Uptown Financial Advisors LLC - Portfolio overview

Uptown Financial Advisors LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 10.99%
2. VO - VANGUARD INDEX FDS, 8.16%
3. IJR - ISHARES TR, 7.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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