio
734
Q3 2025 Reduced 1.87%
$487B
$432 Million 0.36% of portfolio
360
Q4 2024 New
$0
$434 Million 0.36% of portfolio
8,015
Q3 2025 Reduced 2.84%
$403B
$443 Million 0.36% of portfolio
1,913
Q1 2025 Reduced 20.72%
$0
$401 Million 0.33% of portfolio
4,588
Q3 2025 Added 0.44%
$4.32T
$398 Million 0.33% of portfolio
1,562
Q3 2025 Added 0.19%
$0
$373 Million 0.31% of portfolio
1,788
Q4 2024 New
$270B
$374 Million 0.31% of portfolio
1,127
Q4 2024 New
$0
$362 Million 0.3% of portfolio
485
Q3 2025 Added 1.04%
$0
$364 Million 0.3% of portfolio
13,350
Q4 2024 New
$0
$366 Million 0.3% of portfolio
11,476
Q4 2024 New
$0
$355 Million 0.29% of portfolio
30,340
Q2 2025 Added 41.78%
$498B
$341 Million 0.28% of portfolio
1,837
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $121 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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