Urban Financial Advisory Corp has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $87.5B, Ishares Core S&P Mid Cap ETF with a value of $29.4B, Invesco ETF Tr Ii Intl Corp Bd with a value of $22B, Schwab Fundamental U S Large C with a value of $14.5B, and Vanguard Sht Term Corp Bd ETF with a value of $12.4B.

Examining the 13F form we can see an increase of $18B in the current position value, from $181B to 199B.

Urban Financial Advisory Corp is based out at Chicago, IL

Below you can find more details about Urban Financial Advisory Corp portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
ETFs: $198 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $199 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Urban Financial Advisory Corp Portfolio

Follow Urban Financial Advisory Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Urban Financial Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Urban Financial Advisory Corp with notifications on news.